๐ง๐ต๐ฒ ๐๐ป๐ฑ-๐ฆ๐๐ฎ๐๐ฒ ๐๐ฎ๐น๐น๐ฎ๐ฐ๐: ๐ช๐ต๐ฒ๐ฟ๐ฒ ๐๐ ๐๐ ๐ฆ๐ฒ๐ฐ๐๐ฟ๐ถ๐๐ ๐๐ผ๐ถ๐ป๐ด?
Frontier AI models had a giant performance gain in coding in the Fall of 2025
Then with cybersecurity in April
This is now happening with open-weight models
We are optimistic about the long-term
But outside of a few players, we believe the world is not ready in the short-term
AI agents at Kavak sell the cars, underwrite the loans, coach the mechanics, and in one Mexican city, run the entire operation.
The Latin American used-car marketplace bet on agents three years ago. Today ~95% of interactions and transactions run end-to-end on AI: NPS tripled, sales conversion doubled, warranties down 26%, car loans approved in less than three minutes.
CPO & AI Officer Alejandro Maza joins a16z's Angela Strange and Gabriel Vasquez on how they pulled it off, why adoption without redesign fails, and why they deleted two years of working architecture to start over.
00:00 Intro
01:03 ML before transformers
02:23 Kavak's agent-per-customer architecture
04:59 Three bets: redesign the company, build superhuman agents, change the metrics
10:49 Agents with 2.1x conversion
14:23 Car loans approved in minutes
16:13 1.5x profits in a real city in six weeks
20:13 "Jedi Academy": training mechanics to ship agents
28:44 Destroying two years of work
32:52 Ford's factory: why adoption isn't enough
34:45 Advice for founders
@alehandromz@astrange@GEVS94
lol remember this org chart meme?
I just created a full simulation for all of them with agents, and the results blew my mind!
the simulation asked each organization to build and ship a web spreadsheet
want to take a guess who built the best product? reveal in thread below!
@jlsobrino Para la carga yo contabilizo 3 parametros basicamente en una escala de 1-5: Feeling durante el entreno, RPE durante entrenamiento, estado de humor durante el dia. Y viendo las fluctuaciones voy ajustando carga. Los otros parametros imo son especificos de 1 solo sistema.
@binarybits@CsabaBiro16 Haven't found one great myself, but Deep Research put a pretty good one together from some ok sources https://t.co/PgaQgHMdIS (Second Report)
@patrickc I'm loving it for more technical reports or market research with external sources, but haven't gotten it to generate a good one with internal data. What are your usecases?