Podcast
Opto Sessions – Invest in the Next Big Idea
Hosted by Haydn Brain & Ed Gotham · EN
Investment Opportunities: Opto Sessions brings you exclusive interviews with the world’s top investors, fund managers and CEOs, uncovering their secrets to success. Tune in to learn how to invest in the next big idea and gain actionable insights from the industry's sharpest minds.
13episodes
Episodes
Newest firstAll episodes
The AI Tax Firm Challenging How Americans Use Money
1w ago00:37:57Tap to summarizeApril is rethinking tax as something that should happen year-round, not just at filing time. In this episode, co-founder and CEO Ben Borodach explains how April embeds AI-powered tax filing, planning and estimation tools into financial platforms, why tax can become a more useful part of everyday financial decision-making, and how the company is building trusted infrastructure for banks, fintechs and millions of American households.
Transcribe →Kratos CEO on Drones, Hypersonics & Future of Defense
Mar 1900:36:21Tap to summarizeWhat can Kratos Defense do that larger defense primes can’t? In this episode of Opto Sessions, CEO Eric DeMarco explains the company’s low-cost approach to AI drones, hypersonic systems and space infrastructure, and makes the case that the future of defense belongs to scalable, software-enabled, affordable systems.
Transcribe →Healthcare Is Breaking: AI Agents Are the Fix
Mar 600:52:53Tap to summarizeAI agents are targeting the biggest problem in healthcare: slow, expensive operations. In this episode, Autonomize AI founder & CEO Ganesh Padmanabhan breaks down why approvals like MRIs can take weeks and how AI agents streamline prior authorisation workflows to deliver faster decisions and lower costs in healthcare.
Transcribe →How AI Will Transform These Stocks in 2026
Dec 2400:18:53Tap to summarizeIn 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.
Transcribe →AI in Lending: Real Innovation vs Hype
Nov 1801:00:02Tap to summarizeLeah 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.
Transcribe →How Intercom Is Automating Up to 94% of Customer Support
Nov 1300:33:08Tap to summarizeIntercom 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.
Transcribe →QS Stock: Revolutionising Battery Tech with Solid State
Oct 2100:33:24Tap to summarizeQuantumScape 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.
Transcribe →UPST Stock: Upstart's Co-Founder on 92% Loan Automation
Oct 1600:45:44Tap to summarizeUpstart 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.
Transcribe →Box CEO Aaron Levie: AI Agents Will Reshape Work
Oct 900:25:49Tap to summarizeBox 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.
Transcribe →Plug Power CEO: Is PLUG Stock Ready for a Hydrogen-Fuelled Comeback?
Sep 400:29:22Tap to summarizeAndy 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-usLinkedIn: 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.
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