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neema ghamghami sorat

T2 · manager / operator

Neema Ghamghami Sorat is the CEO and co-founder of Blend, a digital lending platform processing ~20% of US mortgages and home equity loans. He previously worked at Palantir after graduating from Stanford, where he studied computer science. He grew up in Ohio after his family immigrated from Iran.

3 calls·2 names·100% bull·last heard 2 months ago·Joe Lonsdale
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
$BLENDBlendposition

Blend's Autopilot AI agent cuts mortgage closing from 29 to 21 days in first deployment

Autopilot, launched March 2024, acts as an agentic workforce handling unstructured mortgage documents and rules in real time. First customer analysis shows closing process reduced from 29 to 21 days. 70 lenders have activated it, with 10-15% incremental revenue growth projected.

Joe Lonsdale2026-06→
2ndlow conviction
$GOOGLAlphabet

Gemini 2.5 Pro quietly leads on agentic banking evals per Blend's model testing

Blend runs hundreds of historical evals against new models; Gemini 2.5 Pro (2024) was 'quietly really good' for agentic tasks. Blend plans to publish an agentic banking index tracking model performance, cost, and latency over time.

Joe Lonsdale2026-06→

most discussed · click a bar to filter

recurring themes

3 total
$BLEND
Blend
HIGHneema ghamghami sorat·Joe Lonsdale·2 months ago· position
Blend's Autopilot AI agent cuts mortgage closing from 29 to 21 days in first deployment
Autopilot, launched March 2024, acts as an agentic workforce handling unstructured mortgage documents and rules in real time. First customer analysis shows closing process reduced from 29 to 21 days. 70 lenders have activated it, with 10-15% incremental revenue growth projected.
"They took their mortgage closing process, which includes a lot of things in Blend and some things out of Blend like the appraisal, took it down from 29 to 21 days. Like just with…"
35:20
$BLEND
Blend
MEDneema ghamghami sorat·Joe Lonsdale·2 months ago· position
Internal AI agents double engineer productivity to 80-120 PRs/month at Blend
Blend tracks AI-driven productivity gains: average engineer PRs/month doubled from 6 to 12 in 4 months, with top performers hitting 80-120. Ambient intelligence agents auto-fix bugs and handle tickets, creating a compounding engine for future product velocity.
"End of last year, you know, our average engineer was doing six pull requests per month in December. That's already doubled 4 months later. The best people are doing 80 to 120 pull…"
27:00
$GOOGL
···
Alphabet
LOWneema ghamghami sorat·Joe Lonsdale·2 months ago
Gemini 2.5 Pro quietly leads on agentic banking evals per Blend's model testing
Blend runs hundreds of historical evals against new models; Gemini 2.5 Pro (2024) was 'quietly really good' for agentic tasks. Blend plans to publish an agentic banking index tracking model performance, cost, and latency over time.
"Gemini 2.5 Pro, which came out in 2024, was quietly really good. Nobody was using it. Um but it's And now everything has that level of intelligence built into it."
30:50