Intercom, every mention
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every year anyone Harry Stebbings 544Des Traynor 46Eoghan McCabe 26Jason Lemkin 19Rory O'Driscoll 7Anna Khan 5Hubert Palan 3Hiten Shah 3Amjad Masad 2Akshay Kothari 2
Verbatim, from the transcripts: the passages where Intercom comes up
How to Build Your Own Data Center & Why Every Startup Should Do It
- ▶ 50:35 Harry Stebbings your intercoms and your talk desks
NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
- ▶ 1:01:57 Rory O'Driscoll Which is why, again, to chime in, which is why, you know, Salesforce just bought Intercom where we were lucky enough to invest less than a year ago, and that's a very outcome-based product for customer support where they charge based on… 2 times in the scene
Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
- ▶ 18:12 Rory O'Driscoll I mean, look, the boring one is obviously Intercom, we've talked about a lot, and we were investors right on it, but they, they succeeded and did it, and I think, I'm sure when,
- ▶ 48:17 Jason Lemkin But if you, you're not going to pull off, you're not going to pull off a Palantir or an Intercom without a god tier.
Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B
- ▶ 38:35 Rory O'Driscoll And one of the things we look at is just super interesting on the app level is the tokens as a percentage of total revenue, and it varies from, you know, the sales forces that we were in intercoms, stuff like that, where it's, you know,…
Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings
- ▶ 47:44 Harry Stebbings Salesforce acquires Finn, formerly known as Intercom for 3.6
- ▶ 49:59 unnamed speaker And I think what Intercom did was they aligned around that was how value was created, 8 times in the scene
- ▶ 57:25 unnamed speaker And they're just, in my view, they're just going through the same journey Intercom went.
Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries · 20VC with Harry Stebbings
- ▶ 1:31:29 Cliff Weitzman And if you opened it, it didn't go to intercom.
Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
- ▶ 1:11:49 Jason Lemkin Um, and I believe that these agents, you know, everyone from Brett Taylor to Owen at Intercom, everyone sees these agents, um, merging and they're going to do sales and CX and enterprise.
Replit CEO: Why the SaaS Apocalypse is Justified & Why Coding Models are Plateauing | Amjad Masad · 20VC with Harry Stebbings
- ▶ 9:07 Amjad Masad We, I don't know if you saw, but, um, Intercom yesterday talked about their new model that is better at customer support than the frontier models.
- ▶ 10:38 Amjad Masad Like Intercom might say, you know, we, we don't predict that models are going to get that much better on customer support for the foreseeable future.
ElevenLabs: Building an AI Sales Machine & Why We Set a 20x Sales Quota · 20VC with Harry Stebbings
- ▶ 26:52 Harry Stebbings I think customer support is uninvestable today, and I get so much shit on Twitter for this, because everyone shits on them, but, but I'm like, Sierra and Dakagon, obviously two market leaders in terms of brand, and how much money they've…
Why You Need a $1B Fund To Do Series A | SpaceX at $2TRN & Data Centers in Space | Groq's $20BN Deal · 20VC with Harry Stebbings
- ▶ 52:40 unnamed speaker And, and, you know, I don't want to overstate the intercom example, um, just because, you know, it's enough already.
NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract · 20VC with Harry Stebbings
- ▶ 40:23 Jason Lemkin I'm not even sure I would have believed to Rory that Intercom would have reaccelerated as it has or others.
Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
- ▶ 29:38 Gokul Rajaram I think you had the intercom person, uh, intercom CEO, right?
Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings
- ▶ 33:14 Harry Stebbings I think it ties to two fundraisers that we saw, Rory, you may disagree as an investor in one of them, I would agree as an investor in another, but we saw Intercom raising two hundred and fifty million dollars, and we saw Legora raising…
- ▶ 40:01 Jason Lemkin Yeah, but at the same time, if you look, I'm sure Intercom data says this, everyone's data that works in a heterogeneous human AI agent environment, the CSAT is always top 10% for the agents.
- ▶ 47:09 Harry Stebbings You're doing the intercom deal. 5 times in the scene
- ▶ 50:05 Harry Stebbings Intercom raised two hundred and fifty million at, uh, I don't know the price, Roy. 4 times in the scene
- ▶ 1:05:25 Rory O'Driscoll We've talked about Intercom who seems to have been doing it, and it's just really damn hard.
Anthropic vs The Pentagon: Who Wins? | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR · 20VC with Harry Stebbings
- ▶ 41:11 unnamed speaker I, I actually, I thought Owen at Intercom had a really great piece just this week on, you know, what it took to get, to take his existing business, you know,
Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued? · 20VC with Harry Stebbings
- ▶ 1:17:35 Jason Lemkin That's a pretty fast boomerang, and, uh, you know, and Owen at Intercom makes the point constantly that this is the age for the founder CEO, and I, I agree with him, 7896%, right?
Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
- ▶ 56:09 Harry Stebbings Intercom.
a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
- ▶ 31:30 Harry Stebbings With your Decagons, and your Sierras, and your Intercoms, and your Poloas, and I can go on and on.
- ▶ 45:09 Harry Stebbings So you're saying that, like, the length of the start line, as Dez Trainer at Intercom says, like, it takes a very long time to build, like in Figma.
20VC: From $6.2BN Market Cap to $2.8BN: What Is Not Translating About Navan's Public Story | Are Any Public Company CEOs Actually Happy? | Why Navan Built It's Own Customer Service AI and What it Could Mean For Customer Service AI with Ariel Cohen
- ▶ 1:47 Harry Stebbings While Navan streamlines travel and expense end-to-end, Intercom helps you support the customers using them.
- ▶ 51:48 Harry Stebbings While Nevan streamlines travel and expense end to end, Intercom helps you support the customers using them.
20Product: Is the Design Phase Dead in a World of AI | Has Claude Code Crushed Anthropic Already | What Roles of a PM Are Less and More Important with AI | How the Best Product Leaders Tell Stories with Noam Lovinsky, CPO @ Superhuman
- ▶ 1:31 Harry Stebbings After Atlassian helps your team build and ship great products, Intercom helps you support the customers using them.
- ▶ 43:11 Harry Stebbings After Atlassian helps your team build and ship great products, Intercom helps you support the customers using them.
Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings
- ▶ 34:58 Jason Lemkin I know a lot, I mean, Owen from Intercom, Finn has talked about this a lot, that he's spiteful, that he was, the company was forced to be run away, and
Matt Fitzpatrick: Who Wins the Data Labelling Race & Why Al Needs Forward-Deployed Engineers · 20VC with Harry Stebbings
- ▶ 15:48 Harry Stebbings How am I meant to understand whether we go for Sierra or Decagon or Zendesk of old or Intercom or, or any of the other players that we've seen in the space?
Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
- ▶ 45:51 Harry Stebbings You mentioned Intercom there. 2 times in the scene
- ▶ 47:29 Jason Lemkin So what do you, and, and the problem is they are, and I think this is probably true at Fin and Intercom, they are inexorably linked, but they're not the same product. 6 times in the scene
- ▶ 1:28:04 unnamed speaker I mean, you, you, you started my intercom investment.
Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings
- ▶ 6:10 Harry Stebbings Maybe a tiny, tiny portion, or build your own intercoms, or Sierras, or Decagons, and then do maintenance and updates.
20VC: Why 90% of Founders Build Startups Wrong | Why AI Growth Rates are Sustainable & Remote Work is BS and the AI Talent War | Competing with Brett Taylor and Sierra: Who Wins the Customer Service War with Jesse Zhang, Decagon
- ▶ 16:23 Harry Stebbings And what I mean by that is how much work needs to be done to reach feature parity with existing players, Zendesk, Salesforce, Intercom, or is it an entirely new paradigm where everyone starts afresh?
ElevenLabs CEO/Co-Founder, Mati Staniszewski:The Untold Story of Europe’s Fastest Growing AI Startup · 20VC with Harry Stebbings
- ▶ 1:08:16 Harry Stebbings Would you sell then to an intercom and a decagon?
BVP Partner, Byron Deeter: The Future of Venture - Why Chanel vs Walmart is BS · 20VC with Harry Stebbings
- ▶ 13:23 Byron Deeter But when I look at our own portfolio, I look at a company like a Canva, or I look at a company like Intercom that's at a scale where in some ways they're already becoming an incumbent in those markets, and yet they're disrupting themselves…
- ▶ 13:53 Harry Stebbings I think Intercom will be actually a case study for the most aggressive, ah, re-acceleration, rejuvenation in a world of very changing technology. 2 times in the scene
20Growth: The Death of Growth Teams? | How Hubspot Use AI to Triple Email Conversion | The Future of AI SEO | Why Prompt Engineering is the New Coding | What Every CMO Needs to Know About AI in 2025
- ▶ 1:06:57 unnamed speaker I always think to Desno and at Intercom, when I think about agency to startup, and it just gives you unleveled customer insight to product building.
Figma’s IPO: The Full Breakdown & Why Melio’s $2.5BN Acquisition is “Discouraging” · 20VC with Harry Stebbings
- ▶ 52:27 Jason Lemkin You have to have done an intercom. 3 times in the scene
Benchmark vs a16z: Why Stage Specific Firms Win · 20VC with Harry Stebbings
- ▶ 54:35 Harry Stebbings I know Des Treynor very well at Intercom. 6 times in the scene
- ▶ 1:01:31 Rory O'Driscoll Intercom, Gorgeous, a few of those. 2 times in the scene
- ▶ 1:06:42 Jason Lemkin It might've come from intercom.
Elias Torres, Co-Founder and CEO @ Agency: What No One Tells You About Selling Your Company · 20VC with Harry Stebbings
- ▶ 17:30 Harry Stebbings I saw a recent post from Owen at Intercom, who's a friend, and he was like, everything I know about management is, like, fucking wrong.
Jake Saper, GP @ Emergence Capital: "We Sold Salesforce Early and Lost Out on Billions" · 20VC with Harry Stebbings
- ▶ 53:41 Harry Stebbings Like compare that to Finn, which is Intercom, who actually do it on like outcome based, which is like solution granted.
George Sivulka, Co-Founder & CEO @Hebbia: The Future of Foundation Models | E1250 · 20VC with Harry Stebbings
- ▶ 38:05 Harry Stebbings We had Des train on Intercom recently.
George Arison, Grindr CEO: How Grindr Built a Free Flow Cash Machine | E1234 · 20VC with Harry Stebbings
- ▶ 31:32 Harry Stebbings I had the founders of Andrew on the show recently, and an intercom, we talked about it.
Guy Podjarny: The Future of AI Software Development - What is Real & What is BS | E1232 · 20VC with Harry Stebbings
- ▶ 46:44 Guy Podjarny One is, is indeed Intercom's bet on this autonomous agent I thought was very, very wise, uh, in Finn.
Matt Grimm, Co-Founder @Anduril: How a Trump Administration Changes the Defence Industry | E1224 · 20VC with Harry Stebbings
- ▶ 1:33:04 Matt Grimm Your, your point, though, around traditional media bias and that messaging is 100% accurate, and I think the, ah, kind of the democratization of information, like, of course there are pitfalls, of course there are challenges around, ah,…
Daniel Khachab: "We Are in the Middle of a Cold War for AI Talent" | E1220 · 20VC with Harry Stebbings
- ▶ 28:47 Harry Stebbings Okay, so first off, I actually interviewed Des Treynor quite recently from Intercom, actually at like an internal Intercom event, and he was like, I'm not going to do his accent because I suck at an Irish accent, but he was like,… 2 times in the scene
Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
- ▶ 39:00 Harry Stebbings Um, Intercom's a great story, but he said that you definitely have a type. 2 times in the scene
Eoghan McCabe, CEO @Intercom: Freedom of Speech, Censorship and Government Control | E1213 · 20VC with Harry Stebbings
- ▶ 1:02 Harry Stebbings Not at all, but we always start with the context, and you've been asked 10,000 fucking times how many times you founded Intercom, and so we're just gonna skip it. 3 times in the scene
- ▶ 2:20 Harry Stebbings What position does Intercom play in that landscape moving forwards, or do you disagree that is not the time frame and it will be a decade plus? 2 times in the scene
- ▶ 9:33 Eoghan McCabe Uh, just like Intercom is eventually fucked by AGI, we'd also be fucked 2 times in the scene
- ▶ 12:55 Eoghan McCabe At Intercom, for example, we've been using our, this AI agent fin for nearly two years, and we've not let anyone go, but we've stopped growing the size of our support team.
- ▶ 18:16 Eoghan McCabe Um, and if you looked at Intercom back in the day, how was that defensible?
- ▶ 23:08 Eoghan McCabe And so, you know, we can talk about it if we want, want to, but, um, all the big swings and changes I made at Intercom that has dramatically accelerated our revenue growth.
- ▶ 24:01 Eoghan McCabe I mean, Intercom is a thirteen-year-old company. 3 times in the scene
- ▶ 24:53 Eoghan McCabe We forced more and more customers to talk to sales. 10 times in the scene
- ▶ 33:21 Eoghan McCabe I introduced that years ago also, and we do not talk about politics and intercom, and, uh, I never do that, uh, within the company either. 2 times in the scene
- ▶ 43:12 Harry Stebbings In the re-founding of Intercom, how have you most significantly changed as a CEO?
- ▶ 44:17 Eoghan McCabe So when I came back to Intercom, yeah,
Akshay Kothari: How Notion Has More Money Than Ever & Why Startup Fundraising is Broken | E1203 · 20VC with Harry Stebbings
- ▶ 3:26 Akshay Kothari And every morning at six AM, we wrote a script, which would take all these tags from intercom and write it against these database tags in notion. 2 times in the scene
Jason Lemkin: Crowdstrike, WTF Happens From Here? Wiz Rejects Google’s $23BN Acquisition Offer|E1181 · 20VC with Harry Stebbings
- ▶ 38:49 Jason Lemkin If you look at the, if you look at Zendesk, gorgeous, intercom, front, customer, look at their website, their homepages all say the same thing, and they basically all, now they're all very different, ok? 3 times in the scene
Jean-Michel Lemieux: Three Product Decisions Every Team Needs to Make | E1129 · 20VC with Harry Stebbings
- ▶ 1:01:32 Harry Stebbings I, I, I think, I think I saw that first round, but it was at some egregious price cause they're out of intercom.
The Ultimate AI Roundtable: What Happens Now in AI, Why Google are Vulnerable | E1085 · 20VC with Harry Stebbings
- ▶ 0:11 Harry Stebbings What you're about to hear is the leading minds in AI from the head of AI at Meta, the founder of Intercom, Stability, Runway, leading AI investor Tom Tungas, all debate some of the core questions in AI.
- ▶ 1:09 Harry Stebbings You're the founder of Intercom.
- ▶ 11:34 Harry Stebbings Des, obviously with Intercom, you sit at the application layer. 2 times in the scene
- ▶ 16:01 Harry Stebbings Des, as we know, you're the founder of Intercom, you know, you're at the forefront of customer service.
Jeff Seibert: Why OpenAI Will Become an Infrastructure Play | E1085 · 20VC with Harry Stebbings
- ▶ 34:31 Harry Stebbings What, what would you do if you, I asked Des Traynor this actually from Intercom, but what would you do if you were CEO of Google from here?
Des Traynor: How to Survive and Thrive in a World of OpenAI | E1082 · 20VC with Harry Stebbings
- ▶ 1:42 Harry Stebbings But Intercom, just for those that don't know, how did it come to be?
- ▶ 2:48 Des Traynor And then when intercom was like one day, it was like, why don't we just talk inside? 2 times in the scene
- ▶ 7:27 Harry Stebbings Intercoms is not like theirs, but you're not starting from nothing today where you have a complete clean slate. 3 times in the scene
- ▶ 9:54 Harry Stebbings It's the data that we have from Intercom's existing historical.
- ▶ 15:38 Des Traynor Because then there'd be no pricing pair, and then we could actually base, like, you know, we could base Finn on, like, on a far cheaper thing, and it would increase margin, you know. 5 times in the scene
- ▶ 17:11 Des Traynor Finn is our AI chatbot that you, uh, sits inside the Intercom Messenger, and it will have conversations with your users and help them answer the support questions so that your support team don't have to.
- ▶ 17:38 Des Traynor Um, so, and Fin is effectively, it's a product by Intercom that uses an LLM.
- ▶ 22:59 Harry Stebbings How does the structure of the team change when you move from Intercom V-one, or kind of the previous gen of Intercom, to Intercom AI first, Innovation AI? 3 times in the scene
- ▶ 23:17 Des Traynor They work on FIN. 3 times in the scene
- ▶ 23:21 Des Traynor Uh, they work on, like, let's just say other areas of intercom that we want to apply AI to that we aren't ready to talk about, I guess. 4 times in the scene
- ▶ 53:23 Des Traynor Amazon make good money off intercom, you know, uh, but they're also like, we're heavily, we're all in on them and we're very, uh, you know, we're very committed to them.
- ▶ 1:01:40 Harry Stebbings When you said about intercom being AI first, I was like.
- ▶ 1:03:23 Harry Stebbings I spoke to Bobby before the show at Equals, who was obviously with Intercom, and he said that you were actually one of the masters of marketing, and you thought of as a product OG, but actually you should be credited more with a lot of… 2 times in the scene
- ▶ 1:07:01 Harry Stebbings You know, intercoms marketing over the years, knowing all that you know now, what would you change? 4 times in the scene
- ▶ 1:10:40 Harry Stebbings So you can change one thing about Intercom product strategy. 2 times in the scene
- ▶ 1:19:01 Des Traynor You know, the lessons I've kind of learned on RIFs are more from other companies than anything Intercom has gone through.
- ▶ 1:25:33 Des Traynor Like, uh, if we, if we just beat Zendesk, but Zendesk is like in the current state it's in, that won't be the full realization of what Intercom can be.
- ▶ 1:26:19 Des Traynor Intercom had been kind of a broader tool. 3 times in the scene
- ▶ 1:31:19 Harry Stebbings And where's Intercom in 10 years? 3 times in the scene
Des Traynor: How I Founded Intercom; Product Marketing Tips; Feature Creep | 20VC #907 · 20VC with Harry Stebbings
- ▶ 0:22 Harry Stebbings We see Intercom in all of its glory today. 2 times in the scene
- ▶ 0:37 Des Traynor Like we had an idea for like a whiteboarding product and, uh, and that like, you know, ultimately looked like not a good idea, contrasted with Intercom, but then something like Miro comes out like years later and you're like, maybe it… 2 times in the scene
- ▶ 2:53 Des Traynor So like, uh, there's an intercom spin out right now, uh, called equals, right?
- ▶ 13:52 Des Traynor I'm like, so I think it's definitely, uh, sharpened my sort of, uh, appreciation of how other people will see intercom. 4 times in the scene
- ▶ 15:11 Des Traynor So what the, what the check does is kind of gets you a stream of information about like a new Sudoku that you can kind of try to unravel, and you can throw in suggestions, or you can see this, the inside of like, as is the case in some of… 2 times in the scene
- ▶ 22:21 Des Traynor Now this is where the advice would differ depending on the stage of the company, but like if intercom launches a surveys tool, which we did in March, we can't be like limping in with an MVP that doesn't work. 2 times in the scene
- ▶ 30:41 Des Traynor So like, if we take, uh, if we take Intercom, we've been trying to avoid it so far, but 3 times in the scene
- ▶ 39:41 Des Traynor Cause like, you know, we have like, you know, hundreds of people working on intercom. 3 times in the scene
- ▶ 44:44 Des Traynor So you can't just be like intercoms here, delete everything else. 6 times in the scene
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