Newsletter: Bull Case for Agents
We're finally seeing a narrative shift
Brixo Latest
We shipped an update to our website. Let us know what you think:
What stood out
Sierra AI announces $100M ARR milestone in 7 quarters
If agents were bad, would this happen?
The answer is definitively no.
We highlighted Sierra in a recent post on Top CX platforms. They have an absurd amount of cash and are led by Bret Taylor. If you don’t know who he is, take a look and a listen.
I’ve shared this account before and they have an interesting take that I believe in. Sierra’s success is the bull case for agents but the bear case for Web 2.0.
While agents and AI technology can feel bumpy and behave mysteriously at times, it provides exponential potential.
What we read/listened/watched
Elena Verna runs growth at Lovable. She has a great Substack and Linkedin feed. She gives an honest take on how fast the innovation is in AI, and how much pressure is facing these teams:
An interesting read on the economics of AI, compute and everything else involved in powering this machine:
Our recent post about the limitations of observability, and why AI teams should consider Brixo.
Final Brick
Data centers in space. Just watch it: