$1B Founder: "AI Voice Infrastructure Doesn't Exist Yet" Here is Why That's $10B Opportunity

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Startupable

Enzo Cavalie

13 episodes

5 days ago

The outsider’s guide to Silicon Valley. I came here as a foreigner to learn what truly sets the best apart: the decisions, strategies, and mindsets that outsiders often see more clearly than insiders. Each week, I go deep with founders, investors, and operators to uncover the real reasons behind their success. Past guests include the founders of Vercel, Auth0, Nubank, Mercado Libre and Kavak.

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$1B Founder: "AI Voice Infrastructure Doesn't Exist Yet" Here is Why That's $10B Opportunity

Startupable

56 minutes 45 seconds

6 days ago

$1B Founder: "AI Voice Infrastructure Doesn't Exist Yet" Here is Why That's $10B Opportunity

My guest today is Marcelo Camberos, co-founder and former CEO of IPSY, the beauty subscription that grew to over 3M subscribers and $200M ARR, creating a $1B digital beauty powerhouse.Born in Buenos Aires and raised in the US, Marcelo’s career took him from finance at J.P. Morgan (where he invested in Mercado Libre) to Funny or Die, a comedy startup backed by Will Ferrell. Later, he joined Real Influence, a platform that connected brands with YouTubers long before influencer marketing was mainstream.Today, he’s building Evalion, a testing and monitoring platform for voice AI agents, based on the belief that in the near future millions of companies will build their own agents, as voice becomes the primary interface for how we interact with technology.[10:30] – The moment Marcelo realized you can’t outcompete Google.

[11:48] – How Ipsy started: turning creators’ attention into a business model[23:00] – Founder–market fit vs. curiosity-driven founders[26:10] – Why passion for the process matters more than passion for the industry[32:40] – Voice as the next interface: from websites → apps → agents[48:40] – Building Evalion: why trust and reliability will be the next real moat in AI.GET THE BEST OF THE INTERVIEWS IN OUR NEWSLETTER🗞️Read it: https://rebrand.ly/tssnwsrssMarcelo's LinkedIn: https://www.linkedin.com/in/marcelocamberos/Enzo's LinkedIn: https://www.linkedin.com/in/enzo-cavalie/Do you want AI powered productivity?Get 3 Months Free of Notion: Business Plan + Unlimited AI 👉 http://rebrand.ly/NTN8YTR3