George Sivulka

And maybe I'm too techno-optimist, but I actually think the S&P 500 is completely- $100 trillion of additional.

And maybe I'm too techno-optimist, but I actually think the S&P 500 is completely- $100 trillion of additional.

And maybe I'm too techno-optimist, but I actually think the S&P 500 is completely- $100 trillion of additional.

I ultimately genuinely believe that more than 50% of the GDP will be contributed by what you can call agentic applications in the next few decades. Yeah. I actually think it'll happen faster than the next few decades. Do you?

I ultimately genuinely believe that more than 50% of the GDP will be contributed by what you can call agentic applications in the next few decades. Yeah. I actually think it'll happen faster than the next few decades. Do you?

I ultimately genuinely believe that more than 50% of the GDP will be contributed by what you can call agentic applications in the next few decades. Yeah. I actually think it'll happen faster than the next few decades. Do you?

It's a good point if you're cutting cost, which I think Daniel and UiPath are one of the best examples of using AI to make companies more efficient. If you look at finance and how fast Excel went to 90% market penetration in finance, 1985 to 1986, literally 18 months to 24 months, Excel took over all of finance. Everyone switched from using a calculator, the HP-12C, to using Excel.

It's a good point if you're cutting cost, which I think Daniel and UiPath are one of the best examples of using AI to make companies more efficient. If you look at finance and how fast Excel went to 90% market penetration in finance, 1985 to 1986, literally 18 months to 24 months, Excel took over all of finance. Everyone switched from using a calculator, the HP-12C, to using Excel.

It's a good point if you're cutting cost, which I think Daniel and UiPath are one of the best examples of using AI to make companies more efficient. If you look at finance and how fast Excel went to 90% market penetration in finance, 1985 to 1986, literally 18 months to 24 months, Excel took over all of finance. Everyone switched from using a calculator, the HP-12C, to using Excel.

And if you look at how fast finance actually ended up, you know, using credit card data to value public companies ahead of their earnings, that was, again, a two year period more recently. And so finance is the slowest moving, most lethargic, you know, leviath. It's the worst possible customer base to go after unless you're providing outsized alpha or real value.

And if you look at how fast finance actually ended up, you know, using credit card data to value public companies ahead of their earnings, that was, again, a two year period more recently. And so finance is the slowest moving, most lethargic, you know, leviath. It's the worst possible customer base to go after unless you're providing outsized alpha or real value.

And if you look at how fast finance actually ended up, you know, using credit card data to value public companies ahead of their earnings, that was, again, a two year period more recently. And so finance is the slowest moving, most lethargic, you know, leviath. It's the worst possible customer base to go after unless you're providing outsized alpha or real value.

In which case, the minute that there's something real, finance moves faster than any other industry. And so I'm actually making a bit of a bet by going into finance and starting to go out and try to get to my own. You know what I worry about? I worry that we lose the education process.

In which case, the minute that there's something real, finance moves faster than any other industry. And so I'm actually making a bit of a bet by going into finance and starting to go out and try to get to my own. You know what I worry about? I worry that we lose the education process.

In which case, the minute that there's something real, finance moves faster than any other industry. And so I'm actually making a bit of a bet by going into finance and starting to go out and try to get to my own. You know what I worry about? I worry that we lose the education process.

Yeah, I'm less worried about that. I think ultimately one of the best things about having the years of experience is actually having the depth of knowledge about investing. So for example, if I'm a junior trying to price an asset, I haven't seen that many other companies that look like this company.

Yeah, I'm less worried about that. I think ultimately one of the best things about having the years of experience is actually having the depth of knowledge about investing. So for example, if I'm a junior trying to price an asset, I haven't seen that many other companies that look like this company.

Yeah, I'm less worried about that. I think ultimately one of the best things about having the years of experience is actually having the depth of knowledge about investing. So for example, if I'm a junior trying to price an asset, I haven't seen that many other companies that look like this company.

And so I might say, hey, I think it should be priced at X, Y, or Z. And then someone in the IC meeting will be like, hey, no, I've seen 20 other companies in my 40 years of career that look exactly like this. And they all went nowhere. And I'm leaning on my prior experience.

And so I might say, hey, I think it should be priced at X, Y, or Z. And then someone in the IC meeting will be like, hey, no, I've seen 20 other companies in my 40 years of career that look exactly like this. And they all went nowhere. And I'm leaning on my prior experience.