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 9 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 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
McCabe: Intercom froze support hiring after adopting Fin AI agent
“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.”
McCabe: Intercom wrote an S-1 and almost went public in June 2022
“We nearly went public in 2022 and I'm so grateful that we did not... Yeah, twenty-twenty-two. I think it was June, 15. We had a stock ticker that I hated, but nothing cool was available. We had written our S-one, and the markets collapsed.”
McCabe: Intercom closed term sheets within days or hours of first meetings
“Basically all our rounds went from first meeting to sign term sheet in a number of days, if not like half day.”
McCabe: Intercom's annual revenue is in the hundreds of millions
“It's in the hundreds of millions.”
McCabe says he originally left Intercom due to illness, slowing revenue, and press attacks
“When I left chiefly because I was sick, also because revenue started to slow, always, also because I was attacked in the press, and I was, like, spiritually crushed, physically crushed psychologically crushed.”
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.”