EP 150: Bret Taylor (CEO, Sierra): A New Class of Software Winners
SEP 12, 2025-1 MIN
EP 150: Bret Taylor (CEO, Sierra): A New Class of Software Winners
SEP 12, 2025-1 MIN
Description
Bret Taylor is the CEO of Sierra and Chairman of the Board of OpenAI. He previously served as co-CEO of Salesforce. I sat down with Bret to explore how the AI revolution compares to previous platform shifts and what it means for both startups and incumbents navigating this transition.(00:00) Introduction and Recent Milestone(00:38) AI Market and Historical Comparisons(02:30) Competitive Landscape and Business Models(06:02) Outcome-Based Pricing and Value Creation(13:52) Technological Shifts and Business Transitions(26:32) Adoption Challenges and Forward Deployed Engineering(37:21) Early Investment in Snowflake and Cloud Strategy(38:02) Enterprise Software Market Dynamics(38:38) AI Agents and Implementation Costs(41:06) Democratization of Software Development(43:35) The Future of Software Companies and AI Agents(49:36) Consumer Behavior and AI Agents(58:56) The Role of AI in Customer Experience(01:01:25) Career Advice in the Age of AIExecutive Producer: Rashad AssirMixing and editing: Justin HrabovskyCheck out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA🎙 Listen to the showApple Podcasts: https://podcasts.apple.com/us/podcast/the-logan-bartlett-show/id1606770839Spotify: https://open.spotify.com/show/5WqBqDb4br3LlyVrdqOYYb?si=3076e6c1b5c94d63&nd=1🎥 Subscribe on YouTube: https://www.youtube.com/channel/UCugS0jD5IAdoqzjaNYzns7w?sub_confirmation=1Follow on Socials📸 Instagram - https://www.instagram.com/theloganbartlettshow🐦 Twitter - https://twitter.com/loganbartshow🎬 Clips on TikTok - https://www.tiktok.com/@theloganbartlettshowAbout the ShowLogan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, and Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.