Zendesk puts its AI revenue near $400m, mostly from agents billed per resolved case
Zendesk will end the year with about $400m of AI revenue, mostly from agents paid only when they resolve a case, chief executive Tom Eggemeier told TNW. By his account, paying for outcomes is a working revenue line for AI agents and still a test for the contract as a whole.
Reality
- Evidence35
- Adoption50
- Hype gap+20
- Incentives70
- Confidence40
buildConfirmed3 publishers Brett Adcock says Hark launches this week and gives its first 100,000 sign-ups the paid plan free. What each user connects at sign-up decides how far one agent reaches into their inbox, calendar and payment accounts.
Perspective Coverage
3 publishers
- Builder
- Builder 50%
- Operator
- Operator 28%
- Investor
- Investor 22%
Reality
- Evidence45
- Adoption
- Not scored
- Hype gap+30
- Incentives65
- Confidence50
Equs X asks users to grant its personal AI access one file at a time
Equs launched Equs X, a personal AI that reads only the files a user switches on, and it is free for the first 90 days. If the design works as described, switching a file off ends access outright, with no deletion request to file at a model provider.
Reality
- Evidence30
- Adoption
- Not scored
- Hype gap+35
- Incentives75
- Confidence35
Instinct raised $1 billion at a $10 billion valuation on September 28, four times the $2.5 billion it carried a month earlier while still in early access. The mark repriced faster than any metric the company has published.
Perspective Coverage
8 publishers
- Builder
- Builder 24%
- Operator
- Operator 24%
- Investor
- Investor 52%
Reality
- Evidence62
- Adoption18
- Hype gap+40
- Incentives60
- Confidence65
The 5G bundle costs $2,395 with $10 a month for Verizon customers, and the Specs Intelligence app opened a waitlist today for people with no glasses at all, asking to connect the apps they already use.
Perspective Coverage
13 publishers
- Builder
- Builder 30%
- Operator
- Operator 55%
- Investor
- Investor 15%
Reality
- Evidence72
- Adoption
- Not scored
- Hype gap+20
- Incentives60
- Confidence66
Meta wants Muse reading your email and running your Mac
At Connect, Mark Zuckerberg and Alexandr Wang gave Meta's three-week-old agent its own email address, a face for video calls and control of desktop apps. The open question for anyone trying it is what it can reach.
Reality
- Evidence40
- Adoption25
- Hype gap+45
- Incentives75
- Confidence55
Instinct raised $250m at a $2.5bn valuation after handing VCs the first invites
Noah Shinn gave venture capitalists the first invites to his AI assistant. Instinct now carries a $2.5bn valuation. The technique for making agents learn from their own failures is one Shinn published in 2023, before GPT-4.
Reality
- Evidence46
- Adoption22
- Hype gap+34
- Incentives72
- Confidence54