00:49:31 · Khe Hy, Brett Caughran
[00:49:31] S1: Someone someone asked me like, like what skills should I have? You know, like college kid, was like, be good at golf and be funny. It's like like two things an LLM can't do and humans love. Yeah. [00:49:45] S2: Maybe just sort of closing question. You talked about the importance of AI native and like part of our mission in all of this is sort of like help people chill on their sort of existential dread a little bit. Maybe help me chill on my existential dread a little bit. What advice would you have for like the younger people to one sort of become AI native, like any sort of tactics on actually learning this stuff? What have you seen in the interns you've worked with and sort of hired? How can people that want to make a career here in this wonderful craft of investing sort of make sure when they show up on the desk prepared, what resources or methods have you found to be most helpful?
00:50:30 · Raj Shah, Brett Caughran
[00:50:30] S0: Yeah. It's a great question. Look, I think if I think back to my own personal experience, like, I was younger and what's... You know, and and I'm not airing enough to say I've been wildly successful, but at least what's made me happy in what I'm doing, I think people should not have the existential dread about AI and and attack it by thinking about this as a job skill, as a professional skill. Think about it and becoming AI native as a life skill, because I do really believe that's what it is ultimately. Whether someone's gonna work in finance or not, or they're gonna work in law or law enforcement or whatever they're gonna do, I think in ten or twenty years, like, this younger generation is gonna be using AI in every facet aspect of their lives. And I reason I brought up the way, you know, I grew up because because I think, look, all of us in this call, we kinda came up with, like, AOL instant messenger and sort of the early to mid days of the Internet. And we are Internet native. Like, you know, our parents are still blown away when we show up and install apps on their phones and switch the inputs on the TV. [00:51:29] S2: Oh, when you're... [00:51:30] S0: That's when you're... Not true.... [00:51:32] S2: AOL I'm you get that sort of door opening thing. I still... The door opening... Okay.... The butterflies. You know?
00:51:37 · Raj Shah
[00:51:37] S0: Yeah. Exactly. And so that... Look. That's how we grew up. And we didn't know it at the time, but those types of things that we were doing online, dicking around, really actually ended up benefiting us. Because we all went to then go work for older guys or women at hedge funds, and we were doing things. And they're telling us about the days when you had to get a 10 k mailed to you and the proxy came to you in the mail. And so we were... It was like never occurred to us that that was like even a thing. We were like Internet native by nature. And I think AI is the same way. And so my advice would be, first of all, chill with the dread because you shouldn't view it as a professional thing that you have to do. And you should view it as like a life thing and you just sort of relax and let it happen. And related to that is just do it in your free time. The same way we screwed around on the Internet with email and AOL and ICQ and all that other stuff. Just kinda mess around with it. The cool thing about AI, which is so different from, like, the stuff we experimented with is it actually helps you learn it. So if you don't know something and you mess around with it, just ask it, and it's gonna tell you. And that's really cool. That's thankfully... I mean, helpful for us, you know, now being older about this now too. So my advice would be, you know, rather than do whatever people do in their free time now, just, like, mess around with it. Open ended, sit with it, mess around with any... Like, whether that's... You don't have to do claw, you don't have to do codex, sit with Gemini, sit with chat GPT, and just mess around with these. And it's almost like this... You'll have this... These sort of, like, artistic moments where you realize, oh, I could do... Because I did this with that yesterday, didn't open this door. This light bulb went off in my head. I can do something like this. You know, you're gonna get asked to do something at work one day, and it's... The light bulb is gonna go off in your head. Oh, wow. I could use an LLM to do this. I could use this to do that. And that's just because you would have played with it, you know, before in your free time. So, yeah, I I get the existential dread. But I think if you step back and just say, look, I've got lots of time. I'm gonna play with it.
00:53:26 · Raj Shah, Brett Caughran, Khe Hy
It's still so early days, and this stuff is changing so fast too. That's also why it's inadequate to look at it as a professional skill. You may learn the hell out of it for the next two weeks and, like, cram it, and it's just gonna change. Know. And so, yeah, I think just spend as much time as you can with it. Don't force yourself to do it, but whenever you have free time, just mess around. I challenge myself all the time now too, I love it. Any aspect of my life, if I can sort of outsource it or think about having AI do it, you know, for me now, I'll just do it. Like, well, like I said, we just we just moved in a new home. There's so much stuff to assemble, like, kinds of things. And so I'll just take pictures of instruction manuals. I'll take pictures of, like, things that are sitting in packages, and I'll ask Gemini. I'll be like, how long do you think this is gonna take me to do? And then I'll go with the one that takes... Like, it estimates it can take the shortest amount of time to do. Just everything you can do in every aspect, just, like, go with AI the first time and try to figure that [00:54:19] S2: out. Yeah. [00:54:19] S0: And I think that'll I think that'll alarm people well. [00:54:22] S1: I just rewatched seven years of Game of Thrones... Seven seasons of Game [00:54:25] S0: of Thrones with AI. Oh, wow. [00:54:26] S1: It's very enjoyable for, like, a complex show like that to be, like, what was really happening in that... This character's mind during this moment? [00:54:34] S0: Yeah. [00:54:35] S1: So awesome. It was, like, made it so
00:54:35 · Khe Hy, Raj Shah, Brett Caughran
[00:54:35] S1: So awesome. It was, like, made it so [00:54:37] S0: That's a really cool way to do it. [00:54:39] S1: And it's so layered. Right? And, like, the other thing [00:54:41] S0: too is something like Game [00:54:42] S1: of Thrones has been written about so much. So, like, the the hive mind knows a lot about game... Has a lot of opinions about Game of Thrones. [00:54:48] S0: Yes. Oh, God. The LLMs must think is acceptable to humanity based on what happens in Game of Thrones characters do to each other is terrible. [00:54:57] S2: I took your advice on that, Kay, when I went to Musee d'Orsay in Paris, I was looking at Van Gogh's and like, Tell me about this. And it's like, Yeah, it's a really cool way to enhance an existing experience to sort of just go deeper on it. So yeah, that's a great... Not using AI to bypass an experience, but to actually deepen an experiences. [00:55:18] S0: Yeah. Yeah. [00:55:20] S2: This was awesome. Thank you so much, Raj, for being with us today. This is really fun to chop it up. [00:55:26] S0: So fun. [00:55:27] S2: We'll check-in in six months, maybe. We'll sort of look back at the June 2026 episode is like completely anachronistic and everything has changed and etcetera. But it's sort of fun to sort of build and learn together. So thank you so much for being with us. [00:55:45] S1: Yeah. Thanks, Raj. [00:55:46] S0: Thanks for leading these great conversations. [00:55:48] S2: Awesome. Thanks, Raj.