Core Viewpoint - Venture capitalists are increasingly investing in startups that develop AI for customer support automation, with companies like Intercom and Kore.ai showing strong revenue growth potential and facing competition from established players [1][4]. Group 1: Intercom - Intercom is negotiating to sell over $100 million in shares, potentially achieving a valuation of over $2 billion [1]. - The company’s last equity financing was in 2018, with a valuation of $1.15 billion, and it has recently launched an AI customer support assistant, Fin, which is expected to contribute significantly to revenue growth [2]. - Intercom's annual recurring revenue was approximately $300 million at the end of last year, with Fin's contribution still small but rapidly growing [2][4]. - The company has seen its net revenue retention rate increase from 112% to 146% since adopting a pay-for-performance pricing model [4][5]. Group 2: Kore.ai - Kore.ai is in talks to raise about $150 million at a valuation between $2.5 billion and $4 billion, with an annual recurring revenue of approximately $110 million [1][3]. - The company expects its annual recurring revenue to grow by up to 80% to around $200 million by next March, with a gross margin of 80% on its subscription business [3]. - Kore.ai's consulting business accounts for 10% of its total revenue, and it primarily serves large clients in the banking and insurance sectors [5]. Group 3: Competitive Landscape - Both Intercom and Kore.ai face intense competition from newer AI startups like Sierra and Decagon, as well as established customer service software providers such as Zendesk and Salesforce [4]. - The AI customer support sector is seeing significant investment and innovation, with a focus on technologies that can autonomously resolve customer issues and enhance human agent efficiency [4].

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