As artificial intelligence (AI) becomes a part of oureveryday lives, making sure it’s transparent and unbiased has become a high priority for businesses, governments, and ordinary people. In this episode of What Matters Most, Scott Frederick, a Sands Capital managing partner, explains howsoftware startup Credo AI is helping to keep AI models responsible. Join us as we look at how Credo AI aims to lead the way in this vital new field.

Show Notes:

(2:10) AI Has Evolved Over Decades

(4:48) Responsible AI vs. Ethical AI

(9:29) Simplifying AI Governance with Credo AI

(14:10) Can Agents and Artificial Superintelligence beTransparent?

(18:27) Solving the Alignment Problem

(20:16) Industries Ripe for Credo AI’s Solution

(22:14) Market Timing and Other Potential Headwinds

(24:53) How Big of a Market Could AI Governance Be?

Review our podcast season and episode disclosures ⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.

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In this episode of Season 3 of What Matters Most, Sands Capital’s Eduardo Leal explains how Brazil’s Nubank went from startup to the country’s second largest corporation in just 10 years — and the company’s digital-first banking platform. Join us as we explore how mobile banking is opening financial doors for global citizens and how we believe Nubank is poised to remake the Brazilian banking industry.

Show Notes

(2:23) The State of Banking for 700 million Latin Americans

(4:32) Founder David Vélez’ Story

(7:32) How NuBank Serves a Fundamental Need

(10:48) A Lean, Mean Business Model

(13:45) Overcapitalization: A Good Problem to Have

(17:06) How Sands Capital First Spotted NuBank

(18:46) Potential Risks to Future Growth

(21:01) Could NuBank Expand Beyond Latin America?

(22:29) The Next 10 Years

Review our podcast season and episode disclosures ⁠⁠⁠⁠here⁠⁠⁠⁠.

Learn more about ⁠⁠⁠Sands Capital⁠⁠⁠, sign up for ⁠⁠⁠our newsletter⁠⁠⁠, and ⁠⁠⁠follow us on LinkedIn⁠⁠⁠.

In our first episode of season 3’s What Matters Most, Sands Capital’s Emerson Bluhm explains why Samsara’s integrated hardware and software technology continues to gain market share and why this investment opportunity is aligned with Sands Capital’s philosophy. Join us as we explore the future of real-world operations and why Samsara is poised to become a leader of this ~$4 billion North American market.

Show Notes

(1:17) From Private Funding to Public Success

(3:50) A Software Company that Knows Hardware

(4:43) Why Physical Operations is Ripe for Disruption

(6:54) Leadership with a Proven Track Record

(11:04) The Value of Samsara’s Integrated Platform

(16:17) ‘AirTags’ for Cranes, Tools and Everything in Between

(19:44) Third-party Integrations and Realtime Decision-making

(21:07) Return-on-investment for End Users

(22:34) Samsara’s Long-term Growth Potential

(24:13) The Stickiness Subscription-based Revenue

Learn more about ⁠⁠Sands Capital⁠⁠, sign up for ⁠⁠our newsletter⁠⁠, and ⁠⁠follow us on LinkedIn⁠⁠.

Review our podcast season and episode disclosures ⁠⁠here⁠⁠.

Nearly every factory has room for more automation, with greater penetration in existing industries and expansion into new industries expected over the next decade. Sands Capital’s Suni Thakor and Danielle Menichella discuss why Keyence, a factory automation market leader that specializes in sensor and sensor systems, will likely be a beneficiary of that growth and what makes the company so unique within its sector.

Transcript available here.

Related content from Sands Capital

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Season 3 is now live!

• ⁠Samsara: Steering the Future with Integrated Fleet Technology⁠

In case you missed it: What Matters Most Episode 11: ⁠Unearthing Value: A Deep Dive Into Titan, India’s Jewelry Giant

Catch our most popular episodes from Season 2

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In this episode of What Matters Most, we delve into the world of Titan, India’s leading jewelry and watch retailer, with Sands Capital Sr. Research Analyst Massimo Marolo. Explore the cultural significance of gold in India, the dynamics of the fragmented jewelry market, and Titan’s advantages as a trusted, vertically integrated brand. The conversation highlights Titan’s potential to further consolidate the industry and increase its market share as well as its commitment to sustainability and ethical sourcing in its gold supply chain. Tune in to discover how Titan is shaping the future of jewelry retail in India.

Episode Transcript ⁠Available Here⁠.

• (1:14) The Promising Business Space of the Indian Jewelry Industry
• (2:34) Titan's Advantage as a Trusted Brand
• (5:18) Differentiating Titan from Unorganized Mom-and-Pop Jewelers
• (17:09) Cultivating Relationships and Localized Designs
• (26:04) Vertical Integration and Staying Ahead of Trends
• (31:24) Sustainability and Ethical Sourcing

Related content from Sands Capital

⁠Sign up to receive our monthly Perspectives newsletter: ⁠Our latest thinking on innovation investing, long-term capital, and culture.

In case you missed it: What Matters Most Episode 10: Placing Bets on Innovation: Flutter's Revolution in Online Gambling

Catch our most popular episodes from this season:

• Globant Takes A Design-First Approach to Pure Play Digital Service⁠

• ⁠⁠Revolutionizing Public Safety: The Axon Ecosystem⁠⁠

⁠Follow What Matters Most⁠ wherever you listen to podcasts and never miss an episode.

Learn more about ⁠Sands Capital⁠, sign up for ⁠our newsletter⁠, and ⁠follow us on LinkedIn⁠.

Review our podcast season and episode disclosures ⁠here⁠.