
Uncapped #42 | Bret Taylor from Sierra
From Uncapped with Jack Altman by Alt Capital
February 19, 2026 · 1h 1m
About this episode
Bret Taylor discusses the future of AI agents and their impact on customer service and enterprise software.
Bret Taylor is the founder and CEO of Sierra, an AI agent company transforming customer service. Bret’s legendary career includes being CTO of Meta, co-CEO of Salesforce, chairman of the board at OpenAI, co-creating both Google Maps and the Like button, and founding three companies. We unpacked the so-called “SaaS-pocalypse” and what AI agents mean for the future of enterprise software. We talked through the shift from systems of record to autonomous agents, outcome-based pricing, platform transitions, Codex and the transformation of software engineering, and who is structurally positioned to win in the next era of AI. --- Timestamps: (0:00) Intro (0:20) The SaaS-pocalypse and systems of record (12:34) Sierra's competitive landscape (17:05) Outcomes-based pricing (24:22) The rapid evolution of AI support technology (28:21) Young founders vs. experienced founders (34:12) Beyond support: The full customer lifecycle (38:47) Codex and the future of software engineering (51:49) OpenAI and advertising (54:59) How to run a board --- Links: https://x.com/btaylor https://x.com/jaltma https://uncappedpod.com/ --- Email: friends@uncappedpod.com
People in this episode
Host: Jack Altman
Guest: Bret Taylor
Topics covered
- AI agents
- customer service
- SaaS-pocalypse
- enterprise software
- outcome-based pricing
- software engineering
- competitive landscape
Keywords
- AI
- customer service
- SaaS
- enterprise software
- outcome-based pricing
- software engineering
- Codex
- OpenAI
Mentioned in this episode
Organizations: Sierra, Meta, Salesforce, OpenAI
Products: Google Maps, Like button
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