Sierra

7 statements across 1 episodes · 4 bullish · 0 bearish · 1 people on the record · first statement Mar 10, 2026 by Bret Taylor · said 18 times in 3 episodes since 2026 · across every show →

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brought up most by John Collison (9), Bret Taylor (9)

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2026 18 mentions in 3 episodes 6 per episode

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Everything said about Sierra, oldest first

Mar 10, 2026
Insight
Taylor: Grounding AI agents is harder for famous brands than obscure ones
“It's actually easier when the internet has never heard of you and you want to make a well-grounded agent, it's actually pretty easy because there's no temptation from the LLMs to go off script. So actually, I would say. Ironically, the harder challenge is when…”
Bret Taylor Mar 10, 2026 ▶ 43:09 Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
Mar 10, 2026 positive
Assertion Not checkable as stated
Taylor: Sierra AI agents are calling each other in English over PSTN
“So, we have payers with AI agents that pick up the phone. And we have providers that have AI agents that pick up the phone and make phone calls. We have revenue cycle management companies that work to make outbound calls to do it. We've already had- ... We've …”
Bret Taylor Mar 10, 2026 ▶ 17:11 Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
Mar 10, 2026 bullish
Disclosure
Taylor: Sierra reached $100M ARR in seven quarters, now around $165M
“We reached a hundred million dollars in ARR in seven quarters, a 150 in eight quarters. We're, I think, around one 65 now, one month into our you know, next quarter or so.”
Bret Taylor Mar 10, 2026 ▶ 21:11 Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
Mar 10, 2026
Disclosure
Taylor: Sierra uses outcome-based pricing, charging only for fully resolved cases
“So, we do outcomes-based pricing. So, for a customer service context, that means if the AI agent resolves the case, no human intervention there's a pre-negotiated sort of rate for that, and if we do have to escalate to a person, it's free. For sales, it would …”
Bret Taylor Mar 10, 2026 ▶ 1:01:41 Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
Mar 10, 2026 neutral
Prediction Not checkable as stated
Taylor: Specialized Cantonese voice AI will be fully commoditized within three years
“So we did all this work, and in fact, you know, we, I think, have the best Cantonese support on the market. Great for us, and it's a huge selling point, and it's a technology that will certainly be commodity, commoditized in three years.”
Bret Taylor Mar 10, 2026 ▶ 47:18 Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
Mar 10, 2026 positive
Assertion Supported
Taylor: Ramp automates 90% of its customer support cases using Sierra
“Well, they're automating 90% of their cases.”
Bret Taylor Mar 10, 2026 ▶ 32:20 Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
Mar 10, 2026 positive
Assertion Supported
Taylor: Sierra raised SoFi's Net Promoter Score by 33 points
“We just did a great case study with SoFi and I'm really proud that we raised their net promoter score by 33 points, just because it's just so delightful.”
Bret Taylor Mar 10, 2026 ▶ 20:54 Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
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