AI Might Be Wrong
Jeremy LeungPractical AI for portfolio managers who can't afford mistakes.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 32 | Founded | a year ago | Last Issue | 19 days ago |
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aimightbewrong.substack.comLatest Issues
The Practical Playbook: What an Investment Team Should Actually Do About AI
Two things have been filling my calendar lately. The first is consulting work, which has picked up over the past month: one engagement with a hedge fund, another with a research firm, both sitting with the founders to encode the way they ac...
It's the Harness, Not the Model
I first heard the phrase harness engineering on a monthly peer call with other people working on AI in investing. It came up again, more prominently, at the AI Engineer Europe conference I went to two months ago, and that was the moment it...
Prototype in Hours. Production in Days.
AI accelerates the building. It does not shortcut the work of getting something to institutional grade. The verification, the edge cases, the disclosures, the bits a compliance officer or a senior PM will actually sign off on. That gap is s...
The AI Roadmap Is Hiding in Job Ads
If you want a quieter signal on what is coming, the Mercor job board is worth looking at. I have been tracking it across seven snapshots since November 2025. The argument in Issue 8 and Issue 13 was that following which expert roles labs ar...
Less Prompting, More Operating
I’ve spent a lot of the last month talking to asset managers and investment teams, including a growing number of conversations at the management level. The pattern is consistent: a wide spectrum of AI usage across users and firms, and peopl...
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Authors
The writers behind this newsletter.
Former UBS portfolio manager with 20 years in investing. Writing about AI, investing, and how technology is reshaping research, workflows, and decision-making.
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