00:45:20 · Brett Caughran, Khe Hy
[00:45:20] S0: Yeah, yeah. Yeah, this will be a conversation for another day, but some interesting movements on AI hedge fund approaches, too. And it's the exact I think it's the exact same question of, you know, one shot doesn't work or most likely won't work. But actually breaking down the, you know, breaking down the alpha generation process into the sub problems. You're starting to sort of see an architecture that I personally think could be quite promising. So things are moving. Things are moving. Things are moving. Think at a sort of accelerated pace. I don't think people most people I talk to don't realize how big the sort of mid summer inflection was and how important sort of improvement in foundation models, the sort of economic implications of open source models, and then what's happening in the connectivity ecosystem. Those three pillars to me conspire to you're really putting us at a really interesting inflection point in the application layer and AI usefulness more broadly for Wall Street use cases. Exciting and scary times we live in. [00:46:34] S1: Yes. Well, thanks, Brad. This is always fun. I like these one on ones. Awesome. [00:46:41] S0: Alright. Thanks a lot, Kay. [00:46:42] S1: Thanks, everyone. [00:46:42] S0: See soon.