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Cheeky Pint / episode intelligence

Des Traynor on reinventing Intercom twice and the “four horsemen” of good AI companies

24 Sept 2025 13 published claims 0 attributable people
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Speakers in the public record

Claim mix

belief 6evaluation 4recommendation 2commitment 1

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The useful parts, with receipts.

13 published records

01 / evaluation

I think when your AI is not tied to business impact or is debatable in quality or whatever, I think you end up with these people who are just like, oh, let's just stick a tenner on the seat and see what happens.

“I think when your AI is not tied to business impact or is debatable in quality or whatever, I think you end up with these people who are just like, oh, let's just stick a tenner on the seat and see what happens.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

02 / recommendation

There's also a thing for startups where they probably shouldn't look at what established companies are doing because—like, Stripe for so long, we clung to making sure that we had code in the homepage and people are like, if you want to accept credit card payments for your website, we are the place to come.

“There's also a thing for startups where they probably shouldn't look at what established companies are doing because—like, Stripe for so long, we clung to making sure that we had code in the homepage and people are like, if you want to accept credit card payments for your website, we are the place to come.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

03 / evaluation

I think a lot of tokens are happening and just generally they seem to be delivering useful outcomes… because they're actually delivering value on the customer service side or people enjoy their Midjourney adventure, but people are getting value from the products.

“I think a lot of tokens are happening and just generally they seem to be delivering useful outcomes… because they're actually delivering value on the customer service side or people enjoy their Midjourney adventure, but people are getting value from the products.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

04 / recommendation

In fact, as a small segue, I think a couple years prior, I had said to you or to Patrick, “Hey, you guys should actually build as part of your product offering a pricing page creator.

“In fact, as a small segue, I think a couple years prior, I had said to you or to Patrick, “Hey, you guys should actually build as part of your product offering a pricing page creator.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

05 / evaluation

Everyone's happy with v2, now I think we can try to do something new for customers, like expand our share of wallet or whatever. But I think a lot of people try to solve revenue growth with, like, aimless product expansion to just try and increase the share of wallet for the people who are stuck with you, and then they convince themselves they got PMF or that they have some sort of a good product because they're kind of like foie-gras style force feeding new features down to throats of their trapped users, and they're like, “We're doing great.

“Everyone's happy with v2, now I think we can try to do something new for customers, like expand our share of wallet or whatever. But I think a lot of people try to solve revenue growth with, like, aimless product expansion to just try and increase the share of wallet for the people who are stuck with you, and then they convince themselves they got PMF or that they have some sort of a good product because they're kind of like foie-gras style force feeding new features down to throats of their trapped users, and they're like, “We're doing great.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

06 / belief

Why are there 2000 more words here? So I think, I guess speaking in a way that sounds great to marketers is probably the thing that kills me most because they don't market, especially in the AI era, they don't really necessarily understand the depth of what's actually happening with the AI or whatever.

“Why are there 2000 more words here? So I think, I guess speaking in a way that sounds great to marketers is probably the thing that kills me most because they don't market, especially in the AI era, they don't really necessarily understand the depth of what's actually happening with the AI or whatever.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

07 / belief

” Whatever it is. And I think if it was a company of people like me, what you'd see is probably predictable, reliable, sustainable performance or whatever, but probably not enough actual, well, definitely not enough brave big swings, which is actually where you need to get to.

“” Whatever it is. And I think if it was a company of people like me, what you'd see is probably predictable, reliable, sustainable performance or whatever, but probably not enough actual, well, definitely not enough brave big swings, which is actually where you need to get to.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

09 / belief

I think people like to be able to explain it to themselves, and I was talking to a guy who runs procurement and he was saying, “You have to understand I'm just getting bullshitted to all day.

“I think people like to be able to explain it to themselves, and I was talking to a guy who runs procurement and he was saying, “You have to understand I'm just getting bullshitted to all day.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

11 / belief

I asked a few too many questions.” But yeah, I think there's a general pattern we're noticing, which is that a lot of experiences are just better digitized because, partially because of human considerations.

“I asked a few too many questions.” But yeah, I think there's a general pattern we're noticing, which is that a lot of experiences are just better digitized because, partially because of human considerations.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

12 / belief

We already do a lot of that already as in customer context, so knowing that it's John and he's on the premium plan and he's on the playlist page and there's an error on the screen, that’s all useful information when it comes to—because I think people, a lot of the YC, “I could build that in a weekend” type Hacker News crowd, I think one of the things they often they're thinking every customer support query begins with like, “Hi there, my name is blah, my user number is blah.

“We already do a lot of that already as in customer context, so knowing that it's John and he's on the premium plan and he's on the playlist page and there's an error on the screen, that’s all useful information when it comes to—because I think people, a lot of the YC, “I could build that in a weekend” type Hacker News crowd, I think one of the things they often they're thinking every customer support query begins with like, “Hi there, my name is blah, my user number is blah.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint
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