Blog
Thoughts on AI, finance, and research.
A Brain in a Glass Box: From ChatGPT to AI Agents
In November 2022, OpenAI released ChatGPT, and within about two months it had reached 100 million users — the fastest adoption of any consumer application in history.[1] I remember the first time I used it for real work. I asked it to write a short Python script to clean a...
Read more →Building the Scaffolding: What Actually Makes an AI Agent Smart
Give two researchers the same model — the very same Claude or GPT, the same weights, the same raw intelligence — and you can get wildly different results. One ends up with a chatbot that drafts emails. The other ends up with a system that reaches into a financial database,...
Read more →From Worker to Thinker: AI and the Great Decoupling of Labor
The most valuable company in the world today provides infrastructure for artificial intelligence. It did not build that position by hiring millions of workers. NVIDIA earned $215 billion in revenue last year with roughly 36,000 employees.[7] For comparison, General Motors employs over 160,000 people to generate about $180 billion. That...
Read more →Welcome to My Blog
Welcome to my new blog! I’ll be sharing weekly thoughts on artificial intelligence, machine learning in finance, and other topics at the intersection of technology and investment research.
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