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VEO
@vrexec
American living in Europe. Write @thejunteau @thegoodsletter. Father, husband, investor, advisor, traveler. Self-employed. Jack of most trades, ace of a few.
加入 December 2020
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I've talked about this a few times in recent months... how AI is taking away the "flow state" opportunities from financial modeling and data analytics work.. and how this can be depressing. Plus... how clients are using AI themselves to do these things.. willing to accept some imperfect/incomplete work in exchange for speed and lower cost. It's a good thing, net net, I think. It's forced me to develop new tools around less structured work... fewer numbers to crunch and more visuals (e.g. 3D environments) and growth strategies to develop that, frankly, are more interesting. So... you lose some things, but gain others. Easy to doom about it... but you have to keep looking forward.
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Today is the day that AI passed the "financial modeling Turing test" for me. A "push button" build from scratch Skill that one-shotted a model on $MU that is indistinguishable (to me) from a model that a junior analyst would build from scratch. With full, impeccable adherence to all aspects of who i like to format, design & build models (took a few turns to dial it in). Opus 5.5 is unbelievable.
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