Very fun to have @GuangyuRobert on the Invest With AI podcast to discuss the @Fundamental story and what we plan to build with The Digital Investor stack at Fundamental Research Labs. Inside the episode: - 1,000 AI agents in Minecraft that organized a search party on their own - Why going viral wasn’t enough to make Shortcut work - Why hedge fund analysts, not everyday Excel users, became the core customer - The case for one agent that manages your other 50 - Why today’s models fold the moment you push back - What it takes to build an agent that holds a real investment view TIMESTAMPS [00:00] Intro [00:43] Why Robert Wanted to Build AI Before It Was Popular [08:40] Running an MIT Lab and Questioning the Work [14:05] The Agent Research That Pushed Him to Leave [19:20] Project Sid: Building a Society of 1,000 Agents [22:18] The Search Party Nobody Programmed [26:58] From Minecraft to Excel Agents for Wall Street [33:05] Going Viral Wasn’t Enough: Making Shortcut Work [37:28] Why Hedge Fund Analysts Became the Customer [41:51] From an Excel Agent to an Investment Team [45:51] Why Nobody Wants to Manage 50 Agent Threads [50:12] How Close Are We to a Digital Hedge Fund Analyst? [53:52] The Problem with AI That Always Agrees [56:50] Teaching an Agent to Hold an Investment View [1:04:29] When Analysts Start Working More Like PMs [1:06:29] Brett’s Role: Training the Digital Analyst [1:09:07] If AI Frees Up Your Time, Where Does It Go? [1:11:34] What This Means for FE and Invest with AI