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 22 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
Zhang: Decagon's most recent customer churned from competitor Sierra
“Our most recent customer actually turned off of Sierra to come to Decagon”
Zhang: Open-source AI is strictly better once production use cases solidify
“But I think the point is that at a certain point, it's strictly better to use open source models because when your use case is solidified and you're in production at scale and you're pretty sure this is the sort of shape of the agent, then there's no reason no…”
Zhang: Enterprise share of open-source AI inference is currently declining
“In enterprises right now, even though there's a lot of hype for open source, the sort of share of open source inference is actually Going down right now because people are spinning up all these new use cases.”
Zhang: Enterprise procedures must be taught to AI in-context, not fine-tuned
“I'm sort of teaching the AI my own procedures. And again, that doesn't happen through fine tuning. That, that happens like in context, because if you were to fine tune on that, you would have to reverse it every single time. You know, you change your procedure…”
Zhang: Vertical AI applications will outperform general lab-built agents
“The labs themselves will have more application capabilities, but those will be fairly general. Like they're, you can maybe build general agents that can do this thing or that thing. But for a lot of these like core verticals, like ours, our thesis is that, you…”
Zhang: AI agents allow enterprise customers to drastically reduce or eliminate BPOs
“There are definitely scenarios where people use their BPOs a lot less or Don't need the BPO anymore.”
Zhang: Fine-tuned small models can match or beat large frontier models
“And if you fine tune it to be really good at that task, it can be just as good or better than the big models.”
Zhang: 90% of Decagon's workflow runs on open-source models
“So today, 90% of our workflow is on open source.”
Zhang: Very few AI companies can replicate Palantir's forward-deployed engineering model
“First of all, very few companies, if any, can do what Palantir does, which is like close massive deals off the bat. And like, it's kind of worth it to spend all that effort.”
Zhang: Human careers will still exist after AGI
“The first thing I want to say is I'm like, certain there will be careers after AGI. The reason for that is, like, most of our jobs, for sure are for jobs, are kind of, like, made up. Most jobs are made up... So when AGI is here, like it will change people's jo…”
Zhang: AI agents should handle every customer interaction as business front doors
“An AI agent should just be the front door of your business, of your brand, and every interaction, whether it's like reactive or proactive with a customer should be handled by AI.”
Zhang: Horizontal platforms will defeat pure vertical solutions in customer AI
“Our view, the reason why we've kind of built so horizontally is that we believe that in our space, the winners are going to be horizontal. There's just not that much that is like super verticalized that where like you could see a pure vertical solution survivi…”
Zhang: CRMs could thrive as source-of-truth databases for AI agents
“I actually think CRMs could do quite well. They'll, they'll be slightly different in the sense of, like, CRMs are kind of databases in a way, and, you know, the frustration people have with them sometimes is that the interfaces are not really difficult to use,…”
Zhang: Enterprise adoption of open-source AI will take longer than expected
“I think they'll get there, but it'll probably take longer than people think because, you know, even with our team, fine tuning these models is non-trivial.”
Zhang: Decagon's token usage per conversation increases to improve quality
“And actually over time, the number of tokens we're using per conversation has gone up because we're actually doing more model calls to make the quality better, to do more checks, to parallelize more things.”
Zhang: Decagon fine-tunes models for use cases, not specific customers
“I think a common misconception that people have is, you know, fine tuning is, is a way to like customize it for that customer. In fact, most of the fine tuning we do is like customizing it for our use case, like the customer service use case.”
Zhang: Selling enterprise AI requires pitching vendor approach over category demand
“Generally in these conversations, we're not really having to convince people to like, Invest in this space. It's, like, more of, hey, we're the right approach for you, so you can partner with us.”
Zhang: Decagon seeded early sales team with Ivy League athletes
“The other profile we had a lot of in the early days were just like Ivy league athletes, I guess. And those profiles were kind of a good foundation for the group.”
Zhang: Enterprise AI Rollouts Should Be Piecemealed, Not Deployed All at Once
“One of the things that we really try to do is, you know, kind of take the project and piecemeal it. So we're not just deploying across every surface area, every use case at once.”
Zhang: Rigid 12-month product roadmaps do not work in AI
“Realistically in, in today's AI world, it's very difficult to have, like, a 12 month roadmap to a T. You maybe know how, like, some themes of what you want to build, but ideally, if you have those things, you should just build it, like, right now, because it's…”
Zhang: AI simplifies language localization, significantly accelerating software international expansion
“Language is a lot easier with AI. So in the past, maybe a blocker would be, oh, my language just doesn't work in, or my app just doesn't work in German or pick your language. But now it's a lot easier to adapt to your app. So I think for those reasons, interna…”