In this episode of Inside Scoop Podcast, founder and Chief Investment Officer Sean Emory from Avory & Co. talks to Yuma Heymans, founder and CEO of O-mega AI, a pioneer in the field of autonomous business operations. They delve into O-mega AI's vision of fully automating company tasks such as software engineering, marketing, sales, and operations with minimal human intervention. Heymans explains the benefits, challenges, and future implications of implementing AI agents in business workflows. They also discuss the evolving role of humans in an AI-driven world, investment opportunities in the AI landscape, and how companies can prepare for a future where AI-human hybrid workforces become the norm. The conversation highlights the potential transformation AI could bring to various aspects of enterprise operations, making automation more accessible and efficient.00:00 Introduction to the Inside Scoop Podcast01:09 Meet Yuma Heymans: Founder and CEO of Omega AI01:48 The Vision of an Autonomous Business04:20 Challenges and Realities of AI Implementation06:48 The Role of Humans in an AI-Driven World10:16 Personal Challenges in Building an AI Business12:06 Departmental Automation: Software Engineering, Marketing, and Sales26:28 The Future of AI in Business and Investment39:01 Rapid Fire Questions and Bold Predictions44:32 Conclusion and Where to Find More InformationLearn more about Avory https://www.avory.xyz/_______Disclaimer Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Avory & Co. unless a client service agreement is in place.Listeners and viewers are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-page

In this conversation, Freshta Farzam, founder and CEO of LYTE Aviation, discusses the future of EVTOLs (Electric Vehicle Takeoff and Landing) and the aviation industry. She highlights the need for innovation in air transportation, particularly through the use of hydrogen propulsion and the potential for autonomous flight. The discussion covers market opportunities, safety considerations, regulatory challenges, and the competitive landscape in the EVTOL space.

Chapters

00:00 Introduction to LYTE Aviation and EVTOLs

03:02 The Current State of the Aviation Industry

05:49 Hydrogen Propulsion: A Game Changer

09:13 Market Opportunities and Business Cases

12:02 Safety and Regulatory Considerations

14:57 The Future of Autonomous Flight

18:12 Funding and Competition in the EVTOL Space

21:01 Regulatory Landscape and Future Outlook

Learn more about Avory https://www.avory.xyz/

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Disclaimer

Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Avory & Co. unless a client service agreement is in place.

Listeners and viewers are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Please reach out to Houston Hess our head of Compliance and Operations for any further details.

Find more here https://www.avory.xyz/disclaimer-page

Summary

In this conversation, Founding Partner and Chief Investment Officer at Avory & Co. Sean Emory interviews Christopher Shasse, founder of Rocketman Tech, discussing the role of Jamf in managing Apple devices in enterprise environments. They explore Jamf's history, its relationship with Apple, and the competitive landscape, particularly focusing on Microsoft Intune as a significant competitor. The discussion also touches on Jamf's security solutions and the future direction of the company following the JNUC conference.

ABOUT AVORY & CO.

Chapters

00:00 Square's Focus on Product and Profitable Growth

01:14 Exceeding Guidance and Share Buyback

03:11 Strong Performance in the Cash App Ecosystem

06:33 Expanding Partnerships and Streamlining the App

ABOUT AVORY & CO.

Avory is an investor is Fiverr at the time of this and this is not a recommendation.

00:00 Earnings and Future Outlook

01:23 Acquisition of AutoDS

03:46 Record EBITDA Margin and Revenue Growth

05:39 Attracting Higher-Value Buyers and Increasing Spend per Buyer

06:35 Take Rate and Revenue from Value-Added Services

09:29 Balance Sheet and Future Growth

ABOUT AVORY & CO.

Avory & Co is an asset manager focused on Investing Where the World is Headed. Managing high-conviction equity strategies, emphasizing Secular Growth and Transformation Stories. We seek exceptional teams.

Chapters

00:00 Introduction

01:24 Meta's Financial Performance

02:22 Success of VR and AR Experiences

05:36 Embedding AI Across Platforms

08:00 CapEx and AI Development

13:45 Conclusion

Sean Emory, the founder and Chief Investment Officer at Avory & Co. breaks down Google's earnings report and highlights the strong performance of its cloud business, with revenue reaching $84 billion and operating margins expanding.

Google Cloud surpassed $10 billion in a single quarter and generated $1 billion in operating profit. However, YouTube's revenue missed expectations, although it still experienced low double-digit growth.

The report also emphasizes Google's focus on AI, with 1.2 million developers working on their platforms and the introduction of the Gemini model for generative search.

The earnings call discussed the potential of AI to generate profits and revenue for Google, but it is still early in the journey. Overall, Google had a good quarter, showing growth and profitability.

Chapters

00:00 Introduction and Overview

00:30 State of the Quarter: Strong Performance of Google's Cloud Business

02:25 State of the Quarter: YouTube's Revenue Misses Expectations

03:54 State of AI: Google's Focus on AI and the Gemini Model

05:51 State of AI: The Potential of AI for Google's Revenue

08:19 General Takeaway: Google's Overall Good Quarter

In this conversation, Sean Emory, founder and Chief Investment Officer at Avory & Co. discusses the potential of Tesla's full self-driving capabilities and its impact on the market.

He explores the different approaches to autonomous vehicles, comparing Tesla's camera-based approach to Waymo's LiDAR-based approach.

Sean also delves into the market potential of autonomous vehicles, considering the number of vehicles on the road and the cost of autonomous technology.

He raises questions about Tesla's position in the market and the future of hybrid vehicles.

Overall, Sean emphasizes the importance of full self-driving technology and its potential impact on Tesla's valuation.