TLDR · MISCELLANEOUS

THERE IS EXACTLY ONE WAY THAT SAAS CAN BE SAVED

links.tldrnewsletter.com6 min read

Summary from the TLDR newsletter

Intercom found success as a late-stage SaaS company in AI. Three years ago, its future was looking pretty bleak as the company was heading quickly towards negative growth. It launched a new service agent called Fin in the summer of 2023, after which its business began to violently recover. The process involved destroying many parts of the business and creating new things. It was difficult, but the company is now at $400M ARR overall, with overall growth rates doubling for the past two years.