Advertise on podcast: Opto Sessions – Invest in the Next Big Idea

In this AI Christmas special of OPTO Sessions, we revisit standout moments from this year’s conversations on how AI is changing products, cost bases and competitive moats, from Better.com and Upstart in lending, to Box and Intercom in enterprise workflows and customer service, and SoundHound in voice AI. We look at near-term execution over the next year, longer-term positioning over five years, and the best criteria for spotting real AI advantage.

Leah Price, VP of the Tinman AI platform at Better.com, joins OPTO Sessions to unpack the company’s pivot to a full-stack GenAI mortgage OS and Betsy, the chat- and voice-based assistant embedded across the experience - delivering up to 75% faster cycle times, 45% lower fulfilment costs, and 10× volume, plus a first look at a pre-release avatar advisor. ----- 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 results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

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 results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

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. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

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 strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

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://optoforesight.substack.com/ ----- 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 results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

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 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://optothemes.com/en-us LinkedIn: https://www.linkedin.com/in/opto-invest-in-innovation-308416193/ X: https://twitter.com/OptoThemes Instagram: https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&utm_source=qr Facebook: https://www.facebook.com/OptoThemes ----- 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 results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

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://optothemes.onelink.me/BZDG/ti2lb2fd LinkedIn: https://www.linkedin.com/in/opto-invest-in-innovation-308416193/  X: https://twitter.com/OptoThemes  Instagram: https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&utm_source=qr  Facebook: https://www.facebook.com/OptoThemes ----- 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 results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

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 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://optothemes.onelink.me/BZDG/ti2lb2fd LinkedIn: https://www.linkedin.com/in/opto-invest-in-innovation-308416193/ X: https://twitter.com/OptoThemes Instagram: https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&utm_source=qr Facebook: https://www.facebook.com/OptoThemes ----- 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 results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

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 smarter: https://optoforesight.substack.com/ Create your Own Stock Index & Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd X: https://twitter.com/OptoThemes Instagram: https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&utm_source=qr LinkedIn: https://www.linkedin.com/in/opto-invest-in-innovation-308416193/ Facebook: https://www.facebook.com/OptoThemes ----- 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 results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

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.  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://optothemes.onelink.me/BZDG/ti2lb2fd X: https://twitter.com/OptoThemes Instagram: https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&utm_source=qr LinkedIn: https://www.linkedin.com/in/opto-invest-in-innovation-308416193/ Facebook: https://www.facebook.com/OptoThemes ----- 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 results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

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 help you invest smarter: https://optoforesight.substack.com/ Create your Own Stock Index & Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd X: https://twitter.com/OptoThemes Instagram: https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&utm_source=qr LinkedIn: https://www.linkedin.com/in/opto-invest-in-innovation-308416193/ Facebook: https://www.facebook.com/OptoThemes ----- 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 results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

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 designed to help you invest smarter: https://optoforesight.substack.com/ Create your Own Stock Index & Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd X: https://twitter.com/OptoThemes Instagram: https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&utm_source=qr LinkedIn: https://www.linkedin.com/in/opto-invest-in-innovation-308416193/ Facebook: https://www.facebook.com/OptoThemes ----- 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 results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

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 OPTO Folios: https://optothemes.onelink.me/BZDG/ti... X:   / optothemes  Instagram: https://www.instagram.com/opto.themes... LinkedIn:   / opto-invest-in-innovation-308416193  Facebook:   / optothemes   ----- 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 results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

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 & Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fd X: https://twitter.com/OptoThemes Instagram: https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&utm_source=qr LinkedIn: https://www.linkedin.com/in/opto-invest-in-innovation-308416193/ Facebook: https://www.facebook.com/OptoThemes ----- 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 results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.