I might have inadvertently insulted Bret Taylor and Clay Bavor when I interviewed them about their new AI startup last week. Their new company, Sierra, is developing AI-powered agents to "elevate the customer experience" for big companies. Among its original customers are WeightWatchers, Sonos, SiriusXM, and OluKai (a "Hawaiian-inspired" clothing company). Sierra's eventual market is any company that communicates with its customers, which is a pretty big opportunity. Their plan strikes me as a validation of the widely voiced prediction that 2024 will be the year when the AI models that have bended our minds for the past year will turn into real products.