The audio and video are in Spanish. These notes are a translation.
Why Voice Agents Will Replace Web Pages
A Unicorn Founder’s Guide to Understanding the Voice-First Era that Is Coming
My guest today is Marcelo Camberos, cofounder and former CEO of IPSY, the beauty subscription that surpassed 3M users and reached more than $200M in ARR, becoming a digital benchmark valued at more than $1B.
Born in Buenos Aires and raised in the U.S., Marcelo’s career took him from the financial world 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 a trend.
Today he is building Evalion, a platform that makes it possible to test and monitor AI voice agents. In the near future, millions of companies will create their own agents, as voice becomes the main form of interaction with technology.
🗒 Show Notes
[10:30] - The moment when Marcelo understood that you cannot compete against Google.
[11:48] - How IPSY was born: turning creators’ attention into a business model.
[23:00] - Founder-market fit vs. founders guided by curiosity.
[26:10] - Why passion for the process matters more than passion for the industry.
[32:40] - Voice as the next interface: from websites → to apps → to agents.
[48:40] - Building Evalion: why trust and reliability will be the real moat in the AI era.
Key Takeaways
#1 Curiosity as a Founder’s True Superpower
Marcelo did not create companies because he lived the problem, but out of pure curiosity. At Ipsy, that mindset allowed him to understand how creators, brands, and supply chains connected before the concept of a “creator economy” existed. Today, in the world of AI, that same curiosity drives him to explore how voice technology is built from scratch.
#2 Voice as the Next Big Step in Interfaces
Marcelo has lived through every transition: web, mobile, and social networks. Now, with Evalion, he is betting that the next one will be voice. As conversational AI advances, we will talk to brands instead of writing to them, and every company will have to develop its own “voice identity.” The screen will not disappear; it will be integrated into the conversation. Those who start designing voice-centered experiences today will lead tomorrow.
#3 Reliability as the New Competitive Advantage in AI
Evalion is building the reliability layer for voice agents, testing and monitoring their performance. Marcelo believes that, as AI scales, trust will be more important than intelligence. Just as Datadog became essential for the cloud, AI will need its own infrastructure that guarantees stability. The future is not in making AI “smarter,” but in making it more reliable.
Favorite Quote:
“Most people believe that the future of conversational AI will be dominated by a few giants like OpenAI or Google. But I imagine a world with millions of creators developing their own voice agents. It is not very different from what happened with the web or with mobile applications.
At the beginning, everyone thought that Yahoo would build every website, but that never happened. Companies are going to want to develop their own voice experiences, because that will be the direct way they connect with their customers.
You are not going to talk to ChatGPT in order to book a flight with United; you are going to talk directly to United, through a personalized voice that reflects its brand. When that happens, the interaction between humans and machines will change completely: we will go from looking down at our screens to a world where voice will be everywhere.”