内容来源：https://techcrunch.com/2025/11/21/bret-taylors-sierra-reaches-100m-arr-in-under-two-years/

内容总结：

总部位于旧金山的初创企业Sierra近日宣布，其企业级客服AI智能体业务已实现1亿美元年度经常性收入。这家成立仅21个月的公司展现出惊人增速，反映出各行业对AI智能体的迫切需求。

公司联合创始人——前Salesforce联席首席执行官布雷特·泰勒与谷歌元老克莱·巴沃尔坦言，这一发展速度"远超预期"。目前其客户矩阵呈现多元化特征：既涵盖Deliveroo、Discord等科技企业，也吸引ADT、Cigna等传统行业巨头。

值得注意的是，非科技领域企业的踊跃接入令创始团队感到意外。据悉，Sierra开发的AI智能体可完成患者身份核验、退换货处理、信用卡换卡申请乃至抵押贷款协助等复杂业务，有效替代传统人工客服。

尽管面临Decagon等竞争对手，Sierra仍宣称领跑AI客服赛道。去年9月该公司完成由Greenoaks资本领投的3.5亿美元融资，估值达100亿美元，其按成果收费的创新商业模式也引发业界关注。

两位创始人深厚的行业积淀为项目奠定基础：泰勒曾参与创建谷歌地图并开发脸书"点赞"功能，巴沃尔则在谷歌主导Gmail等产品研发长达18年。2023年泰勒离开Salesforce后，两人携手创立Sierra，正以技术革新重塑企业服务生态。

中文翻译：

总部位于旧金山的初创企业Sierra成立仅21个月，专注于为企业打造客服领域人工智能代理。该公司周五宣布，其年度经常性收入（ARR）已突破1亿美元大关。这一迅猛增长态势表明，各行业正积极拥抱AI代理技术。

就连两位资深联合创始人——前Salesforce联席首席执行官布雷特·泰勒和谷歌元老克莱·巴沃——都坦言增速超乎预期。他们在博客中写道："这比我们预想的快太多了。"

Sierra的客户群既涵盖Deliveroo、Discord、Ramp、Rivian、SoFi、Tubi等科技企业，也囊括ADT、必胜、范斯、信诺保险、SiriusXM等传统行业巨头。泰勒与巴沃表示，虽预料到科技公司会尝试AI客服，但传统企业纷纷入驻着实令他们震惊。

该公司称其开发的AI代理能完成医疗患者身份核验、退货处理、补办信用卡、协助申请抵押贷款等任务，本质上是将原需人工处理的客服工作自动化。尽管面临Decagon、Intercom等竞争对手，Sierra仍宣称自己是AI客服领域的领跑者。

去年9月由Greenoaks Capital领投3.5亿美元融资时，Sierra估值已达100亿美元。其他投资方包括红杉资本、Benchmark、ICONIQ和Thrive Capital。按当前1亿美元ARR计算，其估值相当于营收的100倍，即便增速惊人，这一倍数仍显高昂。

该企业采用按成果收费的定价模式，根据完成工作量而非固定订阅费向客户收款。泰勒与巴沃2005年相识于谷歌，当时泰勒将巴沃招聘为助理产品经理。这位斯坦福计算机科学毕业生曾参与创建谷歌地图，后创办被Facebook收购的FriendFeed。在Facebook担任CTO期间，他主导开发了经典"点赞"功能，其后创立的文档工具Quip被Salesforce以7.5亿美元收购。泰勒曾与马克·贝尼奥夫共同执掌Salesforce逾一年。2023年离开后，在谷歌任职18年、主导过Gmail和Google Drive等产品的巴沃邀其共进午餐，二人遂决定共同创立Sierra。

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登记加入Disrupt 2026候补名单，即可在早鸟票开售时优先购票。往届大会曾汇聚谷歌云、网飞、微软、Box、Phia、a16z、ElevenLabs、Wayve、Hugging Face、埃拉德·吉尔、维诺德·科斯拉等250多位行业领袖，呈现200多场助力企业成长与竞争力提升的深度对话。更有覆盖各领域的数百家创新初创企业等待您的对接。

英文来源：

Sierra, a 21-month-old, San Francisco-based startup that builds customer service AI agents for enterprises, announced on Friday that it reached $100 million in annual revenue run rate (ARR). The company’s rapid growth suggests that businesses across industries are embracing AI agents.
The startup’s growth rate surprised even its seasoned co-founders, former Salesforce co-CEO Bret Taylor and longtime Google alum Clay Bavor, who wrote on their blog: “That’s a heck of a lot quicker than we expected.”
Sierra’s customers include tech companies like Deliveroo, Discord, Ramp, Rivian, SoFi, and Tubi, as well as well-established businesses outside of the tech sector, such as ADT, Bissell, Vans, Cigna, and SiriusXM.
Taylor and Bavor said they expected tech companies would feel comfortable experimenting with AI customer service agents, but they were astounded that older businesses also became Sierra’s customers.
The company says it can build AI agents that can handle tasks like authenticating patients for healthcare providers, processing returns, ordering replacement credit cards, and helping customers apply for mortgages — essentially automating customer service work that previously required human agents.
Sierra faces competition from startups like Decagon and Intercom, but the company claims to be the leader in the AI customer service category.
Sierra was last valued at $10 billion when it raised a $350 million round led by Greenoaks Capital in September. Other investors in the company include Sequoia, Benchmark, ICONIQ, and Thrive Capital.
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Join the Disrupt 2026 Waitlist
Add yourself to the Disrupt 2026 waitlist to be first in line when Early Bird tickets drop. Past Disrupts have brought Google Cloud, Netflix, Microsoft, Box, Phia, a16z, ElevenLabs, Wayve, Hugging Face, Elad Gil, and Vinod Khosla to the stages — part of 250+ industry leaders driving 200+ sessions built to fuel your growth and sharpen your edge. Plus, meet the hundreds of startups innovating across every sector.
Based on its $100 million ARR, Sierra is currently valued at a 100x revenue multiple, a hefty valuation despite its exceptionally fast growth.
The startup employs an outcomes-based pricing model, charging customers for completed work rather than charging flat subscription fees.
Taylor and Bavor met at Google in 2005, where Taylor hired Bavor as an associate product manager.
A Stanford computer science graduate, Taylor co-created Google Maps before founding FriendFeed, which Facebook acquired. At Facebook, he served as CTO and helped create the iconic “Like” button. He later founded Quip, a Google Docs competitor that Salesforce acquired for $750 million in 2016.
Taylor went on to serve as Salesforce co-CEO alongside Marc Benioff for over a year. After Taylor left Salesforce in 2023, Bavor — who had spent 18 years at Google leading products like Gmail and Google Drive — invited him to lunch, where they decided to launch Sierra.