AlphaSense

“I think for sort of AI companies like Cognition, like all your competitors, like AlphaSense, like dozens of others, they are trying to replace closed source models with very, very fast open source models, and they're trying to drive the open source Accuracy dr…”

“Even today's LLMs still struggle to be able to do that kind of thing at that deep industry level understanding.”

“That, of course, led to our much bigger acquisition of Tegas where they were the market leader in that. They'd built by far the largest expert transcript library and a really incredible operation working with a thousand buy side firms out there who were doing …”

“The system is now able to precisely understand what you're looking for from your prompt, and now it goes across all the half a billion documents in our system and is able to find the most relevant ones and then dig deep into them and ask those same questions f…”

“Often hear from clients that a single deep research report that our AI produces now gives them same 10 pages that they spent three weeks producing with a team of people.”

“We are raising the bar, for sure, as any technology that is introduced into the investment process, now everybody's able to do things much more quickly, efficiently, and move more in an agile way, because the research can be applied to so much more that you, i…”

“I'd go back to how do you ask an analyst that's working for you? How do you make sure that you convey all the information that the analyst needs to know so that you can be sure that your request has been understood? It's the same thing with the machine. If you…”

“We've built our system so that you have different modes. You can ask questions in fast mode generative search where the average answer comes back in six seconds. There's a mode where you let the machine think longer. It takes maybe one or two minutes of chain …”

“Although I mentioned the sentiment piece, that is still, you know, the incredible sentiment model we built with the prior generation of technology still is running and is doing a job that's better than what we see LLMs doing.”

“One thing that we built and released Just weeks ago was a new AI interviewer. So our Tegus expert transcript library, it's created by buy-side firms doing interviews with experts and analysts that are hedge fund or VC firm, private equity firm has to get on a …”

“We've built this, our system as kind of an LLM agnostic orchestrator that is working with just about every one of the leading edge models in the market.”

“We've ended up even giving financial services, the buy side, a different model, and the corporate world, a different model. We've learned that there are different stylistic references as to how you want the LLM to be speaking to you.”

“The vast majority of our business is still fixed in terms of how we price.”

“We made a much smaller investment at first, and then we're able to make this very big investment, almost a billion dollars that we deployed in that Tegus deal.”

“I feel like at our size of the organization, over 2000 people, you get to the point where people assume that things that are blocking them are not changeable.”

“Our system can be monitoring that portfolio and analyzing what's happening with every one of those companies, every new piece of information that comes out. It can proactively go figure out what's the meaning of that. What other impacts does it have in other i…”

“When it doesn't find the information, it can recognize that autonomously and go and generate expert calls and have the AI do more expert calls, bring back the information, and now tell you that what does this new thing mean? When the next DeepSeek-like event h…”