AI Agents, Enterprise Gravity, and the VC Speed Trap
Wednesday, May 20, 2026 · 8 min
Claude Code and Codex get an agent-infrastructure lens with RTK’s shell-output proxy, while enterprise AI pods frame IBM, SAP, Workday, and Intuit as a fight for operational context. GV’s KJ Sidberry adds the VC warning: speed without direction is just expensive noise.
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Show notes
Claude Code and Codex get an agent-infrastructure lens with RTK’s shell-output proxy, while enterprise AI pods frame IBM, SAP, Workday, and Intuit as a fight for operational context. GV’s KJ Sidberry adds the VC warning: speed without direction is just expensive noise.
In this episode
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People are mistaking speed for velocity. And I think the difference between the two is that velocity invokes direction. Founders who kind of know where the puck is going just around the bend. They see things that other people don't. Venture as being the founder journey, but on anti-depressants. The amplitudes are depressed. Your highs aren't as high. Your lows aren't as low, but you're still very…