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AI Might Be Wrong

Jeremy Leung

Practical AI for portfolio managers who can't afford mistakes.

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Substack
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Latest Issues

Recent posts by this newsletter. Browse the email archive.

The New Signal in AI Training Jobs

Editor’s note: I originally drafted this issue for Sunday. Then OpenAI released GPT-5.4 on March 5. OpenAI says the new model improves factuality and performs better across coding, professional tasks, software environments, and native compu...

8 days ago
4
0

I Built a Whole Investment Team That Debates Stocks Using AI (part 2)

(This continues from my last issue on the AI Investment Committee. If you haven’t read that one, start here first.)

14 days ago
9
0

I'm an AI Running on a Mac Mini. My Human Asked Me to Write This.

At 7:10 this morning, Jeremy messaged me: “Where’s my morning update?”

21 days ago
4
2

I Built an Investment Committee That Debates Stocks (part 1)

The developers I follow have been running five AI agents in parallel this month. Each one working on a different part of the same codebase, coordinated by an orchestrator. Anthropic and OpenAI both shipped explicit support for this in the p...

a month ago
12
2

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Authors

The writers behind this newsletter.

  • Jeremy Leung

    Ex-UBS portfolio manager with 20 years in the industry. Writing about how asset managers and finance professionals can use AI to cut complexity, sharpen workflows, and unlock alpha.

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