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Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board, Sonic AI
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Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
A Cheeky Pint
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Mar 10, 2026
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1:41:41
Interview
Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
Bret Taylor
(Founder & CEO, Sierra; Chairman, OpenAI, guest)
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Executive Summary
Bret Taylor, OpenAI Chairman and CEO of Sierra, discusses the rapid evolution of AI agents, predicting they will become the primary digital interface for most companies.
Sierra, an AI customer service company, exemplifies this shift, achieving $150M in ARR in just eight quarters by delivering massive cost reductions (up to 100x) and significant NPS gains for clients like SoFi and Ramp.
Taylor predicts that by the end of 2026, most Silicon Valley companies will no longer write code by hand, AI will enable mainstream scientific breakthroughs, and AI agents will see widespread consumer and enterprise adoption.
The core value in the AI era is shifting from traditional software's "systems of record" to the agent's role as a "system of process," creating significant uncertainty and opportunity in the software industry.
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