Harneet Kaur, founder and CEO of Axim Intelligence and a former distressed credit investor, tests whether frontier models can reason about a live distressed situation, iHeartMedia. Two top models disagreed sharply on the odds of bankruptcy, but a layered reasoning process brought them to the same answer, raising the question of whether agreement is the same as being right.
How Contour Asset Management, a $6B fundamental long/short technology, media and telecom fund, measures the return on AI spend through live A/B tests of analyst research, a cost per useful insight metric, timing agents that resurface old ideas, and AI workflows across trading, operations and compliance.
Arca, an AI-native financial services firm, runs its client business through long-horizon agents that own goals end to end across days of stop-start work. Aman Singh, who leads AI there, explains the signal system, operational context, harness, persistent memory, and shared spaces that let agents pull in people at the right moment, and why steering agents becomes the way to steer the business.
Joseph Kim, who leads ChatGPT for Financial Services, explains the capability overhang, the gap between what models can do and the value professionals get from them at work. He covers the product built with Morgan Stanley and Evercore, why the team licensed and indexed financial data instead of relying on MCP connectors, how firm templates, charts, and citation viewers sit on the ChatGPT plugin platform, and his view of model progress, the threshold of usefulness, and three bets for finance in 2027.
Carmen Li, CEO of Compute Exchange and Silicon Data, makes the case for treating GPU procurement like exchange trading. She covers the neutral, verified marketplace model, its reserved, forward, token and secondary server products, and the RFQ routing system. She then examines Silicon Data's forward curves for H100 and B200, the market's expectation of rising prices, and how used GPUs are holding value well above standard depreciation.
A look at three developments shaping the near future of AI: Anthropic's research on small models that could copy themselves across cheap consumer devices, a JAMA study showing how doctors are adopting clinical chatbots for treatment decisions, and an experiment in which AI agents booked a founders' dinner and then networked with one another. The panel weighs security risks in the home, the trade-offs of speed versus verification in medicine, and how much autonomy agents should have when dealing with other agents.