Build for the Memo, Not the Demo — Shawn Chan, China Resources Holdings
Shawn Chan, who after 15 years and approximately 200 investment committee meetings makes billion-dollar decisions, says that AI-generated presentations often look polished but are "definitely wrong" in dangerous ways.
He distinguishes between a demo—a beautiful presentation designed to impress—and a memo that must hold up in a room full of people whose job is to find problems. For an AI product to pass the "memo test," it requires that figures align, that facts and assumptions are kept separate, and that you can trace where each claim comes from. He provides an example of how a single incorrect sentence in a demo once cost enormous value when the market noticed it.
Vibekollen prepared this summary with AI from the original publication. The content belongs to AI Engineer.
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