the Power Users Moved to Codex [06:22] — The Always On Machine You Run From Your Phone [07:27] — No MCP? Let the Agent Drive Your Browser [09:44] — What This Means for Wall Street's Claude Fluency [10:49] — Training Shifts From "How" to the Art of the Possible [13:05] — Brett on the 24 Hour Agent Slop Chain [14:08] — The Faster Horse Era of AI [15:00] — $20 of Tokens vs. a $100K Associate [16:14] — Why AI Makes Lazy Research Easier [17:24] — Five Layers, and Why Decision Support Is the One [18:27] — From Answer Engines to Work Mechanisms [20:38] — The Notion Problem: Staring at a Blinking Cursor [22:21] — Every Investor Wants Something Different [23:55] — Rebuilding the Primer Skill: The 20/60/20 [26:36] — Excel Fluent Models and the Boat Pricing Tracker [28:02] — State of Play: MCP for Investment Firms [29:57] — Why Out of the Box AI Hands You Zacks and Motley Fool [31:42] — BlueMatrix, Third Bridge, and AlphaSense's Walled Garden [32:46] — The Headless RMS and Where Research Actually Lives [33:50] — The 16 Column Limit Nobody Documented [37:12] — What a Real Research Dashboard Looks Like [38:34] — Markdown Extractors as a DIY Knowledge Graph [41:59] — The Always On Earnings Preview [42:46] — The Codex Moment for Public Equity AI [45:53] — Three Pillars of the Midsummer Inflection ----------------------------------------------- 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
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