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 11 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.”
Lemkin: Zendesk automates 60-80% of enterprise support versus 20% for self-serve
“With our top Customers at Zendesk, we can automate 60 to 80% of support and related interactions. Okay. Makes sense. They train them for months, sometimes for months at Zendesk for their big customers. For our Self Survey AI, it's 20%.”
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.”
Yellurkar: Zendesk broke the 2014 tech IPO logjam
“In 2014 there was a log jam, right? Nobody wanted to take the companies public. Like, there was a big, and you were, actually, you were the jam cracker. You broke that log jam and were the first company to get out.”
Lemkin: Agentforce charges $2 per AI resolution, Intercom $1, Zendesk $1.11
“It's two bucks. Okay. Finn for intercom is one buck. Zendesk is like a dollar and 11 cents.”
Song: Duo Security Scaled $10M-$73M By Hiring Zendesk's GTM Nucleus
“At about ten million, I brought on board, effectively, the nucleus of Zendesk's go-to-market engine. Okay. I brought on board JimSib Jeff Wiss and Zachary Locker, and we basically went from one to three to 10, from 10 to 30 to 73”
Svane: Zendesk operated with no sales team until $10M run rate
“Until, kind of, our first, you know, until, like, ten million dollars in, in run rate, we didn't have sales. It was all a self-service business.”
Svane: Zendesk Scaled From $0 to $10M ARR in 36 Months
“Zero to one took us 18 months, and one to 10 took us another 18 months, so of course it was a very, very busy 18 months”