Invest with AI
01:13:12 · Brett Caughran, Robert Yang
[01:13:12] S1: It's a red queen race. I mean, I think certainly at the top tier of alpha generation. I mean, it's uh it's it's sort of playing poker against other, you know, sort of uh, you know, Tony Stark with the Jarvis suit. And so I think collectively, you know, the the the dumb mistakes humans make will get uh sort of ironed out through better agentic support. Um listen, I I've sort of I I remain bullish on alpha, the alpha opportunity just because of the market microstructure and the distortion of so many market participants. You still have you know quants and indexers and duration constrained pods really you know doing a lot of things that are not a direct expression of a fundamental insight. Um yeah, I think effectively what we're trying to do is build a Jarvis suit for Tony Stark for the for the investor to help the help you know sort of um make good investors better, um which is really uh which is really exciting. It's amazing how fast it's evolved from prompts to sort of multi-agent structure. Yeah, I can't believe it's a good idea. [01:14:13] S0: Yeah, it's just it's wild. Yeah, it's wild. Two years ago, again, two years ago, we were really like investors were impressed that our agents can make a pivot table. Like that's like we like that's two years. It's been it's like we we've gone a long way.
01:14:13 · Robert Yang, Brett Caughran
[01:14:13] S0: Yeah, it's just it's wild. Yeah, it's wild. Two years ago, again, two years ago, we were really like investors were impressed that our agents can make a pivot table. Like that's like we like that's two years. It's been it's like we we've gone a long way. [01:14:31] S1: Yeah. Yeah, not to make this a commercial either, because invest with AI will stay an independent entity, uh, and um you will continue to work to drive the conversation of the intersection AI and investing forward. Um but obviously uh we're gonna try and open source a lot of what we're doing on you know blog, Twitter, etc. Um and uh happy to have conversations with firms that are interesting interested in uh in this in this in this journey. Fundamental edge will continue to operate on the training side uninterrupted. Uh Invest with AI will continue to operate on the podcast uninterrupted. But again, this is uh sort of a once-in-a-generation opportunity to um sort of a really unique moment that the primitives are sort of all coming together in a way that um yeah, just been increasingly uh built conviction that the way investment research done is changing pretty rapidly, probably at an escalating pace. Yeah. Yeah. Cool. Thank you so much for for being uh being here, Robert. I'll see I'll see you in the Slack channel after this. [01:15:40] S0: Yeah, yeah. I'll see you. Thanks for having me. [01:15:42] S1: Thanks, Robert. [01:15:44] S0: Bye.