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akos

T2 · manager / operator

Founded Takeoff ~1 year ago to build fully autonomous 'long-horizon' agents for revenue-critical workflows (lending, healthcare); scaled from $0 to near 8-figure ARR in months via outcome-based pricing; acquired by Bret Taylor's Sierra to launch 'Horizon' product targeting CEOs for revenue generation.

3 calls·2 names·100% bull·last heard 2 months ago·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$TAKEOFFTakeoffposition

Akos: Takeoff scaled from $0 to near 8-figure ARR in months via revenue-aligned autonomous agents

Takeoff built fully autonomous 'long-horizon' agents that own end-to-end revenue workflows (loan funding, patient onboarding) using a domain-specific language and always-on harness; outcome-based pricing (commission on revenue generated) let a small team sell multi-million dollar contracts to CEOs, driving 3-8x spend vs existing AI support vendors.

TBPN2026-07episode →
2ndmedium conviction
$SIERRASierra

Akos: Sierra acquisition combines Takeoff's revenue-driving agents with Sierra's distribution for 1+1=1000 scale

The merger creates a step-function capability jump with Horizon product, targeting CEO-level revenue generation rather than cost reduction, with combined distribution and technology.

TBPN2026-07episode →

most discussed · click a bar to filter

  • $TAKEOFF
  • $SIERRA

recurring themes

  • Enterprise AI Adoption1
  • AI Agents1
3 total
$SIERRA
Sierra
MEDakos·TBPN·2 months ago·Tae Kim Sounds Off 🗣️🗣️🗣️, Big Companies Are Hiring Again, HBO Goes Short Form
Akos: Sierra acquisition combines Takeoff's revenue-driving agents with Sierra's distribution for 1+1=1000 scale
The merger creates a step-function capability jump with Horizon product, targeting CEO-level revenue generation rather than cost reduction, with combined distribution and technology.
"we uh we as in Sierra and take off Sierra together launched uh this product called Horizon which is this new thing and the reason it has to be this net new thing is because we wan…"
108:31
$TAKEOFF
Takeoff
HIGHakos·TBPN·2 months ago·Tae Kim Sounds Off 🗣️🗣️🗣️, Big Companies Are Hiring Again, HBO Goes Short Form
Akos: Takeoff's autonomous agents drive 3-8x revenue multiples vs support vendors by owning end-to-end outcomes
Takeoff's fully autonomous agents integrate deeply into customer workflows to drive revenue directly, commanding 3-8x the spend of traditional AI support vendors because CEOs buy revenue outcomes not cost savings.
"They were spending on average between a few hundred grand to maybe like maybe a million dollars with them. With us, they were spending at least three times more. Right. So like th…"
107:48
$TAKEOFF
Takeoff
HIGHakos·TBPN·2 months ago·Tae Kim Sounds Off 🗣️🗣️🗣️, Big Companies Are Hiring Again, HBO Goes Short Form· position
Akos: Takeoff scaled from $0 to near 8-figure ARR in months via revenue-aligned autonomous agents
Takeoff built fully autonomous 'long-horizon' agents that own end-to-end revenue workflows (loan funding, patient onboarding) using a domain-specific language and always-on harness; outcome-based pricing (commission on revenue generated) let a small team sell multi-million dollar contracts to CEOs, driving 3-8x spend vs existing AI support vendors.
"We entered this calendar year at effectively $0 in committed revenue. And by the time we got acquired by Brett and Sierra, we were at near eight figures in revenue. They had an AI…"
94:00
8
Enterprise AI Adoptiontailwind
True enterprise AI adoption requires end-to-end workflow ownership, not horizontal slices
Takeoff's thesis: agents must own the entire revenue-critical workflow (loan funding, patient onboarding) across all systems (CRM, dialers, notaries, underwriters) with an always-on 'heartbeat' harness; horizontal agents that only handle a slice fail because the customer must still orchestrate the rest.
8
AI Agentstailwind
Sierra + Takeoff 'Horizon' product targets CEO-level revenue generation, not cost savings
Bret Taylor's Sierra acquired Takeoff to launch 'Horizon' — a step-function jump in autonomous agents that CEOs buy for revenue growth (not CIOs for cost savings); early customers spent 3-8x more on Takeoff than on existing AI support vendors because it drove top-line revenue.