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Dragonfly general partner Rob Haddock argues that consumer agents will commoditize while financial platforms capture the value, even as agent-driven cancellations, consensus investing and shrinking data advantages reshape fintech economics.
The founder of Instinct, a personal agent growing 10% daily, argues frictionless agents expand commerce, but must reconcile merchant-paid take rates with user alignment and compute bought months ahead.
VGS strategy chief Terry Angelos tells a16z's Alex Rampell that credentials give agents arms and legs, but open card-network standards must settle who is liable when agents err.
Council on Foreign Relations economist Ben Steil tells Steve Eisman that the dollar's lack of alternatives masks a weakening buyer base, while the Fed and Treasury struggle to respond.
Jeeves CEO Dip Tasman argues stablecoin rails succeed with CFOs when invisible and bundled into banking workflows, even as fee compression, regulation, and local-currency liquidity remain unresolved.
Aura CEO Asaf Eluvique argues that agent-readiness is becoming a recommendation and revenue issue, even as incumbents like Amazon block assistants to protect advertising businesses built for human traffic.
Nnamdi Okike of 645 Ventures argues venture judgment is science, not instinct, yet admits data can only surface candidates, while motivation, inflections and market timing still require human judgment.