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dileep thazhmon

T2 · manager / operator

Founder and CEO of Jeeves, a financial operating platform providing payments, credit and treasury tools to businesses across multiple markets.

2 calls·1 name·100% bull·last heard 3 months ago·a16z
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$JEEVESJeevesposition

Jeeves shows AI operating leverage with fewer employees

Jeeves presents AI as a real operating leverage driver: revenue and volume scaled sharply while headcount fell. The investable point is not generic AI usage, but a measurable reduction in operating intensity for a financial infrastructure company.

a16z2026-05→

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2 total
$JEEVES
Jeeves
HIGHdileep thazhmon·a16z·3 months ago· position
Jeeves shows AI operating leverage with fewer employees
Jeeves presents AI as a real operating leverage driver: revenue and volume scaled sharply while headcount fell. The investable point is not generic AI usage, but a measurable reduction in operating intensity for a financial infrastructure company.
"today we are at 140 people. We were at 200 people 2 years ago. And our revenue has grown 10x, our volume has grown 8x... This just wouldn't be possible without AI."
32:14
$JEEVES
Jeeves
HIGHdileep thazhmon·a16z·3 months ago· position
Jeeves expands margins by owning stablecoin banking rails
Jeeves argues that owning infrastructure, regulatory licenses, and stablecoin payment rails turns cross-border finance from a low-margin reseller model into an 80%+ margin business. That operating leverage is the core case for the company becoming a global business bank.
"with infrastructure is it helps us to expand the margin. Our margin is expanded from 40% 2 years ago to north of 80% right now. You cannot do that unless you own the infrastructur…"
9:33