AlphaSense CEO Jack Kokko details the acquisition of Tegus to expand AlphaSense's coverage across public and private equity.
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 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…”