Dialpad

“Dialpad and TalkDesk have added nine figures of incremental AIR from their AI agents this year.”

“Dialpad went from two hundred million last year to already three hundred million AR this year on an AI boost.”

“Even in this sort of odd per resolution model in, in post sales support. I think everyone, Zendesk, intercom, customer, gorgeous, dial, even dial pad, even in other areas, I think they all converging on the same model.”

“When I was at Dialpad, one of the things we actually did was we brought folks in to the office. It's hard to do it in COVID, but like into the office for like a half day. And we actually just like let them, you know, sit beside our salespeople, stuck them on c…”

“Less.”

“Yeah, so we acquired this company called Talk IQ about two years ago. They were funded by Salesforce and a couple other great VCs.”

“Well, that was the beauty of putting them into Dialpad because we already have hundreds and hundreds of millions of minutes a month going through the system.”

“Average customer, mid-market, you know, let's call it about 50,000 dollars a year for their team.”

“No, we built that internally, and back in the days before we bought the name Dialpad, we had this idea that it was going to be Uber Communications, Uber Conference, Uber Meeting, Uber Voice, and then Uber became Uber, so we had to change all of our plans.”

“Box was our first real customer, and Uber Conference was our only product at the time, and everything else had been, like, five-seat, ten-seat, you know, really scrappy stuff. Then they came in with a five-thousand-dollar-a-month order”

“We have over 60,000 customers using our products.”

“To date, we've included unlimited usage in all of our products.”

“But yeah, we have net revenue expansion of north of like a 125%. So really kind of very healthy on the expansion side.”

“Yeah, I'd say definitely less than 10%.”

“And we do give our AE's credit for the first six months expansion. ... CSMs are involved at that point, but six months after then they take over.”

“Whole company is 500 folks.”

“We're now at 12 months past that or 1415 months past that, and we're just starting to spend it now. So it's, you know, it was, We were not starting from zero, so it had plenty plenty of additional cushion in.”

“I could live with a million dollars a month of burn. Yeah, I mean, that would be 40 months of, 40 months of go to market, and R&D, and maturing product, maturing market”

“If you look at the last, you know, last 30 SaaS IPOs. I think other than, you know, other than Zoom, which is the world's greatest IPO in the history of the Valley, I think anything like, you know, they're averaging around 30, 28, 30, 32% going into an IPO.”

“Yeah, no, we could definitely do that.”

“Like I, we benchmark against Google's, Google speech ASR. We can, we benchmark against their standard and their enhanced. And we exceed their standard. We're right at their enhanced levels.”

“We've actually recently gone through this with a partner of ours, TalkIQ, that was recently acquired by Dialpad. And part of the reason that they were a very desirable acquisition target was purely because they had that team in place in Waterloo that had alrea…”