Episode Details

Jack Kokko: Building Alphasense - [Invest Like the Best, EP.404]
12/31/2024
Invest Like the Best with Patrick O'Shaughnessy β†—

Key Insights

Bullish:

  • 🟒 $LLMTECH - Large language models and generative AI are seen as a major breakthrough in AI technology, providing massive context and the ability to process large amounts of information.
    • β€œThe 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)
  • 🟒 $AIASSIST - πŸ”’
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  • 🟒 $TIGAS - πŸ”’
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