The conversation explores the impact of AI on SaaS companies and the future of software. Bret Taylor, co-founder of Sierra and board member of OpenAI, discusses how AI agents challenge the traditional system of record model, potentially diminishing the value of established platforms if they fail to adapt. He highlights the shift from "best of platform" to "best of breed" as AI empowers smaller, more specialized companies. Taylor also introduces "outcome-based pricing" for AI agents, arguing it aligns incentives and focuses on delivering measurable business value rather than just token usage. He emphasizes that while AI is rapidly advancing, especially in coding, its impact will vary across industries, with physical sectors facing different challenges than purely digital ones.
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