Innovantage Podcast

Several genuinely non-obvious operator insights (telecom currency lock-in arbitrage, the automation-budget heuristic, news-trading efficiency) sit amid a lot of repetitive 'AI is here to stay' platitudes and filler.

“we would lock in the currency trade at the start of your call”

“if you would have 3, 4, up to 6 months of salary of that person as an IT budget, would you actually be able to automate this role”

The 'best second' philosophy, the geographic-gap telecom strategy, and the fully autonomous multi-agent fund are fresh framings, but much of the AI discussion recycles common low-hanging-fruit and human+machine narratives.

“I want to be the best Second”

“it's way faster to be the second because you see everything that they did”

A genuine practitioner: serial entrepreneur who built and sold a 35-country telecom firm and is an active CEO/co-founder of a Luxembourg fund with real AUM and an AI-only fund - directly relevant, not a career podcast guest.

“He is the CEO and co-founder of DHF Capital”

“my telecom company at the end was in 35 different countries”

Strong on concrete numbers and named examples: margin figures, agent counts, risk limits, efficiency gains, token costs, and the Luxembourg/ISIN detail - well above the vague norm.

“wholesale telecom is about 7 to 9% gross margin if you're lucky. And we were on 11 to 13”

“the fund has a 30% risk, which is about 3% a day maximum risk per agent and 9% a week”

The host asks reasonable follow-ups on quantifying AI impact, reliability, and security, but defaults heavily to agreement and never challenges bold claims like the unverified 32% efficiency or the fund's risk model.

“That's a good point. That's a good point indeed.”

“Makes sense. Makes sense.”