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

But it also now suddenly gives a huge premium to the value of the question itself.

And so what I mean by this is that I think people who are able to think creatively, who are able to think about questions that others hadn't thought of and so on, are actually the ones that are going to find it much easier to generate alpha in this market

And in particular, it's going to be true of those who maybe previously would have censored themselves because they thought, well, I have this question that I believe I know the answer to, but it involves a lot of quantitative analysis.

I'm not a quant.

And so I don't know how to even pursue it.

You've taken that out of consideration because you now have you can tell reflexivity to effectively run almost any kind of analysis.

It'll do the computation for you.

And so the excitement becomes what are the types of things that I should be interested in?

Right.

So the value of the value of curiosity, even as the cost of curiosity comes down, basically skyrockets.

So maybe I'll just give a quick refresher for those who may not know what reflexivity basically is.

But George Soros popularized this term that effectively referenced the fact that, yes, prices reflect fundamentals, but actually fundamentals might also be impacted by prices.

In other words, you may have situations where companies are actually taking action or making decisions on the basis of what the share price is doing.

So you have this self-reinforcing mechanism.

What I think happens in an environment that we're now seeing and with what I was just telling you I think is going to happen as everybody gets access to better AI tools is that I think that loop is just going to be faster and faster.

So if you have access to reflexivity now, you're able to do that calculation much, much quicker.

You basically can see, ah, okay, here's what the share price has done.

This is what I think it's going to lead the management to do in response to this.

And so I may be able to trade in anticipation of that reaction.

That gap between one action and the other, I think, is going to be shrunk because it's going to take just a lot less for the market to process any kind of relationship, any kind of implication that previously might have been one or two days of endless time.

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