David Weisburd
๐ค SpeakerAppearances Over Time
Podcast Appearances
What makes you so bullish on that sector of the market?
And that actually, interestingly, dovetails with our previous discussion on vertical versus horizontal AI.
The advisor actually has the context on the person.
So a lot of financial decisions are not only right or wrong, they're contextual to the person.
On top of that, it requires a high degree of context and understanding.
And they're very high stakes.
If you sell your home and you get a tax bill in the wrong year, that could mean hundreds of thousands, if not millions of dollars of a mistake versus a chat TPD might give you the right answer, quote unquote, but it's the wrong answer for your specific context.
One of the hardest things of investing is seeing what's shifting before everyone else does.
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But channel checks are no longer a luxury.
They're becoming table stakes for the industry.
The challenge has always been scale, speed, and consistency.
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