Andreessen Horowitz Launches Horowitz Andreessen, New Models, Human Powered Agents, McLaren Rebrand
John Coogan, Jordi Hays, and Ben Thompson discuss how AI agents are changing e-commerce, who wins the agent checkout race, and why physical robotics matters more than digital assistants.
The gist
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Harvey's gross margins collapsed to -50% when token use spiked 20x, but the company recovered within one quarter by routing to cheaper models.
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Airlines, banks, and insurers earn billions from friction like hard-to-claim refunds, and AI agents will wipe out that revenue stream.
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Thompson says the real frontier for AI utility is humanoid robots handling physical tasks like mail and home inventory, not digital calendar management.
"My personal revealed preference is I would almost always want it from Amazon because I trust it's going to get there. I know where to go to look to see if it's on its way. I know where to go to process a return if I want to do that."
▶ Play at 1:27:3412 creators recommend it, including Ali Abdaal, Allison Ellsworth, and Anastasia Soare.
See all on the Amazon page"If you go in their stores, their app is unbelievable. It will guide you through the aisles to tell you exactly where to go to get the thing that you need. It's the best in-store app by far compared to anyone. I'm obsessed with the Walmart app."
▶ Play at 1:29:17
Jordi Hays recommends it
"By the way, awesome product — the best. It's the product that makes me not care about personal agents that can shop for me because it's just very easy to buy. I land on the site, button, and it fills in the code for my buy."
▶ Play at 1:31:342 creators recommend it.
See all on the Shop Pay page
Jordi Hays uses it
"I have a Tesla, but my parents use it the vast majority of my time. It was really good last year — this sounds like the classic Tesla fanboy thing, but it's true. It's so much better this year than it was even a year ago. If you're on standard mode, at least now it really does..."
▶ Play at 1:23:4025 creators recommend it, including Joe Rogan, This Week in Startups, and Lewis Howes.
See all on the Tesla pageWhat they recommend · 6 picks
"If you go in their stores, their app is unbelievable. It will guide you through the aisles to tell you exactly where to go to get the thing that you need. It's the best in-store..."
"You should go read the Bloomberg report, subscribe and actually read it, because there's way more details."
"The best toy company in the world, period, is this company Play Forever. They're the most well-built kids' toys in the world. So well built. Let's get the founder on."
Jordi Hays
3 picks
"The best toy company in the world, period, is this company Play Forever. They're the most well-built kids' toys in the world. So well built. Let's get the founder on."
"By the way, awesome product — the best. It's the product that makes me not care about personal agents that can shop for me because it's just very easy to buy. I land on the site..."
"I have a Tesla, but my parents use it the vast majority of my time. It was really good last year — this sounds like the classic Tesla fanboy thing, but it's true. It's so much b..."
Ben Thompson
2 picks · guest
"If you go in their stores, their app is unbelievable. It will guide you through the aisles to tell you exactly where to go to get the thing that you need. It's the best in-store..."
"My personal revealed preference is I would almost always want it from Amazon because I trust it's going to get there. I know where to go to look to see if it's on its way. I kno..."
John Coogan
1 pick
"You should go read the Bloomberg report, subscribe and actually read it, because there's way more details."
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