“All the researchers that we hired into this group called TBD, they report directly to me… it's anti-bureaucracy… we have more than 200 direct reports.”
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Said on David Senra
The Real Eisman Playbook · What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77
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Created a "skills file" by uploading all old research reports into Claude Cowork and prompting it to generate a 40-page document of research and valuation techniques that can be edited over time
40 pages
“All the researchers that we hired into this group called TBD, they report directly to me… it's anti-bureaucracy… we have more than 200 direct reports.”
“I just hit the ground running and started to upload old models and slide decks that I put together into Claude and figuring out how I can automate them”
“Every time I go to the doctor now or every time I get a medical report, I put it into Claude. And Claude now has a very in-depth record of all of my medical visits”
“You spend all this time researching it, 10 hours go by, you're researching, and then ... realize it's not possible or too expensive”
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