Aurelien Nolf

1 episode · 1 moment · last on 12 Jun 2026

12 Jun 2026Lovable $500M ARR, Fable 5, UK AI Minister Joins, OpenAI Price Cuts

1:35:1714 min

Navan CFO Aurelien Nolf on Record Q1 & AI-Powered Travel

Aurelien Nolf, CFO of Navan, walks through a standout Q1: bookings up 50% year over year and past $3B for the first time, revenue up 40%, with a 96 CSAT and 45 NPS. He explains how a decade of travel data powers internally built models used in roughly 30% of cases, the Ava chatbot handling over half of support interactions at human-level satisfaction, the new Google Gemini partnership, and Navan Edge's proactive trip planning — which he puts at about 70% of full autonomy. On geopolitics, he says travelers rebook rather than cancel, with Navan rebooking disrupted flights in ~16 minutes versus 90+ for competitors.