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An essential component of audit is trust. We evaluated many companies going after this problem. On technical architecture, breadth of vision, and institutional credibility, we believed Andera was a clear outlier. On this episode of The Investment Memo, Andera co-founders tinah and Aryo Patel join Partners Kat Zhang and... Bucky Moore to discuss why they built Andera this way, how customer trust became a product decision, and why they believe AI is uniquely positioned to fundamentally transform audit. Tune into the full conversation below. 0:00 Welcome, Aryo Patel and Tinah Hong! 1:04 Why Start Andera, and Why SOX Control Testing? 2:13 How AI Is Transforming Enterprise Audit 4:34 Why Is AI Finally Transforming the Audit Market? 5:37 How SOX Data Can Map a Company’s Financial Ecosystem 7:10 Andera’s Vision for AI-Powered CFO Decisions 8:22 How Andera Builds Trust With Audit Teams 9:20 The Technology Behind Andera’s Platform 11:05 Why Andera Focuses on Complex Audit Problems 15:00 How the Big Four Are Adapting to AI and Where Andera Fits 16:47 Why Andera Accelerated Its Fundraising 18:06 Andera’s Long-Term Vision 18:50 Building Trust Around Financial Data 19:21 Closing Thoughtsshow more

Lightspeed

132,830 subscribers

12,008 просмотров • 1 месяц назад •via X (Twitter)

Anya Rossi• Live Now

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Комментарии: 4

Фото профиля Lightspeed

Lightspeed1 месяц назад

Check out the full episode on YouTube here:

Фото профиля tinah

tinah1 месяц назад

Was such a pleasure!

Фото профиля ZEBEC LANTERN589

ZEBEC LANTERN5891 месяц назад

👀

Фото профиля paul peterson

paul peterson1 месяц назад

An essential component of audit is trust. That's exactly right, and it's why adoption in our profession has lagged the ambition. Nothing ships in accounting unless a person can sign behind it with their license on the line. Great to see builders treating trust as the product and not the fine print. We're watching this space closely from inside the profession.

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16,478 просмотров • 2 месяцев назад

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67,112 просмотров • 2 месяцев назад

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195,154 просмотров • 18 дней назад

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Erica Wenger

30,267 просмотров • 2 месяцев назад

Avoca (W23) is building what it calls the AI workforce for the physical economy, starting with home services. In just a few years, the company has grown to eight figures in revenue and recently raised over $125 million at a $1 billion valuation. In this fireside, co-founders Apurva Shrivastava and Tyson Chen sit down with Garry Tan to share how they found product-market fit by helping businesses turn missed calls into revenue. They explain why AI is expanding what software can do, pushing past the 1% of wallet that traditional software captures, and why they see it as one of the biggest opportunities for founders. 01:28 - Finding the Right Market 03:25 - Why AI Is Bigger Than SaaS 06:59 - The AI Job Story Nobody Talks About 11:53 - How the Founders Met 16:59 - The Pivot 21:47 - Customer Love Beats Market Size 25:31 - Building an AI Workforce 29:35 - Why Customer Obsession Wins 34:12 - Growing to Eight Figures 37:22 - The Vision Beyond Home Services 38:54 - Building a Generational Company

Avoca (W23) is building what it calls the AI workforce for the physical economy, starting with home services. In just a few years, the company has grown to eight figures in revenue and recently raised over $125 million at a $1 billion valuation. In this fireside, co-founders Apurva Shrivastava and Tyson Chen sit down with Garry Tan to share how they found product-market fit by helping businesses turn missed calls into revenue. They explain why AI is expanding what software can do, pushing past the 1% of wallet that traditional software captures, and why they see it as one of the biggest opportunities for founders. 01:28 - Finding the Right Market 03:25 - Why AI Is Bigger Than SaaS 06:59 - The AI Job Story Nobody Talks About 11:53 - How the Founders Met 16:59 - The Pivot 21:47 - Customer Love Beats Market Size 25:31 - Building an AI Workforce 29:35 - Why Customer Obsession Wins 34:12 - Growing to Eight Figures 37:22 - The Vision Beyond Home Services 38:54 - Building a Generational Company

Y Combinator

85,234 просмотров • 3 месяцев назад

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Y Combinator

46,722 просмотров • 2 месяцев назад

My conversation with Jesse Zhang Decagon is building a customer service agent with AI, with plans for much more than that. It’s one of the more successful early AI applications, with tons of lessons for the rest of the market. I love how Jesse developed which problem to solve first, a set of lessons applicable to all entrepreneurs Enjoy Timestamps: 0:00 Intro 2:00 Competing in the AI Era 11:35 Finding Product-Market Fit 14:25 Anatomy of a Great Customer Interview 17:37 Everyone’s Wrong Until You Talk to Customers 19:25 AI Agents Replacing Human Labor 21:55 Why Customer Service 23:30 Coding vs. Customer Service 35:44 The Future of Voice and the Human UI 38:54 Why Voice-to-Voice Is So Hard 43:18 Learning from Customer Data 44:36 How CEOs Should Think About AI 47:06 The ROI of Coding and Productivity Tools 48:20 Every Brand Will Talk to You Through AI 56:00 Recruiting, Capital, and Demand 1:00:42 Investor Frenzy 1:22:17 The Long-Term Vision for Decagon 1:25:05 Kindest Thing

Patrick OShaughnessy

49,418 просмотров • 1 год назад

EPISODE 143: How to Build with AI in 2026 Joe Lonsdale sits down with JD Ross, co-founder of Opendoor & WithCoverage What are the newest possibilities with AI? What does it mean for legacy SaaS? And why is JD excited for young talent entering the workforce today? (00:00) Episode intro (01:28) JD's entrepreneurial journey (05:18) Wins and challenges at Opendoor / $OPEN meme stock moment (09:55) WithCoverage and upending insurance brokerage (13:11) Mimetic frameworks for entrepreneurs (15:45) How AI is changing the way companies are built (20:21) The impact of AI on existing SaaS (26:50) How to stop AI spam and imposters (31:27) How should young people prepare for AI era? (34:20) The new invention era / why AI levels the playing field

EPISODE 143: How to Build with AI in 2026 Joe Lonsdale sits down with JD Ross, co-founder of Opendoor & WithCoverage What are the newest possibilities with AI? What does it mean for legacy SaaS? And why is JD excited for young talent entering the workforce today? (00:00) Episode intro (01:28) JD's entrepreneurial journey (05:18) Wins and challenges at Opendoor / $OPEN meme stock moment (09:55) WithCoverage and upending insurance brokerage (13:11) Mimetic frameworks for entrepreneurs (15:45) How AI is changing the way companies are built (20:21) The impact of AI on existing SaaS (26:50) How to stop AI spam and imposters (31:27) How should young people prepare for AI era? (34:20) The new invention era / why AI levels the playing field

American Optimist

76,418 просмотров • 7 месяцев назад

Technology Is the Arena of National Power. Ben Horowitz, Anne Neuberger, Raghu Raghuram, and Jen Kha discuss a16z's expanding international strategy and the growing role technology plays in economic growth, national security, and global partnerships. They cover why America's technology leadership matters beyond Silicon Valley, how AI is reshaping relationships between governments and the private sector, why countries around the world are looking to adopt frontier technologies, and what it takes to build enduring technology ecosystems. 1:00 Why a16z's international strategy starts with America 4:48 Technology as the arena of national power 7:08 Why trusted AI infrastructure matters 9:05 How AI changes international go-to-market 11:18 ElevenLabs, TelevisaUnivision, and globalizing local content 18:33 How a16z prioritizes international markets and allies 29:05 AI, open source, and the future of cyber defense 37:00 What it takes to build a technology ecosystem benahorowitz.eth Anne Neuberger Raghu Raghuram Jen Kha

Technology Is the Arena of National Power. Ben Horowitz, Anne Neuberger, Raghu Raghuram, and Jen Kha discuss a16z's expanding international strategy and the growing role technology plays in economic growth, national security, and global partnerships. They cover why America's technology leadership matters beyond Silicon Valley, how AI is reshaping relationships between governments and the private sector, why countries around the world are looking to adopt frontier technologies, and what it takes to build enduring technology ecosystems. 1:00 Why a16z's international strategy starts with America 4:48 Technology as the arena of national power 7:08 Why trusted AI infrastructure matters 9:05 How AI changes international go-to-market 11:18 ElevenLabs, TelevisaUnivision, and globalizing local content 18:33 How a16z prioritizes international markets and allies 29:05 AI, open source, and the future of cyber defense 37:00 What it takes to build a technology ecosystem benahorowitz.eth Anne Neuberger Raghu Raghuram Jen Kha

a16z

28,607 просмотров • 3 месяцев назад

"What's drawn people together for thousands of years is stories." My full conversation with Phil & Dom, co-founders of EasyA - the Duolingo for blockchain, with over a million users learning crypto. We covered what it's really like building a company with your brother, why they left promising careers in finance and law, their partnerships with Ripple, Solana and Sui, why crypto matters in a post-quantum AI world, and why every brand will need a face to survive. 00:00 Intro 01:03 How This Pod Happened 03:20 Printing the Bitcoin Whitepaper at 16 05:11 Mining Bitcoin From the Basement 06:12 Wharton, Blackstone and Sullivan & Cromwell 07:55 What It's Like Building With Your Brother 28:47 The UK vs US Talent Drain 29:04 Their Friend Who Ran AI Safety at Anthropic 36:29 EasyA Is the Duolingo for Blockchain 38:06 Why They Teach Stories, Not Code 46:34 The Business Model and EasyA Labs 50:31 Why Crypto Solves the AI Trust Problem 54:04 Why Every Brand Needs a Face

JackGK

26,719 просмотров • 3 месяцев назад

Qualcomm’s CEO on the coming AI phone supercycle Cristiano R. Amon on the China vs. US AI sentiment, how AI is changing smartphones and wearables, Qualcomm’s data center strategy, and 6G. We discuss why he thinks phones aren’t going away, how agents will use our personal context, and why he expects smart glasses to become the biggest category of AI wearables. We also cover differences in consumer AI adoption between China and the US, Qualcomm’s acquisition of Modular to offer developers an alternative to Nvidia’s software, and what 6G could change about the devices we use. This conversation was recorded live at Qualcomm’s recent Snapdragon Summit in Hawaii. Timestamps: 00:18 How China and the US see AI 04:33 Should AI development slow down? 07:25 Trump, China, and chip geopolitics 08:25 Why the smartphone market is shrinking 11:15 Memory prices and pent-up demand 13:15 Can cloud agents replace the phone? 18:30 What is an AI smartphone? 25:05 The state of VR and smart glasses 29:30 Is there an iPod moment for wearables? 30:45 Why Qualcomm is building data centers 34:45 Modular and the fight against CUDA lock-in 39:05 What 5G actually changed 42:00 Why 6G is built for AI 45:05 When 6G arrives Spotify: YouTube: Substack: Apple Podcasts: Thanks to the show’s premiere sponsors: Atlassian, Granola, and Mercury.

Qualcomm’s CEO on the coming AI phone supercycle Cristiano R. Amon on the China vs. US AI sentiment, how AI is changing smartphones and wearables, Qualcomm’s data center strategy, and 6G. We discuss why he thinks phones aren’t going away, how agents will use our personal context, and why he expects smart glasses to become the biggest category of AI wearables. We also cover differences in consumer AI adoption between China and the US, Qualcomm’s acquisition of Modular to offer developers an alternative to Nvidia’s software, and what 6G could change about the devices we use. This conversation was recorded live at Qualcomm’s recent Snapdragon Summit in Hawaii. Timestamps: 00:18 How China and the US see AI 04:33 Should AI development slow down? 07:25 Trump, China, and chip geopolitics 08:25 Why the smartphone market is shrinking 11:15 Memory prices and pent-up demand 13:15 Can cloud agents replace the phone? 18:30 What is an AI smartphone? 25:05 The state of VR and smart glasses 29:30 Is there an iPod moment for wearables? 30:45 Why Qualcomm is building data centers 34:45 Modular and the fight against CUDA lock-in 39:05 What 5G actually changed 42:00 Why 6G is built for AI 45:05 When 6G arrives Spotify: YouTube: Substack: Apple Podcasts: Thanks to the show’s premiere sponsors: Atlassian, Granola, and Mercury.

Alex Heath

196,672 просмотров • 5 дней назад

I spoke with Jordi Visser this week on why the stock market keeps hitting all-time highs, the AI-driven semiconductor supercycle, why software is losing to chips and power names, where bitcoin fits into the macro picture, the rise of tokenization, and how to think about inflation and the Fed. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 0:53 - Why the stock market keeps hitting all-time highs 4:37 - AI vs. software (who's winning & who's losing) 11:28 - Is this a bubble? Demand vs. supply dynamics 13:00 - Why crypto is lagging the AI trade & bitcoin setup 17:22 - The industrial revolution thesis & why stocks won't stop 20:40 - Inflation, the Fed & politics 32:00 - How to use AI to get ahead 33:08 - The compute cost problem & AI model wars 48:13 - Retail vs. institutional investors — who has the edge 50:39 - Where to find Jordi's work

I spoke with Jordi Visser this week on why the stock market keeps hitting all-time highs, the AI-driven semiconductor supercycle, why software is losing to chips and power names, where bitcoin fits into the macro picture, the rise of tokenization, and how to think about inflation and the Fed. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 0:53 - Why the stock market keeps hitting all-time highs 4:37 - AI vs. software (who's winning & who's losing) 11:28 - Is this a bubble? Demand vs. supply dynamics 13:00 - Why crypto is lagging the AI trade & bitcoin setup 17:22 - The industrial revolution thesis & why stocks won't stop 20:40 - Inflation, the Fed & politics 32:00 - How to use AI to get ahead 33:08 - The compute cost problem & AI model wars 48:13 - Retail vs. institutional investors — who has the edge 50:39 - Where to find Jordi's work

Anthony Pompliano 🌪

32,389 просмотров • 5 месяцев назад