Invest with AI
Yet? [16:11] — Grading the Models: A B+ Analyst [16:55] — Knowledge Graphs Are the Frontier Right Now [18:41] — Schemas, Ontologies, and the Gray Matter [19:21] — Taste: Getting AI From B+ to A [20:26] — What Building an EBITDA Ontology Actually Looks Like [24:04] — The Dev Shop Wants to Interview Your PM [25:37] — Trade Perfection for Speed [26:36] — We've Built a Lot of Things We No Longer Use [28:25] — The Vendor Cycle and Controlling Your Own Destiny [30:23] — Model Routing and the IA 500 Benchmark [32:36] — The Contrarian Take: GPT Over Claude for Stock Work [33:53] — Codex vs. Co-work and a Branding Problem [37:32] — Why There's No Harvey or Rogo for Investing Yet [40:45] — Do Funds Want the iPhone or the Android? [43:13] — You Need Someone in Leadership Who's AI-Pilled [45:19] — Fable Built a 10-Stock Portfolio. It's All AI. [48:28] — Brett Updates His Skepticism [49:09] — Advice for Building an Asset Manager With AI [51:33] — Getting Comfortable With Uncertainty [53:03] — Go Get Lost in the Models ----------------------------------------------- Want to actually build these workflows yourself? The AI Accelerator is Fundamental Edge's 6-month cohort for investors who want repeatable AI workflows. Learn More below: https://www.fundamentedge.com/ai-accelerator Watch the full podcast series on our site: https://www.fundamentedge.com/invest-with-ai Follow Invest with AI on: Spotify: https://open.spotify.com/show/033xcEEovVViS7hIYwNuGZ Apple Podcasts: https://podcasts.apple.com/us/podcast/invest-with-ai/id1896918892