🎧Why Voice Agents Will Replace Websites

My guest today is Marcelo Camberos, co-founder and former CEO of IPSY, the beauty subscription that grew to over 3M subscribers and $200M ARR, creating a $1B digital beauty powerhouse.

Born in Buenos Aires and raised in the US, Marcelo’s career took him from finance at J.P. Morgan (where he invested in Mercado Libre) to Funny or Die, a comedy startup backed by Will Ferrell, and later to Real Influence, a platform that connected brands with YouTubers long before influencer marketing was mainstream.

Today, he’s building Evalion, a testing and monitoring platform for voice AI agents, based on the belief that in the near future millions of companies will build their own agents, as voice becomes the primary interface for how we interact with technology.

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🗒 Show notes:

[10:30] – The moment Marcelo realized you can’t outcompete Google.

[11:48] – How Ipsy started: turning creators’ attention into a business model

[23:00] – Founder–market fit vs. curiosity-driven founders

[26:10] – Why passion for the process matters more than passion for the industry

[32:40] – Voice as the next interface: from websites → apps → agents

[48:40] – Building Evalion: why trust and reliability will be the next real moat in AI.

🧠 Key Takeaways

#1 Curiosity as the Real Founder Superpower

Marcelo didn’t start companies because he lived with the problem, he did it out of pure curiosity. At Ipsy, that mindset helped him see how creators, brands, and supply chains connected before the “creator economy” existed. Now in AI, that same drive pushes him to understand how voice tech is built from scratch.

#2 The Next Platform Shift: Voice
Marcelo has seen every interface shift: web, mobile, and social. Now, with Evalion, he’s betting on voice as the next one. As AI gets better, people will talk to brands instead of typing, and each company will need its own “voice identity.” The screen won’t vanish, it’ll merge with conversation. Those designing for voice-first today will lead tomorrow.

#3 The Reliability Moat: Why Trust Is the Next Advantage in AI
Evalion is building the reliability layer for voice agents, testing and monitoring how they perform. Marcelo believes trust will matter more than intelligence as AI scales. Just like Datadog became essential for cloud reliability, AI will need its own backbone for consistency. The real opportunity isn’t making AI smarter, but making it dependable.

😲You won’t hear this anywhere else

“Most people think the future of conversational AI will be dominated by a few giants like OpenAI or Google. But I see a world with millions of builders creating their own voice agents. It’s not that different from what happened with the web or mobile apps.

At first, everyone thought Yahoo would build every website, but that never happened. Companies will want to build their own voice experiences because they’re the direct interface with their customers.

You won’t talk to ChatGPT to book a flight with United; you’ll talk directly to United, through a personalized voice that reflects its brand. When that happens, human–machine interaction will fundamentally change. We’ll move from looking down at our phones to a world where screens are everywhere and voice is omnipresent.”