Uncapped #42 | Bret Taylor from Sierra

The podcast explores the impact of AI on software, questioning the durability of SaaS companies and the future of systems of record. It highlights how AI agents are shifting value from databases to lead generation and discusses whether incumbents can adapt or if best-of-breed upstarts will dominate. The conversation covers the challenges large companies face in adopting new technologies due to "strategy tax" and the importance of focusing on business outcomes rather than just technology. It also touches on the potential for outcome-based pricing for AI agents and the evolving role of software engineers in an AI-driven world. The guest, Bret Taylor, shares insights from his experiences at Salesforce, OpenAI, and his AI startup, Sierra, emphasizing the need for companies to move quickly and understand the business context to succeed with AI.