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Opto Sessions – Invest in the Next Big Idea
Haydn Brain & Ed Gotham
262 episodes
16 hours ago
Intercom co-founder and CSO Des Traynor joins OPTO Sessions to unpack the company’s AI-first shift and Fin, the 27-part AI customer service agent that delivers better, faster answers up to 94% of the time. ----- The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future ...
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Investing
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Business News,
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All content for Opto Sessions – Invest in the Next Big Idea is the property of Haydn Brain & Ed Gotham and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Intercom co-founder and CSO Des Traynor joins OPTO Sessions to unpack the company’s AI-first shift and Fin, the 27-part AI customer service agent that delivers better, faster answers up to 94% of the time. ----- The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future ...
Show more...
Investing
Business,
News,
Business News,
Entrepreneurship
Episodes (20/262)
Opto Sessions – Invest in the Next Big Idea
How Intercom Is Automating Up to 94% of Customer Support
Intercom co-founder and CSO Des Traynor joins OPTO Sessions to unpack the company’s AI-first shift and Fin, the 27-part AI customer service agent that delivers better, faster answers up to 94% of the time. ----- The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future ...
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11 hours ago
33 minutes

Opto Sessions – Invest in the Next Big Idea
QS Stock: Revolutionising Battery Tech with Solid State
QuantumScape CFO Kevin Hettrich joins OPTO Sessions to unpack solid-state EV batteries, why this tech could enable faster charging, more range and improved safety for electric vehicles, and what Volkswagen’s partnership means for QS stock. ----- The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Pas...
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3 weeks ago
33 minutes

Opto Sessions – Invest in the Next Big Idea
UPST Stock: Upstart's Co-Founder on 92% Loan Automation
Upstart co-founder and CTO Paul Gu joins OPTO Sessions to explain how AI underwriting powers 92% fully automated loans and lifts conversion to approximately 24% as the AI lending marketplace returns to profitability with triple digit revenue growth. He unpacks fraud controls, the Upstart Macro Index, and expansion into HELOC and auto. ----- The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategie...
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4 weeks ago
45 minutes

Opto Sessions – Invest in the Next Big Idea
Box CEO Aaron Levie: AI Agents Will Reshape Work
Box CEO and co-founder Aaron Levie returns to OPTO Sessions to reveal how AI agents are turning 90% of unstructured corporate data into instant answers, powering automation across roles. He maps where enterprise AI is headed, the real obstacles to adoption, and Box’s strategy for scaling AI workflows that deliver measurable business value. If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optofor...
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1 month ago
25 minutes

Opto Sessions – Invest in the Next Big Idea
Plug Power CEO: Is PLUG Stock Ready for a Hydrogen-Fuelled Comeback?
Andy Marsh, Plug Power CEO, joins OPTO Sessions to discuss the current state and future of green hydrogen, emphasizing how hydrogen production can free up scarce grid electricity for other uses while accelerating national sustainability goals. He explains the company’s playbook to profitability - scaling electrolyzers, locking in offtake, and driving costs down - highlighting real-world deployments and growing customer momentum. If you enjoyed this interview, consider subscribing to our Subst...
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2 months ago
29 minutes

Opto Sessions – Invest in the Next Big Idea
Sezzle’s $808M Quarter: Why Buy Now, Pay Later Is Just the Beginning
Charlie Youakim, CEO and Co-Founder of Sezzle, joins OPTO Sessions to discuss company’s journey from startup to a leading public company in the fintech space, the evolution of Buy Now, Pay Later (BNPL) model and record growth in the past 12 months. If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/ Create your Own Stock Index & Invest Smarter with OPTO Folios: https...
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3 months ago
39 minutes

Opto Sessions – Invest in the Next Big Idea
SoundHound Stock: Is Voice AI the Untapped $50B Frontier?
Nitesh Sharan, CFO of SoundHound AI, returns to OPTO Sessions to discuss the company’s accelerating momentum and why Voice AI is fast becoming the default interface of the future. As pioneers in the space, with deep AI roots, a strong patent portfolio, and an agnostic architecture spanning cloud, edge, and agentic AI, SoundHound is leading the evolution of natural human-machine interaction. *$50B Frontier: https://www.marketsandmarkets.com/Market-Reports/conversational-ai-market-49043506.html...
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4 months ago
28 minutes

Opto Sessions – Invest in the Next Big Idea
Sell-side M&A: What Makes a Company Valuable?
Victor Basta, Managing Partner and Co-founder of Artis Partners, joins OPTO Sessions to share his two-stage exit preparation process - designed to ensure companies are bought, not sold. He delves into why success often comes to those who exit uncomfortably early, the critical roles of boards and CEOs, and what it truly means to be prepared for an exit. If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smar...
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4 months ago
45 minutes

Opto Sessions – Invest in the Next Big Idea
Rocket Lab CEO On Record Growth & National Security Contracts
Sir Peter Beck, CEO and Founder of Rocket Lab, returns to OPTO Sessions a year after our first conversation to delve deeper into the company’s evolution as an end-to-end space provider, its growing role in national security, record financial performance following Q1 earnings, and the transformative impact of AI on the future of space exploration. 0:00 Introduction to Rocket Lab 02:16 Government & National Security Contracts 05:58 Rocket Lab's structural change 06:...
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5 months ago
22 minutes

Opto Sessions – Invest in the Next Big Idea
Quantum Computing is Real & Commercial Today, says D-Wave CEO
Dr. Alan Baratz, D-Wave CEO, joins OPTO Sessions to discuss the current state and future of quantum computing, emphasizing the unique capabilities of D-Wave's quantum annealing technology. He explains how quantum computing can solve complex problems more efficiently than classical computers, highlighting real-world applications and the growing momentum in customer bookings. If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to...
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6 months ago
43 minutes

Opto Sessions – Invest in the Next Big Idea
AI in Space: How Planet Labs’ Satellites Are Helping Life on Earth
In this week’s OPTO Sessions, Ashley Johnson, President and CFO of Planet Labs, explains how the company is using satellites and AI to deliver real-time insights about life on Earth. She breaks down Planet’s evolving business model, the move into satellite services, and how its data is helping governments, agriculture, and disaster response teams make faster, smarter decisions. If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designe...
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7 months ago
28 minutes

Opto Sessions – Invest in the Next Big Idea
Oklo CFO: Revolutionizing Nuclear Energy
In this week’s OPTO Sessions, Craig Bealmear, CFO of Oklo, shares how the company is transforming nuclear energy with small modular reactors. He discusses Oklo’s unique business model model, rising demand from data centers, and the future of reliable, clean energy. If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/ Create your Own Stock Index & Invest Smarter with...
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7 months ago
42 minutes

Opto Sessions – Invest in the Next Big Idea
UiPath: AI Agents, the Next Frontier in Automation
This week, Sebastian Schroetel, Senior VP of Product Management at UiPath, joins OPTO Sessions to explore the future of AI-driven automation. He shares how UiPath has evolved from robotic process automation (RPA) to end-to-end automation, integrating AI agents to enhance efficiency. If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/ Create your Own Stock Index &am...
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7 months ago
31 minutes

Opto Sessions – Invest in the Next Big Idea
Logitech: The Secret to 45 Years of Innovation
In this week’s episode, James Campanini, Head of B2B at Logitech, shares how the company is enhancing smart meeting experiences and hybrid work. He discusses AI-powered solutions for seamless collaboration, room monitoring for better workplace efficiency, and Logitech’s vision for the future of digital workspaces. If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/...
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8 months ago
29 minutes

Opto Sessions – Invest in the Next Big Idea
Quality Investing: What Makes a Great Stock?
This week on OPTO Sessions, Compounding Quality’s founder, Pieter, shares his insights on quality investing. His newsletter, read by LeBron James and Bill Ackman, focuses on investing in the world's best companies. In this episode, he discusses his shift from value to quality investing, defines quality stocks, and outlines key selection criteria. We also explore valuation techniques, significance of investment time horizons, and the current market environment’s impact on quality investing. O...
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9 months ago
40 minutes

Opto Sessions – Invest in the Next Big Idea
Blockchain Stocks to Watch in 2025
Christian Magoon, CEO of Amplify ETFs, joins OPTO Sessions to share expert insights into blockchain investing. We dive deep into performance of blockchain-related stocks in 2024 and analyze the impact of the Bitcoin halving cycle on the market. Christian discusses key investment opportunities within the blockchain space, trends among Bitcoin miners, and the future of blockchain technology beyond cryptocurrency. If you enjoyed this interview, consider subscribing to our Substack channel f...
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9 months ago
35 minutes

Opto Sessions – Invest in the Next Big Idea
How Trump, Bitcoin and China Could Shape Markets in 2025
This week, Michael Gayed joins Opto Sessions to discuss the current state of the global economy, from the implications of the reverse carry trade to 2025 market predictions and Trump’s policies. He explores Bitcoin’s role in modern finance, the challenges posed by high valuations & why China’s stock market could surpass the US in the coming years.📲 *Invest in stocks & ETFs with OPTO* _Install app for free_ (🇺🇸 US only): https://optothemes.onelink.me/BZDG/ti2lb2fdDisclaimer: http...
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10 months ago
33 minutes

Opto Sessions – Invest in the Next Big Idea
Aaron Levie, Box CEO: The Cloud, AI & the Future of Work
In this week’s OPTO Sessions, Aaron Levie, CEO and co-founder of Box, shares how the company has grown into a billion-dollar enterprise by revolutionizing content management in the cloud. He discusses Box’s innovative AI integrations, strategies in a competitive tech landscape, and the future of enterprise technology.📲 *Invest in stocks & ETFs with OPTO* _Install app for free_ (🇺🇸 US only): https://optothemes.onelink.me/BZDG/ti2lb2fdDisclaimer: https://optothemes.com/disclosures-and...
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10 months ago
29 minutes

Opto Sessions – Invest in the Next Big Idea
US Economy Reality Check with Julian Brigden
In this week’s OPTO Sessions, Julian Brigden, Co-Founder and President of Macro Intelligence 2 Partners (MI2), shares his insights on the US macroeconomic landscape as the country adjusts to a second Trump presidency. He examines key trends and challenges facing investors, including the outlook for bonds, equities, employment, and inflation. 📲 Find top-performing stocks & ETFs Install app for free (🇺🇸 US only): https://optothemes.onelink.me/BZDG/ti...Disclaimer: https://optothemes.c...
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11 months ago
31 minutes

Opto Sessions – Invest in the Next Big Idea
SoundHound CFO: The 3 Pillars of Voice AI
📲 Find top-performing stocks & ETFs Install app for free (🇺🇸 US only): https://optothemes.onelink.me/BZDG/ti... Nitesh Sharan is Chief Financial Officer at SoundHound [SOUN], a groundbreaking conversational and voice artificial intelligence (AI) company.📲 Invest in stocks & ETFs with OPTO Install app for free (🇺🇸 US only): https://optothemes.onelink.me/BZDG/ti...#ai #voiceai #soundhound #soun #artificialintelligenceDisclaimer: https://optothemes.com/disclosures-and-legal-d...
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1 year ago
47 minutes

Opto Sessions – Invest in the Next Big Idea
Intercom co-founder and CSO Des Traynor joins OPTO Sessions to unpack the company’s AI-first shift and Fin, the 27-part AI customer service agent that delivers better, faster answers up to 94% of the time. ----- The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future ...