Executive Summary
Kavak's CEO Carlos García Ottati executed a complete organizational transformation, replacing traditional human-centric operations with AI agents handling 90-95% of customer interactions. The transition required a full year of flat growth (2023) after previously growing 300% annually, but resulted in 4x growth on the other side while reducing headcount from 10,000 to 3,500 employees. This wasn't incremental AI adoption—García Ottati describes deliberately 'burning the ships' and forcing the orga...
Key Investment Opportunity
AI-First Operational Architecture for Complex Businesses
Companies managing high-complexity, multi-business operations can achieve dramatic efficiency gains by replacing human coordination with AI agent orchestration, particularly in markets with high operational friction
This is a preview. Log in to see the full analysis including investment opportunities, risks, catalysts, and detailed insights.