速递｜前Salesforce联席CEO的AI客服初创：Sierra仅用21个月实现1亿美元ARR

Core Insights - Sierra, a startup based in San Francisco, has achieved an annual recurring revenue (ARR) of $100 million in just 21 months, indicating a rapid adoption of AI agent technology across various industries [4][5]. - The co-founders, Brett Taylor and Clay Bavor, expressed surprise at the speed of growth, noting that traditional companies, in addition to tech firms, have become clients [5][6]. - Sierra's AI agents automate customer service tasks that typically require human intervention, such as patient identity verification, processing returns, and assisting with mortgage applications [6]. Company Overview - Sierra's client base includes both technology companies like Deliveroo and Rivian, as well as established firms outside the tech sector such as ADT and Cigna [5]. - The company claims to be a leader in the AI customer service space, facing competition from startups like Decagon and Intercom [7]. Financial Performance - In September, Sierra raised $350 million in a funding round led by Greenoaks Capital, achieving a valuation of $10 billion [7]. - With an ARR of $100 million, Sierra's current valuation reflects a revenue multiple of 100 times, which is considered substantial despite the rapid growth [8]. - The company employs a performance-based pricing model, charging clients based on the volume of work completed rather than a fixed subscription fee [8].