ACQ2 by Acquired How is AI Different Than Other Technology Waves? (With Bret Taylor and Clay Bavor)
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Aug 18, 2025 
Bret Taylor and Clay Bavor, both tech pioneers with impressive backgrounds from Google and Salesforce, dive into the nuances of AI's impact on society and the tech landscape. They debate if AI is merely an evolution of software or something transformative. The conversation touches on the rapid adoption of AI, societal shifts, and the changing dynamics of tech culture through engaging anecdotes. They also explore the future of pricing models in AI, advocating for outcome-based structures that align company incentives with customer success. Expect insightful tech history and predictions!
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AI Adoption Is Hyper-Accelerated
- AI rides the coattails of prior infrastructure like the internet and smartphones to reach massive adoption far faster than prior waves.
- Bret Taylor argues ChatGPT's growth proves new tech can scale to millions within months when plumbing already exists.
Agents Will Rewire The Internet Economy
- Personal agents will reshape demand generation, discovery, and transactions on the internet.
- Bret Taylor warns this could upend ad networks and platforms and change which brands control customer interactions.
Agent Handles Warranty And Ships Replacement
- Sierra's agent processed a warranty: analyzed photos, validated the product, and shipped a replacement automatically.
- The team celebrated because the agent completed end-to-end real-world action without human intervention.