Pylon's long-term competitor isn't Zendesk. It's Anthropic and OpenAI. Here's why... All companies will go through these phases: 𝟭: 𝗧𝗲𝗮𝗺𝘀 𝗮𝗱𝗼𝗽𝘁 𝗔𝗜. They get access to Claude/Codex and start building skills and using it for everyday work. 𝟮: 𝗘𝘅𝗲𝗰𝘀 𝗿𝗲𝗮𝗹𝗶𝘇𝗲 𝗔𝗜 𝗮𝗱𝗼𝗽𝘁𝗶𝗼𝗻 𝗶𝘀 𝗲𝘅𝗽𝗲𝗻𝘀𝗶𝘃𝗲. As an example, our support team was spending $1.5k/person/month on custom Claude skills we had developed to help them triage, investigate, etc. 𝟯: 𝗖𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝗶𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁 𝘁𝗼𝗸𝗲𝗻 𝗯𝘂𝗱𝗴𝗲𝘁𝘀. For example a support team might be given that $1.5k/person/month as a budget for Claude/Codex use. Across 10 people that's $180k/yr. 𝟰: 𝗣𝘆𝗹𝗼𝗻 𝗿𝗲𝗹𝗲𝗮𝘀𝗲𝘀 𝗔𝗜 𝘁𝗵𝗮𝘁 𝗰𝗼𝗺𝗽𝗲𝘁𝗲𝘀 𝘄𝗶𝘁𝗵 𝗔𝗻𝘁𝗵𝗿𝗼𝗽𝗶𝗰 / 𝗢𝗽𝗲𝗻𝗔𝗜 𝗳𝗼𝗿 𝘁𝗵𝗮𝘁 𝘁𝗼𝗸𝗲𝗻 𝗯𝘂𝗱𝗴𝗲𝘁. Once the $180k token budget is there, Pylon will compete for it. $180k/yr is ~10x what that same support team might be paying for their ticketing system. The SaaS/Zendesk layer is tiny in comparison. We're releasing this agentic customer support product on July 15th. -- Notes -- - The token budget concept dramatically changes the market size for software companies that compete for it. Anthropic / OpenAI are paving the way for new use cases, but those implementations (currently via skills) will be unoptimized and expensive variants of products waiting to be developed. - Purpose built software (e.g. Pylon for customer support) will be able to build those same use cases and have them be faster / cheaper / better. - This idea applies broadly to B2B software companies.