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Rory O'Driscoll: Intercom's AI product growth rate is comparable to Sierra's

Rory O’Driscoll · Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings · Nov 27, 2025 · at 46:19

Rory O'Driscoll is an investor in Intercom at Scale Venture Partners. He compares Intercom's AI transition and growth rate to Bret Taylor's AI startup Sierra.

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“I think they've done an amazing job in a way that very few SaaS companies have of transitioning to an AI first world, and the growth rate of their AI product is frankly comparable to Sierra's”

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