Sherpa
2 statements across 1 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement May 4, 2026 by Dave Jerger · said 3 times in 2 episodes since 2025 · across every show →
Mentions by year
brought up most by Sloan Payne (2), Mike Trigg (1)
tap a year for its mentions
2026 2 mentions in 1 episode
2025 1 mention in 1 episode
Everything said about Sherpa, oldest first
May 4, 2026 neutral
AI edge requires the willingness to discard tools after two weeks
“I think the more competitive it comes from not just building the tool, but being willing to throw out the tool two weeks later because of how fast technology is progressing. And I don't even say that facetiously because Sherpa, Everest, those tools, we're lite…”
May 4, 2026 positive
WCM built an internal AI assistant to analyze earnings and expert networks
“We have a thing called Sherpa, which is this internal AI research assistant. It's built by the investment team, and it's a data scientist and an AI guy we brought in. It does deep research on earnings transcript, expert data networks, aggregating colossal amou…”