11 Sept 2025
51m

Sierra CEO Bret Taylor on why the AI bubble feels like the dotcom boom

Podcast cover

Decoder with Nilay Patel

In this episode of Decoder, Alex Heath interviews Bret Taylor, CEO of AI startup Sierra and chairman of OpenAI, about Sierra's AI agents for customer support and the broader AI landscape. Taylor discusses Sierra's outcome-based business model, focusing on AI agents that autonomously resolve customer issues, and the company's focus on larger enterprise clients. He also shares his thoughts on the progress of AI models, the definition of AGI, and the potential bubble in the AI sector, drawing parallels to the internet bubble. Taylor emphasizes the importance of applied AI companies providing specific solutions and expresses optimism about the future impact of AI on various industries.

Outlines

Part 1: Introduction and Sierra's Origins

Part 2: Sierra's Business Model and Enterprise Focus

Part 3: Voice Interaction and Conversational Computing

Part 4: AI Model Development and AGI

Part 5: AI Bubble and Enterprise Software

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