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Rory O'Driscoll: Sierra must target $200B labor market to justify $10B valuation

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Rory O'Driscoll, General Partner at Scale Venture Partners, analyzes how Sierra can justify its $10 billion valuation after hitting $100 million in ARR.

0:00 / 0:16exact quote · 16.2s

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“The only way this math works is if you eat a huge slug of the labor and because you eat the labor, instead of the, you know, twenty billion dollar software market for services, you eat the two hundred billion dollar a year services market for customer support agents.”

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The claim, plainly

Rory O'Driscoll claims that to justify Sierra's $10 billion valuation, the company must expand beyond the $20 billion customer support software market and capture market share from the $200 billion annual customer support labor market.

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Mentioned

customer support labor market Sierra

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Rory O'Driscoll: Sierra must target $200B labor market to justify $10B valuation

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