The Next Era of AI Agents: Sierra, Dreamer & CapitalG | 2026 Upfront Summit

Moderated by Bloomberg's Shirin Ghaffary, this panel at the 2026 Upfront Summit brings together three of the smartest founders and funders in the space in AI to break down what trusted human-agent partnerships actually look like and who will stand out in the next era of tech. Clay Bavor, co-founder of Sierra, David Singleton, co-founder and CEO of Dreamer, and Laela Sturdy, managing partner at CapitalG, share where agents are already delivering real results, what the SaaS business model reckoning means for the industry, and why the winners will be the ones who meet users where they already are. Topics covered: How Sierra is deploying AI agents across Fortune 100 companies Why David Singleton compares LLMs to the early mobile shift The emerging role of the "AI architect" and what it means for jobs How CapitalG is seeing real behavioral shifts in enterprise and consumer markets The SaaS pricing reckoning: from seat-based models to outcome delivery