Founder10x - Can AI Beat The Top Investors? - Jan Szilagyi, Co-founder, Reflexivity
Jan Szilayi is the co-founder of Reflexivity, a AI market research platform that is quietly becoming the secret weapon for some of the world's top investors. Backed by legendary figures like Stanley Druckenmiller, Thomas Peterffy, and Greg Coffey, and partnered with Microsoft, Reflexivity is already being used by major hedge funds like Millennium and Soros Fund Management to navigate the overwhelming flood of market data. In this conversation, we explore how AI is evolving from a simple data tool into an analytical partner that helps investors ask questions they didn't even know they should be asking. We discuss the key principles from legendary investors that are baked into the platform's DNA, and we tackle the big question: Could an AI one day compete with the best asset managers on the planet? ⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.com Reflexivity website - https://reflexivity.com/en Jan Szilagyi on LinkedIn - https://www.linkedin.com/in/jan-szilagyi-12284ab 🎙️ Hosted by Prashant Choubey Follow Prashant on X - https://x.com/ChoubeySahab Follow Prashant on LinkedIn - https://www.linkedin.com/in/choubeysahab Timestamps: (00:00) Introduction to the podcast and Reflexivity (03:26) Johan's background and motivation for building Reflexivity (04:25) Overview of the Reflexivity platform (05:44) Differentiating Reflexivity from other AI investment tools (07:50) Market focus of Reflexivity (public vs private markets) (08:51) Key principle learned from Stanley Druckenmiller (10:43) Types of research possible on Reflexivity (13:02) Democratization of market alpha through AI (14:53) Convincing top investors to use Reflexivity (15:41) Influence of academic training on company building (16:54) Managing a long-distance founder partnership (18:09) Comparison with horizontal AI companies (19:38) Strategic partnership with Microsoft (20:41) Go-to-market learnings and challenges (22:19) Potential for an autonomous investment agent (26:32) Fundraising strategy and investor selection (28:16) Capital allocation approach (29:18) Comparing market prediction to running a startup (30:55) Perspective on AI hype and market valuation (33:05) Biggest learning from building Reflexivity (33:48) How to learn more about Reflexivity For sponsorship or guest appearance requests, write to prashantchoubey3@gmail.com Subscribe to VC10X on Youtube, Spotify, Apple Podcasts.
From "VC10X - Startups, GTM, Investing, Venture Capital, Asset Management, Private Equity, Family Office"
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