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

In this episode, Bret Taylor sits down with Nilay Patel to unpack his transition from co-leading Salesforce to founding Sierra and steering the next wave of AI. They dig into how Bret Taylor sees AI agents reshaping work, why he believes the current boom echoes the dotcom era, and how Sierra’s model is built around outcomes, not promises.

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