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The research layer for 20VC

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Episode 64

Wall St’s  $725B AI Question

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Corpus Analysis

Across every analysed episode

4 episodes · 232 minutes · 33,600 words transcribed, diarised, and classified.

Auto-refreshed weekly

Who's talking

Diarisation
Jason
42.8%
Harry
31.8%
Rory
25.3%
Monthly share by speaker
Jason
Harry
Rory

Conversational vibe

Zero-shot classifier
Reflective
26%
Feisty
20.2%
Tactical
19%
Visionary
18.1%
Analytical
15.6%
Contrarian
1.2%
Monthly share by vibe
Reflective
Feisty
Tactical
Visionary
Analytical
Contrarian

Topic mix

7 topics

Sentiment

RoBERTa fine-tuned
Positive 12.9%● Neutral 81.7% Negative 5.4%
By speaker
Harry62 eps
13.3%81.2%5.5%
Jason60 eps
12.5%82.1%5.4%
Rory61 eps
13.8%81.4%4.9%

For the geeks

Diarization

Multi-speaker embedding extraction using x-vector architecture. Employs spectral clustering with PLDA scoring for robust speaker identity separation. Error rates (DER) optimized for overlapping speech segments and varying acoustic environments using neural voice activity detection (VAD).

Topic Mix

Unsupervised Latent Dirichlet Allocation (LDA) models the statistical distribution of latent themes. Dirichlet priors are dynamically adjusted based on corpus volume to maintain thematic density. Hierarchical topic modeling reveals sub-cluster dependencies with high coherence scores.

Conversation Type

Dialogue act classification via bidirectional transformers (BERT). Maps utterance intent across informative, directive, commissive, and expressive categories. Finite State Machine (FSM) tracking maintains contextual state across multi-turn asynchronous exchanges.

Sentiment

Aspect-based sentiment analysis (ABSA) utilizes attention-weighted recurrent neural networks to detect polarity at the entity-attribute level. Sentiment shifts are tracked with millisecond-precision timestamps, mapping emotional trajectories against specific conversational milestones.

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