The CFO Who Sees Around Corners: AI, Blockchain, Quantum Chaos & Why Every Founder Is Leaving Money On The Table

Yes.

Yeah, I mean, along those lines, I mean, you've built your career stepping into situations where the rules haven't been written yet, whether it's blockchain, finance, emerging tech, complex capital structures, now AI.

What's one moment where everything felt uncertain?

Well, Kip, unfortunately, the industries that I pick, it all feels uncertain.

I've been on the front of six frontier industries as they emerged, starting with nanotechnology, okay? And the thing I like to say is you always know little and what's unknown is huge.

When you step into this, because the technologies are concretizing.

They're coming into existence.

Look at AI today.

We don't even really understand why hallucination happens.

We've got some mathematical formulas that will tell us at what rate hallucination will occur.

We know that long context windows can perpetuate this because generative AI eats its own product.

But in every single industry, nanotechnology, blockchain, CBD, right after the 2018 Farm Bill, precision oncology and pharmaceuticals, lithium extraction, and now with AI, we are all just figuring it out.

So the only thing you can do is like you cling to the life raft in the water, which is what do we know, right? That's going to keep you afloat.

And the rest of the tech is going to evolve around you.

And you just have to stay really, really clear on the market directions and what's going to be different.

So in looking at, like even AI today, right? I lead I lead two AI companies.

I'm the chairman of the board for a generative IDE product.

So basically you code inside of an AI environment, all right? we still have to bring that environment.

People have to code.

Yes, there's AI, there's all this other stuff, but if people aren't productive inside your product, it doesn't work.

So you've got this basic part of business.

And the other part is we were the first company in the world to release a generative LLM, a large language model, and a JEPA model, a joint embedding prediction and architecture model, right? Which is a brand new way to do AI.

So it's globalistic in thinking.

So Generative IDE, the company that I lead, we now have to go tell the world, hey, we're making your product better.

And oh, by the way, here's this award-winning breaking technology that's going to make it new and improved, right? So I'd like to say that...