$SIERRA - Sierra is experiencing explosive growth with $165M ARR in 8 quarters, helping companies build AI agents for customer experience with strong outcome-based pricing model.
$AIAGENTS - AI agents are becoming the primary digital interface for businesses, with mainstream adoption expected in 2026 as they handle sales, service, and customer experience end-to-end.
$ROCKET - Rocket Mortgage is transforming the home ownership experience end-to-end with AI agents, from home search on Redfin to mortgage origination and servicing.
$GOOGL - Google Maps creator Brett Taylor is bullish on AI adoption and Sierra's integration with major enterprises, suggesting continued innovation in AI services.
Bearish:
$SAAS - Software companies face existential threat as AI agents may replace systems of engagement and companies will build rather than buy software.
$HANDCODING - Manual coding is becoming obsolete as AI agents take over software development, with most Silicon Valley companies expected to stop hand-coding by end of 2026.