The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 58 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Des Traynor: Evaluate features by total cost of ownership, not build effort
“Every complex new feature we build has to get marketed by a marketer and has to get sold by a salesperson and supported by a support person. So you have to think about the total cost of ownership of that feature, not just how hard was it to build.”
Des Traynor: Enterprise readiness depends on backend capabilities, not visible features
“When people say, are you enterprise ready? What they actually mean is all of that stuff. And people forget to market it. People forget to like showcase that in the right places because it's not visible.”
McCabe: Intercom never ran a formal fundraising process
“I never, ever, ever, ever, ever, ever, ever ran a process. I never ran a process.”
McCabe: Intercom has 30 ML engineers building its Finn AI agent
“Like I said, with Finn, our AI agent, it's the product of over a hundred different experiments. Many patented parts. We've got 30 ML engineers and counting, you know, a hundred other engineers working on all the application components.”
McCabe: Intercom's total customer count is growing rapidly again after shrinking
“Our total customer count started to shrink. It's now growing very rapidly again after the changes I made, but it started to shrink.”
McCabe: Intercom created 'Project 52' giving the company one year to reinvent itself
“I set this project called project 52, where I gave us 52 weeks to reinvent the company.”
Traynor: I Wrote 90 to 95 of Intercom's First 100 Blog Posts
“I wrote maybe, like, some, like, 90, or 95 of the first 100 blog posts on Intercom”
Traynor: Angel portfolio companies have surpassed Intercom's valuation multiple times over
“I've invested in companies that have like gone on to surpass the valuation of Intercom many times over, and the founders have turned into absolute monster CEOs and monster COOs along the way.”
McCabe: Biz Stone was Intercom's most helpful angel investor
“I think it's Biz Stone, who's one of the Twitter founders invested in. And the reason he was so helpful was that for a young lad, I was 26 when I started Intercom and moved to San Francisco. For a young lad in this big industry who really thought very little o…”