Proof of Work: AI Value Creation
00:44:54 · S3, Yann Magnan, Joe Zein
[00:44:54] S3: Call Leon? Yeah, I mean, I said that multiple times. [00:44:59] S1: Think about your data model. Think about your data model. Reflect on that and get get that get that really squared and ready. And then you can move on from there. [00:45:10] S2: Yeah. And my opinion is, you know, go and figure out the vendor because that will bootstrap. Go and figure out which vendor you feel the most comfortable working with, the vendor that is adapting to the change. Because there's also in this world of portfolio monitoring, right? There's a lot of dinosaurs. There's a lot of companies that have been there for forever, that have been rolled up multiple times, that have been sold from a sponsor to another sponsor. Depending on who you are, I personally don't like to work with companies like that. I would much rather work with a young company moving fast, like 70 T Strings. But I would say my first thing is like if you're just exploring it, go buy it first. Then let's don't even think about building it. Like thinking about building it needs to come from a very specific observation or very specific, like you know, you figuring out that you don't need something, you need very something very precise. And the only way to know that you need this something that is very precise and a much lighter version is by actually using a portfolio monitoring tool first. So I think this is really the first step, right?
00:46:13 · Stuart Willson, S3
[00:46:13] S0: Great. Well, thank you, Yann and Joe, for the time. And to everyone who joined today, this is the kind of conversation we want to keep having at Pluris and with our podcast, Just Curious. If you're working through any of these questions at your own firm, contact information for our panelists will be in the follow-up. And if this content interests you, you can subscribe to our podcast. That's on Spotify under Just Curious. And if this work is of interest, uh work related to AI and data at the fund level or the portfolio level, please get in touch. I'd love to chat. And we'll see you next time. Thank you. [00:46:51] S3: Thanks for having us. Thank you. Bye bye. Cheers.