Invest Like the Best with Patrick O'Shaughnessy · Tuesday, August 11, 2026
Brett Adcock, co-founder of a company (implied to be with Peter), discusses his team's deep understanding of AI capabilities, likening it to navigating a 'jagged edge' of technology. He notes how their work with Coursera evolved from IDEs to auto-complete and agentic work, constantly obsolescing their own previous efforts.
“My partners Peter and Brett, I think this is their third company working together since like a 20-year relationship, which is just like an amazing and great place to start.”
“And they're very close to the metal of the models and the harnesses. And they're understanding the jagged edge of AI capabilities, which is very different than the human smooth. We understand intuitively. They understand that jagged edge of capability and they build around it.”
“You saw the evolution of Coursera from the IDE to like tab auto complete to agentic work over and over and over again. They were obsoleting their work from six months ago.”