Keeping an AI on Data: Where LLM's Meet Proprietary Market Data | Takeaways from Our Discussion with AlphaSense

研报英文原文证据摘录

Keeping an AI on Data: Where LLM's Meet Proprietary Market Data | Takeaways from Our Discussion with AlphaSense

Truist Securities

Equity Research Report May 11, 2026

TMT: Artificial Intelligence, Digital

Platforms and IT Services Keeping an AI on Data: Where LLM's Meet

Proprietary Market Data | Takeaways from

Arvind Ramnani Our Discussion with AlphaSense

214-969-5873 We hosted AlphaSense's Charles Zvibleman, SVP of Strategic Finance at AlphaSense

Arvind.Ramnani@truist.com

(formerly Surveyor Capital (Private) and Glenview Capital (Private)) for a well-attended

interactive discussion with investors. Key takeaways from the discussion include: 1) AI

John Nutt improvements have resulted in inflections in the business, but token management is

713-236-4225 becoming increasingly important in regard to pricing. 2) Model quality directly correlates John.Nutt@truist.com

to outcome quality. 3) Search paired with expert call transcripts, broker research, filings

and other data makes for a one-stop shop library for knowledge workers.

Wayne Trinh, CFA

212-590-0911

Wayne.Trinh@truist.com Deep Research Largely Powered by OpenAI to Drive Growth and Margin:

Management notes that model advancements, particularly from OpenAI, were

4 Page Document instrumental in the rolling out and success of AlphaSense's Deep Research product,

which has driven an inflection in the business. This reinforces what we learned from

OpenAI when we visited their offices last week. Looking forward, advancements in

Reasons for this report Claude should allow for the construction of "deterministic workflows" and the automation

of core tasks for many finance professionals and knowledge workers that AlphaSense

✓ Truist Securities Hosted Event Takeaways serves.