"The fog of AI is the fact that the foundations are moving very quickly. You have to have a vision, but you cannot paint it beyond six months, because whatever you're painting will probably be shattered by the foundation shifting." Listen to the full conversation @spolu: • YouTube: • Spotify: • Apple:

@hwchase17's vision of “ambient agents” suggests we're headed toward a workplace where AI doesn't just sit in a separate chat window waiting for instructions, but becomes integrated into our digital environment–monitoring emails, calendars, and communications to initiate workflows automatically while maintaining human oversight. Listen to the full conversation: • YouTube: • Spotify: • Apple:

@spolu challenges the current market enthusiasm for AI workflow companies. While these companies might gain traction in the short term, Stan expects agents to become the dominant paradigm. Listen to the full conversation: • YouTube: • Spotify: • Apple:

"The more an LLM is deciding what to do, the more agentic it is.” I enjoyed hearing @hwchase17's definition of what an AI agent is and isn’t. It’s not as binary as you might think! Listen to the full conversation: • YouTube: • Spotify: • Apple:

Just dropped our latest episode featuring Stanislas Polu and Harrison Chase! The Future of AI Agents What's next for AI agents, and how will they change how we work? @spolu (CEO of @DustHQ, formerly OpenAI research) and @hwchase17 (CEO of @LangChainAI, one of the most influential open-source AI frameworks) unpack the current state and future of AI agents. They reflect on their pre-ChatGPT conversations, share lessons from building today's agent infrastructure from chat interfaces to autonomous systems, and discuss operating in the chaotic "fog of AI." We explore how the landscape has evolved, where it's headed, and the messy realities of building in today's fast-moving AI world. Listen now: • YouTube: • Spotify: • Apple: A big thank you to the incredible sponsor that makes the podcast possible: ✨ Brex — The banking solution for startups: We explore: → What sparked Stan and Harrison’s early interest in LLMs → The pre-ChatGPT era and how the AI landscape has evolved since late 2022 → High-leverage use cases for agents inside Dust and LangChain today → The critical differences between AI workflows and true agents—and why agents may unlock more powerful, long-term solutions → Why reliability is the main blocker to ambient agents → Real-world enterprise use cases for AI agents across customer support, sales, and engineering → How to build in the “fog of AI” and the challenge of maintaining product vision when foundations shift every six months → Strategies for creating defensibility in a world where tech giants can quickly replicate features → The future of multi-agent systems and how they could transform enterprise productivity → The current state of the AI talent market …And much more!

How VCs are deploying AI internally: @ttunguz shared with me how his firm is building AI agents for market sizing, memo generation, and even investment recommendations (though he "wouldn't trust" those yet). The goal isn't just efficiency–it's understanding what founders are building at a deeper level. Listen to our full conversation: • YouTube: • Spotify: • Apple:

In crypto, liquidity is king - and Ethereum still wears the crown. As @ttunguz points out on the latest episode of The Generalist Podcast, the real question now is how ETH maintains this advantage while younger chains innovate faster. Listen to our full conversation: • YouTube: • Spotify: • Apple:

@ttunguz shared a fascinating insight on why data systems are such powerful investment areas: 1. They create massive companies (Databricks, Snowflake) 2. Technical complexity filters out interest 3. Fast replacement cycles drive continuous opportunity Full episode: • YouTube: • Spotify: • Apple:

How do great VCs develop conviction in emerging markets? @ttunguz shared @Theoryvc's approach: a weekly 30-minute debate to identify promising areas, followed by rigorous market mapping. It's not just about finding opportunities–it's about educating the entire firm to become "increasingly sophisticated investors." Listen: • YouTube: • Spotify: • Apple:

This was so fun, Mario. Thanks for having me on the show to talk about everything going on in the market!