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  1. 4 Sept

    START: Ryaan Aqid, Founder & CEO, Quirk “ Infrastructure for information asymmetry”

    Somewhere, someone already has the thing you're looking for.  A dataset, a patent, a capability, a customer, an answer. Most of the time neither of you ever finds out. That's the problem Ryaan Aqid built Quirk around, and he first recognized it in Bangladesh, watching workers earning $50–100 a month while Upwork listed work paying ten times more. Nothing separated them except information. The opportunity already existed; the connection never happened. It runs through everything. Institutions sit on datasets they'll never open, companies shelve technology somebody else is desperate for, and entire markets fail to form because two people who'd have built something never met. Ryaan calls it the largest economy nobody can see: the things that were never made. Quirk builds infrastructure to dissolve that asymmetry, with agents that do the looking so neither side has to move first. Holding something you won't use? It works out who it's worth something to. Stuck? It finds whoever got past this a year ago, without you having to describe the problem. "Agents that find deals neither side knew existed." 🎙️ Ryaan Aqid, Founder & CEO, Quirk on Fondo START pod ‍ 01:05 Getting the buyers to say exactly what they needed‍01:30 Building distribution through government relationships in Bangladesh‍02:00 Why he thinks the average person's information gets sold through intermediaries‍02:40 The high school nonprofit in Bangladesh‍03:08 Realizing freelance platforms could 10x a worker's income‍03:25 Moving people up Maslow's hierarchy of needs‍04:05 Leaving Cornell two days after classes started‍05:05 What's next and where to follow along ‍ Check out www.quirklabs.ai

    START: Ryaan Aqid, Founder & CEO, Quirk “ Infrastructure for information asymmetry”
  2. 3 Sept

    START: Ilya Valmianski, CEO & Co-Founder, Signals "The AI store associate that turns buyers into regulars"

    Spend enough at a luxury house and someone actually calls to ask how the bag is working out. Ilya Valmianski brought that up on the show as the piece of retail everyone else quietly gave up on, less because it stopped working than because people are expensive and most brands can't put a store associate on every order. Signals makes that level of attention cheap enough to give every customer one. Today it looks like an AI store associate that reaches customers over iMessage after they buy. It answers sizing questions, recommends exchanges when something doesn't fit, flags when a sold-out item is back, remembers preferences, and works out what someone might want next. It's aimed at the relationship rather than the single sale. Their A/B tests against a holdout put it at roughly $30 of incremental repeat revenue per conversation. The problem underneath started with a number Ilya dropped early in the episode. Every year roughly $1.2 trillion of apparel and fashion sells online, and about $300 billion of it comes back. His argument is that most of those returns aren't buyer's remorse. People bought because they wanted the product. Then the sizing was off, nobody told them what to do about it, and the only obvious path on the screen said Return. Signals tries to get there first. Rather than processing refunds more efficiently, it opens a conversation that can turn a would-be refund into an exchange, and increasingly into a customer who keeps coming back. The bigger idea reaches well past ecommerce. Ilya calls it super-staffing: one customer support rep at a $20 million company spends the day putting out fires, but give that same company a thousand AI associates and the job stops resembling support. Everybody gets someone paying attention to them. He pointed at healthcare, where he worked before this. In nursing, he argues, the ideal staffing level is closer to 100× the current one. Brands have never lacked the data to treat you like a regular, only the staff to act on it. "The AI store associate that turns buyers into regulars" 🎙️ Ilya Valmianski, CEO & Co-Founder, Signals, on Fondo START  01:25 The $300B ecommerce returns problem 02:23 Bringing luxury concierge service to every customer 02:55 Why AI enables personalized support at scale 03:39 Early traction and YC growth ambitions 04:18 Turning refunds into exchanges 04:42 The economics of revenue retention 05:31 Why proactive support beats return portals 06:47 The concept of "super-staffing" 07:08 Reimagining customer support with AI 08:23 The real secret behind startup success ‍ Check out returnsignals.com

    START: Ilya Valmianski, CEO & Co-Founder, Signals "The AI store associate that turns buyers into regulars"
  3. 2 Sept

    START: Aoden Teo, CEO & Co-Founder, Miso Labs: "The most emotive foundation models for voice"

    Voice AI can pass a Turing test. For about a minute. That's a generated clip, though. Have a human actually talk back and the number collapses to six or seven seconds, roughly where generated voice sat three years ago. One reason, per Aoden Teo of Miso Labs: real conversation isn't turn-based. Around 20% of the time more than one person is speaking, and laughter drives a lot of that overlap, since you laugh at a joke while it's still being told. We also adjust our pacing toward whoever we're talking to without noticing we're doing it. Voice models struggle with all of this. Full-duplex voice, where a model listens and speaks at the same time, is still extremely early. So an agent can know your joke is funny and still have to wait until you've finished before it laughs, by which point the timing has killed it. Aoden describes a second consequence: agents get pushed toward almost "psychotically emotive" behavior. If they can only talk once you've stopped, they need some other way to show they were listening. You finish your sentence, and the thing goes "Hmm?" You've heard it. Underneath that sits an architecture problem. Voice models have to respond fast, which constrains how large they can be, and fast means something different here than it does in text. Working with an LLM like Claude, Aoden points out, you care how quickly it finishes your code, not how quickly it starts. Voice inverts that. Nobody needs 10 hours of audio generated in two seconds, because nobody can listen to 10 hours of audio in two seconds; what matters is reaction time. Most architectural decisions trade latency against throughput, and Aoden expects voice to keep moving away from LLM-style designs toward ones built around very low latency. Miso is already pushing on it. Miso-1 got 3,000 stars on GitHub and 5 million views on Twitter, and they record data in their own LA studio because the internet doesn't contain every kind of audio a voice model might need. Nobody has released a podcast of someone reading millions and millions of email addresses, and people still want voice models that can read email addresses aloud, so teams end up generating some very strange training data themselves. The clip isn't the hard part. The hard part starts when you talk back. "The most emotive foundation models for voice" 🎙️Aoden Teo, CEO & Co-Founder, Miso Labs on Fondo START  1:03 Miso-1: 3K+ GitHub stars + 5M X views 1:59 Why emotiveness matters for games, UGC + interactive products 3:06 Measuring progress in voice AI with longer Turing tests 4:01 Why interactive conversation is harder than generating convincing clips 5:08 Full-duplex voice, interruptions + why laughter matters 6:04 Latency vs. throughput - and why voice differs from LLMs 7:09 Miso's LA recording studio + the challenge of voice training data 9:02 Talking teddy bears, UGC, anime + unexpected voice AI use cases 10:19 From serious chess player to math obsession to building @MisoLabsAI 12:11 The surprise YC interview Check out misolabs.ai

    START: Aoden Teo, CEO & Co-Founder, Miso Labs: "The most emotive foundation models for voice"
  4. 25 Aug

    START: Zach Nieman, Founder, Snap Studio: “Unleash Your Studio - The Ultimate Portable Vocal Booth"

    It started with a dream. “Guys, let’s make it to the GRAMMYs.” 18 months later, he did it.  Zach Nieman’s GRAMMY-Nominated production “Cali Coast (Psionics Remix)” by Soul Pacific led him to walk the red carpet and planted the seeds for his first startup.  It all began when he was recording music at home. The gear was right. The room wasn't. Zach had the interface, the cables, the mics, and the chops to lay down a real take. He hit record and realized: “It sounded like garbage.” So he built a workaround: a frame with sound absorption blankets over it, enough to kill the reverb and get a usable signal he could mix in post. He told the guys “Let’s make this album so good that we get to the GRAMMYs.” The songs they tracked inside it made that dream come true.Then he put the booth away for over a year. It took fellow GRAMMY Nominated producer Josh Williams asking “whatever happened with that booth?” to get Zach to pull it back out and think product instead of prototype. Snap Studio is the commercialized product of that vision: a 360-degree acoustic isolation shield trusted by thousands of artists, singers, and voice actors worldwide. The popular Standard and XL models break down in minutes and fit into a duffel bag, making them perfect for storage or travel. Get Rolling Stone's #1 recommended portable recording booth here: www.snapstudio.com 🎙️ Zach Nieman, CEO & Founder, Snap Studio on Fondo START 01:08 Why San Francisco became the Hollywood of startups 02:08 The thing that decides whether a take is usable, and it isn't the gear 02:50 The recording that came back unusable 03:28 From a blanket-and-frame prototype to the Grammy red carpet 03:38 The question from a friend that restarted the whole project 03:58 Launching during COVID, when nobody could get to a studio Check it out at www.snapstudio.com

    START: Zach Nieman, Founder, Snap Studio: “Unleash Your Studio - The Ultimate Portable Vocal Booth"
  5. 21 Aug

    START: Varun Agarwal, Founder, Envariant "Interpretability and reasoning infra for foundation models."

    Fine-tune a frontier LLM on addition and it handles one through five digits without breaking a sweat. Six digits, a friend of Varun's found performance collapsing to zero. The model had learned addition up to the length it saw in training and nothing underneath it, no rule it could extend. Varun calls it a fatal flaw, one he expects to surface in deep tech and safety-critical applications, and rather than argue about it he'd rather hand builders a way to look inside and check. You hand Envariant 50 examples where your model tells the truth and 50 where it hallucinates. It finds the surface inside the model where the difference lives, and from there you can amplify that behavior, suppress it, or trace what caused it. The same approach pulls out the principles a model has learned in a form a human can actually read, and generates the edge cases most likely to break them. Which is the part that traces straight back to biology. Varun was building foundation models to design synthetic viral genomes: DNA in, DNA out, and no way to tell what the thing had worked out about virology along the way. Figuring out how to read that back out became the company. ‍ 🎙️ Varun Agarwal, Founder, Envariant on Fondo START 02:02 An interpretability SDK for foundation model builders02:34 Finding the right surface inside the model02:47 Detecting hallucinations by finding internal model representations04:00 Why scale and compute still dominate but are hitting walls04:42 The 6-digit addition collapse and what it means for AI reasoning06:02 Closing the gap from 95% demo to 99.99% production07:37 From designing synthetic viral genomes to founding Envariant08:15 thoughts on AGI Check out envariant.ai

    START: Varun Agarwal, Founder, Envariant "Interpretability and reasoning infra for foundation models."
  6. 20 Aug

    START: Abhinav Gopal & Darren Hsu , Co-Founders, Rubbrband "AI creative company"

    Hollywood-grade storytelling, startup-speed execution. Most AI ads feel disposable. Rubbrband is betting the future looks cinematic instead. Jeremy Lee, Abhinav Gopal, and Darren Hsu: 3 CS researchers out of Berkeley who loved film built video models for Hollywood. They got good enough at cinematic content that they now do it for some of the world's top brands, and they do it without the hundreds of thousands of dollars companies have been handing traditional ad studios. Discovery call, creative brief, script, production. Start to finish in weeks, not months. With real narrative and real pacing, the kind of thing that's actually worth watching. Everyone's figured out by now that cheap AI content makes taste worth more. The brands that win won't explain their product; they'll make you feel something. Smaller teams, faster launches, higher production value than traditional headcount & budget should allow for. That's the shift rubbrband is building for. 🎙️ Abhinav Gopal & Darren Hsu, Co-Founders, Rubbrband on Fondo START pod 00:45 What Rubbrband does01:53 From Berkeley engineers to building AI models for Hollywood02:30 The creative process behind every launch campaign03:14 Hollywood-quality production for startups at a fraction of the cost03:35 Why they're determined to avoid AI slop04:17 Why AI video adoption is still in the early innings04:55 Hollywood's growing adoption of AI05:20 Where to find Rubbrband ‍ Check out www.rubbrband.com

    START: Abhinav Gopal & Darren Hsu , Co-Founders, Rubbrband "AI creative company"
  7. 18 Aug

    START: Neal Patel, Founder, Producer, Comedian, Artificially Unintelligent Tech Comedy: “Tech stand up comedy shows”

    You can't do a joke about the Jira board at a normal comedy club. The audience won't know what the Jira board is, and explaining it kills the laugh before you get to it. Neal Patel wanted to do that set anyway.  For years he worked two jobs, software engineer during the day and stand-up three or four nights a week in New York clubs at night.  Plenty of the comedians he ran into were also in tech. Backstage they'd trade jokes about tech, about Jira, and all the little things that only people in the industry found funny, and none of it really worked once they stepped in front of a normal comedy audience. So in 2024 he built the room that didn't exist yet. Artificially Unintelligent puts engineers, PMs, founders, CEOs, and VCs who happen to be experienced comedians on the same bill as comics you've seen on Netflix, Hulu, HBO, NPR, Comedy Central, and in The New York Times. Hundreds and hundreds of people signed up for the first one. Ask him how the audience got that big that fast and he'll tell you he hates the question, because the honest answer is that he doesn't know. What he does know: put on a really good event with really cool people, invest heavily in design and branding so nobody files it under "another open mic," and never spend a single dollar on advertising or marketing. The rooms fill with founders, senior operators, cracked engineers, heads of finance, and operators from across the startup ecosystem. Open bar, themed drinks, designed end to end. Keeping the shows free is part of the philosophy, and sponsors are what make that possible. Neal would rather take one sponsor check than twenty bucks each from 200 people.  Which gets at why he thinks the first open mic isn't the hard one. You go up convinced you're the funniest person alive, nobody laughs, and that's survivable. The second one is where it gets decided, because that's when you have to choose whether you're doing it again. He kept choosing it. Artificially Unintelligent now runs regularly in New York with shows in San Francisco, and Neal wants to spend more time in Los Angeles and Chicago too. 🎙️ Neal Patel, Founder, Producer, Comedian, Artificially Unintelligent Tech Comedy / notsodailystandup.com on Fondo START ‍ 1:25 Doing stand-up for years, and engineering for even longer 1:53 Meeting other comedians who also worked in tech 2:09 Wanting to tell jokes straight off the Jira board 2:17 Launching the first Artificially Unintelligent show in 2024 2:21 Hundreds and hundreds of people signed up for the first show 3:24 Never spending a single dime on advertising or marketing 4:37 Why he'd rather take one sponsor check than twenty bucks from 200 different people 6:12 Why the first open mic is easy -and the second is the hardest 7:56 Using an AI transcriber to capture joke ideas in real time 8:37 Why Artificially Unintelligent doesn't have a newsletter‍ Check out notsodailystandup.com

    START: Neal Patel, Founder, Producer, Comedian, Artificially Unintelligent Tech Comedy: “Tech stand up comedy shows”
  8. 14 Aug

    START: Saksham Aggarwal, CEO & Founder, Cardboard "Agentic video editor"

    Creating video is getting easier. Finishing it isn't. AI writes code and you still review it before it ships. AI makes clips now, and someone still has to assemble them into something you'd actually publish. That's the layer cofounders Saksham and Ishan are building at Cardboard. Two engineers who met in school and taught themselves filmmaking in Bangalore by studying Apple's launch films. Saksham describes Cardboard simply: it's Cursor for video editing. There's no good VS Code for video, so they're building one. You throw your clips in and give it a goal, and it hands back a first cut in minutes. Brief it the way you'd brief a junior editor. Video isn't one problem, which is what makes the editor core hard. Screen recordings need different ML pipelines than talking heads or sports footage, so a routing model decides where each query goes. They don't want to be an AI feature inside the existing editor. They want to build the editor itself. ‍🎙️ Saksham Aggarwal, CEO & Founder, Cardboard on Fondo START  ‍ 00:45 The Cursor comparison, and why editing is the product 01:10 Learning filmmaking by studying and recreating Apple's launch films in Bangalore 02:30 The YC launch that reached roughly half a million views 03:15 What WebGPU and multimodal models unlocked 04:40 Why they want to own the whole editor instead of plugging into Final Cut 05:10 AI-generated clips are a new camera—and they still need editing 05:50 Why video is one of AI's hardest multimodal problems 07:00 Briefing Cardboard like a junior editor 07:40 Why they stopped selling launch videos to focus on product ‍ Check out www.usecardboard.com

    START: Saksham Aggarwal, CEO & Founder, Cardboard "Agentic video editor"

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Fondo is an all-in-one accounting platform for startups. Get your books closed, taxes filed, and cash back from the IRS.