The LLM Is Not the Moat | What Actually Creates AI Competitive Advantage | Global Alts Miami 2026 скачать в хорошем качестве

The LLM Is Not the Moat | What Actually Creates AI Competitive Advantage | Global Alts Miami 2026

What happens when you train an AI on 40 years of a world-renowned professor's research? You get Pseudo David—an AI that's "smarter than any of my Berkeley colleagues." Watch a live demo of Dynamic Experts' AI twin technology, including real-time answers on investing under uncertainty, key person risk, and who owns the intellectual property when you digitize human expertise. Featuring: • Jeff Assaf, CIO, ICG Advisors (Moderator) • David Teece, Chairman, Dynamic Experts • Steve Outtrim, CEO & Co-Founder, Dynamic Experts • SudoDavid (AI Digital Twin) TIMESTAMPS: 0:00 - Introduction: Most cited management author in the world 2:04 - "What have I got to lose? Your identity" 2:39 - "He's way smarter than any of my Berkeley colleagues" 3:29 - What is Pseudo David? Colleague, mentor, teacher, analyst, doer 5:11 - Live demo begins 6:05 - First question: How do managers get an edge when everyone has LLMs? 8:06 - "The LLM is not the moat" 8:44 - "The edge is what you feed the AI" 9:23 - Investing under deep uncertainty 10:17 - "Bet on capabilities, not predictions" 10:44 - How would Pseudo David work with investment managers? 11:44 - "I'm not replacing judgment. I'm sharpening it" 12:02 - How do firms practically use this? 14:15 - "$1,000 for infinite consultant on demand" 15:29 - The SEC compliance joke 16:17 - Pseudo David analyzes DeepSeek Wall Street Journal article 17:07 - "DeepSeek broke the narrative" 18:35 - Capturing founder knowledge before they leave 19:19 - "You're capturing how they think, not just what they know" 20:50 - AI agents and stablecoin payments 22:04 - Who owns the digital twin? IP and tacit knowledge 23:51 - "Tacit knowledge walks out the door every night" 24:37 - "First movers get to define the norms" 25:00 - "Pseudo twin = user interface to AI" #AI #DigitalTwins #DynamicCapabilities #AlternativeInvestments #iConnections #GlobalAltsMiami-- Welcome to iConnections—where the alternative investment industry comes to connect, learn, and grow. iConnections’ Global Alts is the world’s largest cap intro event, hosted at the Miami Beach Convention Center. This premier gathering features insights from top minds in investment, finance, and economics, while giving attendees exclusive access to the global alternative investment community. But we’re more than just events. iConnections is a platform built to connect allocators, managers, and the alternative investment industry year-round. Through innovative technology and curated connections, we make it easier than ever to network, schedule meetings, and grow your business—all in one place. Join us as we transform the way the alternative investment world connects and collaborates. Let’s shape the future of the industry together. Discover iConnections Today: Learn more about our platform: https://www.iconnections.io Stay connected through our social channels: LinkedIn:   / 53118918   Twitter:   / iconnections_io   Instagram:   / iconnections_io