

Consumer AI Dialogues: Building AI Companions People Love with Tolan
Join us for a conversation with Ajay Mehta, founder of Tolan - the breakout AI companion that millions now talk to as their own personalized alien friend.
Tolan's rise is one of the most striking inflection stories in Consumer AI. It's built one of the most loved products in the category, with unusually high retention at scale. But the real story is the choices behind it.
In a category chasing realism and maximum engagement, Tolan bet the other way - a companion that's intentionally not human, deliberately designed against addiction, measuring success by whether users' real-world confidence and relationships improve, not by time spent in the app.
Tolan has also pushed the frontier on voice AI, memory, and crafting special customer experiences with intentional tone and personality.
We'll go beyond the surface with Ajay on the inflection point, the counterintuitive bets, and the trade-offs of building consumer AI that's meant to make your life better, not keep you on your phone. We'll also explore at what it takes to build high-quality engagement and break through the clutter in a fiercely competitive category.
Who Should Attend: Founders and senior operators building and scaling Consumer AI products.
About Lightspeed:
Lightspeed is a global multi-stage venture capital firm focused on accelerating disruptive innovations in Enterprise, Consumer, Health, and Fintech sectors.
Over the past two decades, Lightspeed has backed hundreds of entrepreneurs and helped build more than 500 companies globally, including Anthropic, Mistral, Pika, Suno, Emergent, Sarvam, Zepto, Nutanix, Razorpay, and OYO.
Read more from us on Substack: https://lsip.substack.com/