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$OPENAI · OpenAI revenue scale unprecedented; labs racing to build self-improving AI researchers
now playing · $OPENAI
$SIERRAbullish· high· posbret taylor
Sierra targets $400B contact center market with AI agents, hits 150M ARR in 8 quarters
Sierra is executing a land-and-expand strategy targeting Fortune 100 companies with AI agents that replace IVR systems, achieving rare 100M ARR in 7 quarters by combining senior e…
$OPENAIbullish· high· posbret taylor
OpenAI revenue scale unprecedented; labs racing to build self-improving AI researchers
OpenAI's revenue scale is unprecedented and all major labs are specifically investing in automated AI researchers as a prerequisite for AGI self-improvement, with OpenAI openly di…
$HARVEYbullish· mediumbret taylor
Harvey leading credible legal AI agent market with growing competition
Harvey is a credible entrant in the maturing legal AI agent market with decent competition emerging, validating the category as a major applied AI opportunity alongside coding and…
$RIPPLINGbullish· mediumbret taylor
Rippling's pace-of-innovation philosophy admired as key to winning in AI era
Rippling's emphasis on pace of innovation over current product features is the right strategy for AI companies where roadmaps become archaic in 12 months, and Sierra is emulating…