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The accounting services industry has historically been 1) underserved by technology and 2) constrained by capacity, not demand. Founders Arush Jain, Pranav Pillai, and Vinay Kasat saw this as an opportunity. They brought together their backgrounds in private equity M&A, forward-deployed software engineering, and growth operations. In doing so,... they created Modus to partner with auditors ready for the next generation of firms that have the right to grow. Through co-creating and tightly iterating on powerful, scalable workflows with frontline auditors, Modus freed up tens of thousands of hours in their first platform partner that they have already sold into. The co-founders joined Justin M. Overdorff and Amish Desai this week on The Investment Memo, where they go into more detail about our partnership, their vision for innovating in the industry, and how their past career experiences prepared them for this journey. 0:00 Welcome, Arush Jain, Vinay Kasat, & Pranav Pillai! 2:40 Why Audit Is a Massive Opportunity 3:17 The Core Problem Auditors Face Today 4:10 The “Audit in 2 Weeks” Vision 5:04 Proving the Model Works Without an Audit Background 5:53 Why Audit Software Has Failed Before 6:25 Reinventing Audits from the Ground Up 7:25 Inside 7 AI Workflows & 40% Time Savings 9:03 Palantir’s Influence on Their Strategy 10:00 Embedding Engineers Inside Audit Firms 11:12 Turning Time Savings into Growth 12:25 Improving Audit Quality with AI 14:01 Where Audit Errors Actually Happen 16:24 The First Acquisition Journey 17:50 Early Results: Growth & Efficiency Gains 19:05 The “This Works” Moment 20:18 From Friends to Co-Founders 22:34 Hiring in the Age of AI 24:08 Advisors Behind Modus 25:41 Choosing the Right Investors 26:55 The Future of AI in Audit 28:03 What Excites the Founders Most 28:48 Advice for Foundersshow more

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Rajat Suri

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LEGION

28,569 Aufrufe • vor 11 Monaten

“Founders aren’t made when they start companies. They’re made when they interpret their market correctly.” Episode 2 of Knuckle Up with Nakul is live. Qasar Younis (Qasar Younis): Founder and CEO of Applied Intuition. One of the sharpest and most intentional operators you’ll ever meet on the craft of building a company. Full episode ↓ -- 00:00 Intro 01:19 What really makes someone a founder 05:26 The company that almost became Kickstarter 08:12 The most common misread on feedback 13:40 Why most founders don't end up with the best team 19:45 How to pick a co-founder 23:38 Your first 10 hires are really your first 100 28:21 The case for hiring slow and firing slow 33:22 Red, yellow, green: how Applied gives monthly feedback 35:00 The role that knows what’s actually going on in a company 40:01 How to operate with speed and intentionality 42:41 The three things Qasar spends time on 45:57 How Applied is driving AI adoption 52:06 The type of engineer Applied is now looking for 1:01:19 Why this could be the golden age of small companies 1:09:13 Quickfire: red flags, overrated advice, and superpowers 1:12:32 Qasar's advice to his 25-year-old self

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Nakul Mandan

521,704 Aufrufe • vor 5 Monaten

BREAKING: How Qasar Younis (CEO) & Peter Ludwig (CTO) Quietly Built Applied Intuition into a Serious $15B Physical AI Giant “Most companies in the Bay Area are more hobby projects than they are serious businesses.” → $1B+ raised.. barely touched → AI for cars, agriculture, mining, defense, machines → 18/20 top automakers as customers We cover: • Why physical AI is fundamentally different from software AI • How breakthroughs like transformers unlocked real-world autonomy • The company’s horizontal-first strategy across industries • Why they stayed quiet for years.. & why that changed • How they deploy autonomy in defense and industrial environments • What hiring looks like in the AI era 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Qasar Younis & Peter, Co-Founders Applied Intuition (01:15) Most startups are just "hobby projects" (03:55) Becoming more public (07:33) The breakthroughs that reshaped their strategy (11:01) A moon rover simulator? (11:37) Expansion playbook (13:55) Raised $1B… Didn’t Use It (15:04) Hiring in the AI era (18:17) A team full of ex-founders and CTOs (19:28) From manual to autonomous in 10 days (23:18) Why great products drive results (25:44) Books that shape thinking & why old books matter (29:38) Turning books into company playbooks

BREAKING: How Qasar Younis (CEO) & Peter Ludwig (CTO) Quietly Built Applied Intuition into a Serious $15B Physical AI Giant “Most companies in the Bay Area are more hobby projects than they are serious businesses.” → $1B+ raised.. barely touched → AI for cars, agriculture, mining, defense, machines → 18/20 top automakers as customers We cover: • Why physical AI is fundamentally different from software AI • How breakthroughs like transformers unlocked real-world autonomy • The company’s horizontal-first strategy across industries • Why they stayed quiet for years.. & why that changed • How they deploy autonomy in defense and industrial environments • What hiring looks like in the AI era 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Qasar Younis & Peter, Co-Founders Applied Intuition (01:15) Most startups are just "hobby projects" (03:55) Becoming more public (07:33) The breakthroughs that reshaped their strategy (11:01) A moon rover simulator? (11:37) Expansion playbook (13:55) Raised $1B… Didn’t Use It (15:04) Hiring in the AI era (18:17) A team full of ex-founders and CTOs (19:28) From manual to autonomous in 10 days (23:18) Why great products drive results (25:44) Books that shape thinking & why old books matter (29:38) Turning books into company playbooks

Molly O’Shea

136,292 Aufrufe • vor 5 Monaten

Stablecoins are looking to be the future of money; the infrastructure just needs to catch up. In this episode of The Investment Memo, Aaron Frank sits down with farooq 🌧 and Charles Yoo-Naut (🌧️,🌧️), Co-Founders of Rain, to discuss building the payments infrastructure that connects stablecoins to the real world. The Highlights: • Why central banks and users already treat stablecoins as money, even when the rails don't support it yet. • How Rain went from a side project solving ACH pain to becoming the card issuance platform powering Stablecoin payments globally. • Building in a greenfield space with no playbook, where regulations are evolving and every feature requires first principles thinking. • Maintaining velocity through acquisitions, staying lean until product-market fit, and hiring for agency over credentials. Huge congratulations to the entire Rain team on raising $250M! 0:00 Welcome, Farooq Malik and Charles Yoo-Naut! 1:40 How the Rain Founders Met 3:41 Early "Aha" Moments 6:19 From Sign & Wire to Building Rain 9:07 Connecting Stablecoins to Card Networks 13:07 Navigating Regulation and the First Card Issuance 15:08 What Rain Looks Like Today 16:34 Adoption Beyond Crypto-Native Companies 17:14 Unexpected Customer Use Cases 18:44 Building Fintech Without a Playbook 20:44 The Long-Term Vision 22:28 Co-Founder Dynamics 25:03 Hiring for High Agency and Low Ego 26:43 Executing Successful Acquisitions Early 29:40 What Makes a Great Partnership for Rain 31:48 Choosing the Right Investment Partners 33:26 Staying Aligned as Co-Founders 36:40 Lessons Learned Looking Back to 2022 39:20 Advice for First-Time Founders 41:59 Finding Advisors Who Give Honest Feedback

Stablecoins are looking to be the future of money; the infrastructure just needs to catch up. In this episode of The Investment Memo, Aaron Frank sits down with farooq 🌧 and Charles Yoo-Naut (🌧️,🌧️), Co-Founders of Rain, to discuss building the payments infrastructure that connects stablecoins to the real world. The Highlights: • Why central banks and users already treat stablecoins as money, even when the rails don't support it yet. • How Rain went from a side project solving ACH pain to becoming the card issuance platform powering Stablecoin payments globally. • Building in a greenfield space with no playbook, where regulations are evolving and every feature requires first principles thinking. • Maintaining velocity through acquisitions, staying lean until product-market fit, and hiring for agency over credentials. Huge congratulations to the entire Rain team on raising $250M! 0:00 Welcome, Farooq Malik and Charles Yoo-Naut! 1:40 How the Rain Founders Met 3:41 Early "Aha" Moments 6:19 From Sign & Wire to Building Rain 9:07 Connecting Stablecoins to Card Networks 13:07 Navigating Regulation and the First Card Issuance 15:08 What Rain Looks Like Today 16:34 Adoption Beyond Crypto-Native Companies 17:14 Unexpected Customer Use Cases 18:44 Building Fintech Without a Playbook 20:44 The Long-Term Vision 22:28 Co-Founder Dynamics 25:03 Hiring for High Agency and Low Ego 26:43 Executing Successful Acquisitions Early 29:40 What Makes a Great Partnership for Rain 31:48 Choosing the Right Investment Partners 33:26 Staying Aligned as Co-Founders 36:40 Lessons Learned Looking Back to 2022 39:20 Advice for First-Time Founders 41:59 Finding Advisors Who Give Honest Feedback

Lightspeed

28,089 Aufrufe • vor 7 Monaten

Georgia Election Hearing Showing Evidence The State NEVER PERFORMED Their 2020 Presidential Election Audits 🚨 “Secretary of State told them that this audit took place. Well, I asked them. How many counties told you the audit took place?” “ZERO — ZERO AUDITS PERFORMED” “Evidence suggests that there was never a voting machine election audit performed in Georgia. Why is that so important? Well, we all know Georgia was a key state in determining the 2020 election results. The article goes on to say, on November 17, 2020, Georgia secretary of state Brad Raffensperger made an announcement that an audit using forensic techniques was completed with, quote, no sign of foul play, end quote, in the 2020 election. The statement previously appeared on the secretary of state's website and is still available via the Wayback Machine here. The article links up will bring it up on screen for the viewers right now. It goes on to say from the statement, secretary of state Brad Raffensperger last week ordered Pro V and V, a US election assistance commission certified testing laboratory to do an audit of random sample of machines to confirm no hack or tamper. Pro V and V found no evidence of the machines being tampered. However, the problem is that besides a watered down audit report. There is little to no evidence that this audit actually took place. The following was from a public comment of yesterday's state election board meeting in Georgia. Take a listen. Secretary of state told 42 false statements to the United States Congress and The vice president. So within that document was the Provian v audit. He told us, the citizens, he told the SEB, he's told many courts that this Pro v and v audit took place. I worked with governor Kemp. I worked with Evan Myers, one of his, uh, attorneys. I worked with the inspector general, Scott McAfee. And they try to convince me that the secretary of state and Pro V and V told them that this audit took place. Well, I asked them. How many counties told you the audit took place? 0. We did open records request to the counties, and it came back where 0 audits were done by Pro V and V. So now we're making decisions. Our legislators are making decisions on an audit that never took place. Thank you for your comments. Thank you.” This video is over 6 minutes so I can’t transcribe it all due to X’s text limits but it’s another excellent listen!!

Georgia Election Hearing Showing Evidence The State NEVER PERFORMED Their 2020 Presidential Election Audits 🚨 “Secretary of State told them that this audit took place. Well, I asked them. How many counties told you the audit took place?” “ZERO — ZERO AUDITS PERFORMED” “Evidence suggests that there was never a voting machine election audit performed in Georgia. Why is that so important? Well, we all know Georgia was a key state in determining the 2020 election results. The article goes on to say, on November 17, 2020, Georgia secretary of state Brad Raffensperger made an announcement that an audit using forensic techniques was completed with, quote, no sign of foul play, end quote, in the 2020 election. The statement previously appeared on the secretary of state's website and is still available via the Wayback Machine here. The article links up will bring it up on screen for the viewers right now. It goes on to say from the statement, secretary of state Brad Raffensperger last week ordered Pro V and V, a US election assistance commission certified testing laboratory to do an audit of random sample of machines to confirm no hack or tamper. Pro V and V found no evidence of the machines being tampered. However, the problem is that besides a watered down audit report. There is little to no evidence that this audit actually took place. The following was from a public comment of yesterday's state election board meeting in Georgia. Take a listen. Secretary of state told 42 false statements to the United States Congress and The vice president. So within that document was the Provian v audit. He told us, the citizens, he told the SEB, he's told many courts that this Pro v and v audit took place. I worked with governor Kemp. I worked with Evan Myers, one of his, uh, attorneys. I worked with the inspector general, Scott McAfee. And they try to convince me that the secretary of state and Pro V and V told them that this audit took place. Well, I asked them. How many counties told you the audit took place? 0. We did open records request to the counties, and it came back where 0 audits were done by Pro V and V. So now we're making decisions. Our legislators are making decisions on an audit that never took place. Thank you for your comments. Thank you.” This video is over 6 minutes so I can’t transcribe it all due to X’s text limits but it’s another excellent listen!!

Wall Street Apes

186,812 Aufrufe • vor 2 Jahren

My conversation with Ann Miura-Ko (Ann Miura-Ko 🦖). Ann Miura-Ko is the Co-Founding Partner of Floodgate, one of Silicon Valley's leading early-stage venture capital firms. She was one of the earliest investors in companies like Lyft, Twitch, Twitter, and Okta, and has spent nearly two decades investing in founders at the earliest stages of company building. In this episode we discuss: - The investment that became Twitch - The early rivalry between Uber and Lyft - Why Ann believes the best entrepreneurs are truth seekers - How teaching reveals curiosity and character - The future of AI-pilled organizations Enjoy! Timestamps: 0:00 Intro 0:41 The AI Pilled Organization 6:09 The Biggest Barrier to AI Adoption 8:41 The Rise of the Non-Technical Founders 10:32 How To Find Super-Thinkers 12:30 Why Ann Loves Teaching 13:36 Stanford Mayfield Program 16:25 Getting Pitched By A 14-Year-Old 18:52 Different Types Of Leadership 23:29 Early Investment In Twitter 24:42 Why Twitch Never Should Have Worked 27:01 Ann’s 10,000x Return From Lyft Investment 30:00 Inside the Uber vs. Lyft Rivalry 33:25 Ann’s Investment Philosophy 35:52 Investing In Lyft At $5M Valuation 39:10 Staying Disciplined On Fund Size 47:49 Evaluating Companies After The Investment 51:29 Ann’s Partnership With Mike Maples 1:03:27 Rapid Fire Questions

My conversation with Ann Miura-Ko (Ann Miura-Ko 🦖). Ann Miura-Ko is the Co-Founding Partner of Floodgate, one of Silicon Valley's leading early-stage venture capital firms. She was one of the earliest investors in companies like Lyft, Twitch, Twitter, and Okta, and has spent nearly two decades investing in founders at the earliest stages of company building. In this episode we discuss: - The investment that became Twitch - The early rivalry between Uber and Lyft - Why Ann believes the best entrepreneurs are truth seekers - How teaching reveals curiosity and character - The future of AI-pilled organizations Enjoy! Timestamps: 0:00 Intro 0:41 The AI Pilled Organization 6:09 The Biggest Barrier to AI Adoption 8:41 The Rise of the Non-Technical Founders 10:32 How To Find Super-Thinkers 12:30 Why Ann Loves Teaching 13:36 Stanford Mayfield Program 16:25 Getting Pitched By A 14-Year-Old 18:52 Different Types Of Leadership 23:29 Early Investment In Twitter 24:42 Why Twitch Never Should Have Worked 27:01 Ann’s 10,000x Return From Lyft Investment 30:00 Inside the Uber vs. Lyft Rivalry 33:25 Ann’s Investment Philosophy 35:52 Investing In Lyft At $5M Valuation 39:10 Staying Disciplined On Fund Size 47:49 Evaluating Companies After The Investment 51:29 Ann’s Partnership With Mike Maples 1:03:27 Rapid Fire Questions

Erica Wenger

41,646 Aufrufe • vor 2 Monaten