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eoghan mccabe

T2 · manager / operator

Founded Intercom in 2011, scaled to $50M ARR faster than any SaaS company except Salesforce. Stepped away in 2020 due to health issues (tick-borne illness), returned in 2022 with 'founder mode' aggression, led AI transformation launching Fin customer agent now doing ~90% of Intercom's support and serving 8,000+ customers including Anthropic.

2 calls·2 names·50% bull·last heard 2 months ago·Kleiner Perkins
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$INTERCOMIntercomposition

Intercom CEO details aggressive AI transformation with Fin agent resolving 90% of support

Intercom pivoted from slow-growing SaaS platform to AI-first customer agent company; Fin now handles nearly 90% of Intercom's own support with higher CSAT, 8,000 paying customers including Anthropic, and expanding into sales/marketing agents.

Kleiner Perkins2026-06→
2ndmedium conviction
$COHERECohere

Intercom replaces Cohere re-ranker with proprietary Apex model for superior performance

Intercom initially used Cohere's models but found that training specialized models for customer service (Apex) yields faster, cheaper, and more effective results than general-purpose foundation models.

Kleiner Perkins2026-06→

most discussed · click a bar to filter

recurring themes

2 total
$COHERE
Cohere
MEDeoghan mccabe·Kleiner Perkins·2 months ago
Intercom replaces Cohere re-ranker with proprietary Apex model for superior performance
Intercom initially used Cohere's models but found that training specialized models for customer service (Apex) yields faster, cheaper, and more effective results than general-purpose foundation models.
"We use Cohere. Again, Cohere's an outstanding company, fans of the founders and fans of the product. But, it turns out that if you train models for a very specific case as opposed…"
20:32
$INTERCOM
Intercom
HIGHeoghan mccabe·Kleiner Perkins·2 months ago· position
Intercom CEO details aggressive AI transformation with Fin agent resolving 90% of support
Intercom pivoted from slow-growing SaaS platform to AI-first customer agent company; Fin now handles nearly 90% of Intercom's own support with higher CSAT, 8,000 paying customers including Anthropic, and expanding into sales/marketing agents.
"Fin on Intercom, for example, does high and maybe nearly 90% of all our customer service. It's instant. Customers love it. CSAT goes up. We're now on 8,000 paying customers. We're…"
10:28