Keep pulling the thread on Bret Taylor & Clay Bavor.
ChatGPT reached one million users in five days and 100 million users in two months.
Sierra's AI agents successfully exceeded an 80% resolution rate for a customer's incoming issues by the end of a year, surpassing Brett Taylor's 50% prediction.
Brett Taylor argues that most applied AI companies should not build their own foundation models, comparing it to a SaaS company building its own data centers instead of using AWS.
Google recently announced plans to increase its annual infrastructure spending by $10 billion, from approximately $75 billion to $85 billion.
Sierra utilizes an outcome-based pricing model, charging customers only when its AI agent successfully completes a task without human intervention.
Brett Taylor was previously the CTO of Facebook, co-founder of Google Maps, co-founder of FriendFeed, founder of Quip, and co-CEO of Salesforce.
Brett Taylor is the current chairman of the board at OpenAI.
Sierra helps companies build their own customer-facing AI agents for their customer experience.
Sierra predicts that a company's AI agent will eventually become more important than its website or mobile app for customer interaction.
ChatGPT was able to grow from zero to 100 million users faster than any previous technology because it leveraged the existing infrastructure of the internet and smartphones.
Brett Taylor and Clay Bavor have a bet on the year in which over 50% of conversations with Sierra-built agents will be with other personal AI agents.
Harmony, the AI agent for SiriusXM built by Sierra, can send a satellite signal to refresh the encryption keys on a customer's car.