Keep pulling the thread on Jack Kokko.
Jack Kokko predicts that in the future, the AlphaSense platform will be able to autonomously identify a market-moving event, find and interview relevant experts, and provide high-confidence analysis within hours.
AlphaSense's AI can produce a 10-page deep research report that previously took a team of people three weeks to create.
AlphaSense has 6,000 customers, including 90% of top asset management firms, all leading investment banks, and over half of the Fortune 500 companies.
AlphaSense acquired Tegas, which it considered the market leader with the largest expert transcript library, in a deal valued at almost $1 billion.
AlphaSense has recently launched a new "AI interviewer" product capable of conducting expert interviews autonomously.
AlphaSense is using its AI interviewer to conduct monthly channel checks with the same experts across dozens of industries to track metrics like pricing, demand, and market share shifts.
Jack Kokko's vision for AlphaSense is a system that can autonomously identify information gaps, find relevant experts, and use its AI interviewer to generate new, proprietary data.
AlphaSense is accelerating its revenue growth every quarter.
To drive growth, AlphaSense CEO Jack Kokko has taken on the role of head of product and increased his number of direct reports to be closer to product decisions.
AlphaSense's legacy sentiment analysis model, trained over years by a team in India, performs better at deep industry-level sentiment classification than modern large language models (LLMs).
AlphaSense acquired Stream to gain access to its expert transcript library and begin generating proprietary content.
Jack Kokko believes that as AI tools like AlphaSense become table stakes, the source of alpha in investment research will shift to asking better questions and analyzing cross-industry impacts.