How Valon Rebuilt a $13 Trillion Industry From Scratch

2026-10-07 · 41 min · episode 1221 · 13 entities

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Link in episode "How Valon Rebuilt a $13 Trillion Industry From Scratch": https://valon.com/

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Link in episode "How Valon Rebuilt a $13 Trillion Industry From Scratch": https://valon.com/

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Episode description as stored

a16z General Partner Angela Strange sits down with Valon’s Andrew Wang and Linda Du to unpack what it takes to rebuild the infrastructure underneath a $13 trillion mortgage market that still relies heavily on systems designed before the internet. Linda and Andrew explain why Valon chose the hardest path: becoming a regulated mortgage servicer, translating decades of federal and state regulation into software, and proving the platform on its own loans before selling it to the industry. That foundation made Valon roughly three times as efficient as traditional servicing and created the system of record it is now using to bring AI into complex mortgage workflows. They also discuss what AI makes possible on top of that infrastructure, from agents handling long-tail servicing tasks to voice interfaces and more personalized customer experiences. And they explain why deploying the technology into large regulated enterprises is ultimately as much a change-management challenge as a technical one. Resources: Follow Angela Strange: https://x.com/astrange Follow Andrew Wang: https://www.linkedin.com/in/wangandrewd Follow Linda Du: https://www.linkedin.com/in/xlindadu/ Learn more about Valon: https://valon.com Stay Updated: Find a16z on YouTube: YouTube Find a16z on X Find a16z on LinkedIn Listen to the a16z Show on Spotify Listen to the a16z Show on Apple Podcasts Follow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.