Dharmesh Shah: commitment

Transcript context

…So I think the... Open this with agent. Okay, so I'll start with... Here's my kind of running thesis, is that as AI and agents evolve, which they're doing very, very quickly, we're going to look at them more and more. I don't like to anthropomorphize. We'll talk about why this is not that. Less as just like raw tools and more like teammates. They'll still be software. They should self-disclose as being software. I'm totally cool with that. But I think what's going to happen is that in the same way you might collaborate with a team member on Slack or Teams or whatever you use, you can imagine a series of agents that do specific things just like a team member might do, that you can delegate things to. You can collaborate. You can say, hey, can you take a look at this? Can you proofread that? Can you try this? You can... Whatever it happens to be. So I think it is... I will go so far as to say it's inevitable that we're going to have hybrid teams someday. And what I mean by hybrid teams... So back in the day, hybrid teams were, oh, well, you have some full-time employees and some contractors. Then it was like hybrid teams are some people that are in the office and some that are remote. That's the kind of form of hybrid. The next form of hybrid is like the carbon-based life forms and agents and AI and some form of software. So let's say we temporarily stipulate that I'm right about that over some time horizon that eventually we're going to have these kind of digitally hybrid teams. So if that's true, then the question you sort of ask yourself is that then what needs to exist in order for us to get the full value of that new model? It's like, okay, well... You sort of need to... It's like, okay, well, how do I... If I'm building a digital team, like, how do I... Just in the same way, if I'm interviewing for an engineer or a designer or a PM, whatever, it's like, well, that's why we have professional networks, right? It's like, oh, they have a presence on likely LinkedIn. I can go through that semi-structured, structured form, and I can see the experience of whatever, you know, self-disclosed. But, okay, well, agents are going to need that someday. And so I'm like, okay, well, this seems like a thread that's worth pulling on. That says, okay. So I... So agent.ai is out there. And it's LinkedIn for agents. It's LinkedIn for agents. It's a professional network for agents. And the more I pull on that thread, it's like, okay, well, if that's true, like, what happens, right? It's like, oh, well, they have a profile just like anyone else, just like a human would. It's going to be a graph underneath, just like a professional network would be. It's just that... And you can have its, you know, connections and follows, and agents should be able to post. That's maybe how they do release notes. Like, oh, I have this new version. Whatever they decide to post, it should just be able to... Behave as a node on the network of a professional network. o post. That's maybe how they do release notes. Like, oh, I have this new version. Whatever they decide to post, it should just be able to... Behave as a node on the network of a professional network. As it turns out, the more I think about that and pull on that thread, the more and more things, like, start to make sense to me. So it may be more than just a pure professional network. So my original thought was, okay, well, it's a professional network and agents as they exist out there, which I think there's going to be more and more of, will kind of exist on this network and have the profile. But then, and this is always dangerous, I'm like, okay, I want to see a world where thousands of agents are out there in order for the... Because those digital employees, the digital workers don't exist yet in any meaningful way. And so then I'm like, oh, can I make that easier for, like... And so I have, as one does, it's like, oh, I'll build a low-code platform for building agents. How hard could that be, right? Like, very hard, as it turns out. But it's been fun. So now, agent.ai has 1.3 million users. 3,000 people have actually, you know, built some variation of an agent, sometimes just for their own personal productivity. About 1,000 of which have been published. And the reason this comes back to MCP for me, so imagine that and other networks, since I know agent.ai. So right now, we have an MCP server for agent.ai that exposes all the internally built agents that we have that do, like, super useful things. Like, you know, I have access to a Twitter API that I can subsidize the cost. And I can say, you know, if you're looking to build something for social media, these kinds of things, with a single API key, and it's all completely free right now, I'm funding it. That's a useful way for it to work. And then we have a developer to say, oh, I have this idea. I don't have to worry about open AI. I don't have to worry about, now, you know, this particular model is better. It has access to all the models with one key. And we proxy it kind of behind the scenes. And then expose it. So then we get this kind of community effect, right? That says, oh, well, someone else may have built an agent to do X. Like, I have an agent right now that I built for myself to do domain valuation for website domains because I'm obsessed with domains, right? And, like, there's no efficient market for domains. There's no Zillow for domains right now that tells you, oh, here are what houses in your neighborhood sold for. It's like, well, why doesn't that exist? We should be able to solve that problem. And, yes, you're still guessing. Fine. There should be some simple heuristic. So I built that. It's like, okay, well, let me go look for past transactions. You say, okay, I'm going to type in agent.ai, agent.com, whatever domain. What's it actually worth? I'm looking at buying it. It can go and say, oh, which is what it does. It's like, I'm going to go look at are there any published domain transactions recently that are similar, either use the same word, same top-level domain, whatever it is. y, oh, which is what it does. It's like, I'm going to go look at are there any published domain transactions recently that are similar, either use the same word, same top-level domain, whatever it is. And it comes back with an approximate value, and it comes back with its kind of rationale for why it picked the value and comparable transactions. Oh, by the way, this domain sold for published. Okay. So that agent now, let's say, existed on the web, on agent.ai. Then imagine someone else says, oh, you know, I want to build a brand-building agent for startups and entrepreneurs to come up with names for their startup. Like a common problem, every startup is like, ah, I don't know what to call it. And so they type in five random words that kind of define whatever their startup is. And you can do all manner of things, one of which is like, oh, well, I need to find the domain for it. What are possible choices? Now it's like, okay, well, it would be nice to know if there's an aftermarket price for it, if it's listed for sale. Awesome. Then imagine calling this valuation agent. It's like, okay, well, I want to find where the arbitrage is, where the agent valuation tool says this thing is worth $25,000. It's listed on GoDaddy for $5,000. It's close enough. Let's go do that. Right? And that's a kind of composition use case that in my future state. Thousands of agents on the network, all discoverable through something like MCP. And then you as a developer of agents have access to all these kind of Lego building blocks based on what you're trying to solve. Then you blend in orchestration, which is getting better and better with the reasoning models now. Just describe the problem that you have. Now, the next layer that we're all contending with is that how many tools can you actually give an LLM before the LLM breaks? That number used to be like 15 or 20 before you kind of started to vary dramatically. And so that's the thing I'm thinking about now. It's like, okay, if I want to... If I want to expose 1,000 of these agents to a given LLM, obviously I can't give it all 1,000. Is there some intermediate layer that says, based on your prompt, I'm going to make a best guess at which agents might be able to be helpful for this particular thing? Yeah.…

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