Sohn Conference Foundation

Talent durability is assessed through P&L archaeology that separates beta, industry tailwinds, idea sources, repeatability, and risk management.Under pressure, exceptional candidates show compounding confidence, a precise superpower, battle scars, and a process for rebuilding around recognized blind spots.AI may commoditize analysis, leaving judgment, persuasion, and decision ownership as human advantages while incentive design and career-risk mispricing remain key watchpoints.

Kristov Paulus

Robinhood’s post-GameStop restructuring is translating into 95% retention, NPS of 18, and organic net deposits more than 2x the GameStop-period level.With less than 1% penetration of a potential $30T millennial and Gen Z wealth-transfer opportunity, rising assets per account, crypto, retirement, international expansion, and buybacks provide catalysts, while interest income remains a macro risk.