AI is improving knowledge work faster than most of Wall St appreciates imho. From my own use, it keeps gettin better and faster. Things particularly improve when you make models / agents argue with each other in front of a judge w/ verifier agents. This is all anecdotal, but the gap versus a few months ago is notable to me. The catch, and I’ve harped on this in the past, is the tools are as good as the curated context (including what services / research you connect) “Give me the bull case on MU” gets you a meh answer on the chat bot. Point the same model with a harness, curated “source of truth” (curated sources), persistent memory of key debates / work you’ve already done and the output is miles better. As an example of recent workflow, I had Claude build a “ Refresher”, a living html doc per name / theme for everything I own. It has the basic thesis, a change log since it was last read, estimate changes, valuation, and my leans on the top few debates on the name based on prior work / IBs / emails etc. And where I have no recorded view the model proposes a lean and labels it as its own until I sign off. The build itself was agents all the way down. 3 agents debated the format, a four-analyst council reviewed each initial doc, all in front of a judge. Most impressively, much of this was done in parallel (ultracode!) in a few hours. It’s simply never been easier to curious and wild to think this wasn’t possible a year ago.