“The basics, so your contractual agreements, your IEAs… That's the law. Then the big opportunity is doing performance well… early version of a conversation so it doesn't turn into a big process.”

“Stress testing the models ... trying to expose weaknesses ... creates a baseline for the performance of your models”

“If we do replicate the replicators, we actually end up with better performance… less churn for rebalances… lower fees and better cash management”

“I actually set up some evals and with post-processing, I was able to get Llama 3.2b to perform as well as Cloud Sonnet at summarizing locally the conversations that I was having.”

“We focus where there's blank space… give up some of the equity upside in order to protect our downside… consistently performing about 14% per annum, much better than equity markets.”