投资 Sola:安德森·霍洛维茨

投资 Sola:安德森·霍洛维茨

2025-08-28Technology
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金姐
早上好,老王。我是金姐,这里是专为您打造的 Goose Pod。今天是8月29日,星期五,早上7点。我们今天的话题非常火热,关于一家叫做 Sola 的公司。
雷总
我是雷总。没错,我们要深入聊聊这家公司,以及为什么硅谷顶级的安德森·霍洛维茨基金会(Andreessen Horowitz)决定领投它的A轮融资。
雷总
那我们开始吧。想象一下,在很多公司里,依然有大量的后台工作需要手动完成,比如数据录入、发票核对、索赔处理等等。这些工作非常繁琐、重复,而且特别耗时。
金姐
哎哟喂,我最懂这种感觉了。就是那种你明知道很重要,但做起来又极其无聊的工作,简直是创造力的坟墓。所以公司以前都怎么解决这个问题?外包出去吗?
雷总
对,传统上就是两种方法:业务流程外包(BPO),或者使用机器人流程自动化(RPA)。但说实话,这两种方法效果总是不尽如人意,工具很脆弱,实施起来又慢又贵。
金姐
所以,这就是 Sola 登场的机会,对吗?他们看到了这个痛点,然后提出了一个“完美”的解决方案?我很好奇,他们到底有什么魔法,能让安德森·霍洛维茨都为之倾倒。
雷总
魔法这个词用得好!Sola 是一个 AI 原生的流程自动化平台。它最神奇的地方在于,它让业务人员,比如合规官或者数据分析师,自己就能创建和部署智能的 AI 代理。
金姐
等等,不需要专业的程序员?这听起来有点不可思议。具体是怎么操作的?是不是像录屏一样简单?如果真那么简单,那可真是解决了大问题。
雷总
金姐你一语中的!用户只需要用 Sola 的一个浏览器扩展插件,在电脑上把流程操作一遍,Sola 就能把这个录制过程,转化成一个实时运行、能自我调整的 AI 代理。
金姐
哎哟喂,这太聪明了!它还给你一个可视化的流程图界面,让你可以自己编辑和管理。这意味着,就算底层的网站或者应用变了,它也能理解意图并适应。这才是真正的智能。
雷总
完全正确!所以客户能在几小时内就看到实实在在的价值,而不是等上好几个月。尤其在物流这种严重依赖人工流程的行业,Sola 已经大显身手,从在线门户抓取信息到自动数据录入,无所不能。
金姐
我看到客户反馈说,Sola 是他们第一个能立即看到投资回报的 AI 产品。这可是极高的评价!而且,据说他们的创始人杰西卡·吴和尼尔·德什穆克,是从麻省理工学院辍学创业的?
雷总
是的,这两位创始人的远见卓识是 Sola 成功的另一个关键。安德森·霍洛维茨的合伙人两年前见到他们时,就立刻断定这两人非常特别,可能是他见过最聪明的人之一。
金姐
从麻省理工辍学,创办一家改变行业的公司,还获得了顶级风投的青睐。哎哟喂,这简直是教科书般的创业故事。Sola 今年的收入增长了五倍,工作流程量逐月翻倍,这增长速度,完美!
金姐
不过雷总,我有个问题。自动化这个概念说了这么多年,你刚刚也提到了 BPO 和 RPA,为什么这些老前辈们最后都“掉链子”了,才给了 Sola 这样的新秀机会呢?
雷总
问到点子上了。这得从 BPO 的发展说起。最早的 BPO 1.0,就是上世纪90年代,单纯地把工作外包到劳动力便宜的地方,核心就是成本套利,但质量、效率都很难保证。
金姐
我懂了,就是“离岸外包”,听起来美好,但沟通成本和文化差异都是大问题。那后来呢?总有升级吧?不然早就被淘汰了。这种模式听起来就不太可靠。
雷总
当然。到了2000年代中期,进入 BPO 2.0 时代,开始引入标准化、质量框架和一些基础的自动化工具。但真正的变革是现在的 BPO 3.0,核心就是技术驱动,尤其是 RPA。
金姐
RPA,机器人流程自动化。这个词前几年非常火,听起来就像是办公室里有一堆无形的机器人在帮你干活。但现实似乎没那么“完美”,对吧?我听说失败率相当高。
雷总
非常高。根据安永的报告,高达50%的 RPA 项目都失败了。这和2010年代初的云计算很像,被过度炒作,大家的期望值被无限拉高,结果自然是失望。
金姐
一半的项目都失败了?哎哟喂,这得浪费多少钱啊!到底是什么原因呢?是技术本身不行,还是大家用错了地方?总得有个说法吧。
雷总
主要有三个原因。第一,脚本太“脆弱”。RPA 机器人本质是遵循预设脚本的,一旦软件界面、数据结构发生一丁点变化,它就“傻眼”了,要么出错,要么罢工。
金姐
哦,我明白了。就像一个只会走固定路线的机器人,路上多了一块小石头,它就不知道怎么办了。这在快速变化的数字世界里,简直是致命缺陷。那第二个原因呢?
雷总
第二个原因是“期望过高”。很多公司以为自己的业务流程很简单,实际上非常复杂,充满了各种例外情况。他们低估了微调和维护的工作量,结果成本没降下来,反而增加了。
金姐
这就是典型的“眼高手低”嘛。总想着一键搞定所有问题,却忽略了现实的复杂性。自动化,自动化,最后变成了“被动化”,天天去救火。我猜第三个原因和规模化有关?
雷总
没错,就是“规模化的不确定性”。RPA 缺乏真正的编程能力,当业务流程变化,或者需要跨部门管理大量机器人时,追踪、更新和维护就成了一场噩梦,非常混乱。
金姐
所以说,很多公司只是为了自动化而自动化,关注部署了多少个机器人,而不是这些机器人到底创造了多少商业价值。他们是在自动化“任务”,而不是优化整个“流程”。格局小了!
雷总
金姐你总结得太到位了。甚至很多时候,更好的解决方案可能根本不是技术,而是优化工作流程或者加强员工培训。这就是为什么我说 Sola 的 AI 原生能力是颠覆性的。
金姐
我懂了。Sola 不是在修修补补,它是从根源上解决了“脆弱”和“僵化”的问题,用 AI 的适应性来应对现实世界的不确定性。这确实是降维打击。完美!
雷总
是的,Sola 的技术非常领先。但即使手握利器,推广 AI 原生应用也不是一帆风顺的。最大的挑战,往往不是技术本身,而是技术之外的因素,尤其是企业内部的阻力。
金姐
我猜到了。就是人的问题,对吧?企业文化、部门墙、员工的恐惧和怀疑……这些无形的东西,往往比任何技术难题都更难解决。是不是很多人都抱着怀疑的态度?
雷总
完全正确。研究显示,企业要想成功采纳新技术,拥有成熟的变革管理实践的公司,比同行成功的可能性高出3.5倍。文化准备和组织协调,比技术本身更关键。
金姐
哎哟喂,这就说到了关键。很多员工会担心,AI 是不是要来抢我的饭碗了?领导层会不会用 AI 来监视我的工作?这种恐惧和不信任,足以扼杀任何一个伟大的技术。
雷总
是的,所以沟通就变得至关重要。必须清晰地传达,AI 是一个辅助工具,是用来把人从重复性劳动中解放出来,去做更有创造性决策的,而不是要取代谁。这是个巨大的挑战。
金姐
除了文化阻力,还有技术集成的问题吧?大公司里那些老旧的、盘根错节的系统,就像一团乱麻。想把一个全新的 AI 应用无缝地接进去,恐怕没那么容易。
雷总
没错,与现有系统的集成是一大技术挑战。如果不能很好地融合,AI 应用就成了一个“信息孤岛”,发挥不出价值。此外,还有一个巨大的“技能鸿沟”需要填补。
金姐
哦?你是说,公司里缺少能理解和使用这些新工具的人才?这倒是很现实。技术跑得太快,人的能力得赶紧跟上才行。否则再好的工具也只是个摆设。
雷总
是的,企业需要投入大量资源进行员工培训和技能重塑。还有一个难题,就是如何衡量 AI 项目的投资回报率(ROI)。传统的 ROI 计算方式,很难捕捉到 AI 带来的长期和间接收益。
金姐
这就很尴尬了。如果不能在财报上清晰地展示出效益,就很难说服高层持续投入。所以说,Sola 面对的不仅仅是技术竞争,更是一场关于组织变革、人才培养和价值衡量的全方位挑战。
金姐
好吧,虽然挑战重重,但一旦企业成功跨越了这些障碍,Sola 这样的平台会带来怎样的具体影响?我们能看到一些实实在在的案例吗?它真的能像说的那样,改变游戏规则?
雷总
当然!影响是巨大的,而且已经发生了。我们来看一个例子,瑞典的金融科技巨头 Klarna。他们采用 AI 客服代理后,一个 AI 代理就能处理相当于700名人类客服代表的工作量。
金姐
等一下,700名?哎哟喂,这个数字太惊人了!这已经不是简单的效率提升了,这简直是生产力的核爆炸。这意味着他们可以大幅削减 BPO 的成本,对吧?
雷总
完全正确。Klarna 的案例直接证明了 AI 在降低 BPO 成本方面的巨大潜力。而且,这还只是一个开始。有分析指出,如果这种大约5%的生产力提升能在全球2000强公司中复制……
金姐
那会怎样?别卖关子,快说!如果全球的大公司都能实现这种效率提升,那将释放出多大的经济价值?我简直不敢想。
雷总
其潜在的价值创造可能高达2.5万亿美元!这说明,AI 正在从一个美好的承诺,转变为能为企业带来实实在在利润的工具。它不仅仅是节约成本,更是创造了新的竞争优势。
金姐
我明白了。现代 BPO 的逻辑已经变了,不再是单纯地把工作外包给更便宜的人,而是利用 AI 和自动化技术,提供更快、更准、更高质量的服务。这才是真正的护城河。完美!
雷总
是的。像 Sola 这样的 AI 原生应用,它们的设计初衷就是为了打破速度、规模和成本的传统束缚。它们还能通过不断的学习和反馈进行自我优化,实现持续的效率增长。
雷总
所以,展望未来,Sola 的目标非常明确。他们希望在未来5年内,成为自动化领域的首选平台。他们想要让所有公司,都能在 Sola 的平台之上,来运营他们的核心数字业务。
金姐
成为“首选平台”?这个野心可不小。这意味着他们不仅要提供工具,更要成为企业数字化运营的基础设施。那他们现在最重要的任务是什么?是技术研发还是市场扩张?
雷总
是增长,是全面的增长。他们正在大力招聘人才,以满足快速增长的市场需求。你看,从2025年初开始,他们平台上的工作流程执行量每个月都在翻倍,这非常惊人。
金姐
每月翻倍?哎哟喂,这是指数级增长啊!看来市场对于真正好用的 AI 自动化平台,确实是极度渴望。未来,我们可能会看到更多更小、更专业的 AI 模型出现,来处理特定的任务。
雷总
没错。未来的趋势是从依赖大型通用模型,转向使用更高效、更灵活的小型专用模型。而且,AI 代理的普及也是大势所趋,但这需要建立必要的基础设施,来支持多个代理协同工作。
金姐
总而言之,Sola 凭借其 AI 原生的自动化平台,用一种极其简单的方式解决了企业后台运营的顽疾,并获得了顶级资本的认可。他们的未来值得期待。完美!
雷总
今天的讨论就到这里。感谢您收听 Goose Pod,我们明天再见。

## Investing in Sola: Andreessen Horowitz Leads Series A for AI-Native Process Automation Platform **News Title/Type:** Investment Announcement / Technology **Report Provider/Author:** Andreessen Horowitz (a16z) **Date/Time Period Covered:** The announcement was published on August 14, 2025. The growth metrics cited ("since the beginning of the year") refer to the period leading up to this announcement. **Key News Identifiers:** * **URL:** `https://a16z.com/announcement/investing-in-sola/` * **Publisher:** Andreessen Horowitz --- ### Executive Summary Andreessen Horowitz (a16z) is leading Sola's Series A funding round and joining its board. Sola is an AI-native process automation platform designed to empower business users to create, deploy, and maintain intelligent agents for automating back-office operations. The platform aims to overcome the limitations of traditional methods like Business Process Outsourcing (BPO) and Robotic Process Automation (RPA), which have often resulted in brittle tools, slow implementations, and underwhelming results. Sola's key differentiator is its ability to abstract technical complexity, allowing users to record a process once, which Sola then transforms into an adaptable AI agent. This enables tangible value creation in hours rather than months. --- ### Critical Information **1. Main Findings and Conclusions:** * **Problem Addressed:** Traditional methods for automating back-office operations (BPO, RPA) have consistently fallen short of expectations, leading to inefficient and costly solutions. * **Sola's Solution:** Sola offers an AI-native platform that allows business users to easily create and manage intelligent agents for automating manual, repetitive tasks. * **Key Innovation:** Sola's "magical" aspect is its simple interface that hides immense technical complexity. Users record a process, and Sola converts it into a live, adaptable AI agent visualized through an editable flowchart. * **Impact and Adoption:** Sola is already demonstrating significant impact across industries, particularly in logistics, for tasks ranging from data extraction to automated data entry. * **Founder Strength:** The founders, Jessica Wu and Neil Deshmukh, are highlighted for their exceptional clarity of vision and intelligence, having dropped out of MIT to start Sola. * **a16z's Commitment:** Andreessen Horowitz is thrilled to lead the Series A round and join Sola's board, recognizing the company's potential for real AI adoption. **2. Key Statistics and Metrics:** * **Revenue Growth:** Sola's revenue has grown **fivefold** since the beginning of the year. * **Workflow Volume Growth:** Sola's workflow volume has **doubled month-over-month**, driven by viral adoption and new use case discovery. **3. Important Recommendations:** * The article encourages individuals interested in flexible automation to reach out to the Sola team. * It also invites interested parties to consider joining Sola's team, as they are actively hiring in New York to meet growing demand. **4. Significant Trends or Changes:** * **Shift in Automation Expectations:** Companies are moving beyond the limitations of older automation methods and expecting better, more adaptable AI solutions. * **Democratization of AI Adoption:** Sola's platform aims to make AI adoption accessible to business users, not just technical experts. * **Focus on Tangible ROI:** The emphasis is on AI products that deliver immediate and measurable return on investment. **5. Notable Risks or Concerns:** * The article does not explicitly mention any risks or concerns associated with Sola or its technology. The tone is overwhelmingly positive and optimistic. **6. Material Financial Data:** * **Series A Funding:** Andreessen Horowitz is leading Sola's Series A funding round. Specific financial details of the round (e.g., the amount raised) are not disclosed in this announcement. --- ### Interpretation and Context The news highlights a significant investment in Sola, a company poised to disrupt the process automation market. The core value proposition of Sola lies in its ability to simplify the adoption of AI for enterprise-level automation. * **Back Office Operations:** These are the essential but often unglamorous functions within a company, such as data entry, invoice processing, and claims handling. They are characterized by high volumes of repetitive, manual tasks. * **BPO and RPA Limitations:** The article points out that traditional outsourcing (BPO) and software-based automation (RPA) have historically struggled to deliver on their promises. This often translates to: * **Brittle Tools:** Solutions that break easily when underlying systems change. * **Slow and Costly Implementations:** Long deployment times and high upfront costs. * **Underwhelming Results:** Failure to achieve desired efficiency gains or cost savings. * **Sola's AI-Native Approach:** By being "AI-native," Sola leverages advanced AI capabilities to create agents that are not just rule-based (like RPA) but can understand context and intent. This allows them to adapt to changes in websites or applications, a common failure point for RPA. * **"Magical" Interface:** The ability for business users to record a process and have it translated into an AI agent is a key innovation. This democratizes automation, allowing domain experts (like compliance officers or data analysts) to build solutions without deep coding knowledge. The "flowchart interface" provides a visual and manageable way to interact with these AI agents. * **Tangible Value in Hours:** This is a crucial metric. Traditional automation projects can take months. Sola's claim of delivering value in hours signifies a dramatic improvement in speed to impact and ROI. * **Logistics Industry Focus:** The mention of logistics as a key sector underscores the prevalence of manual processes in industries that are critical to the global economy. * **"Immediate ROI":** This statement from customers is a strong endorsement, suggesting that Sola's platform delivers quantifiable benefits quickly, a key driver for enterprise adoption. * **Viral Adoption:** The doubling of workflow volume month-over-month indicates strong organic growth, suggesting that satisfied customers are actively finding new ways to use the platform and spreading the word. * **Founder's Background:** The founders' MIT background and clear vision are presented as strong indicators of the company's technical prowess and strategic direction. In essence, a16z's investment in Sola signals a belief that the company has found a way to make AI-powered automation practical, accessible, and highly effective for enterprises, addressing long-standing pain points in the market.

Investing in Sola | Andreessen Horowitz

Read original at Andreessen Horowitz

Today, much of the value AI can offer enterprises is the ability to automate back office operations, where there’s an enormous amount of quiet, manual, and repetitive work, including data entry, invoice reconciliation, claims processing, and more. These tasks are essential, but often mundane and tedious, and companies have historically tried to offload this work to business process outsourcing firms (BPOs) or automate it through robotic process automation (RPA).

These approaches, however, have consistently fallen short of expectations and have left companies with brittle tools, slow and costly implementations, and underwhelming results.We believe that customers should expect better. That’s why we were so excited when we met Sola.Sola is an AI-native process automation platform that allows business users (e.

g., a compliance officer or data analyst) to create, deploy, and maintain flexible, intelligent agents, often in traditional industries such as logistics and healthcare.Despite the rapid advancements in AI, many enterprises are still early in figuring out how to leverage it and see a measurable impact, meaning it’s critical for AI products to make adoption easy and the results tangible to be successful.

This is what we believe makes Sola particularly magical: the product’s simple interface abstracts away the incredible technical complexity required to make these agents work. Customers record a process once on their computer using a Sola extension, and Sola turns that input into a live, continually running, adaptable AI agent.

The agent is visualized through a flowchart interface that customers can edit and manage, which enables them to create agents that produce tangible value in hours instead of months. The product works reliably, even as underlying websites or applications change, because it understands the context and intent of the automation and can adapt accordingly.

If someone at your company regularly performs a mundane, repetitive task, there’s a good chance Sola can automate it.Unsurprisingly, Sola is already making an impact across industries, especially in logistics — which is still heavily reliant on manual processes and where customers now use Sola for everything from pulling information from online portals to automating data entry.

Customers consistently say Sola is the first AI product where they saw immediate ROI and that they’ve already been able to reduce BPO costs or reassign internal teams to more strategic work. Since the beginning of the year, Sola’s revenue has grown fivefold, and its workflow volume has doubled month-over-month, driven by viral adoption as customers continually discover new use cases the platform can support.

What sets Sola apart isn’t just its technology, it’s the caliber of its founders and the clarity of their vision. I first met the founders, Jessica Wu and Neil Deshmukh, two years ago, just after they had dropped out of MIT to start Sola. Even then, Jessica and Neil had an exceptionally clear vision about how to build a flexible process automation platform to drive real AI adoption.

I left the meeting and immediately told my partners that these founders were special, and possibly some of the smartest people I’d ever met.We’re thrilled to be leading Sola’s Series A and joining their board. They’re actively hiring in New York to meet growing demand, so reach out if you’re interested in joining the team!

And if there’s a process in your organization that is ripe for flexible automation, the Sola team would love to help.

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