Summary

In Zero Basis Points, Haik Sahakyan and George Guidotti reflect on time in New York and use fitness and weightlifting as a metaphor for discipline, pressure, and long-term consistency in business. They unpack why much of what’s labeled agentic AI today stops at analysis and summaries, rather than delivering real execution. The conversation focuses on the importance of an execution layer — AI that can act across systems and remove real operational work. They also discuss agent maturity, regression, and why building true agentic workflows requires hands-on deployment, iteration, and accountability.

Key Topics Covered

• Why data collection is the industry’s most overlooked problem
• Where workflows break down and turn into task overload
• How fragile integrations create invisible operational risk
• Why advisors misunderstand the role of AI in their day-to-day
• The early signals that crypto and new investor behavior matter

Timecode

00:00 Why New York always resets your mindset

02:49 Fitness routines and long-term consistency

05:23 Lifting, pressure, and business discipline

11:36 What happens when you add real weight to your goals

14:10 Is agentic AI more than a buzzword?

16:34 The missing execution layer in enterprise AI

19:36 How AI agents learn, regress, and mature

25:10 Eliminating tedious operational work with AI

29:31 Performance data, DTCC, and system readiness

30:59 Tokenization and faster market settlement

36:51 Do advisors understand Bitcoin fundamentals?

41:15 Crypto utility versus speculation

49:27 Holding vs trading and long-term discipline