Jack Kokko: Building AlphaSense - [Invest Like the Best, EP.404]

Bullish:

• $ALPHASENSE - AlphaSense aims to revolutionize information gathering and analysis by reducing friction and costs, enabling more efficient and comprehensive due diligence through machine-assisted organization.

  • “We're trying to take all the friction and barriers out of the way and try to make the cost of acquiring information and insights really, really low. So you could suddenly scale it and do a lot more work, do a lot more diligence, and have it be organized for you and done for you by machines.”

    Jack·50:18
• $PRIVATEDATA - There's significant value in expert interview content for gaining insights into private markets and companies, providing transparency in previously opaque areas.

  • “The expert interview content is definitely what I see as the most exciting one because it provides a whole new lens into what's going with companies and industries and private markets where those markets have been lacking transparency, have been in the dark in terms of information you could get on those companies.”

    Jack·26:33
• $AI - Large language models and generative AI represent a significant breakthrough in AI technology, enabling processing of massive contexts and potentially transforming various industries.

  • “The true big breakthrough, of course, was with large language models and generative models, where now you had massive context and you could have a model that reads even up to your whole book, whatever you give it to it.”

    Jack·8:27