Intuit CEO Sasan Goodarzi on Stratechery: turning accountants from channel into customers with AI
Stratechery · rss · 2026-11-05
Stratechery publishes a long interview with Intuit CEO Sasan Goodarzi. Born in Tehran, he moved to the US at nine and worked at Siemens and Honeywell before joining Intuit in 2004, becoming CEO in 2019 — a classic generalist path.
Key topics:
- Intuit's 44-year evolution: Quicken → QuickBooks → TurboTax business shifts
- Accountants as Intuit's most important acquisition channel, and how AI could transform the profession from partners into customers
- Goodarzi's rebuttal to Ben Thompson's disruption argument: why AI may expand Intuit's market instead
- Acquisitions like Credit Karma and Mailchimp, and how Intuit manages business model change
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