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Fintech · Digital twins transform financial risk management from spreadsheets to software
now playing · Fintech
AI Infrastructuretailwindscore 9/10marty chavez
30 years of Moore's Law scaling validates connectionist AI approach
The connectionist/neural network approach to AI, once dismissed as 'bonkers,' proved massively scalable after 30 years of Moore's Law doubling compute every 18 months, reaching the second h…
Fintechtailwindscore 9/10marty chavez
Digital twins transform financial risk management from spreadsheets to software
Building digital twins of trading businesses (SecDB at Goldman, now at Sixth Street) enables risk simulation in software before reality, turning risk management from a reactive spreadsheet…
Private Credittailwindscore 8/10marty chavez
Private credit digitization is the last frontier for software on Wall Street
Alternative assets/private credit remain modeled in disconnected spreadsheets with complex waterfall structures, creating a massive opportunity for digital platforms to replace Excel as the…
AI Agentstailwindscore 8/10marty chavez
Algorithmic trading were the first AI agents; human collaboration beats resistance
Algorithmic trading systems ('algos') were early AI agents autonomously placing orders; Chavez's three-strategy framework — tell computers what to do, collaborate with computer-users, or re…
AI Economics & Business Modelstailwindscore 7/10marty chavez
AI-driven 20% productivity growth could enable post-scarcity leisure economy
A plausible future scenario has AI driving productivity growth to 20% (vs 3% today), meeting material needs offscreen while humans focus on uniquely human activities — analogous to Bridgert…