FSD: Experience As a Service

Podcast: Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · Ram Ahluwalia

Opublikowano: 2026-10-22

00:00 Intro and agenda 00:35 October 15 tax anxiety: private investments, penalties, and CPAs 01:34 Experience as a service: the new form factor 02:32 Experience-market fit: unified context across channels 03:06 The AI CPA: pulling 1099s and K-1s, estimating returns 04:31 The whole ecosystem: client, CPA, and bookkeeper agents 05:36 From "software eating the world" to "AI eating experiences" 06:34 Early glimmers: Granola, SMS-first AI, and AI advisors on Zoom 07:44 Agents that act: booking, emailing, and the agentic family office 08:16 Licensing and regulation: humans in the car, not driving 09:20 White-collar disruption in the next 6-12 months 10:25...