TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
←

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 3 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 Perkins2026-06episode →
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 Perkins2026-06episode →

most discussed · click a bar to filter

  • $COHERE
  • $INTERCOM

recurring themes

  • AI Agents1
  • Enterprise AI Adoption1
  • AI Applications1
  • AI Economics & Business Models1
2 total
$COHERE
Cohere
MEDeoghan mccabe·Kleiner Perkins·3 months ago·Kleiner Perkins at Startup Grind: A Look Inside Intercom's AI Transformation
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·3 months ago·Kleiner Perkins at Startup Grind: A Look Inside Intercom's AI Transformation· 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
9
AI Agentstailwind
Customer service agents prove AI can be better, not just cheaper — 90% resolution rates
Intercom's Fin agent demonstrates AI agents can deliver superior outcomes (higher CSAT, instant resolution) not just cost savings; 8,000 paying customers including Anthropic validate product-market fit; expanding from service to sales/marketing creates compounding value.
8
Enterprise AI Adoptiontailwind
AI agents will disrupt leadership roles, not just ICs — CEOs may report to agent 'COOs'
Agents will evolve from automated ICs to organizational leaders that receive business goals, diagnose root-cause problems (e.g., onboarding localization gaps), and propose strategic fixes; board members may eventually oversee agent CEOs.
8
AI Applicationstailwind
Verticalized proprietary models beat general foundation models in specialized enterprise tasks
Intercom's Apex model (post-trained open weights) beats Sonnet/GPT on resolution rate, latency (0.6s faster), and cost by focusing narrowly on customer service; argues all vertical AI companies must eventually own model layer to sustain competitive moat.
7
AI Economics & Business Modelsmixed
Aggressive price competition inevitable as vertical AI players deploy cheaper proprietary models
As more companies build specialized models (Intercom ~1 year ahead), competition will shift to price; customers globally will benefit from 'epic AI technologies for super cheap' — margin compression likely for pure model resellers.