Bret Taylor's Sierra reaches $100M ARR in under two years

The startup’s rapid growth suggests that enerprises are embracing AI agents.

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AI mania is making Nvidia a lot of money

AI companies are spending so much on infrastructure that Nvidia’s data center business now brings in nearly $50 billion. But is this sustainable growth or just the latest tech mania? And should we even be calling it a “bubble” when the belief in AI’s future is what’s holding the whole ecosystem together?  This week on Equity, Kirsten Korosec, […]

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