Jake Stauch
Guest on No Priors: Artificial Intelligence | Technology | Startups. 179 claims across 1 episode, Oct 2026.
Positions over time
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Predictions, in their words
As stated, each with its moment. A date appears only where the speaker gave one.
“The agent becomes pretty competent. It could theoretically just start writing code that could take action on all your systems, and that is an unbounded security risk that I don't think anyone's gonna be able to take anytime soon.”
Expects: The speaker believes a sufficiently competent agent could theoretically write code that acts across all of a user's systems, creating an unbounded security risk that no one will be able to take on anytime soon. · no date given · not yet resolved
“The bet was that coding agents would be-- would get very good. Um, and the, the theory there was it's a verifiable domain, and, and it should actually hill climb fairly well.”
Expects: Coding agents will probably become very capable because coding is verifiable and should support steady iterative improvement. · no date given · not yet resolved
“We're so excited for them to get better because I think it unlocks a lot of the things that we'd love to do around, you know, better browser use and computer use and more of a approach to background agents and personal agents that can be really useful in the enterprise.”
Expects: Stauch expects better coding agents to enable improved browser and computer use, as well as useful enterprise background and personal agents. · no date given · not yet resolved
“I think so Yeah. I think so. In the same way that I have a Gmail and I have a- ... a, a corporate email. Um, yeah.”
Expects: Jake Stauch expects each person to have separate personal and work agents, analogous to separate personal and corporate email accounts. · no date given · not yet resolved
“I think those are going to stick around. They might transform, and what we're seeing with Serval is, is we are displacing the, those tools. Um, so I think there will be a new generation of incumbents, um, but I don't see those categories just disappearing.”
Expects: A new generation of incumbents will emerge, while the core systems-of-record categories will not disappear. · no date given · not yet resolved
“I think those are going to stick around. They might transform, and what we're seeing with Serval is, is we are displacing the, those tools. Um, so I think there will be a new generation of incumbents, um, but I don't see those categories just disappearing.”
Expects: Core systems-of-record categories will probably persist, although they might transform. · no date given · not yet resolved
“And, and so what I'm actually gonna wanna do if I'm a large enterprise is shrink everyone's permissions down to truly least privilege. Like, you cannot access any document, and you cannot take any action unless you absolutely need to do it for your job.”
Expects: Stauch expects large enterprises to reduce employees' permissions to least privilege, allowing document access and actions only when required for their jobs. · no date given · not yet resolved
“I think in the same way that email and Slack and these tools transformed how we communicate at work, I think personal agents will also be a big part of that.”
Expects: Personal agents will become a major part of workplace communication, with an impact analogous to that of email and Slack. · no date given · not yet resolved
“Yeah, I think we're still watching this. I do see our CIO customers trying to pull back from that initial token maxing era, but I also think we're so early in the adoption curve that it's not going to be a, a clampdown in the aggregate.”
Expects: Early-stage AI adoption will prevent current spending pullbacks from becoming an aggregate clampdown. · no date given · not yet resolved
“Um, but, but I think we're all gonna figure out different models of proving that what we're doing makes sense.”
Expects: The industry will develop multiple models for demonstrating that AI work provides sufficient value. · no date given · not yet resolved
All 21 predictions
“... total. And so I do think you're gonna have a shrinking of the, the sprawl of different point solutions, and they're gonna be eaten by the core systems of record and the core platforms.”
Expects: The sprawl of point solutions will probably shrink as core systems of record and core platforms absorb them. · no date given · not yet resolved
“Yeah. The, the hiring velocity I think will, will increase even from where we're at today. Um, we believe that there is unlimited demand for work, and there's unlimited competition, and there's unlimited ambition.”
Expects: Serval’s hiring rate will probably increase beyond its current level. · no date given · not yet resolved
“And so we believed fundamentally that coding agents would get good, at least for these very... I didn't expect them to get as good as they are for just general purpose software development but for deterministic procedural scripts of reset password, get approval, like all of these things are just so defined and verifiable that we felt like it would get good at those things.”
Expects: The founders expected coding agents to become capable of handling deterministic, procedural enterprise tasks such as password resets and approvals, because those tasks are well-defined and verifiable. · no date given · not yet resolved
“And I actually think access is going to get more and more controlled for individuals in the enterprise. And as access becomes stricter and you let people do less and less and your permissions get m- more and more narrow, which I think is going to happen-”
Expects: Enterprises will increasingly control individual access and narrow employees' permissions. · no date given · not yet resolved
“I think everyone will have their personal agent that does tasks for them, that delegates to other personal agents, and so your agent will talk to other agents at work. So I'm really excited about that, but then how do we secure that in a world of increasing cybersecurity risk and increasing concerns at large enterprises around what's happening with everyone's agents taking action in all their computers and, and using their browsers?”
Expects: Everyone will have a personal agent that performs tasks, delegates to other agents, and communicates with workplace agents. · no date given · not yet resolved
“And so that tension between what employees, consumers want out of their personal agents at work and what enterprises need from a governance perspective, I think is really interesting, and I think there's gonna be a lot of opportunity in that, in that tension of-”
Expects: Jake Stauch believes the conflict between users' desired workplace personal-agent capabilities and enterprises' governance requirements will create substantial opportunities. · no date given · not yet resolved
“It's actually gonna continue to be a pretty dramatic rise because most companies are still figuring this out for the first time, and they're, they are all going to go through this cycle of rapid early adoption and then kind of a pullback of spend and trying to measure and calculate ROI.”
Expects: The speaker expects AI spending to continue rising dramatically as most companies adopt and learn about AI for the first time. · no date given · not yet resolved
“It's actually gonna continue to be a pretty dramatic rise because most companies are still figuring this out for the first time, and they're, they are all going to go through this cycle of rapid early adoption and then kind of a pullback of spend and trying to measure and calculate ROI.”
Expects: Companies that adopted AI rapidly early on will pull back on AI spending and attempt to measure the return on investment. · no date given · not yet resolved
“Exactly. So I think there is gonna be consolidation. Um, and so this, there will be a SaaS apocalypse, but in that kind of point solution, um, smaller market cap type companies, I don't think that you're gonna truly get away from the courses records, the ERP, the HRIS, the ITSM, the CRM.”
Expects: The speaker does not expect companies to eliminate core systems of record, including ERP, HRIS, ITSM, and CRM systems. · no date given · not yet resolved
“Exactly. So I think there is gonna be consolidation. Um, and so this, there will be a SaaS apocalypse, but in that kind of point solution, um, smaller market cap type companies, I don't think that you're gonna truly get away from the courses records, the ERP, the HRIS, the ITSM, the CRM.”
Expects: A SaaS apocalypse will affect point-solution companies, especially those with smaller market capitalizations. · no date given · not yet resolved
“Exactly. So I think there is gonna be consolidation. Um, and so this, there will be a SaaS apocalypse, but in that kind of point solution, um, smaller market cap type companies, I don't think that you're gonna truly get away from the courses records, the ERP, the HRIS, the ITSM, the CRM.”
Expects: The speaker expects consolidation in the software market being discussed. · no date given · not yet resolved
Appearances
Claims per episode
- 29 Oct 2026Taking on ServiceNow: Coding Agents the Rest of Us with Serval Co-Founder and CEO Jake StauchNo Priors: Artificial Intelligence | Technology | Startups · guest