About this episode

This episode explores how AI is reshaping various industries and investment opportunities leading up to 2026.

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.

People in this episode

Hosts: Haydn Brain, Ed Gotham

Topics covered

• AI transformation
• stock market
• enterprise workflows
• customer service
• voice AI
• investment strategies

Keywords

• AI
• stocks
• investment
• Better.com
• Upstart
• Box
• Intercom
• SoundHound
• customer service
• voice AI

Mentioned in this episode

Organizations: Better.com, Upstart, Box, Intercom, SoundHound

More episodes of Opto Sessions – Invest in the Next Big Idea

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• How Intercom Is Automating Up to 94% of Customer Support · November 13, 2025 · 33 min
• QS Stock: Revolutionising Battery Tech with Solid State · October 21, 2025 · 33 min
• UPST Stock: Upstart's Co-Founder on 92% Loan Automation · October 16, 2025 · 46 min

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