Seema Amble

Praveer Melwani × Seema Amble × Ivan Makarov

Figma’s finance team is building beyond analysis, using AI for collections and product replicas that test technical difficulty and moat depth during diligence.Melwani says headcount could fall a year from now if complexity stayed flat, but new products and acquisitions keep adding work as efficiency improves.Scaling local tools into shared infrastructure and producing audit-ready outputs remain key tests.

Ari Weinstein × James Sun × Seema Amble × Fabrizio Serafini

OpenAI’s computer-use push hinges on delegation: Ari Weinstein says agents already outpace average users and are “getting really close” to experts.Using existing interfaces, they can connect legacy workflows without new integrations, including procurement that moves 1,000 spreadsheet rows into purchasing and vendor outreach.Enterprise uptake still depends on permissions and approvals, while fragmented browsers and credentials remain a cloud-product hurdle.

Seema Amble × Elena Burger × Vladimir Keil

AI procurement startups are targeting the end-to-end work hidden behind an ERP’s “$8,000” result, where 30 meetings, 500 emails and supplier counteroffers determine cost and delivery.Lio’s path from human review to $10,000, $20,000, or $100,000 negotiations highlights the production bottleneck: 70% accuracy can leave humans doing 100% of the work, while complex multimillion-dollar cases still require specialists.

Seema Amble × Steven Sinofsky × Elena Burger

Agents are weakening the enterprise UI’s monopoly on access, but the durable asset remains the system of record, decades of encoded business logic, and customer-specific exceptions.Lookup, action, and analysis carry different permission, seat, and verification requirements, making AI-native overlays between functions a stronger wedge than direct replacement; trust and exception handling remain the deployment bottlenecks.