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Will be very interested to see a Claude CoWork equivalent here One thing I’ve noticed, when carefully prompted, GPT 5.4 is an unbelievable model (higher ceiling than Opus 4.6 for investment research tasks). Some of the 5.4 Pro outputs I’ve generated are very impressive (like “how did it do that” impressive). It has been very fluent in Excel via Chat. For whatever reason, though, it seems more “prompt sensitive” than Claude, and one shot Auto 5.4 also regularly disappoints (and give me a break with the emojis please). Claude is more steady and consistent irrespective of context/prompt. So makes me wonder if 5.4 Pro in Cowork style harness with context/skills and Excel fluency will be yet another key step in these tools becoming intuitional grade and surpassing the bar to impress institutional asset managers
This is the exact light bulb moment I've had over the last two weeks. Helping firms become AI native is going to be much less around the technical complexity of the actual tooling. There's so much capex and engineering ingenuity pointed...
Having spent a lot of the last two weeks experimenting with different user interfaces for Claude Code (including via terminal, Cursor and VS Code) one of my primary observations is how frustrating it can be to get up to a...
If you are a long-short equity fund thinking about ways to adopt an agentic approach, I encourage you to think about building a systematic short book. 1) Good shorts tend to rhyme more than good longs and and so are fertile...
With 13Fs for Q4 out, retweeting this AI workflow (which I quite like). I will be building a stack of a couple dozen funds I follow to get a quick look at their portfolios: new additions, size ups/downs and portfolio...
