Sierra

“The first is there is just, it's amazing how fast people can build brands and become almost incumbents in the AI application space and just the compounding advantages that come to that. And if you ask someone on the street, name an AI coding company, they'll p…”

“Sierra just said they went from one to a hundred million in a year. Brett Taylor, ex, you know, ex CTO of Facebook, co-CO of Salesforce, just going out to people and saying, you can replace a lot of your support teams with AI.”

“Sierra went from nothing to a hundred million in one year, Decagon, lots of others. Intercom was just here, Finn. They, their AI products at a hundred million right after the company growth.”

“These Sierra Decagons, and also legal Harvey, these were niche markets before agents. These were niche markets that are like 10 to a hundred times larger because the agents add so much value.”

“If you talk to folks like at Finn or Intercom or Gorgias or Sierra and others, they're all saying that there's convergence that support sales and marketing are all converging because once you can AI-ify them, you don't want to have three different agents, righ…”