Impressive. Here's a brain bender.... If AI is truly intelligent, and if it becomes truly agentic, with access to currency, how long before a model trained on all the value investing texts (Ben Graham, Buffett & Munger, Fischer, Lynch, etc) starts making is own investment decisions based on the investment thesis data we feed it? Maybe NotebookLM is already long Douglas Snowplough 😉
On a serious note, it is easy to argue that passive investing, now the dominant form, has broken the efficiency of the market and the efficacy of paint investing (as it relies on active investors doing the hard work for them). Maybe AI will become the active investor of the future, redressing the balance.
Who knows what the future holds! But it's fun thinking about it.
Hard to know, but I think an AI trained on all texts and past case studies would be very helpful in poking holes in a thesis and evaluating writeups that you feed into it
Chris, thank you for making this video available to all of your subscribers! Would be curious to know - what is the use case for the podcast once created?
We use AI to provide structured debt capital intelligence from SEC 8-K filings that we process in real-time. The AI analysts work in concert to review each filing, read the exhibits, work through the material terms, counterparties, etc. The result is a structured picture of each material event, as well as industry patterns that only appear at this scale. We monitor each step closely and intervene when we see the AI analysts make mistakes. Since we process all 8-Ks, you can easily find info on micro caps, which institutions like Bloomberg tend to ignore. Sharing our latest post in case you're interested: https://terrainlabs.substack.com/p/credit-roundup-april-13-17-2026
Impressive. Here's a brain bender.... If AI is truly intelligent, and if it becomes truly agentic, with access to currency, how long before a model trained on all the value investing texts (Ben Graham, Buffett & Munger, Fischer, Lynch, etc) starts making is own investment decisions based on the investment thesis data we feed it? Maybe NotebookLM is already long Douglas Snowplough 😉
On a serious note, it is easy to argue that passive investing, now the dominant form, has broken the efficiency of the market and the efficacy of paint investing (as it relies on active investors doing the hard work for them). Maybe AI will become the active investor of the future, redressing the balance.
Who knows what the future holds! But it's fun thinking about it.
Impressive. Here's a brain bender.... If AI is truly intelligent, and if it becomes truly agentic, with access to currency, how long before a model trained on all the value investing texts (Ben Graham, Buffett & Munger, Fischer, Lynch, etc) starts making is own investment decisions based on the investment thesis data we feed it? Maybe NotebookLM is already long Douglas Snowplough 😉
On a serious note, it is easy to argue that passive investing, now the dominant form, has broken the efficiency of the market and the efficacy of paint investing (as it relies on active investors doing the hard work for them). Maybe AI will become the active investor of the future, redressing the balance.
Who knows what the future holds! But it's fun thinking about it.
Hard to know, but I think an AI trained on all texts and past case studies would be very helpful in poking holes in a thesis and evaluating writeups that you feed into it
Chris, thank you for making this video available to all of your subscribers! Would be curious to know - what is the use case for the podcast once created?
We use AI to provide structured debt capital intelligence from SEC 8-K filings that we process in real-time. The AI analysts work in concert to review each filing, read the exhibits, work through the material terms, counterparties, etc. The result is a structured picture of each material event, as well as industry patterns that only appear at this scale. We monitor each step closely and intervene when we see the AI analysts make mistakes. Since we process all 8-Ks, you can easily find info on micro caps, which institutions like Bloomberg tend to ignore. Sharing our latest post in case you're interested: https://terrainlabs.substack.com/p/credit-roundup-april-13-17-2026
Impressive. Here's a brain bender.... If AI is truly intelligent, and if it becomes truly agentic, with access to currency, how long before a model trained on all the value investing texts (Ben Graham, Buffett & Munger, Fischer, Lynch, etc) starts making is own investment decisions based on the investment thesis data we feed it? Maybe NotebookLM is already long Douglas Snowplough 😉
On a serious note, it is easy to argue that passive investing, now the dominant form, has broken the efficiency of the market and the efficacy of paint investing (as it relies on active investors doing the hard work for them). Maybe AI will become the active investor of the future, redressing the balance.
Who knows what the future holds! But it's fun thinking about it.