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Decagon

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Nov 7, 2025 by Brad Gerstner · said 4 times in 3 episodes since 2025 · across every show →

Mentions by year

brought up most by David Sacks (3), Brad Gerstner (1)

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2026 3 mentions in 2 episodes 2 per episode
2025 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Decagon, oldest first

Nov 7, 2025 bullish
Assertion Supported
Gerstner: Cognition Is Valued at $15B, Decagon at $4B, Distill at $2B
“Their valuations of those three companies, one is Cognition now at 15,000,000,001 is Decagon now at four billion. And you know, and the other one is Distill that just raised at two billion.”
Brad Gerstner Nov 7, 2025 ▶ 1:24:46 Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
Jul 11, 2026 positive
Assertion Not checkable as stated
Sacks: Decagon routes 90% of AI customer support usage to open models
“So like Decagon, the customer support AI company, they said that 90% of their usage now is being sent to Open models, but those are open models that they've had the opportunity to post train on and do a huge amount of customization based on all of their learni…”
David Sacks Jul 11, 2026 ▶ 51:25 OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
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