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Giving in to Russia and the Risk of Ignoring Second and Third Order Consequences
As the U.S. has signaled effectively to capitulate early to Russian demands, it has exposed a number of risks to Trump’s impulsiveness as well as the impact of placing people lacking experience and disciplined negotiating skills in positions that impact European and U.S. security in the near to medium term. I am reminded of a […]
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Will Tech Native Companies Continue/Start to buy their way into Clearing
The recent early rumour that ADM is selling its futures FCM is sure to be one of several announcements this year of FCM’s coming up for sale. The difference for me this year is whether we will see tech first companies like Ninja Trader and to some extent Robinhood in the past continue to buy […]
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Will AI be Capable of Using the Force- A conversation with Deep Seek
So, I thought I would put Deep Seek through its paces late in the day today to see how it would react to whether AI will be able to use the force. Remarkably, it “reasoned” that it will be able to and that there will be AI on both sides of the force. Here was […]
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Tokenization in 2025: Trust=Scale
In 2024, experiments in fixed income and other capital markets tokenization efforts demonstrated that the current technology can likely handle significant volumes without performance issues. Fixed income and various types of funds appear poised as leading candidates for scaling tokenization efforts. While asking “what’s the benefit?” should be driving tokenization decisions, there is definitely a […]
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Will we still engage if the majority of LinkedIn content is generated by AI?
A recent Wired article reported that 54% of longer posts on LinkedIn are generated by AI. Additionally, marketing-based AI assistants claim higher user engagement for AI generated content compared to human-generated content. In interactions with several language models, a common estimate was that the tipping point for AI-generated content dominance on LinkedIn might be around […]
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A very brief update on Claude v ChatGPT v Perplexity
Claude wins for creative tasks, writing, suggested edits, and I am told it is a better coding partner Claude and ChatGPT tie on complex logic and analysis. ChatGPT wins on all around given third party integration, multi-modal capabilities and ability to have internet access. All of them are good at document summarizing but ChatGPT can […]
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Questions for Boards and Senior Teams to Consider in Their AI Strategy
I’ve been straddling AI for some time now between involvement in projects to develop AI products and services and company efforts to work out their AI strategy to add value to their businesses. The tension between investment/spending on AI and getting visible value is pushing the need for disciplined focus. Boards, Private Equity and Senior […]
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My Personal Q3 Review
Q3 begins with remembering Blue(Bluesy, Baby Moose, Blusifer) who was a fixture in our family and also with some of my clients, teams and work for nearly 11 years. He passed suddenly in early September. He was a close friend, trusting, trustworthy, a big dork, rockstar model, protective, obsessed with training people to retrieve rocks […]
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Useful Quarterly Business Reviews
“He wasn’t bad; he got the information out there.” “Hey, do you have a template I can fill out?” “I got my deck down to 20 slides!” “We don’t really do a formal business review. We just add it as an agenda item at the end of each quarter.” I was speaking with a CEO […]
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Does The WPE v WP Dispute Impact Your Thoughts on Using Open Source AI in Capital Markets Operations and Trading?
“WP Engine is the leader in the $597 billion WordPress Economy. The company’s platform, the fastest among all WordPress providers, powers 1.5 million digital experiences.” That was from WP Engine in 2023 billed as the first study of the WordPress economy. I’d be reticent to use an open source AI for automating fintech or capital markets company […]
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Joes Garage 