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$TEMPORAL · Temporal CEO on AI Agents & The Future of Software | Deep Dives with a16z
now playing · $TEMPORAL
$TEMPORALbullish· high· possamar
Temporal CEO sees durable execution as essential infrastructure for AI agent explosion
Durable execution solves state management, reliability, and scalability for long-running AI agents, positioning Temporal as the execution authority for the agentic wave. The platf…
$ANTHROPICbullish· mediumsamar
Claude Code drives step-change in coding agent capabilities
Anthropic's Claude 4.5 (Claude Code) represents a breakthrough where product-minded engineers can produce complex software without writing code, enabling agents to work on 15 task…
$OPENAIbullish· highsamar
OpenAI's Codex uses Temporal for millions of durable code executions
OpenAI's Codex agent leverages Temporal for durable orchestration of complex, long-running coding tasks with millions of concurrent executions, validating Temporal as critical inf…
$COIN···bullish· mediumsamar
Coinbase transactions powered by Temporal durable execution
Coinbase uses Temporal for every transaction, representing business-critical financial workflows at scale.
$YUM···bullish· mediumsamar
Yum Brands (KFC, Pizza Hut, Taco Bell) runs orders on Temporal
Yum Brands uses Temporal for every order across KFC, Pizza Hut, and Taco Bell, demonstrating durable execution for high-volume consumer transactions.
$SNAP···bullish· mediumsamar
Snap runs every story post through Temporal at internet scale
Snap uses Temporal for every story transaction, with New Year's Eve spikes demonstrating internet-scale durability that Temporal handles natively.
$GOOGL···bullish· mediumsamar
Google Maps data moat protects against agent-based replication
Google's proprietary mapping data creates an insurmountable moat — agents can build map software but cannot replicate the underlying data asset.
$STRIPEbullish· mediumsamar
Stripe's vendor relationships and data moat defensible against agent disruption
Stripe's value lies in its entrenched vendor relationships and payments data, not just software — agents will use Stripe's APIs rather than rebuild payment infrastructure.
$ABRIDGEbullish· lowsamar
Abridge cited as vertical AI application proving agent value in healthcare
Abridge represents the application layer where vertical AI agents create massive value in medical scribing, validating the thesis that application-layer value will prove the infra…
$EVENUPbullish· lowsamar
EvenUp cited as vertical AI application proving agent value in legal
EvenUp represents the application layer where vertical AI agents create massive value in legal workflows, validating the thesis that application-layer value will prove the infrast…
$HARVEYbullish· lowsamar
Harvey cited as vertical AI application proving agent value in legal
Harvey represents the application layer where vertical AI agents create massive value in legal workflows, validating the thesis that application-layer value will prove the infrast…