AI can scan earnings calls, scrape sentiment, and process more data than any human. But if everyone has access to the same tools, where’s the edge?
Markets adapt. Signals get crowded. Speed increases. Alpha often disappears.
So the real question isn’t whether AI is powerful. It’s whether it creates advantage, or just compresses it.
Does AI meaningfully improve investor outcomes, or does it mostly level the playing field faster? If you use it, where exactly do you think the edge comes from?
Curious to hear grounded perspectives, not hype.