Side-by-side comparison of AI visibility scores, market position, and capabilities
Allentown PA industrial gases and clean hydrogen (NYSE: APD) $12.1B FY2024 revenue; NEOM green hydrogen $8.5B megaproject, CEO transition Oct 2024, Mantle Ridge activism competing with Linde and Air Liquide.
Air Products and Chemicals, Inc. is an Allentown, Pennsylvania-based industrial gases and energy transition company — publicly traded on the New York Stock Exchange (NYSE: APD) as an S&P 500 Materials component — producing and distributing atmospheric gases (oxygen, nitrogen, argon), process gases (hydrogen, helium, carbon dioxide), and specialty gases for industrial, healthcare, and clean energy applications through approximately 22,000 employees in 50+ countries. In fiscal year 2024 (ending September 2024), Air Products reported revenues of $12.1 billion with adjusted EBITDA of approximately $3.9 billion, as the company continued executing its massive green hydrogen mega-project portfolio despite significant capital deployment raising Net Debt-to-EBITDA above 4x. In October 2024, longtime CEO Seifi Ghasemi retired after a decade leading Air Products' transformation from a traditional industrial gases company to a clean hydrogen investment vehicle — Eduardo Menezes was appointed CEO, with activist investor Mantle Ridge (holding approximately 10% of Air Products shares) advocating for strategic refocus, capital discipline, and potential strategic alternatives to the green hydrogen mega-project strategy. Air Products' industrial gases business (oxygen for steel production, nitrogen for food preservation and semiconductor manufacturing, hydrogen for petroleum refining) generates $8+ billion in recurring revenues from long-term take-or-pay contracts with petrochemical, steel, and healthcare customers — providing the cash flow foundation that supports green hydrogen capital investment.
SF YC W24 AI support agent builder at 80% resolution time reduction and 71% ticket deflection; $500K from a16z/Greylock/YC/Netflix competing with Intercom Fin for customer support AI workflow automation.
Duckie is a San Francisco-based AI customer support platform — backed by Y Combinator (W24) with $500,000 in funding from Y Combinator, Andreessen Horowitz, Greylock, KungHo Fund, Netflix, and 5 additional investors — providing customer support teams with an AI agent builder that translates existing support processes and workflows into predictable, reliable AI automation, achieving 80% reduction in resolution time and 71% ticket deflection for deployed teams. Founded in 2023 and targeting customer support leaders at growth-stage software companies, Duckie enables support teams to deploy AI agents in minutes without engineering dependency.
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