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Eoghan McCabe

👤 Person
357 total appearances

Appearances Over Time

Podcast Appearances

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Most AI Investments Will Do Worse than the S&P 500 | Why Early Stage VC is F******* | The Danger of Kamala Harris and Why Trump and Vance are Best | Freedom of Speech, Censorship and Government Control with Eoghan McCabe @ Intercom

So there is definitely a lot of revenue that's driven by just excitement, people kicking tires. But there are AI businesses out there where they retain customers. Those customers have totally changed the way they've worked. They're expanding on the product. They're not going anywhere. They've forever changed.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Most AI Investments Will Do Worse than the S&P 500 | Why Early Stage VC is F******* | The Danger of Kamala Harris and Why Trump and Vance are Best | Freedom of Speech, Censorship and Government Control with Eoghan McCabe @ Intercom

So there is definitely a lot of revenue that's driven by just excitement, people kicking tires. But there are AI businesses out there where they retain customers. Those customers have totally changed the way they've worked. They're expanding on the product. They're not going anywhere. They've forever changed.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Most AI Investments Will Do Worse than the S&P 500 | Why Early Stage VC is F******* | The Danger of Kamala Harris and Why Trump and Vance are Best | Freedom of Speech, Censorship and Government Control with Eoghan McCabe @ Intercom

So there is definitely a lot of revenue that's driven by just excitement, people kicking tires. But there are AI businesses out there where they retain customers. Those customers have totally changed the way they've worked. They're expanding on the product. They're not going anywhere. They've forever changed.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Most AI Investments Will Do Worse than the S&P 500 | Why Early Stage VC is F******* | The Danger of Kamala Harris and Why Trump and Vance are Best | Freedom of Speech, Censorship and Government Control with Eoghan McCabe @ Intercom

Well, I have no choice but to say that that's a terrible fucking idea. And just like Intercom is eventually fucked by AGI, we'd also be fucked by companies building their own AI systems. The reality is, hand on heart, independent of my association with Intercom, I

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Most AI Investments Will Do Worse than the S&P 500 | Why Early Stage VC is F******* | The Danger of Kamala Harris and Why Trump and Vance are Best | Freedom of Speech, Censorship and Government Control with Eoghan McCabe @ Intercom

Well, I have no choice but to say that that's a terrible fucking idea. And just like Intercom is eventually fucked by AGI, we'd also be fucked by companies building their own AI systems. The reality is, hand on heart, independent of my association with Intercom, I

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Most AI Investments Will Do Worse than the S&P 500 | Why Early Stage VC is F******* | The Danger of Kamala Harris and Why Trump and Vance are Best | Freedom of Speech, Censorship and Government Control with Eoghan McCabe @ Intercom

Well, I have no choice but to say that that's a terrible fucking idea. And just like Intercom is eventually fucked by AGI, we'd also be fucked by companies building their own AI systems. The reality is, hand on heart, independent of my association with Intercom, I

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Most AI Investments Will Do Worse than the S&P 500 | Why Early Stage VC is F******* | The Danger of Kamala Harris and Why Trump and Vance are Best | Freedom of Speech, Censorship and Government Control with Eoghan McCabe @ Intercom

I think that building your own AI agent platforms is going to be as smart as in the previous generation, building your own SaaS workflow tools. These things are super deep. Like I said, with Finn, our AI agent, it's the product of over 100 different experiments, many patented parts. We've got 30 ML engineers and counting, 100 other engineers working on all the application components.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Most AI Investments Will Do Worse than the S&P 500 | Why Early Stage VC is F******* | The Danger of Kamala Harris and Why Trump and Vance are Best | Freedom of Speech, Censorship and Government Control with Eoghan McCabe @ Intercom

I think that building your own AI agent platforms is going to be as smart as in the previous generation, building your own SaaS workflow tools. These things are super deep. Like I said, with Finn, our AI agent, it's the product of over 100 different experiments, many patented parts. We've got 30 ML engineers and counting, 100 other engineers working on all the application components.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Most AI Investments Will Do Worse than the S&P 500 | Why Early Stage VC is F******* | The Danger of Kamala Harris and Why Trump and Vance are Best | Freedom of Speech, Censorship and Government Control with Eoghan McCabe @ Intercom

I think that building your own AI agent platforms is going to be as smart as in the previous generation, building your own SaaS workflow tools. These things are super deep. Like I said, with Finn, our AI agent, it's the product of over 100 different experiments, many patented parts. We've got 30 ML engineers and counting, 100 other engineers working on all the application components.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Most AI Investments Will Do Worse than the S&P 500 | Why Early Stage VC is F******* | The Danger of Kamala Harris and Why Trump and Vance are Best | Freedom of Speech, Censorship and Government Control with Eoghan McCabe @ Intercom

You're just not going to build a highly performant, rich AI agent on the side. not going to be done. And I think any attempt to do so may yield some short-term excitement, but even Klarna long-term, I'm pretty sure it will move on to a professional purpose-built system.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Most AI Investments Will Do Worse than the S&P 500 | Why Early Stage VC is F******* | The Danger of Kamala Harris and Why Trump and Vance are Best | Freedom of Speech, Censorship and Government Control with Eoghan McCabe @ Intercom

You're just not going to build a highly performant, rich AI agent on the side. not going to be done. And I think any attempt to do so may yield some short-term excitement, but even Klarna long-term, I'm pretty sure it will move on to a professional purpose-built system.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Most AI Investments Will Do Worse than the S&P 500 | Why Early Stage VC is F******* | The Danger of Kamala Harris and Why Trump and Vance are Best | Freedom of Speech, Censorship and Government Control with Eoghan McCabe @ Intercom

You're just not going to build a highly performant, rich AI agent on the side. not going to be done. And I think any attempt to do so may yield some short-term excitement, but even Klarna long-term, I'm pretty sure it will move on to a professional purpose-built system.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Most AI Investments Will Do Worse than the S&P 500 | Why Early Stage VC is F******* | The Danger of Kamala Harris and Why Trump and Vance are Best | Freedom of Speech, Censorship and Government Control with Eoghan McCabe @ Intercom

technology is deflationary technology gets cheaper and cheaper and cheaper over time look at these statistics where they show the real prices of various products and goods and even as currency inflates the price of say tvs flat screen tvs goes down and so these ai agents will be way cheaper than humans while they're also better that said

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Most AI Investments Will Do Worse than the S&P 500 | Why Early Stage VC is F******* | The Danger of Kamala Harris and Why Trump and Vance are Best | Freedom of Speech, Censorship and Government Control with Eoghan McCabe @ Intercom

technology is deflationary technology gets cheaper and cheaper and cheaper over time look at these statistics where they show the real prices of various products and goods and even as currency inflates the price of say tvs flat screen tvs goes down and so these ai agents will be way cheaper than humans while they're also better that said

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Most AI Investments Will Do Worse than the S&P 500 | Why Early Stage VC is F******* | The Danger of Kamala Harris and Why Trump and Vance are Best | Freedom of Speech, Censorship and Government Control with Eoghan McCabe @ Intercom

technology is deflationary technology gets cheaper and cheaper and cheaper over time look at these statistics where they show the real prices of various products and goods and even as currency inflates the price of say tvs flat screen tvs goes down and so these ai agents will be way cheaper than humans while they're also better that said

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Most AI Investments Will Do Worse than the S&P 500 | Why Early Stage VC is F******* | The Danger of Kamala Harris and Why Trump and Vance are Best | Freedom of Speech, Censorship and Government Control with Eoghan McCabe @ Intercom

What you're going to see people do is augment their savings they make in their budgets or use the savings they make in their human budgets to spend on as much AI as they can until they're now totally over-serving their customer. I think people are going to start to find that if...

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Most AI Investments Will Do Worse than the S&P 500 | Why Early Stage VC is F******* | The Danger of Kamala Harris and Why Trump and Vance are Best | Freedom of Speech, Censorship and Government Control with Eoghan McCabe @ Intercom

What you're going to see people do is augment their savings they make in their budgets or use the savings they make in their human budgets to spend on as much AI as they can until they're now totally over-serving their customer. I think people are going to start to find that if...

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Most AI Investments Will Do Worse than the S&P 500 | Why Early Stage VC is F******* | The Danger of Kamala Harris and Why Trump and Vance are Best | Freedom of Speech, Censorship and Government Control with Eoghan McCabe @ Intercom

What you're going to see people do is augment their savings they make in their budgets or use the savings they make in their human budgets to spend on as much AI as they can until they're now totally over-serving their customer. I think people are going to start to find that if...

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Most AI Investments Will Do Worse than the S&P 500 | Why Early Stage VC is F******* | The Danger of Kamala Harris and Why Trump and Vance are Best | Freedom of Speech, Censorship and Government Control with Eoghan McCabe @ Intercom

If, for example, in our e-commerce story, these companies can generate substantially better sales through providing these epic AI assistants, they'll happily spend more money for them. But when those themselves become commodities, then it'll get cheaper over time too.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Most AI Investments Will Do Worse than the S&P 500 | Why Early Stage VC is F******* | The Danger of Kamala Harris and Why Trump and Vance are Best | Freedom of Speech, Censorship and Government Control with Eoghan McCabe @ Intercom

If, for example, in our e-commerce story, these companies can generate substantially better sales through providing these epic AI assistants, they'll happily spend more money for them. But when those themselves become commodities, then it'll get cheaper over time too.