VC10X - Startups, GTM, Investing, Venture Capital, Asset Management, Private Equity, Family Office Founder10x - Can AI Beat The Top Investors? - Jan Szilagyi, Co-founder, Reflexivity
Oct 28, 2025
Jan Szilagyi, co-founder of Reflexivity, dives into how AI is revolutionizing market research for hedge funds. With a focus on combining micro and macro analysis, Reflexivity leverages LLMs to transform raw data into powerful insights. Szilagyi discusses the challenges of data overwhelm and how AI can democratize investment strategies, improving alpha access. He also shares lessons from legendary investors and highlights the importance of human collaboration in a tech-driven landscape, all while navigating the competitive AI landscape.
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Hybrid LLM And Knowledge Graph Engine
- Reflexivity pairs a knowledge graph with LLM reasoning to provide zero-hallucination investment analysis across many asset classes.
- It enables both prompted deep analysis and unprompted monitoring that surfaces questions investors hadn't asked.
Let AI Propose The Questions
- Use AI not only to answer queries but to surface better questions you didn't think to ask.
- Rely on continuous unprompted monitoring to reveal hidden risks and opportunities in your data streams.
Macro Drivers Matter As Much As Micro Details
- Stanley Druckenmiller taught focus on both micro details and macro drivers when valuing securities.
- Reflexivity organizes data to help investors identify the one or two key drivers that move a stock's price.