Knowledge and context for technology analysts.
Selling leads is a lucrative business. You convince buyers that you got their prospective buyers in a proprietary database “They’re high quality, they will convert” you proclaim. The times are good and business activity is high, but you’re a cloud-based platform, you have features, you’re not the Yellow Pages. So you convince your buyers to sell them per-seat licenses and your buyers get an army of sales reps to spam prospects for 8 hours a day.
I’ll admit I have taken Google’s capex financing for granted. For years the formula was to sell ads at scale, generate cash, and fund future growth plans.
I’ve always had trouble with task management, but I bought into the to-do list craze of the late 2000s and early 2010s.
I asked my agent to convert a scanned PDF into an EPUB. It spent two hours and burned an estimated 373,000 tokens on a file I eventually abandoned.
The sector changes every cycle. The capital structure stays the same.
Research AssistantSEC filing context and structural precedence engine for investment analysts.
AI is taking us back to an interface that is all too familiar to the investment banker archetype: the command line.
There are days when you’re staring at your Bloomberg Terminal’s screen, refreshing your inbox, or constantly pulling down on your screen to refresh the newsfeed on your phone.
Private markets are slow going, you’re not inundated with an onslaught of disclosures, earnings season is not something you lose sleep over, and stock price movements do not concern you.
If you ever decide to join the suit-wearers, the bankers, the number crunchers, the financial modelers, and the night owls pulling all-nighters, you’ll need to make nice with company disclosures.
I’m building a knowledge base from scratch. I’ve done that before, but this time there are a few curveballs. A knowledge base can be a collection of books, documents, or files of any kind.
You’re a finance graduate, fresh out of school and you get hired by one of the big finance shops; an investment bank, less so a private equity firm, and recently more likely, a venture capital firm.
When building software, there are many pieces that you need to assemble for your product to function. Like Lego pieces, you put the pieces together.
‘Producing a good index “is a job of deep reading, of working to understand a text in order to make the most judicious selection of its key elements”.
