Invest with AI
Problem [31:30] — How Funds Are Building Their Orchestration Layer [33:29] — Knowledge Graphs: Folders, Markdown, and Pre-Done Analysis [35:44] — Open Weights vs. Frontier: Where Post-Training Wins [40:08] — Post-Training Is an Objective Function Problem [42:49] — If Knowledge Work Isn't Verifiable, Is There a Ceiling? [45:28] — Can AI Pass Judgment? The Factor Investing Case [51:40] — The Race to the Middle: Quants and Fundamentals Converge [53:18] — Why Claude in Excel Still Can't Handle Operating Leverage [58:47] — Eval-First Product Development [1:01:17] — Spring 2027: Hiring, Training, and the Collapsing Middle [1:04:45] — Coding Got Solved. Engineering Didn't. ----------------------------------------------- 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