Rahul Sonwalkar

Things Rahul Says on Podcasts

reading is goated when literacy is the vibe

Where to Find Them

Rahul Sonwalkar writes Latent Space . They have also been a guest on TBPN (7 times) , Eye On A.I. , The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis and The Peel with Turner Novak . They also write for Rahul Sonwalkar on Substack.

Recently: “AI Boom Reality Check, Jobs Boom, Cybertruck Scrapped | Praveer Melwani, Keller Cliffton, Rahul Sonwalkar, Max Siegelman, D.A. Wallach” on TBPN (November 2026); “AI in the AM — Week 2 Highlights (June 2026)” on The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis (June 2026); “SpaceX IPO Date, ChatGPT x Personal Finance, Sanders & AOC vs. Data Centers | Diet TBPN” on TBPN (May 2026); “$9M Buffett Dinner, AI Monets, Patek Scarcity, Late-Career Founder, WSJ Mansion Section, 𝕏 Timeline Reactions | Rahul Sonwalkar” on TBPN (May 2026); “Weekly Recap: GPT-5, Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen” on TBPN (August 2025); “GPT-5 Hot Takes, Rahul Live from The Ultradome, Doug From SemiAnalysis, Timeline Reactions | Doug O’Laughlin, Rahul Sonwalkar, Mitchell Green, Ben Schleuniger, Merrill Lutsky” on TBPN (August 2025).

What They Said

“Models that are really good at coding, they tend to search a code base… That doesn't always work in finance. If you just search for revenue in the documents and you see a number, you can't just assume that's the revenue. You have to see if it all adds up.” — Rahul Sonwalkar, TBPN

Sonwalkar was explaining what his company's new finance benchmark found about frontier models working on messy deal data rooms. Habits that make models strong at coding fail when the documents disagree with each other.

TBPN · 2026-11-06 Permalink → Listen →
TBPN Around 1:00:47 into the episode
Speaker 7

Right? And so one of the things we did with with this launch is we specifically did not measure the models on our own harness. We use the native CLI. So for open AI models, we use codex.

John Coogan

Sure.

Speaker 7

For Clot models, we use ClotCode. Yep. And just to be independent and really understand where the models are. Mhmm. And so that's the first step, is push with the curiosity and see if we can build the first ultra long horizon benchmark for finance workflows, and we did. And now what we're doing is understanding where do those different models stack up, what are the different idiosyncrasies in how these models pursue these tasks. Yeah. So one of the things we noticed is models that are really good at coding, you know, they tend to search a code base. Right? They didn't search a code base to understand it. That doesn't always work in finance. Yeah. If you just search for revenue in the documents Yep. And you see a number, you can't just assume that's the revenue. You have to see if it all adds up.

John Coogan

Yeah.

Speaker 7

And so...

John Coogan

Well, many many modern deal makers aren't even looking at the revenue. They just ask, like, who else is in over a text message, and then that's their criteria. So you you should fine tune a model on that. They just ask ask ask who's who's leading and then and that's the entire that's the entire…

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