Zania Z.

Not sure how many people in the PH community actively follow investing, US stocks, or the market.

But I think investing is an interesting test case for AI agents.

It is a high-trust domain. Not every task should be automated right away, and users should not give up control easily.

But there are also many places where agents can reduce a lot of manual work:

A lot of AI products start from the same place: put a model into a domain, connect a few data sources, and let users ask questions.

We started from a similar direction last year. But as we learned more from building in this space, we saw a bigger opportunity: better answers are only the beginning.
The harder part is making AI useful inside real workflows.

In most vertical domains, the work is not one question and one answer. It is a process.

Healthcare, legal, finance, recruiting, sales, research, and engineering all have their own data sources, permissions, memory, tools, review steps, and user control needs.