How Investors are using AI - [Business Breakdowns, EP.240] | Business Breakdowns

The podcast explores how investors are leveraging AI to enhance their research and decision-making processes. David Plon, founder of Portrait Analytics and former investor, shares insights on AI's tangible use cases, emphasizing productivity and efficiency gains. He highlights AI's effectiveness in monitoring investments by casting a wider net for relevant data points, such as tracking hotel ecosystem trends for Expedia. AI also aids in pre-buy research by quickly triaging ideas and expanding the scope of analyses like CEO compensation reviews. Plon stresses the importance of prompt writing, experimentation, and documenting research to maximize AI's potential, advocating for a balance between firm-wide initiatives and individual exploration to foster trust and adoption.

Outlines

Part 1: Introduction, Context

Part 2: Investment Use Cases

Part 3: Practical Skills, Prompting

Part 4: Strategy, Adoption

Part 5: Technical Frontiers, Future

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How Investors are using AI - [Business Breakdowns, EP.240]

Business Breakdowns

Part 1: Introduction, Context

Episode Sponsor: Portrait, an AI Research System

AI in Investing: Use Cases and Staying Ahead of Innovation

David Plon's Background and the Evolution of AI in Investment Research

Part 2: Investment Use Cases

AI for Portfolio Monitoring: Casting a Wider Net for Relevant Data

AI in Pre-Buy Research: Triaging Ideas and Expanding Analysis

Templatizing Non-Negotiables and Assessing Management Credibility with AI

AI for Idea Sourcing: Identifying Companies Exposed to Trends

Part 3: Practical Skills, Prompting

Prompt Writing: Crafting Effective Instructions for AI

Balancing Freedom and Structure: When to Load Documents into AI

Experimentation as a Skill Set: Pushing the Boundaries of AI

Iterating on Prompts: A Two-Way Dance with AI

Part 4: Strategy, Adoption

Strategic Alignment: Balancing Firm-Wide Initiatives and Individual Experimentation

Documentation of Thinking: Capturing Data for Future AI Use

Part 5: Technical Frontiers, Future

Context Windows: Adapting to Tool and Task Specifics

Memory: Near-Term Convenience vs. Long-Term Potential

Limiting Memory and Investing in Prompts for Better Results

Agentic AI: Reasoning, Reflection, and Action in Pursuit of a Goal

How Investors are using AI - [Business Breakdowns, EP.240]

Business Breakdowns

Part 1: Introduction, Context

00:00Episode Sponsor: Portrait, an AI Research System

Episode Sponsor: Portrait, an AI Research System

00:02AI in Investing: Use Cases and Staying Ahead of Innovation

AI in Investing: Use Cases and Staying Ahead of Innovation

04:05David Plon's Background and the Evolution of AI in Investment Research

David Plon's Background and the Evolution of AI in Investment Research

Part 2: Investment Use Cases

08:45AI for Portfolio Monitoring: Casting a Wider Net for Relevant Data

AI for Portfolio Monitoring: Casting a Wider Net for Relevant Data

11:21AI in Pre-Buy Research: Triaging Ideas and Expanding Analysis

AI in Pre-Buy Research: Triaging Ideas and Expanding Analysis

14:34Templatizing Non-Negotiables and Assessing Management Credibility with AI

Templatizing Non-Negotiables and Assessing Management Credibility with AI

17:23AI for Idea Sourcing: Identifying Companies Exposed to Trends

AI for Idea Sourcing: Identifying Companies Exposed to Trends

Part 3: Practical Skills, Prompting

20:51Prompt Writing: Crafting Effective Instructions for AI

Prompt Writing: Crafting Effective Instructions for AI

25:28Balancing Freedom and Structure: When to Load Documents into AI

Balancing Freedom and Structure: When to Load Documents into AI

27:57Experimentation as a Skill Set: Pushing the Boundaries of AI

Experimentation as a Skill Set: Pushing the Boundaries of AI

30:42Iterating on Prompts: A Two-Way Dance with AI

Iterating on Prompts: A Two-Way Dance with AI

Part 4: Strategy, Adoption

32:28Strategic Alignment: Balancing Firm-Wide Initiatives and Individual Experimentation

Strategic Alignment: Balancing Firm-Wide Initiatives and Individual Experimentation

35:27Documentation of Thinking: Capturing Data for Future AI Use

Documentation of Thinking: Capturing Data for Future AI Use

Part 5: Technical Frontiers, Future

38:31Context Windows: Adapting to Tool and Task Specifics

Context Windows: Adapting to Tool and Task Specifics

42:02Memory: Near-Term Convenience vs. Long-Term Potential

Memory: Near-Term Convenience vs. Long-Term Potential

44:30Limiting Memory and Investing in Prompts for Better Results

Limiting Memory and Investing in Prompts for Better Results

46:15Agentic AI: Reasoning, Reflection, and Action in Pursuit of a Goal

Agentic AI: Reasoning, Reflection, and Action in Pursuit of a Goal