00:18:01 · Brett Caughran, Kris Bennatti
[00:18:01] S1: And I hear, and I don't fully understand this, I hear some people say like, Oh, XYZ vendor has a, their API is great, or their MCP is great, their MCP is not so good. Like what is the skill in sort of like for a neophyte, what's the process of taking your data into an MCP and where is the skill in that? How do some vendors sort of do that well? How do some vendors fail in your assessment? [00:18:33] S0: Like many things, I think it's a function of effort and attention to detail because it does take effort to break down your products and make it identically usable. You're translating essentially what is... Was originally a user interface into something that makes the most sense to an LLM. And what makes sense to an LLM doesn't always make sense to a human being. I think, you know, because we have Suhas, we're particularly good at making our tools LLM readable. That is another thing we talked a little bit about, you know, what's different between Hudson Labs, what's going on in the back end. And one of the things that we do do differently is when you ask a question as a human being, we have a translation step and make your prompt more LLM friendly, particularly when we're talking about market search where those search and retrieval steps and how you ask that question really, really matters. And that applies to MCP as well.
00:18:33 · Kris Bennatti, Brett Caughran
[00:18:33] S0: Like many things, I think it's a function of effort and attention to detail because it does take effort to break down your products and make it identically usable. You're translating essentially what is... Was originally a user interface into something that makes the most sense to an LLM. And what makes sense to an LLM doesn't always make sense to a human being. I think, you know, because we have Suhas, we're particularly good at making our tools LLM readable. That is another thing we talked a little bit about, you know, what's different between Hudson Labs, what's going on in the back end. And one of the things that we do do differently is when you ask a question as a human being, we have a translation step and make your prompt more LLM friendly, particularly when we're talking about market search where those search and retrieval steps and how you ask that question really, really matters. And that applies to MCP as well. [00:19:50] S1: Yeah. How have you thought about the evolution of prompts to skills? I find myself really not prompting much anymore. I have a few sort of conversion prompts, but I find my day to day investment process has really centered around skills into an agentic workspace. How have you thought about that transition of the instructions from the investor to the portal?
00:19:50 · Brett Caughran, Kris Bennatti
[00:19:50] S1: Yeah. How have you thought about the evolution of prompts to skills? I find myself really not prompting much anymore. I have a few sort of conversion prompts, but I find my day to day investment process has really centered around skills into an agentic workspace. How have you thought about that transition of the instructions from the investor to the portal? [00:20:20] S0: Yeah. The goal as a provider is provide the thing that the customer wants with as little instruction as possible. So we think about that a lot. You know, if you just type in SSS, we will guess that you want same store sales and bring that back to you. And that's not something that we were able to do or doing two years ago. So you're right. You know, prompting is becoming a lot less important.
00:20:20 · Kris Bennatti, Khe Hy
[00:20:20] S0: Yeah. The goal as a provider is provide the thing that the customer wants with as little instruction as possible. So we think about that a lot. You know, if you just type in SSS, we will guess that you want same store sales and bring that back to you. And that's not something that we were able to do or doing two years ago. So you're right. You know, prompting is becoming a lot less important. [00:20:49] S2: Can I ask about on the MCP kind of creation and evolution? I'm going to put my, like, power user OpenClaw hat on so it's not maybe directly relevant to financial services LLM. But there's a big push even in that community from MCPs to CLIs. So it's like even more like and again, it's going to be beyond my technical understanding, but CLIs being more efficient and even more friendly for agents to communicate with. I guess my question for you is like, is that true? Is that how do you see that playing out? As an example, like in my own workspace, I've been using the Google CLI instead of the Google connector. It's like so much more efficient and so much faster. I've been using a Notion CLI instead of the MCP server, and the results are much better. And so I'm wondering if that's something that you all are thinking about or how you kind of think of that evolution or the relationship between MCP and CLI.
00:20:49 · Khe Hy, Kris Bennatti
[00:20:49] S2: Can I ask about on the MCP kind of creation and evolution? I'm going to put my, like, power user OpenClaw hat on so it's not maybe directly relevant to financial services LLM. But there's a big push even in that community from MCPs to CLIs. So it's like even more like and again, it's going to be beyond my technical understanding, but CLIs being more efficient and even more friendly for agents to communicate with. I guess my question for you is like, is that true? Is that how do you see that playing out? As an example, like in my own workspace, I've been using the Google CLI instead of the Google connector. It's like so much more efficient and so much faster. I've been using a Notion CLI instead of the MCP server, and the results are much better. And so I'm wondering if that's something that you all are thinking about or how you kind of think of that evolution or the relationship between MCP and CLI. [00:22:04] S0: It's not something that I spend a lot of time thinking about. I'm sure our technical team has. And the one thing I would also say is you'd be surprised by, you know, we're all on Twitter a lot. We see sort of the coolest things that everyone's doing with AI. A lot of our customers don't even know what MCP is. So it's going to be probably a minute before we prioritize doing a CLI, given, it's tough. Think there's huge range of where consumers are at right now and you've got to cater to all of them, but we're okay with where we're at right now.
00:22:04 · Kris Bennatti, Brett Caughran
[00:22:04] S0: It's not something that I spend a lot of time thinking about. I'm sure our technical team has. And the one thing I would also say is you'd be surprised by, you know, we're all on Twitter a lot. We see sort of the coolest things that everyone's doing with AI. A lot of our customers don't even know what MCP is. So it's going to be probably a minute before we prioritize doing a CLI, given, it's tough. Think there's huge range of where consumers are at right now and you've got to cater to all of them, but we're okay with where we're at right now. [00:23:05] S1: Yeah. How how have you thought about the... In sort of business model perspective about the... Around the agent path and sort of my experience having demoed many dozen of the sort of finance chat bots last year, I sort of ultimately found like three or four that were really good that I liked and Hudson Labs was one of those. And that was the good news. The bad news is it sort of remained this cumbersome exercise to log in to Portrait and Hudson Labs and AlphaSense and sort of trying to remember where to go to ask what question wasn't a great user experience contrasted to now an agentic workspace with my skills embedded. I don't have to sort of copy and paste prompts and my connectors. It's a much more delightful, seamless experience. And so how... But how do you think about sort of shifting what what... Have you seen that as well amongst your user base? And how do you think about sort of shifting the Hudson Labs business model to align with that agent path?