Bret Taylor on AI and the Future of Software | Ep. 42

ℹ️ EPISODE INFO

Released

February 19, 2026

Duration

1h 0m

Channel

Uncapped with Jack Altman

Watch on YouTube

▶ Open ↗

📝 EPISODE DESCRIPTION

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

🎤 SPEAKERS

• Bret Taylor

  guest

• Jack Altman

  host

🧾 EPISODE SUMMARY

In this episode of Uncapped with Jack Altman, featuring Bret Taylor and Jack Altman, Bret Taylor on AI and the Future of Software | Ep. 42 explores bret Taylor: AI agents reshape SaaS moats, pricing, and teams fast Taylor frames the “SaaSmageddon” narrative as market anxiety about shifting moats, not a blanket indictment of SaaS companies.

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