customer support

13 statements across 12 episodes · 7 bullish · 3 bearish · 9 people on the record · first statement Jan 14, 2022 by Devin Finzer · across every show →

Everything said about customer support, oldest first

Jan 14, 2022
Assertion Not checkable as stated
Devin Finzer: Customer support and platform reliability were OpenSea's main scaling bottlenecks
“I would say the two main ones are sort of customer support and relatedly trust and safety, so ensuring that people aren't selling fraudulent items, and then core platform.”
Devin Finzer Jan 14, 2022 ▶ 18:00 20VC: Opensea Founder, Devin Finzer on Scaling GMV from $150M to $3BN in 18 Months, How Brands and Celebrities Will Harness NFTs To Change Their Business, The Impact of NFTs on Gaming & What is in Devin's Metamask Wallet?!
Jul 21, 2022
Insight
Taylor: Customer support is the best product knowledge source for sales reps
“I think a center of absolute unbelievable treasure trove of knowledge sits within a support organization, if you have one, just because they're hearing both the blemishers as well as the praises of the product on a daily basis, and typically at a much higher v…”
Sam Taylor Jul 21, 2022 ▶ 46:26 Sam Taylor: How I Became VP of Sales at Loom; Lessons from Dropbox | 20VC #908 · 20VC with Harry Stebbings
Nov 28, 2022 positive
Disclosure
Wolt granted stock options to every employee, including customer support staff
“In vault up until very late stages, every single employee, even in customer support was a stockholder of vault or shareholder or an option holder of vault.”
Miki Kuusi Nov 28, 2022 ▶ 16:49 Miki Kuusi: How I Scaled Wolt to $8B; Why I Sold to DoorDash | 20VC #953 · 20VC with Harry Stebbings
Apr 29, 2024 positive
Assertion Not checkable as stated
Mensch: AI spending in customer support has moved to core enterprise budgets
“It's moving into core budget for customer support, for instance, where like areas where the application of AI is pretty obvious. It's definitely moving into core budgets.”
Arthur Mensch Apr 29, 2024 ▶ 31:47 Arthur Mensch: Open vs Closed - Who Wins and Mistral's Position | E1146 · 20VC with Harry Stebbings
Sep 11, 2024 positive
Insight
Stebbings: Put every new hire in customer support for two weeks
“I always say to everyone, hey, put everyone in support for two weeks minimum. Just hear the pain points. Hear what they want. Hear what they don't like. Just hear everything. It's the best way to do it.”
Harry Stebbings Sep 11, 2024 ▶ 59:32 David Schneider: Why the Worst VCs are "Seagull VCs" & VC Value Add - Is it Real? | E1200 · 20VC with Harry Stebbings
Oct 28, 2024
Assertion Contradicted
Stebbings: Klarna CEO Sebastian Siemiatkowski fired 700 customer support employees
“Seb at Clon has fired 700 people in customer support.”
Harry Stebbings Oct 28, 2024 ▶ 17:07 Daniel Khachab: "We Are in the Middle of a Cold War for AI Talent" | E1220 · 20VC with Harry Stebbings
Sep 11, 2025 bullish
Opinion
O'Driscoll: Customer support is the number one application-level AI use case
“Other than coding, which is the InfraPlay, at the app level, I think customer support, customer success is the number one use case for AI, because it's just so obvious. You have lots of people answering phone calls, answering emails. You can do it all with AI.…”
Rory O'Driscoll Sep 11, 2025 ▶ 27:01 OpenAI’s $10BN Secondary Sale, Ramp Hits $1BN ARR & Brex Hits $700M · 20VC with Harry Stebbings
Dec 1, 2025 bullish
Assertion Not checkable as stated
Siddharth: Budget transition to AI is highest in marketing and support
“I think the transfer is pretty high in areas like customer support copywriting SEO, like some of these marketing related areas.”
Jonathan Siddharth Dec 1, 2025 ▶ 21:40 Turing CEO Jonathan Siddharth: Who Wins in Data Labelling & Why 99% of Knowledge Work Will Disappear · 20VC with Harry Stebbings
Apr 11, 2026 bearish
Opinion
Stebbings: AI customer support software is currently uninvestable due to competition
“I think customer support is uninvestable today, and I get so much shit on Twitter for this, because everyone shits on them, but I'm like, Sierra and Dakagon, obviously two market leaders in terms of brand, and how much money they've raised, and you've got 16 p…”
Harry Stebbings Apr 11, 2026 ▶ 26:52 ElevenLabs: Building an AI Sales Machine & Why We Set a 20x Sales Quota · 20VC with Harry Stebbings
Apr 11, 2026 positive
Disclosure
Reyna: The majority of ElevenLabs customers begin with customer support
“We do customer support, and the majority of our customers starts with customer support, and we make an absolute ton of money on that.”
Carles Reina Apr 11, 2026 ▶ 27:39 ElevenLabs: Building an AI Sales Machine & Why We Set a 20x Sales Quota · 20VC with Harry Stebbings
Aug 5, 2026 bearish
Prediction Didn’t hold up
O'Driscoll: Customer support applications will not require or use frontier AI models
“Customer support will not be using frontier models.”
Rory O'Driscoll Aug 5, 2026 ▶ 36:19 Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B
Aug 24, 2026 bullish
Assertion Supported
Bek: AI customer support autopilots have reached $1B in ARR
“People may not realize, but customer support is already in this phase. I call it the autopilot category. You have already a billion dollar in AR in this category where outcomes are solved.”
Julien Bek Aug 24, 2026 ▶ 1:08:34 Inside Sequoia's Investment Committee | How the SpaceX & Citadel Deals Went Down | Julien Bek
Aug 27, 2026 bearish
Prediction Not checkable as stated
Stebbings: Huge amount of money will burn in AI customer support
“I think a huge amount of money is going to get burning customer support.”
Harry Stebbings Aug 27, 2026 ▶ 1:20:06 Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
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