Rising Tide Startups

Sometimes an AI can out-reason a senior analyst in the time it takes to brew coffee. Giuseppe Sette is President and Co-Founder of Reflexivity, an AI-driven investment platform built to bring institutional-grade reasoning to every investor. After managing billions as Co-CIO of Global Macro at Lombard Odier and holding senior roles at Brevan Howard and Davidson Kempner, he saw a structural problem in modern finance: even the most talented analysts were overwhelmed by the scale and speed of market data. That realization led him to build around a core principle he calls Reflexivity, the idea that intelligence must examine its own reasoning. Instead of simply retrieving or summarizing information, the system audits assumptions, models feedback loops, and pressure-tests conclusions before delivering insight. The goal is not just faster answers, but structured reasoning under uncertainty. In this episode, we explore the shift from search tools to true reasoning agents, what it means to build AI that thinks throu