Brett Taylor's company (Sherpalo Ventures or similar) is showing that customer service can be 100% replaced with AI while improving customer satisfaction, which would validate the massive capex spending thesis if that pattern holds across multiple verticals.
factualpending
Speaker
Brad GerstnerEvidence Quote
“if Sierra Brett Taylor's company is right and you can replace 100 % of your customer service agents with this technology and get a more satisfied customer and if there are multiple verticals like that”
Source
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball— Bg2 PodCreated: 8/10/2026, 10:49:01 PM
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