My guest today is Jack Kokko. Jack is the CEO and Founder of AlphaSense, an AI-powered search engine for market intelligence. He shares how AlphaSense began by aggregating fragmented financial data sources and evolved with the advent of large language models to change the research experience completely. He speaks to their recent acquisition of Tegus earlier this year, reshaping the business and further supporting their expansion to serve all types of companies instead of exclusively investment firms. Jack has been navigating the AI revolution from its earliest days and you can feel his excitement when he talks about the future. We discuss building an agile platform, the importance of managing cultural integration, balancing AI capabilities with user trust, and the frontier for this technology. Please enjoy my conversation with Jack Kokko.

For the full show notes, transcript, and links to mentioned content, check out the episode page here.

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This episode is brought to you by AlphaSense. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Imagine completing your research five to ten times faster with search that delivers the most relevant results, helping you make high-conviction decisions with confidence. AlphaSense provides access to over 300 million premium documents, including company filings, earnings reports, press releases, and more from public and private companies. Invest Like the Best listeners can get a free trial now at Alpha-Sense.com/Invest and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster.

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This episode is brought to you by Ridgeline. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. I think this platform will become the standard for investment managers, and if you run an investing firm, I highly recommend you find time to speak with them. Head to ridgelineapps.com to learn more about the platform.

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Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.

Follow us on Twitter: @patrick_oshag | @JoinColossus

Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

Show Notes:

(00:00:00) Welcome to Invest Like the Best

(00:08:32) The Evolution of AlphaSense and AI Integration

(00:10:24) Impact of Large Language Models

(00:19:24) User Behavior and Trust in AI

(00:26:24) Future of AI in Investment Research

(00:28:41) The Value of Proprietary Data

(00:31:24) M&A Insights and Lessons Learned

(00:32:59) The Tegus Opportunity and Investor Insights

(00:34:41) Building Trust and Cultural Compatibility in M&A

(00:37:33) Selling to Investors vs. Corporations

(00:40:46) Personal Motivation and Entrepreneurial Journey

(00:47:24) Breaking into the Corporate Market

(00:49:28) Future of AI and Foundational Models

(00:52:04) The Kindest Thing Anyone Has Ever Done For Jack

James Madison