Service Cloud
product on 6 shows · 4 statements across 4 episodes · said 15 times in 9 episodes since 2017
20VC 9 
Top Founders 3 
Lenny's Podcast 2 
Big Technology 1 
No Priors 
the MAD Podcast
Mentions by year, every show
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20VC 9Top Founders 3Lenny's Podcast 2Big Technology 1
2026 5 mentions in 3 episodes 2 per episode
- Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town
- Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
- Is AI Killing Software? — With Bret Taylor, OpenAI's board chair and CEO of Sierra
- every mention in 2026, scene by scene →
2025 5 mentions in 2 episodes 3 per episode
2023 2 mentions in 1 episode
2018 1 mention in 1 episode
every mention on every show, scene by scene, with the transcript →
4 statements about Service Cloud, every show
O'Driscoll: Sierra must become a complete customer ecosystem to justify massive valuation
“The only way I can justify 15 or twenty billion in market cap for Sierra is not if I build a slightly better next generation service cloud, if I am the entire customer ecosystem for your entire business.”
O'Driscoll: Sierra's $10B valuation requires capturing labor budgets alongside software
“The only way the math works for the Sierra at ten billion is if you eat, you don't just get India, maybe not up front, but over time, you don't just get the service cloud revenue, you get the service cloud revenue plus some slug of the labor.”
Ada has no human agents built in, routing handoffs to legacy systems
“Yeah, Ada is a, is an AI native application that has no human customer service agents in it. So whenever a human customer service agent is needed, we will route, we'll hand off, to a human customer service agent who lives in an incumbent system, like a service…”