LedgerSierra
Case
Sierra
Bret Taylor and Clay Bavor wrote on 21 Nov 2025 that Sierra had hit $100 million in ARR, seven quarters after launching in February 2024.
Verified
Figure
$100 million
Period: ARR, company post of 21 Nov 2025
What the source supports
The Sierra post of 21 Nov 2025, by Bret Taylor and Clay Bavor, says: “Sierra just hit $100M in ARR — seven quarters after we launched in February 2024.” The post describes outcome-based agents for customer work. It does not name a foundation model.
This is the company’s own announcement. It is not a processor feed and not a buyer’s confirmation of cash received, so it is not payment-checked. A later $200 million ARR claim is not on this page, and the page does not name Agent OS or a foundation model, so neither is added here.
File date Nov 21, 2025