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revenue

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Dec 5, 2025 by Adrian McDermott · across every show →

Everything said about revenue, oldest first

Dec 5, 2025
Assertion Not checkable as stated
McDermott: 54% of Zendesk support-contacting users drove 95% of 2024 revenue
“If we look at our own company data, 54% of our customers contacted us for support in 2024, but they represented 95% of revenue.”
Adrian McDermott Dec 5, 2025 ▶ 4:19 Zendesk's Adrian McDermott: AI's Customer Service Potential, Adoption Cycle, Scale vs. Orchestration
Dec 18, 2025 bullish
Assertion Not checkable as stated
Altman: OpenAI would double its revenue right now with double the compute
“We have never yet found a situation where we can't really well monetize all the compute we have. If we had, I think if we had, you know, double the compute, we'd be at double the revenue right now.”
Sam Altman Dec 18, 2025 ▶ 36:23 Sam Altman: How OpenAI Wins, ChatGPT’s Future, AI Buildout Logic, IPO in 2026?
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