Rafael Solis

Every quarter at Sierra, we celebrate the end of the quarter with Double Denim Day (or, as some like to call it, Canadian Tuxedo Day) 👖. This Q3, we needed a lot of denim to celebrate the most remarkable quarter in Sierra's 2.5 year history. We added over $150M ARR this quarter, bringing our total ARR beyond $400M. Remarkably, we added more ARR in one quarter than we had all of last year. The most exciting thing to me is that our pace is accelerating. It took us six months to double from $100M to $200M ARR, and only five months to double from $200M to $400M ARR. @claybavor and I are grateful to our customers and proud of the entire Sierra team.

BREAKING: Employers worldwide are pulling back on AI as they navigate a flood of errors and low-quality work that sap employee time, raise privacy and security risks, and drive up costs, per the Guardian.

REMEMBERING PATRICK STEWART Patrick Stewart, the legendary actor best known for portraying Captain Jean-Luc Picard in “Star Trek: The Next Generation” and Professor Charles Xavier in the “X-Men” films, has died at 86. His family said in a statement: "We announce with great sorrow the passing of Sir Patrick Stewart yesterday at his home in Los Angeles, in the loving care of his beloved wife Sunny, following a brief and poignant journey with Alzheimer’s Disease and Lewy Body Dementia." "His sonorous voice and singular talent will forever be synonymous with indelible performances in every genre. He explored the human condition in all its poetic complexity and brought hope not only to the far reaches of the Marvel Cinematic Universe, but into science fiction’s most iconic final frontier aboard the Starship Enterprise... He will be remembered for the dignity, compassion and humanity he brought to every role - in his art and life." variety.com/2026/tv/news/pat…

ADHD is a superpower. "The problem isn't that I can't focus; it's that I can't focus on stuff I don't care about." "On stuff I care about, I can lock in and you’re not going to find me for months." So if you have ADHD ... "The first thing you have to do is reframe the task to find the autonomy."

Someone turned the AI CEO drama into a Spanish soap opera!

WILDWOOD' is at 100% on Rotten Tomatoes, the highest rated animated film of the decade. • "Wildwood may be LAIKA's true masterpiece" - @THR • "A masterpiece of stop-motion animation... with a battle sequence that rivals the work seen in 'Game of Thrones' or 'Lord Of The Rings'" - @NextBestPicture • "A cinematic achievement that we won't see the likes of again" - @FilmHoundsMag See Wildwood this Friday exclusively in theaters.

Sequoia just made a bold claim: They think the next $1T company will NOT be a software company. Their take? Services will be the new software. Because SaaS companies have spent 25 years fighting over a smaller budget in comparison. For every $1 companies spend on software → they spend about $6 on services. For reference: • A company might pay $10K a year for QuickBooks. • And $120K for the accountant who closes the books. AI has completely changed that. Now, a company can sell the finished WORK instead of the tool. Here's how the 3 models compare: TRADITIONAL SAAS • The customer buys access to software, and their own team runs it. • Growth is capped by product + distribution. TRADITIONAL SERVICES • The customer buys people's time + expertise • Growth is capped by hiring. SERVICE-AS-A-SOFTWARE • The customer buys a completed piece of work. • Software handles most of the delivery, with the provider's team on decisions + exceptions. • Growth is capped by how much of the work software can do reliably. Something to keep an eye on.

super important honest advice to founders. if you are working on a dead end, get out. you don’t owe that to anyone, including investors (who regularly forgive and experience failure, and ideally care more about you doing your life’s work than a subpar outcome)

Silicon Valley is an AI bubble. X is the bubble inside the bubble. Outside the bubble: 134.8M US households ~2.7M pay for AI (2%) ~132M pay $0 (98%) What America actually pays for: Streaming: ~123M households (91%) Cloud storage: ~74M households (55%) SiriusXM: ~34M households (25%) AI: ~2.7M households (2%) If your GTM plan is built on what your SF group chat pays for, you are selling to the 2%. The market is the other 132M households, and most of them have never seen your timeline.

Lisa Su's AMD became the first company led by a female CEO to be worth more than $1 trillion. bit.ly/4dFkx8G