Bret Taylor: "Habrá una criba entre las empresas de IA en los próximos años"

Bret Taylor, a prominent figure in Silicon Valley, is involved in various high-profile roles, including his current position as chair of OpenAI's board and co-lead advisor to Salesforce alongside Marc Benioff. Taylor is also the founder and CEO of Sierra, a startup specializing in AI agents for customer relations. Taylor is currently speaking at a video conference from Sierra's headquarters in San Francisco, addressing the company's expansion into Spain.

Sierra, founded in 2023 and valued at $15.8 billion, is already working with around a quarter of the companies in the IBEX 35. Taylor believes the Spanish market is one of the most dynamic in Europe for AI adoption. He is particularly impressed by how Spanish companies, which he describes as innovative, are quickly embracing this technology.

Despite many organizations still misunderstanding the true potential of AI, Taylor argues that it can enable businesses to do what was previously impossible. He cites multilingual customer support as an example, emphasizing that AI can handle tasks that humans cannot. Taylor believes that AI agents will become the primary digital entry point for businesses, replacing websites and applications.

He asserts that organizations adopting this model earlier will reduce customer acquisition costs and boost growth, leading to a competitive advantage similar to what early e-commerce pioneers achieved.

The introduction of AI agents, combined with consumers using them to make more informed decisions, will transform commerce and have significant implications for businesses, potentially as profound as the impact of the internet on business practices. The rise of AI agents has sparked debate in Silicon Valley about the future of traditional business software.

Taylor, a former co-lead advisor to Salesforce, does not believe that major software giants will disappear. Instead, some will succeed by transforming into AI-based solutions built on their platforms, and if they are successful, businesses will gladly pay for them. Those who do not adopt this approach may see a decrease in their importance over time.

Taylor believes much of the value will lie in the agents that perform economically valuable tasks on top of these platforms.