Episode 18

Agentic, Actually

February 4, 2026

59 mins

Episode 18 of Zero Basis Points, explores the shift from hype to reality — from talking about AI to making it work. The discussion explores why execution matters more than interfaces, why generic AI tools struggle in complex environments, and how real operational impact is quietly being delivered by AI behind the scenes.



Summary



Haik and George explain why AI can look powerful in demos yet fall apart in real-world systems, particularly in wealth management. In complex, regulated environments, generic AI rarely holds up, which is why domain-specific intelligence matters. The discussion makes it clear that real leverage comes from automation that executes, not tools that only assist. The episode ends with a practical take on agentic AI, SaaS, and the kind of systems that will define the future.



Key Topics Covered


  • Why execution matters more than ideas in 2026
  • How discipline and pressure shape long-term performance
  • Where AI demos fail when they meet real-world systems
  • Why generic AI breaks in regulated wealth workflows
  • How agentic AI shifts value from assistance to execution
  • Where automation actually creates leverage for advisors
  • Why the future belongs to systems that work across workflows



Timecode


00:00 2026 starts in execution mode

02:24 Why Zero Basis Points was created

04:51 Key insights from Reframe Your Brain

09:44 Fitness, routine, and long-term output

14:10 Consistency as a compounding advantage

21:50 When AI hype hits real systems

25:28 Why wealth management breaks generic AI

32:59 Simplifying the advisor experience

38:13 Where automation creates leverage

45:13 The future of SaaS in an agentic world

55:19 Agentic AI starts with execution



Never Miss an Episode

Subscribe for episode drops, behind-the-scenes notes, and insights we couldn’t say on air.

Zero Basis Points

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Subscribe

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© 2026 Zero Basis Points. All rights reserved.

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Episode 18

Agentic, Actually

February 4, 2026

59 mins

Episode 18 of Zero Basis Points, explores the shift from hype to reality — from talking about AI to making it work. The discussion explores why execution matters more than interfaces, why generic AI tools struggle in complex environments, and how real operational impact is quietly being delivered by AI behind the scenes.



Summary



Haik and George explain why AI can look powerful in demos yet fall apart in real-world systems, particularly in wealth management. In complex, regulated environments, generic AI rarely holds up, which is why domain-specific intelligence matters. The discussion makes it clear that real leverage comes from automation that executes, not tools that only assist. The episode ends with a practical take on agentic AI, SaaS, and the kind of systems that will define the future.



Key Topics Covered


  • Why execution matters more than ideas in 2026
  • How discipline and pressure shape long-term performance
  • Where AI demos fail when they meet real-world systems
  • Why generic AI breaks in regulated wealth workflows
  • How agentic AI shifts value from assistance to execution
  • Where automation actually creates leverage for advisors
  • Why the future belongs to systems that work across workflows



Timecode


00:00 2026 starts in execution mode

02:24 Why Zero Basis Points was created

04:51 Key insights from Reframe Your Brain

09:44 Fitness, routine, and long-term output

14:10 Consistency as a compounding advantage

21:50 When AI hype hits real systems

25:28 Why wealth management breaks generic AI

32:59 Simplifying the advisor experience

38:13 Where automation creates leverage

45:13 The future of SaaS in an agentic world

55:19 Agentic AI starts with execution



Never Miss an Episode

Subscribe for episode drops, behind-the-scenes notes, and insights

we couldn’t say on air.

Zero Basis Points

Follow Zero Basis Points on your favourite platform.

Subscribe

Subscribe to get the latest episodes and exclusive content.

© 2026 Zero Basis Points. All rights reserved.

view more
view more
view more
view more

Episode 18

Agentic, Actually

February 4, 2026

59 mins

Episode 18 of Zero Basis Points, explores the shift from hype to reality — from talking about AI to making it work. The discussion explores why execution matters more than interfaces, why generic AI tools struggle in complex environments, and how real operational impact is quietly being delivered by AI behind the scenes.



Summary



Haik and George explain why AI can look powerful in demos yet fall apart in real-world systems, particularly in wealth management. In complex, regulated environments, generic AI rarely holds up, which is why domain-specific intelligence matters. The discussion makes it clear that real leverage comes from automation that executes, not tools that only assist. The episode ends with a practical take on agentic AI, SaaS, and the kind of systems that will define the future.



Key Topics Covered


  • Why execution matters more than ideas in 2026
  • How discipline and pressure shape long-term performance
  • Where AI demos fail when they meet real-world systems
  • Why generic AI breaks in regulated wealth workflows
  • How agentic AI shifts value from assistance to execution
  • Where automation actually creates leverage for advisors
  • Why the future belongs to systems that work across workflows



Timecode


00:00 2026 starts in execution mode

02:24 Why Zero Basis Points was created

04:51 Key insights from Reframe Your Brain

09:44 Fitness, routine, and long-term output

14:10 Consistency as a compounding advantage

21:50 When AI hype hits real systems

25:28 Why wealth management breaks generic AI

32:59 Simplifying the advisor experience

38:13 Where automation creates leverage

45:13 The future of SaaS in an agentic world

55:19 Agentic AI starts with execution



Never Miss an Episode

Subscribe for episode drops, behind-the-scenes notes, and insights

we couldn’t say on air.

Zero Basis Points

Follow Zero Basis Points on your favourite platform.

Subscribe

Subscribe to get the latest episodes and exclusive content.

© 2026 Zero Basis Points. All rights reserved.

view more
view more

Episode 18

Agentic, Actually

February 4, 2026

59 mins

Episode 18 of Zero Basis Points, explores the shift from hype to reality — from talking about AI to making it work. The discussion explores why execution matters more than interfaces, why generic AI tools struggle in complex environments, and how real operational impact is quietly being delivered by AI behind the scenes.



Summary



Haik and George explain why AI can look powerful in demos yet fall apart in real-world systems, particularly in wealth management. In complex, regulated environments, generic AI rarely holds up, which is why domain-specific intelligence matters. The discussion makes it clear that real leverage comes from automation that executes, not tools that only assist. The episode ends with a practical take on agentic AI, SaaS, and the kind of systems that will define the future.



Key Topics Covered


  • Why execution matters more than ideas in 2026
  • How discipline and pressure shape long-term performance
  • Where AI demos fail when they meet real-world systems
  • Why generic AI breaks in regulated wealth workflows
  • How agentic AI shifts value from assistance to execution
  • Where automation actually creates leverage for advisors
  • Why the future belongs to systems that work across workflows



Timecode


00:00 2026 starts in execution mode

02:24 Why Zero Basis Points was created

04:51 Key insights from Reframe Your Brain

09:44 Fitness, routine, and long-term output

14:10 Consistency as a compounding advantage

21:50 When AI hype hits real systems

25:28 Why wealth management breaks generic AI

32:59 Simplifying the advisor experience

38:13 Where automation creates leverage

45:13 The future of SaaS in an agentic world

55:19 Agentic AI starts with execution



Never Miss an Episode

Subscribe for episode drops, behind-the-scenes notes, and insights

we couldn’t say on air.

Zero Basis Points

Follow Zero Basis Points on your favourite platform.

Subscribe

Subscribe to get the latest episodes and exclusive content.

© 2026 Zero Basis Points. All rights reserved.

view more
view more