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Why AI Isn't Solving Investment Research

Posted by Daniel Nikic · Founder 8 hours ago

Investment teams are not limited by capital but are limited by research capacity.

AI tools are helping, but without structured workflows...

Top comments

Ivan Fatovic

on... A Claude Catharsis: Accepting When Your Life's Work Becomes Free and Abundant

Experiencing this firsthand right now.

Eight years ago, I paid a team ~$20K to build a prototype — architecture, schema, the works. Months of coordination, specs, and revisions.

This weekend, I rebuilt a comparable version myself in two days.

Same founder. Same product instincts. Radically different leverage.

The builders who adapt to these tools are going to compound advantage very, very quickly.

Jordan Gushurst

on... SpaceX's Starlink Makes Land Grab as Amazon Threat Looms

I think it will be fascinating to see how Amazon LEO prices their services and also how the Chinese mega constellations price LEO BB in the developing world. Musk has not made many friends with Starlink's bullying tactics and I expect the Chinese to be priced aggressively like they do in other strategic segments. I think buyers of the SpaceX IPO are facing far more pricing / margin risk then they are expecting.

Derek Lomas

on... Silicon Valley CEOs Find New Ethos From AI Tools: I'll Do It Myself

That tracks 100%. Last year it was like "wow, I can send a functional prototype instead of a spec!" In 2026, it's like "this is basically ready to ship; clean it up and let's go"