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

You're going to only work with data that you trust.

If you don't have the data, it's okay to say, I don't know the answer and so on.

So it changes, I guess it changes the utility function of the system a little bit compared to an LLM that is much more geared towards really wanting to effectively give an answer almost at all costs.

So I'll give you a funny anecdote, which happened when we were giving a demo to a very, very large fund.

And just at the time, and you may remember this, across the tape came a headline that basically suggested that President Trump had tried Coke in Mexico, thought it tastes a lot better, and so suggested that Coca-Cola in the U.S.

should replace Fruit Joes with real sugar.

The client looked at, you know, we were a team of three during the demo and said like, okay, look, we would not spend the next two, three days building supply demand analysis of the sugar market on the off chance that there's a trade somewhere in this.

But if you guys are as good as you said you are, why don't you show us what reflexivity can do in this case?

And in a matter of minutes, it was actually incredible to watch.

It really went into the depths of, you know, we connect to S&P Global, we connect into data stream at LSEG and so on.

It pulled up sugar harvest data for Hawaii, Texas, Louisiana, Florida, the four sugar producing states.

And created an estimate of the gap that would result from that kind of change, identified Brazil as being the country from which the gap would most likely be plugged.

And then a couple of companies that in that scenario would be probably mildly undervalued.

It didn't amount to like a fully fledged trade idea, but it was much closer than what you would have done if you were literally just basically spitballing with that headline and kind of guessing.

And so I think it really showed how you were able to bring a lot more rigor, a lot faster to this kind of evaluation of market events to see if this is worth pursuing or not.

And I think that's only going to become more and more obvious as more people start using this technology because they'll just be much faster and more rigorous at either dismissing or pursuing trade ideas.

And I think there's ultimately tremendous benefit in that.

This is a question that obviously we get repeatedly and

I have thought about it quite a lot, but I always come back to the same answer, which is at least the way it's currently designed, the quality of answers that you will get when you are interfacing with reflexivity and AI at large is really only as good as the quality of the questions that are being asked.

And I do think that, yes, having access to reflexivity will give everybody the ability to answer their questions much faster.

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