Jan Szilagyi

speaker

232 appearances 1 recordings 1 series first heard Aug 2026 last heard 3 Aug

Jan Szilagyi’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.

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Making Billions: The Private Equity Podcast for Fund Managers, Alternative Asset Managers, and Venture Capital Investors · How Funds Use AI to Beat Rivals · 3 Aug 2026 podcast

And so long as you're able to show something that people are able to evaluate somewhat objectively, it is going to kind of reduce that barrier to entry for them to then say like, yeah, I'd love to join you on this journey.

Yeah, it's a great question.

And I do think on some level, and I explain how I think that works, AI is going to be a bit of a leveler here in the sense that when you think about a, let's take a fundamental long short equity fund, a lot of work that they have to put in before they know if they have a trade idea is front loaded, right?

Getting access to all the data, doing the work, doing the analysis.

And at the end of that, you still may not end up with anything that you actually include in your portfolio.

You can only do that so many times.

I'm obviously simplifying hugely, but you can only do that so many times in a given year because it takes experience to decide which ideas to pursue, which ones not to pursue.

And even so, you're still constrained.

If you're a smaller fund, you're particularly constrained because you may have one analyst or maybe the PM is also the analyst.

And so you're kind of doing both portfolio construction, idea generation, and so on.

What a system like Reflexivity allows you to do is...

We like to say that we are massively reducing the cost of curiosity, right?

You are now delegating this front-loaded effort to a system like Reflexivity and saying, can you find out for me whether or not this particular hypothesis that I have has any merit?

Is there any way that this could be a trade or not?

And if the system is then able to procure the data, run the analysis, and give you the answer in a matter of minutes as opposed to days, well, your throughput has just increased quite dramatically.

So you have access to better data.

You have access to more to more analytics.

The productivity gain is absolutely real.

I would.

And, you know, maybe another analogy that I could draw here would be to say, if you think about how triage works in, let's say, in the ER, right?

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