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Jason Choi critiques the effectiveness of current AI tools in stock pitches or any work requiring significant out-of-sample judgement.
He observes that while AI can streamline synthesis and coverage, it remains inadequate for tasks demanding human judgement. Choi is skeptical about claims that AI can fully perform as a portfolio manager, cautioning against what he describes as theatrics around this concept.
Choi has previously examined factors shaping finance and crypto development. He noted that monetization in crypto often precedes product market fit. In a separate analysis, Choi described edge and aggression as key elements for achieving dynastic wealth in finance.