Concepts9 min read
How to Compare AI Stock Forecasts: CAGR and Total Return
Why annualized gains, five-year gains and averaged opinions need different labels, with an original Batch 7 example.
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Concepts
6 articles · Newest firstBuild your foundations in AI and agents, prediction science, investment and portfolio theory, and economics.
Clear filters- Concepts12 min read
Your Multi-Agent System Needs a Manager, Not More Agents
A practical guide to choosing agent architectures by task shape, managing coordination costs, and keeping one accountable release path.
- Concepts12 min read
I Audited 4,523 AI Judgments. Here’s What I’d Check Before Trusting an Agent Team.
Across 377 assets, a simple vote and a risk-aware scoring system disagreed in 45% of decisive cases. An audit for builders of agent teams.
- Concepts7 min read
Twelve AI Research Voices Looked at the Same Assets. Their Disagreement Was the Signal.
What SpaceX, PetroChina, and NuScale reveal about using model disagreement as a research tool instead of treating consensus as truth.
- Concepts7 min read
A Single Investment Score Is a Beautiful Lie
The problem with collapsing return, confidence, risk, financial strength, and catalysts into one number.
- Concepts5 min read
Designing AI for Analysts: When Missing Data Draws the Same Shape as a Score
What three years of building iPulse AI taught us about trust, judgment, and the future of professional analysis
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