How Tolan Scaled an AI Guide to 100,000 Paying Subscribers
Ajay Mehta explains how Tolan scaled to 100,000 paying subscribers by building voice-first AI guides with deep long-term memory.
3 low competition businesses with massive demand in America
With Sam Parr, Shaan Puri, Rishi Talati, Ajay Mehta, Jonathan Baer · Sunday, August 23, 2026
In this live 'Shoot Your Shot' edition in San Francisco, Sam Parr and Shaan Puri interview three founders building fast-growing businesses across food tech, consumer AI, and automated video distribution. Rishi Talati breaks down how Hotplate powers independent food pop-ups and cottage-law bakers, Ajay Mehta shares how Tolan scaled an emotional AI companion app to over 100k subscribers, and Jonathan Baer explains how Overlap uses autonomous AI agents to edit and distribute social video clips at enterprise scale.
Why Hotplate Treats Food Pop-Ups Like Software Companies
Hotplate founder Rishi Talati explains how cottage bakers hit 50% margins and $100M in sales with drop-based food commerce.
Why Consumers Pay 3x for Feelings Over Raw Utility
Shaan Puri and Ajay Mehta explain why packaging basic utility into aesthetic emotional relief builds 100k-subscriber businesses.
Why $90B in Ad Spend Is Shifting to Autonomous Video
Jonathan Baer explains how Overlap uses AI video agents to capture organic reach and why enterprise sales is about getting buyers promoted.