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samar

T3 · host / generalist
11 calls·11 names·100% bull·last heard 7 months ago·a16z
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$TEMPORALTemporalposition

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 platform handles millions of executions at internet scale and is already powering top coding agents like OpenAI's Codex.

a16z2026-02episode →
2ndhigh conviction
$OPENAIOpenAI

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 infrastructure for leading AI labs.

a16z2026-02episode →
3rdmedium conviction
$YUMYum Brands

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.

a16z2026-02episode →

most discussed · click a bar to filter

  • $YUM
  • $EVENUP
  • $HARVEY
  • $ANTHROPIC
  • $TEMPORAL

recurring themes

  • AI Agents5
  • AI Coding Agents1
  • SaaS Business Models1
  • Enterprise AI Adoption1
11 total
$YUM
···
Yum Brands
MEDsamar·a16z·7 months ago·Temporal CEO on AI Agents & The Future of Software | Deep Dives with a16z
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.
"yum brands which is KFC pizza taco every time you place an order that's a temporal essentially"
29:45
$EVENUP
EvenUp
LOWsamar·a16z·7 months ago·Temporal CEO on AI Agents & The Future of Software | Deep Dives with a16z
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 infrastructure stack.
"even up like illegal and I think this application... this is going to show up in a massive fair"
53:57
$HARVEY
Harvey
LOWsamar·a16z·7 months ago·Temporal CEO on AI Agents & The Future of Software | Deep Dives with a16z
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 infrastructure stack.
"Someone like a Harvey for example, right?... this is going to show up in a very meaningful way"
54:05
$ANTHROPIC
Anthropic
MEDsamar·a16z·7 months ago·Temporal CEO on AI Agents & The Future of Software | Deep Dives with a16z
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 tasks simultaneously in the background.
"especially after the holidays everyone came back had this moment with claude 4.5 essentially is oh like these coding agents is no longer like I think we are clearly entering a wor…"
23:01
$TEMPORAL
Temporal
HIGHsamar·a16z·7 months ago·Temporal CEO on AI Agents & The Future of Software | Deep Dives with a16z· position
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 platform handles millions of executions at internet scale and is already powering top coding agents like OpenAI's Codex.
"if you think about I think there's a massive platform shift happening right now... the cost of building these apps is going to be significantly lower which means there is going to…"
13:06
$OPENAI
OpenAI
HIGHsamar·a16z·7 months ago·Temporal CEO on AI Agents & The Future of Software | Deep Dives with a16z
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 infrastructure for leading AI labs.
"one use case I can talk about is like about open how they are leveraging temporal essentially is codeex... doing millions of those codec executions at any given point of time with…"
25:49
$COIN
···
Coinbase
MEDsamar·a16z·7 months ago·Temporal CEO on AI Agents & The Future of Software | Deep Dives with a16z
Coinbase transactions powered by Temporal durable execution
Coinbase uses Temporal for every transaction, representing business-critical financial workflows at scale.
"every let's say coinbased transaction... that's a temporal essentially"
29:42
$GOOGL
···
Alphabet
MEDsamar·a16z·7 months ago·Temporal CEO on AI Agents & The Future of Software | Deep Dives with a16z
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.
"yes if someone wants to build the next Google maps using agents probably they can do it but all of the data Google have essentially to power those maps essentially that that's the…"
36:10
$ABRIDGE
Abridge
LOWsamar·a16z·7 months ago·Temporal CEO on AI Agents & The Future of Software | Deep Dives with a16z
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 infrastructure stack.
"things like a bridge which is doing amazing work essentially... where doctor needs to focus on patients not transcribing"
53:47
$STRIPE
Stripe
MEDsamar·a16z·7 months ago·Temporal CEO on AI Agents & The Future of Software | Deep Dives with a16z
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.
"same thing like someone like stripe is yeah if someone wants to build their next generation payment system maybe they can do it but stripe has all of the relationship with all the…"
36:17
9
AI Agentstailwind
Durable execution becomes mandatory infrastructure for long-running AI agents
As agents evolve from short-lived chat interactions to long-running, asynchronous workflows spanning days with human-in-the-loop, they require durable state management, recoverability, and exactly-once execution — capabilities that existing microservices architectures and event-driven systems cannot provide this natively.
9
AI Coding Agentstailwind
Coding agents shift from tab completion to autonomous product engineers
Coding agents (Claude Code, Codex) now enable product-minded engineers to build complex software without writing code, working on 15+ tasks simultaneously in background — this exponential productivity leap drives massive demand for durable orchestration infrastructure.
8
AI Agentstailwind
Deep research agents need durable execution for long-running parallel workflows
Deep research agents burn massive tokens over hours/days with parallel tool calls and human-in-the-loop interactions — they require durable state management, recoverability at any point, and parallel orchestration that existing data orchestration tools cannot provide at this scale.
8
SaaS Business Modelstailwind
SaaS not dead — value shifts to proprietary data and API moats
Agents will consume rather than replace SaaS platforms with proprietary data/relationships (Stripe, Google Maps, vertical apps like Harvey/Abridge) — the application layer proves infrastructure value, and API-first businesses will skyrocket as agent traffic explodes.
8
AI Agentstailwind
Real-time context engineering for LLMs becomes high-throughput orchestration problem
Traditional data orchestration (designed for batch warehouse pipelines) fails at real-time context engineering where agents pull from diverse sources (APIs, Slack, Google Docs) with varying reliability — Temporal emerges as the orchestrator for these high-throughput retrieval architectures.
8
AI Agentstailwind
Agent swarms require durable RPC standard for inter-agent communication
The industry is moving from single sandbox agents to swarms of specialized agents collaborating on complex tasks, creating a distributed systems problem at massive scale that requires a durable RPC standard (like Temporal's Nexus project) for async tool invocation and agent-to-agent communication.
7
AI Agentstailwind
Agent observability becomes massive scale problem requiring new solutions
Non-deterministic agents push observability boundaries beyond current tools — execution traces from durable execution provide natural observability and training data, but industry needs creative solutions to rationalize observability at agent-explosion scale.
7
Enterprise AI Adoptionmixed
Enterprises will split deterministic systems of record from agentic processes
Banks and traditional enterprises won't move core systems of record to non-deterministic agents due to audit/risk requirements — durable execution platforms that provide both deterministic orchestration (system of record) and agentic execution authority will win both sides.