SIGNAL//SYNTH
Markets Tech

Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]

aired Jun 09, 2026 · 73.0m
Signal
80.5/ 100
High signal
confidence 0.99
Orig60.1
Actn100.0
Dens100.0
Dpth100.0
Clty52.6
Summary

Most software companies try to maximize your time on their app to juice engagement.

Why listen

It goes beyond the title with direct discussion of it's, like, there's, including: Ramp does the exact opposite.

Key takeaways
  1. 01So they built their tools to give that time back, using AI to automate 85% of expense reviews with 99% accuracy
  2. 02And since Ramp saves companies 5%, it's no wonder that Shopify runs on Ramp, Stripe runs on Ramp, and my business does too
  3. 03To achieve enterprise adoption at scale, you have to deliver on core capabilities like SSO, SCIM, RBAC, and audit logs
Best for
listeners looking for a practical AI episode debrief