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AI enables multidimensional synthesis of financial data
“A large language model is capable of doing what, I guess, I could describe as multidimensional synthesis. Like, it's just doing all of these possibilities at once. It's not saying, oh, oil prices are higher, that could be bad for inflation. Instead, they're doing so like, oh, well, this is gonna be bad for ethanol, gasoline balance. It's good for the drillers. It's good for producers. It's gonna mean higher interest rates. Their curve could be much steeper and so on.”
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LLMs unlock value from small sample macro sets
“The technology as it's developing should represent a massive unlock of the value that is contained in all of the data that we have in finance. This was a technology that should go a long way towards helping us truly extract insights from the data on a scale that was never possible before.”
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Automation answers complex queries before coffee cools
“You'll be asking questions that previously you would have dismissed because you thought, this is so outlandish. I'm not going to waste my endless time on this. But now you can't because before your coffee is cold, you already have the answer.”
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Systems identify critical unknown unknown market risks
“The system is actively helping investors with the unknown unknowns. And that's where a lot of the anxiety for investors comes from.”
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Huge productivity dividends are already hitting finance
“It's undeniable that there are some huge productivity dividends that I think are already here and more coming down the line. I mean, there is going to be a huge amount of resources that are gonna be required for this boom to basically be sustained.”