Deep Dives
The Modern Equity Research Stack
How AI is redefining how research teams think, decide, and invest. A framework for building systems where truth is foundational, relevance is orchestrated, and insight compounds.
January 5, 20265 min read
Founder Stories
March 8, 202610 min read
Use Cases We Didn't Design
Three times in one week, our users did something with the product we never imagined. Each instance taught us something fundamental about the difference between building a tool and building a platform.
Product BuildingFounder StoriesPlatform Thinking
Deep Dives
March 2, 202611 min read
Users Start with Changes, Not Questions
We spent three months watching analysts use our system. We built one thing. They wanted something else entirely. The lesson was simple, and it changed everything about how we build: analysts don't start their day with questions. They start with changes.
Product BuildingResearch WorkflowAI
Founder Stories
February 22, 202611 min read
We Taught Our AI to Say 'I Don't Know'
During a high-stakes demo, our system told a senior analyst it didn't have enough evidence to answer. She said: 'This is the first AI tool that's been honest with me.' Here's why building uncertainty into the product was the best decision we made.
Product BuildingFounder StoriesTrust
Founder Stories
February 14, 20266 min read
Why I'm Betting on a New OS for Research
Not a new tool. Not a new database. Not a better chatbot. An operating system. Here's exactly what that means, and why I believe it deeply enough to stake my career on it.
Founder StoriesProduct VisionAI
Deep Dives
February 6, 202610 min read
Most AI Research Tools Are Just ChatGPT With Data
There's a wave of AI tools targeting equity research. Most share the same architecture: take an LLM, connect it to financial data, let analysts ask questions. It's a compelling demo. But it's not research infrastructure, and the distinction matters more than most people realize.
AIEquity ResearchArchitecture
Founder Stories
January 29, 20266 min read
We Built the Wrong Feature
We built a dramatically improved search engine. The analyst looked at us and said, 'I don't want to search at all.' Here's what that Tuesday taught us about retrieval vs. orchestration, and why listening past the feature request matters.
Product BuildingFounder StoriesOrchestration
Deep Dives
January 21, 20269 min read
My Job Isn't Finding Things. My Job Is Being Right.
A senior analyst said six words in a demo that reshaped our entire product. This is the story of how 'my job is being right' forced us to rebuild from the ground up, and what we learned about the difference between retrieval and conviction.
ConvictionFounder StoriesProduct Building
Deep Dives
January 13, 20269 min read
The 45-Minute Trust Gap
Every analyst I've observed pays a hidden cognitive overhead tax: 45 to 90 minutes of validation work between finding a signal and trusting it enough to act. This is the trust gap and most AI tools don't touch it.
OrchestrationTrust GapInvestment Research
Market Trends
January 12, 20243 min read
Understanding Market Cycles: A Researcher's Perspective
How experienced researchers approach market cycles, sector rotation, and the rhythms that drive equity markets over time.
MarketsCyclesStrategy
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