Brett Caughran(@FundamentEdge):Fully agree with this. I have been experimenting with LLMs for investment research since ChatGPT 3.5 came out in November of 2022. The time-spent-to-investment-research-insights-generated ROI has been AWFUL. The vast majority of the outputs have not exceeded the hedge fund quality threshold. And it is so difficult to build a coherent end to end system with prompts/skills, context, memory, etc, not to mention making it sharable across teams. Over the last few weeks, I built a comprehensive Digital Analyst plug-in (inspired by the workflows in Analyst Academy), connected my MCPs, built 1,000 Excel models, and run it all with Grok Bot. It's wild. I'm sold. The future is here: long running, persistent & proactive agent that you treat like a real team member, that learns from your interactions. Tons of kinks to iron out, but I believe the ROI on AI investment (time & tokens) for fundamental investors is set to increase meaningfully.

2026.10.28 16:32

Fully agree with this. I have been experimenting with LLMs for investment research since ChatGPT 3.5 came out in November of 2022. The time-spent-to-investment-research-insights-generated ROI has been AWFUL. The vast majority of the outputs have not exceeded the hedge fund quality threshold. And it is so difficult to build a coherent end to end system with prompts/skills, context, memory, etc, not to mention making it sharable across teams. Over the last few weeks, I built a comprehensive Digital Analyst plug-in (inspired by the workflows in Analyst Academy), connected my MCPs, built 1,000 Excel models, and run it all with Grok Bot. It's wild. I'm sold. The future is here: long running, persistent & proactive agent that you treat like a real team member, that learns from your interactions. Tons of kinks to iron out, but I believe the ROI on AI investment (time & tokens) for fundamental investors is set to increase meaningfully.

Fireside Alpha@firesidealpha

2026.10.27 19:41

Gavin Baker says Grok Bot is the most impactful AI product he and his firm have had yet, and reveals he’s up to 17 Grok Bots “I mean, as a user, Grok Bot is the most impactful AI product to me and to the firm that we’ve had yet. I glued together all this stuff with Claude Code, and I’m sure it was user error on my part, you know, 50 years old. I’m doing my best." "But Grok Bot, it just makes it so easy. I think I’m up to like 17 Grok Bots. And every day I think of a new one to add.”

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