Opto Sessions – Invest in the Next Big Idea

April 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.

What 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.

AI 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.

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.
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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.