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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

sierra

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Story
Conversational AI Stopped Talking and Started Doing the Work
Ai · Enterprise · Saas

Conversational AI Stopped Talking and Started Doing the Work

Forrester's 2026 scorecard for customer-service AI crowns NiCE Cognigy, Kore.ai and Omilia as leaders, hands Bret Taylor's Sierra a breakout, and quietly leaves Google off the list entirely. The bots that used to answer questions now close tickets - and the whole industry is racing to prove it.

conversational-ai · customer-serviceRead →
Story
Sierra Charges Only When Its AI Agents Actually Fix Your Problem
Ai · Saas · Enterprise

Sierra Charges Only When Its AI Agents Actually Fix Your Problem

Bret Taylor and Clay Bavor built a customer-service company that bills per resolution, not per seat. Two years in, it is worth $15.8 billion and runs support for 40% of the Fortune 50.

sierra · sierra-aiRead →
Story
Sierra Hit $15.8B, Aisera Got Bought. The Agents Grew Up.
Ai · Enterprise · Saas

Sierra Hit $15.8B, Aisera Got Bought. The Agents Grew Up.

Two AI customer service companies took very different exits from the same stretch of the agentic-AI boom. One raised nearly a billion dollars at a $15.8B valuation; the other got folded into a bigger machine. The split says a lot about where enterprise AI is heading.

sierra · aiseraRead →