Mike Ryan from Bullet Point Network on Building the AI Wall Street Will Rely On

I am thrilled to have Mike Ryan, CEO of Bullet Point Network, who was earlier Partner at Goldman Sachs, Global Co-Head of Equities, investment committee at Harvard's endowment. In this episode, Mike Ryan, CEO of Bullet Point Network and former Goldman Sachs Partner and Global Co-Head of Equities, shares insights on AI in investing, disciplined capital allocation, and building a startup late in a storied career. Discover why quality control is the real battleground in AI, how the "AI + 1" model keeps humans in the loop, what decades on Harvard's investment committee taught him about betting on people, and why return on capital still matters most in an age of sky-high private valuations. Timestamps 00:36 — Allocating capital at Harvard's endowment vs. running a trading desk at Goldman 02:21 — The moment he decided to leave Goldman and Harvard to build a company 04:12 — "AI + 1": where the system stops and human judgment starts 07:01 — Selling AI into skeptical investment teams — the sales cycle and quality control 09:15 — Turning a geopolitical/macro signal into an investable thesis vs. a narrative 12:28 — From the token subsidy era to the token shortage era 14:54 — Where AI creates real leverage in the deal lifecycle — and where it's hype 17:40 — Patterns from the dot-com and subprime cycles; are we in a bubble? 21:43 — Why companies stay private longer, secondaries, and the IPO question 25:08 — Creativity, persuasion, judgment, and the death of apprenticeship learning 27:59 — The operator problems Goldman and Harvard never prepared him for 30:26 — GTM motion: who the first buyer is inside an investment firm 32:12 — McKinsey's 12M-jobs projection and whether firms are ready 34:53 — Value vs. growth investing at high valuations Mike's Links LDN/ X – https://www.linkedin.com/in/mike-ryan-bpn/ Website – https://bpnai.com/ My Links Podcast: https://lifeselfmastery.com/itunes Newsletter: https://partner-grow.beehiiv.com/subscribe YouTube: youtube.com/lifeselfmastery Twitter: https://twitter.com/rohitmal LinkedIn: https://www.linkedin.com/in/rohit857/ Course: https://www.udemy.com/course/outbound-sales-mastery/