Zendesk
3 statements across 2 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Jun 30, 2022 by David Friedberg · said 18 times in 8 episodes since 2020 · across every show →
Mentions by year
brought up most by Chamath Palihapitiya (8), David Friedberg (5), Jason Calacanis (4), David Sacks (1)
tap a year for its mentions
2025 1 mention in 1 episode
2024 5 mentions in 3 episodes 2 per episode
- E168: Can Google save itself? Abolish HR, AI takes over Customer Support, Reddit IPO teardown
- GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
- E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI
- every mention in 2024, scene by scene →
2022 11 mentions in 3 episodes 4 per episode
Everything said about Zendesk, oldest first
Jun 30, 2022 neutral
Friedberg: Zendesk generates cash but dilutes shareholders 2.5% yearly via stock comp
“So this company's been making money every quarter. They generate cash. But in the last quarter, they issued sixty million dollars in stock to employees to compensate them for the work that they do. So that's two hundred and fifty million roughly of dollars per…”
Jun 30, 2022 bullish
Sacks: Private equity buyers will slash Zendesk costs to generate $300M-$500M cash flow
“They are going to slash the hell out of the cost structure. They're going to run it to be highly profitable. They'll probably bring the growth down from 30% a year to 20% or 15%. But the benefit, the offsetting benefit to reducing the growth a little bit will …”