Prediction Not checkable as stated
Kokko: AI Will Autonomously Detect Market Shocks and Interview Experts
“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…”
Assertion Not checkable as stated
Kokko: LLMs Still Struggle with Deep Industry-Level Understanding
“Even today's LLMs still struggle to be able to do that kind of thing at that deep industry level understanding.”
Assertion Supported
Kokko: Tegus Acquisition Added Over 1,000 Buy-Side Firms to AlphaSense
“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 …”
Assertion Not checkable as stated
Kokko: AlphaSense's Legacy Sentiment Model Still Outperforms Modern LLMs
“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.”
Disclosure
Kokko: AlphaSense Just Launched an Autonomous AI Expert Interviewer
“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 …”
Assertion Not checkable as stated
Kokko: AI Report Generation Matches Three Weeks of Team Research Output
“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.”
Insight
Kokko: AI Shifts Investor Edge to Asking Better Questions
“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…”
Insight
Kokko: Prompting AI Effectively Mirrors Managing a Junior Analyst
“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…”
Disclosure
Kokko: The vast majority of AlphaSense's pricing remains fixed
“The vast majority of our business is still fixed in terms of how we price.”
Assertion Supported
Kokko: AlphaSense Deployed Nearly $1B to Acquire Tegus
“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.”
Prediction Not checkable as stated
Kokko: AI Can Fully Automate Portfolio Monitoring and Cross-Industry Analysis
“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…”
Assertion Supported
Kokko: AlphaSense's Searchable Repository Indexes Half a Billion Documents
“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…”
Disclosure
Kokko: Search Modes Range From Six Seconds to Fifteen Minutes
“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 …”
Disclosure
Kokko: AlphaSense operates an LLM-agnostic orchestrator across leading models
“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.”
Disclosure
Kokko: AlphaSense Deploys Different LLMs for Buy-Side and Corporate Clients
“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.”
Assertion Supported
Kokko: AlphaSense Has Grown to Employ Over 2,000 People
“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.”
