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Crossing the GenAI Divide: From Augmentation to a 10x Force Multiplier
Key takeaways from my recent Jefferies talks on the real-world application of Generative AI in investment management.
Sep 18
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Michael Bruck
June 2025
The Three Software Paradigms: Why Every AI Builder and Investor Must Understand Karpathy's Framework
Navigating Computing's Greatest Transformation Since 1954: From Terminal Windows to Autonomy Sliders
Jun 22
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Michael Bruck
From Summaries to Smart Agents: The Rapid Evolution of AI in Investment Management
A firsthand account of how generative AI is transforming from simple productivity tools into autonomous systems that will fundamentally reshape how…
Jun 19
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Michael Bruck
March 2025
AI in Investment Management: From Evolution to Revolution
The 10X Force Multiplier Transforming Wall Street's Analytical Engine
Mar 26
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Michael Bruck
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November 2024
The Epic Merger of SemiAnalysis and Fabricated Knowledge
The Minds Behind the Chips: Why This Merger Matters for the Future of Tech
Nov 16, 2024
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Michael Bruck
1
September 2024
Qualcomm’s Approach to Intel: A Bold Move That Could Reshape U.S. Semiconductor Manufacturing
Recent developments have cast Intel’s future in a new light.
Sep 22, 2024
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Michael Bruck
1
May 2024
Architects of the Immersive Internet: Envisioning the Next Chapter of the Metaverse Era
Will the Metaverse Emerge Stronger from the AI Hype Cycle?
May 24, 2024
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Michael Bruck
Geoeconomic Fragmentation and the Emergence of New Connector Countries
Rewiring Globalization: How Connector Countries, and the UAE in particular, are Reshaping the Future of Trade and Technology
May 20, 2024
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Michael Bruck
April 2024
The AI Revolution: Navigating the Journey from Hype to Revenue
In the rapidly evolving landscape of artificial intelligence (AI), deciphering when the current hype will translate into tangible revenue is a subject…
Apr 8, 2024
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Michael Bruck
March 2024
How AI Can Reshape the Work of Portfolio Managers
Presentation given at the Jefferies Asia Forum on 20 March, 2024
Mar 27, 2024
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Michael Bruck
August 2023
The Democratization of Creation
How AI is Transforming Computing and Unlocking New Possibilities
Aug 11, 2023
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Michael Bruck
June 2023
From Mainframes to Mindspeaks
Will LLMs Be the Future of All Human-Computer Interaction?
Jun 11, 2023
•
Michael Bruck
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