Thomas

Good read. Important callout - AI sold to tinker-ers have exploded, but enterprise adoption takes longer. Security review, procurement, compliance etc. are real processes that are taken seriously. The largest opportunity in AI ultimately will come with enterprise deployment, and we are months away from seeing the first of many large scale agentic deployments in finance. vistaequitypartners.com/wp-content/upl…

@JustinLin610 amazing piece, thank you

If you find yourself asking: can models do [x] in the future, you should read this. Pretty much lays out the reward system / interact conflicting priorities of model capabilities. This is the framework to understand what gets killed and what is valuable tomorrow.

ayyy we got named to Fast Company's most innovative company list hubs.ly/Q04839BP0

An “agent” is not a real thing… there are skills (a set of written instructions that can be reused, kinda like the skill to ride a bike) and there are folder structures (where you keep your skill files so you can use a few skills at once). The use of skills can create an agentic experience (autonomously gets you to outcome right away). If you have a skill to build a model, and use it to build 10 models, you didn’t create 10 agents, you used a skill 10 times. Just like how if an analyst builds 10 models, you didn’t magically hire 10 people.

@blindfoldcap We sell API/MCP to anyone

@oneThomasli Thomas, is your API available to non-institutional investors?

ryan and team worked extremely hard to make gpt-5.4 great for finance it's much improved for financial modeling and analysis, integrates directly into excel, and connects to factiva, daloopa, s&p global, and many more it does feel like a codex moment is coming here

Build models with OpenAI’s ChatGPT for Excel w Daloopa’s data!

Saw the unfortunate news about the layoffs at MS today. We are offering free Daloopa accounts to anyone affected to help with recruiting. You can get access to all our models / use our MCP in OpenAI or Claude for pitch and model creation etc. No questions asked. Here is a form to fill if you need access and we will send over credentials shortly. Share with your friends if they need it. docs.google.com/forms/d/e/1FAI…

My favorite podcast company by a mile. Glad to be able to contribute to their research journey. acquired.fm/episodes/formu…

@mstockton All skills designed to work without a daloopa license actually - it will be much more powerful and have no hallucination if you are already a customer.

@oneThomasli I think this is an interesting idea to publish skills which rely on your company’s services. It seems like more companies should be doing this and I am guessing this will become more prevalent

Opening-sourcing another skill for finance today: this one will run a deep analysis of supply chains. it will find out all suppliers, inventory levels, gross margin risks etc for major suppliers for any company. Then it will run a stress test.

For any VCs / PEs here, what are you telling your portcos today on how to react and adapt in this AI world?

We are open-sourcing everything you need to build in finance: you can find it in daloopa's github > investing folder In here you will find a series of skills, all skills are meant to be 1-shot. Here are the highlights: ib-deck -- building a banking grade deck end-to-end in a single shot initiate -- a whole initiation report packet (model + writeup) build-model -- building a model (or a hundred) earnings -- track earnings equity-note -- deep dive on a single name Never pay for software or frontend again. Fork this, download this, modify this. Let us be the starting point to how you change your workflows.