The Ledger
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Lemkin: Gorgias AI replaces 50% of agents, but ACV rises only 50%
“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%.”
No SaaS firm Cabane advised reached $50M ARR on a single channel
“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.”
Lemkin: Gorgias AI Customer Support Automation Averages 20% Across 20,000 SMBs
“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…”
Lemkin: Only Two of 20,000 Gorgias Customers Automate 100% of Support
“And out of 20,000, they have a handful of folks that are at a hundred, like Klarna... Two. Two, one, 200.”
Lemkin: Gorgias' WhatsApp AI agent reached double-digit usage in weeks
“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…”
Gorgias contacts its entire TAM of 200,000 merchants at least quarterly
“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…”