00:51:04 · Brett Caughran, Kris Bennatti
[00:51:04] S1: We've covered a lot of ground, Chris. Any other core debates that you're having with clients or peers or friends or sort of big questions that you think still need to be resolved that we should talk about? [00:51:20] S0: One thing that's somewhat interesting is, have you tried using any of the big models for extracting soft guidance? [00:51:33] S1: No. Tell me about it. [00:51:34] S0: Or do it. Yeah. So we built a guidance model two years ago now that we thought would only have a moat for about nine months. The reason we bought... Built the guidance model is because LLMs are brilliant, but when they think about tense, they focus... When they think about whether or not something's future or past, they focus on the tense of the verb. So we talked about this before, Bret, where, you know, American Eagle frequently says CapEx is now expected to be. And if you run state of the art models and say, get me all management guidance, it's missing a bunch of guidance. And that appears to still be true, which I find absolutely fascinating, especially because so many of those big model providers have been investing in finance specific training. Now that I've said it on this podcast, it will probably be, fixed tomorrow. But [00:52:43] S1: No. All all 10 listeners to the Invest with AI. [00:52:46] S0: All 10 listeners. Yeah. Yeah. [00:52:47] S1: Although it's probably being scraped into many many agents, I'm sure. Probably. That's interesting. [00:52:55] S0: Yeah.
00:52:55 · Kris Bennatti, Brett Caughran
[00:52:55] S0: Yeah. [00:52:57] S1: Yeah. Fascinating. Okay, great. Yeah. Why do you think, like, I hear this a lot, like the Opus model of agents have more been more specifically finance trained than the ChatGPT. Do you have any sense of why that's been the case? Has that been your experience? [00:53:18] S0: Why it's more finance? [00:53:20] S1: Yeah. Is that just the intention of the training process? [00:53:25] S0: I think a lot of the big firms are now specifically focusing more on finance because A, they realized it was a major gap before and B, realizing it, that this is a consumer base actually willing to pay. [00:53:41] S1: Yeah. Yeah. I think it was a little bit of galvanizing moment when Anthropic did their finance day and showed that finance was the second largest vertical behind tech. [00:53:54] S0: Complexity as well. Yeah, obviously.
00:53:54 · Kris Bennatti, Brett Caughran
[00:53:54] S0: Complexity as well. Yeah, obviously. [00:53:58] S1: Finance AI is definitely having a moment. Even have a specific finance and investing podcasts out now, Invest with AI, available on all podcast platforms wherever you get your podcasts. Like and subscribe, as the kids say. So thank you so much for being with us, Chris. This has been really helpful. Part of what we're trying to sort of do in this podcast is sort of like a flashlight on a dark evening. Just see three feet in front of us. I don't really know. I don't think any of us know what lies around the bend. But we hope to continue to have you on to sort of see a little bit further down the road and understand, at least understand where we're at in the moment. So thanks for thanks for everything you've you've shared. And what's the best way for people to get in contact with you if they want to learn more about Hudson Labs? [00:54:51] S0: Hudson-labs.com. Come give us a view. And I'm Chris Binati. You can find me on LinkedIn, X, everywhere. [00:55:01] S1: Great. Well, thanks so much for the time today. [00:55:05] S0: Thank you. Thank you, Chris. [00:55:07] S1: I'll bother you soon with more questions, I'm sure. [00:55:11] S0: Can't wait.