Gorgias

“If you look at their total adjustable market, we're talking of a couple 100,000 merchants in the US and Europe. Right? That's the market. By now, they touch each of those merchants at least once a quarter. At least every single merchant at least once a quarter…”

“And I have never seen a companies I've worked with, neither at Segment or at Drift, Gorgias, or Ram, and not in one of the companies I engage with, where we were able to get to fifty million on one channel. Not one.”

“No, it's more like 10, 12%. 10, 12%, which is about five X the standard response rate of a good cold email.”

“If you go into an app like gorgeous, where I'm on the board, where there's 20,000 customers using AI for SMB support, there's literally a slider and you can dial how much support AI you want from zero to a hundred. Okay. No matter what anybody says on X, And L…”

“And out of 20,000, they have a handful of folks that are at a hundred, like Klarna... Two. Two, one, 200.”

“When I look at Gorgias, which is, which dominates Shopify for the contact center, right? They're, they have, their average customers replaced 40 to 50% of their humans with AI, and their ACV is only up 50%.”

“I invested years ago in a company called Gorgias, which is a little over a hundred million, which used to be So e-commerce support. Now it's an AICX, right? And they launched their agent in WhatsApp that anybody can uses and text, and it's already double digit…”