+0.0
net board stance
what this means
28.92
-10.1% · close 2026-09-08
+12% / +8% / -42%
1m / 3m / 12m
-111%
vs SPY since 2024-03-01
25%
of 52w range · -46.9% off high
1/1
hit rate as primary · α +20
Where we stand — 0 live ideas
No active idea holds this ticker. Anything below is history.
Where the winds are blowing
NET BOARD STANCE, LAST 50 EPISODES —
rising = the besties are building this position, falling = abandoning it. Replayed from
score_events; an idea counts from birth until its window closes.
PRICE VS SPY OVER THE SAME WINDOW, % — did the
talk lead the tape or follow it?
Who's pushing which way
each voice's net push ON THIS TICKER — their most recent stance per idea × the idea's direction × strength, so supporting a bearish idea pushes down. Not conviction (that lives on the idea); this is direction of travel per person. what w= means
Track record on CNXC
As a PRIMARY play the besties are 1 hit / 0 partial / 0 miss over 1 closed window — credit 1.0, average α +19.6. Adjacent plays are listed but never scored.
| idea | call | play | verdict | R | α | closed |
|---|---|---|---|---|---|---|
| 📈 AI agents gut the outsourced customer-support industry | ▼ SHORT | primary | HIT | +37.0% | +19.6 | 2025-03-01 |
The tape — what was actually said
every capture on any idea holding CNXC, newest first · quotes verbatim, timestamps deep-link into the episode
Sacks
support ×2
▼ on
📈 AI agents gut the outsourced customer-support industry
E197 · 2024-09-27
▶ 21:30
But you could imagine that once system integrators or enterprise SaaS apps go into these places, go into these companies, they integrate the data and then they map out the workflow, you could replace a lot of these steps in the workflow with agents.
Chamath
support ×3
▼ on
📈 AI agents gut the outsourced customer-support industry
E196 · 2024-09-20
▶ 26:37
we cannot touch customer service. We cannot touch it because it's going to get commoditized and run over by these foundational models within a year.
Jason
support ×2
▼ on
📈 AI agents gut the outsourced customer-support industry
E196 · 2024-09-20
▶ 18:31
I agree with that massively, and I think there's another under-reported story, which is people don't like to call and talk to a customer service agent, like an actual human, if they can avoid it.
Sacks
support ×3
▼ on
📈 AI agents gut the outsourced customer-support industry
E196 · 2024-09-20
▶ 17:37
So I think it's now becoming clear that, I think within the next two to three years, you're going to see a massive disruption in that industry.
Sacks
support ×2
▼ on
📈 AI agents gut the outsourced customer-support industry
E179 · 2024-05-17
▶ 26:18
I think their product roadmaps just became obsolete. Now that's not to say there isn't more work for them to do in workflow in terms of integrating the AI with customer support tools and doing that last mile of customizing the model for the vertical specific problems of customer support. But my guess is that hundreds of millions of dollars of R&D just went out the window.
Sacks
support ×2
▼ on
📈 AI agents gut the outsourced customer-support industry
E168 · 2024-03-01
▶ 1:06:31
So, what Klarna seems to be talking about are email-based customer support cases. I think where this is going to go next is to phone. ... I think where it goes next is you'll call up the call center and you'll get a voice that sounds like a human, just talk to you. And you won't even necessarily realize that you're talking to an AI, because there are already these AI companies that can do generative voices, any language, any accent.
Chamath
support ×3
▼ on
📈 AI agents gut the outsourced customer-support industry
E168 · 2024-03-01
▶ 1:00:03
Yes, Klarna replaced 700 people and they saved $40 million of OPEX, but Teleperformance, while they were just doing their everyday work, lost $1.8 billion of their market cap at the exact same moment. ... But I just wanted to show you that the destruction was quite quick and it was pretty severe. And if two or three other big companies launch these kinds of tweets after real measurable results, Teleperformance will be a $1 billion company in short order.