AI for Founders with Ryan Estes

He Analyzed Millions of Calls. The Move That Closed Deals Was a Laugh.

54 min · 17. juni 2026
episode He Analyzed Millions of Calls. The Move That Closed Deals Was a Laugh. cover

Description

There is thirty billion dollars a year in lost rent sitting in empty units across America, and that vacancy quietly erases roughly half a trillion dollars of property value. Everyone assumed the fix was price, amenities, or a slicker chatbot. Then Nick Deveau and his co-founder Ben Epstein got their hands on millions of real leasing calls from one of the largest apartment owners in the country, pointed a team of machine learning engineers at the data, and found something nobody scripted for. The single strongest predictor of a signed lease was not the special, not the square footage, not a scarcity tactic. It was whether the leasing agent laughed on the phone. The second strongest was whether they asked a genuinely curious question. So Grotto AI did the counterintuitive thing. While most of the industry raced to replace humans with voice agents, Grotto built a tool to make humans better at the one thing only humans can do: build rapport. A leasing agent gets a push notification fifteen minutes before a tour telling them the prospect has a dog named Fido, loves natural light, and drives a Subaru. They record the tour on a small clip-on mic, get instant feedback on what they crushed and what they missed, and Grotto drafts the personalized follow-up, catches the special they forgot to mention, and quietly does the CRM grunt work. Nick calls it targeted advertising for the real world. Ryan called it a second brain for the field. Both are right. This episode is the clearest case study going for vertical AI: pick one painful, measurable leak, capture data nobody else has, and sell revenue instead of cost cuts. https://grotto.ai [https://grotto.ai] https://www.linkedin.com/in/nick-deveau-a6241379/ https://www.linkedin.com/in/estesryan/ https://aiforfounders.co [https://aiforfounders.co] https://inboxalchemy.co [https://inboxalchemy.co] https://robinhood.org [https://robinhood.org]

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episode He Analyzed Millions of Calls. The Move That Closed Deals Was a Laugh. artwork

He Analyzed Millions of Calls. The Move That Closed Deals Was a Laugh.

There is thirty billion dollars a year in lost rent sitting in empty units across America, and that vacancy quietly erases roughly half a trillion dollars of property value. Everyone assumed the fix was price, amenities, or a slicker chatbot. Then Nick Deveau and his co-founder Ben Epstein got their hands on millions of real leasing calls from one of the largest apartment owners in the country, pointed a team of machine learning engineers at the data, and found something nobody scripted for. The single strongest predictor of a signed lease was not the special, not the square footage, not a scarcity tactic. It was whether the leasing agent laughed on the phone. The second strongest was whether they asked a genuinely curious question. So Grotto AI did the counterintuitive thing. While most of the industry raced to replace humans with voice agents, Grotto built a tool to make humans better at the one thing only humans can do: build rapport. A leasing agent gets a push notification fifteen minutes before a tour telling them the prospect has a dog named Fido, loves natural light, and drives a Subaru. They record the tour on a small clip-on mic, get instant feedback on what they crushed and what they missed, and Grotto drafts the personalized follow-up, catches the special they forgot to mention, and quietly does the CRM grunt work. Nick calls it targeted advertising for the real world. Ryan called it a second brain for the field. Both are right. This episode is the clearest case study going for vertical AI: pick one painful, measurable leak, capture data nobody else has, and sell revenue instead of cost cuts. https://grotto.ai [https://grotto.ai] https://www.linkedin.com/in/nick-deveau-a6241379/ https://www.linkedin.com/in/estesryan/ https://aiforfounders.co [https://aiforfounders.co] https://inboxalchemy.co [https://inboxalchemy.co] https://robinhood.org [https://robinhood.org]

17. juni 202654 min
episode AI Law Firm: The Logan Brown Playbook artwork

AI Law Firm: The Logan Brown Playbook

Time kills deals. So does the fine print you never read. James Charles sold the fastest-moving makeup palette in history, did a reported $100 million in revenue, and reportedly walked with around $2 million, because somewhere in a contract he did not read, the math got decided for him. That is the horror story Logan Brown tells founders to wake them up. Then she hands them the antidote. Logan walked into the Douglas County District Attorney's office in Lawrence, Kansas at twelve years old and asked for a job. A secretary named Dolores made her a personal intern, and Logan spent her summers filing, dusting, and sitting in on hearings she had no business sitting in on. Vanderbilt valedictorian. Harvard Law. A machine-washable pantsuit company called Spencer Jane that she still runs out of her parents' basement. Two and a half years at Cooley billing $900 an hour to the founders she could not stop admiring. And then, when she watched ChatGPT and Claude crack open legal work, she did the unthinkable: she left to build the thing that competes with the very rates she used to charge. Soxton is an AI-powered outside general counsel for early-stage companies. You make a request on the site in plain English, AI takes the first pass, a startup lawyer with real experience reviews every single output, and you get your document back in 24 hours for $100. Form a Delaware C Corp for free through a banking partner. Get your influencer or advisor agreement papered for a hundred bucks. Run a priced round for $10,000 instead of the $50,000 to $100,000 Big Law charges. Logan is blunt about who she is fighting: her competition is not Cooley, it is Claude and ChatGPT, and her edge is the human in the loop plus the market data from thousands of deals that tells you when a provision is one you should never sign. This one is for the founder who keeps saying "I'll deal with legal later." Later just got a lot cheaper. https://www.soxton.ai/ [https://www.soxton.ai/] https://x.com/loganbrown799 [https://x.com/loganbrown799] https://www.linkedin.com/in/logan-brown-03765552 ⁠⁠https://www.linkedin.com/in/estesryan/⁠⁠ ⁠⁠https://aiforfounders.co⁠⁠ https://inboxalchemy.co/ https://ainativestudent.com/

Yesterday56 min
episode America Spends $5 Trillion On Health. This Is Where It Leaks. artwork

America Spends $5 Trillion On Health. This Is Where It Leaks.

The real villain in American healthcare is not the insurance company. It is the hold music. The United States burns an estimated $350 billion a year on administrative waste, $266 billion of it from sheer complexity and $84 billion from fraud and abuse, and that sits inside a healthcare economy so large that if you sliced it off on its own it would rank as roughly the fourth biggest economy on earth. Patients lose their patience before they ever lose their health, and the industry has spent years selling a false binary: hire more humans who burn out, or unleash bots that collapse the moment a call actually matters. Frederik Mueller, Timm Schneider, and their team built Third Way Health on a different premise. Pair AI agents with embedded human operators, let the machines crush the repetitive volume, and free real people for the conversations that need a heartbeat. The company started before ChatGPT made AI a dinner-table word, which is why the name carries a double meaning: there was always a third way between low-tech service vendors and high-friction software, and there is now a third way between full automation and full staffing. Jamie Reddick, COO of Graybill Medical Group, lived the payoff. Over a two-year partnership, North San Diego County's largest independent multi-specialty group cut front-office costs by roughly $3 million, about 50%, while making patients feel less like a ticket number and more like a person. This episode is a clinic on building in a broken market without pretending the brokenness will disappear if you throw enough technology at it. https://thirdway.health [https://thirdway.health] https://www.linkedin.com/in/frederik-mueller-53198a17/ [https://www.linkedin.com/in/frederik-mueller-53198a17/] https://www.linkedin.com/in/timm-schneider-463a2683/ https://www.linkedin.com/in/jamie-reddick-586691249/ https://podcasts.apple.com/us/podcast/healthcare-ops-wave/id1774334723 [https://podcasts.apple.com/us/podcast/healthcare-ops-wave/id1774334723] https://aiforfounders.co [https://aiforfounders.co] https://inboxalchemy.co [https://inboxalchemy.co] https://ainativestudent.com [https://ainativestudent.com] https://www.linkedin.com/in/estesryan/ [https://www.linkedin.com/in/estesryan/]

13. juni 202657 min
episode "We're AI-First!" No You're Not. Here's the Test. artwork

"We're AI-First!" No You're Not. Here's the Test.

A CEO told Justin Watt his company was ready for AI. "We've got our data architecture together," he said, giddy. Justin asked to see it. The guy pulled up an Excel file. The filename? Data Lake. That moment is the whole episode in miniature. Justin Watt, co-founder of Switchboard, studied psychology, not computer science, and that turns out to be his unfair advantage. After stints at IBM and MetaLab (where his teams built products for Uber and Amazon and helped design Slack), Justin realized the hardest part of every technology project is never the technology. It's the humans. Every business challenge is a human challenge wearing a software costume. Switchboard works with mid-market companies, the $50 million to $500 million crowd, the businesses old enough to have 40 years of legacy process and young enough to actually change. These companies think they're AI-enabled because they bought everyone a Claude license. Meanwhile, month-end close runs through one person's spreadsheet that nobody else can read, and if that person quits, the business forgets how it works. Justin's fix is unglamorous and devastatingly effective: map the real workflow, not the org-chart version. Find where humans are doing machine work. Inject AI at the steps where it actually moves the needle. Keep humans in the loop everywhere else. The result isn't layoffs, it's smart people finally doing smart work. In Justin's experience, less than 5% of leadership conversations are about cutting headcount. The conversation is always about the endless pile of work standing between the company and its goals. Along the way, Ryan and Justin cover the AI washing epidemic (blaming layoffs on AI to cover up old hiring mistakes), why frontier lab doom marketing blew up in everyone's faces, the death of "bring your whole self to work," quiet quitting as cowardice, Garth Brooks selling his catalog for a rumored $2 billion, ravens that speak English, and the most surreal government website in existence. * https://withswitchboard.com [https://withswitchboard.com] * https://www.linkedin.com/in/wattjustin/ [https://www.linkedin.com/in/wattjustin/] * https://aiforfounders.co [https://aiforfounders.co] * https://inboxalchemy.co [https://inboxalchemy.co] * https://spcai.org [https://spcai.org] * https://www.war.gov/ufo [https://www.war.gov/ufo] (referenced as war.gov/ufo) * https://suno.com [https://suno.com] (Suno, the AI music generator discussed)

12. juni 202655 min
episode Agent Memory Is the Next Great Moat artwork

Agent Memory Is the Next Great Moat

What if the dumbest thing your startup does this year is hire? In Zurich, a six-person company is serving Fortune 500 clients with a rule that sounds like heresy: no human in the company can be assigned a task. The software literally locks them out. Every task goes to an agent first, and the agent decides when a human's judgment is actually worth the interruption. That company is Salfati Group, and its founder is Elon Salfati. Yes, Elon. No, not that one. This Elon is a former Israeli intelligence engineer, ex R&D Director at web security firm Reblaze, co-founder of RELE.AI, founder of intelligent testing startup Metiss, and now a PhD researcher in AI security. He has spent his career deleting more code than he writes, and now he is deleting org charts. The episode opens with a ripped-from-the-headlines jump off: Microsoft's Build 2026 announcement of Autopilots, always-on agents with their own identity that act on your behalf. Ryan asks the uncomfortable question: if 10,000 enterprises flip on the same agents, does diversity of thought dissolve into a hive mind? Elon's answer reframes the whole AI transformation conversation. Most companies are stuck sprinkling AI to please the board or deploying point solutions on annoying spreadsheets. The real unlock is flipping the entire model from "a human with an army of agents" to "an army of agents with a human." From there the conversation gets practical, then philosophical, then back again. Elon walks through a real client engagement: a service marketplace with a 51-step quote-to-cash process bleeding retention, and how color coding every step revealed exactly where humans add value and where they were just hands on keyboard. Then Ryan, a lifelong meditator and self-described student of human consciousness, pulls Elon into the deep end: what does it mean that Salfati Group calls its agents sentient? Elon's answer centers on memory, causality, and temporal understanding, and why he believes agent memory is the next great moat. Plants, cats, the Library of Alexandria, and Mr. Bridgewater the Denver farrier all make appearances. It is that kind of episode. * salfati.group * aiforfounders.co * inboxalchemy.co * Elon Salfati on LinkedIn: linkedin.com/in/elonsalfati * Ryan Estes on LinkedIn: linkedin.com/in/estesryan

12. juni 202647 min