EPISODE · Feb 21, 2026 · 1H 4M
How AI Will Finally Deliver the Promise SaaS Made | Samay Kohli: From Robots to Digital Workers
from The Neon Show
Samay Kohli spent 12 years at GreyOrange, scaling it to over $100 million in revenue and a $3 billion valuation at its peak, making it one of the world’s largest warehouse robotics companies. Two years ago, he started again with Budy, this time in the US senior care industry.In this industry, decisions are emotional, sales cycles can run for years, and multiple stakeholders are involved. While the market sits at the intersection of real estate, healthcare, and hospitality, most sales still depend on manual follow-ups and scattered tools.Budy builds digital workers for sales teams: AI teammates that handle follow-ups, scheduling, and lead management across CRMs, calendars, and inboxes. Instead of adding another layer of software, Budy went zero UI-UX and focused on enabling sales teams in an industry with 99% inbound leads to manage their cold leads better.Today, Samay joins Siddhartha (Partner at Neon Fund, and a proud investor in Budy) and shares his journey from building robots to building digital teammates for a very non-traditional industry.00:00 – Trailer01:00 – What Budy is building for senior care05:15 – Real Estate × Healthcare × Hospitality06:25 – Zero UI UX technology10:09 – AI teammates not assistants12:03 – How sales teams operated before Budy12:51 – A ninety nine percent inbound industry13:45 – The real cost of senior care homes15:35 – Can a CRM alone solve this17:55 – Direct benefits of a digital worker20:49 – Two founder archetypes22:06 – Can lights out operations become real24:49 – What Samay underestimated about the market25:58 – The largest players in the industry29:07 – Treat your customer’s company like your own30:52 – Entrepreneurship as a profession35:36 – Unlearnings as a second time founder37:30 – What digital workers actually are39:47 – The original promise of SaaS42:04 – The next decade of digital workers45:25 – Digital workers that read best selling books47:26 – Will Claude build CRMs49:38 – Business etiquette across the world55:18 – How a second time founder chooses investors01:01:00 – Why every team member should track the P and L01:02:14 – How Samay’s view on growth evolved-------------India’s talent has built the world’s tech—now it’s time to lead it.This mission goes beyond startups. It’s about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that’s done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we’re doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us Fan Mail
What this episode covers
Samay Kohli spent 12 years at GreyOrange, scaling it to over $100 million in revenue and a $3 billion valuation at its peak, making it one of the world’s largest warehouse robotics companies. Two years ago, he started again with Budy, this time in the US senior care industry. In this industry, decisions are emotional, sales cycles can run for years, and multiple stakeholders are involved. While the market sits at the intersection of real estate, healthcare, and hospitality, most sales still d...
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How AI Will Finally Deliver the Promise SaaS Made | Samay Kohli: From Robots to Digital Workers
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