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AI Applications · Applied AI companies solving business processes will outpace AI tooling plays
now playing · AI Applications
AI Agentstailwindscore 9/10bret taylor
AI agents for contact centers unlocking $400B+ TAM with expanding demand
The $400B contact center/BPO market will expand as AI lowers unit costs, generating more demand (Jevons paradox), and Sierra's early traction with Fortune 20 customers proves enterprise rea…
AI Applicationstailwindscore 8/10bret taylor
Applied AI companies solving business processes will outpace AI tooling plays
There are not enough applied AI companies working on high-value business processes (legal, finance, back office, marketing) versus tooling around AI itself; these vertical agent markets wil…
AI Hardware & Chip Architecturetailwindscore 8/10bret taylor
Heterogeneous model constellation emerging for different latency/quality/cost tradeoffs
Applied AI will use a 'constellation' of models with different price-performance-latency-quality profiles (like databases), not a single monolithic model, with reasoning models for complex…
AI Economics & Business Modelsmixedscore 7/10bret taylor
AI agent consolidation inevitable as inflated private valuations block M&A exits
Excessive venture capital keeps 8-9 players alive in each AI agent category with high valuations that incumbents cannot afford to acquire; a modest correction will trigger natural consolida…
Enterprise Softwaretailwindscore 7/10bret taylor
Pace of innovation trumps product features in AI-era enterprise software
In rapidly evolving AI markets, a company's innovation velocity matters more than its current product because 12-month roadmaps become archaic; Sierra and Rippling exemplify this by priorit…
AI Economics & Business Modelstailwindscore 7/10bret taylor
Outcomes-based pricing and forward-deployed engineers align AI vendor incentives with enterprise success
Sierra's model of paid POCs, outcomes-based pricing, and forward-deployed 'agent development' teams filters out 'AI tourism' and ensures accountability for production deployment, creating a…
Venture Capitaltailwindscore 6/10bret taylor
Raise capital when available: 'when appetizers are passed, take one' as macro risk management
Kleiner Perkins' institutional wisdom to raise at generous valuations when demand exists provides padding against macro shocks (rate hikes, banking crises) that can close capital markets un…