The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 9 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Lemkin: SaaS giants like Zendesk and Intercom offer shitty phone support
“Even support companies do shitty support, and I go on, and I play, I go on to all the leaders, the, I, okay, does, do all the leaders in SaaS, do the Zendesk and the intercoms, and do they answer their phone and say, none of them do either, right?”
Lemkin: SaaS vendors promise AI can cut 30% to 50% of staff
“Everyone in post sales, Salesforce, Intercom, Zendesk, Gorgeous, on and on. They are promising you can eliminate. 30 to 50% of your humans in support with AI. They're promising it today.”
Adams: Intercom's AI product Fin is close to $100M ARR
“You will grow to like a hundred million in AR or very quickly. Finn's on that path, very close to it.”
Lemkin: Sierra and Intercom's Finn Scaled to $100M in Revenue
“Sierra went from nothing to a hundred million in one year, Decagon, lots of others. Intercom was just here, Finn. They, their AI products at a hundred million right after the company growth.”
Lemkin: Intercom's Fin AI Agent Crossed $50M in Revenue
“Intercom said Finn as a standalone product has already crossed fifty million.”
Lemkin: Customer Support SaaS Platforms Are Converging on Per-Resolution Pricing
“Even in this sort of odd per resolution model in, in post sales support. I think everyone, Zendesk, intercom, customer, gorgeous, dial, even dial pad, even in other areas, I think they all converging on the same model.”
Peacock: In-App Engagement Yields 3x to 4x the Rate of Email
“And from engaging with their customers actually in product, in the application, they see three to four times the engagement rate of email.”