4drant

Note the multi GW deals. That’s multi million accelerators Note that mythos is a 10 trillion parameter model This keeps getting bigger What do you think you need?

0. Tokens are exploding (see agentic BS) 1. We are short logic supply (see gpu utilisation) 2. Scaling is alive (see mythos) i.e. we need logic in larger clusters i.e. we need optical i.e. $iqe

New in Word: Copilot now tracks changes, leaves comments, and more, working more like a coworker right inside your document, grounded in all your enterprise context with Work IQ.

This is exactly what needs to be built for Investing AI. A fully pre-configured AI workspace with integrations, skills, persistent memory, and scheduled automations built in (i.e. all you have to do is upload your tickers and you have a scheduled earnings preview automation done with an institutional-grade workflow). This felt very sci-fi until about six weeks ago. But I feel like the pieces are there today to build this (no one has yet pulled them all together). And it doesn't feel like LLM intelligence is the gating factor anymore (particularly if you believe the hype about Mythos and believe Chat GPT 6 will mark a similar leap....Polymarket prices 84% that GPT 6 happens in '26). What pieces do you need to build this? 1) The right platform (imo, a multi-model agentic workspace with integrations) 2) The right research context (filings, news transcripts, sell-side research, open & alt data, and RMS integration) 3) The right workflow orchestration (unlike the rich training corpus in coding and legal, the training corpus in investment process is laughably bad, and today I might argue this is the most important point of leverage between good outputs and bad outputs) This should be The New Investor's Dashboard, that could be configured and customized for the front office professional in less than 60 minutes. In the same way that a Bloomberg rep will help you set up your Bloomberg launch pad today. The idea of giving every investor an IDE like VS Code to build their own custom dashboards is dying a quick death, in my opinion (and was never a good idea). It's part of the reason why I paused Enterprise AI trainings. I've done plenty of six-hour, on-site "AI Basics for the Investment Process". The more I see how fast things are moving, the more I see how obsolete much of it will become. My belief is that so much of the technicals will be abstracted into something incredibly useful and incredibly user-friendly, that isn't that hard to learn. The same way that I don't need to know the engineering behind how Bloomberg serves me a piece of data, I won't need to complete a Claude Code course to use the New Investor's Dashboard (and it is "so Innovator's Dilemma" that right when grounded chat-bots are being decommissioned...Bloomberg finally rolls out their grounded chat-bot). My hypothesis is that the core motion in adoption and enablement of AI for investors will be cultural more than technical. How to we rework & rewire the investment process now that process triage is a thing of the past and opportunity will come from finding signal from AI-outputs, building workflows to enhance comprehension, and building dashboards to facilitate judgment. And as someone who has randomly dedicated my life to documenting and teaching investment process, bucket 3, the workflow orchestration layer, is obviously where I believe I can add the most value to this dashboard. I've been quietly building that engine I am calling "Fundamental Edge Atlas", which is an institutional-grade workflow orchestration engine that I think we be an important piece in making investing agents come to life, and exploring some exciting distribution partnerships to do that.