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AI customer support

3 statements across 1 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Jun 9, 2026 by Siddhartha Ahluwalia · across every show →

Everything said about AI customer support, oldest first

Jun 9, 2026 positive
Assertion Partly supported
Ahluwalia: Sierra and Decagon are valued at nearly $10B
“Customer support has companies like Sierra, Decagan, Which are already almost ten billion dollar companies.”
Siddhartha Ahluwalia Jun 9, 2026 ▶ 25:39 94% CAGR: What the Inference Boom means for your AI costs | Vamshi Ambati
Jun 9, 2026 bearish
Prediction Not checkable as stated
Ambati: Current spike in AI voice and support automation will fade
“Anything that has a human-to-human touchpoint should be the last one that should get automated. Today we're just probably seeing that first, ah, sort of spike, but then that should probably, you know, die out soon, I feel.”
Vamshi Ambati Jun 9, 2026 ▶ 25:23 94% CAGR: What the Inference Boom means for your AI costs | Vamshi Ambati
Jun 9, 2026 bullish
Prediction Not checkable as stated
Ambati: Sierra and peers will soon solve AI empathy and intervention
“And I'm betting that I'm, companies like Sierra and others will figure this out soon. But if they don't, then I think the spike has to come down.”
Vamshi Ambati Jun 9, 2026 ▶ 26:39 94% CAGR: What the Inference Boom means for your AI costs | Vamshi Ambati
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