Pascal AI retweeted
The grid has room for far more AI data centers if they slow down, even just a few days a year.
Varun Sivaram of Emerald AI joins Jason to discuss a London data center that powered down at halftime of a big soccer match, how China is adding power ten times faster than the US, and ed new data center hookups. PLUS, Vibhav Viswanathan of Pascal AI shows us how his software gives AI agents working for hedge funds an institutional memory.
@jason @vsiv @EmeraldAI_ @pascalailabs
0:00 Why data centers suddenly became unpopular
2:46 Batteries vs. throttling GPUs vs. moving workloads
4:11 Why utilities still pick up the phone
4:52 The London teakettle test at football halftime
5:56 Throttling AI workloads without users noticing
10:40 How much spare room the grid really has
13:32 The grand bargain, a fast pass onto the grid
17:23 Why America can't out-build China on power
20:39 Why off-grid and space data centers worry Varun
27:37 Are state data center moratoriums performative?
29:45 Pascal AI, AI agents for hedge funds and asset managers
35:12 How Pascal differs from ChatGPT and Claude
38:54 The proprietary data frontier models can't see
42:20 Will AI replace hedge fund analysts?
🎥 Watch the full episode here 👇
Varun Sivaram of Emerald AI joins Jason to discuss a London data center that powered down at halftime of a big soccer match, how China is adding power ten times faster than the US, and ed new data center hookups. PLUS, Vibhav Viswanathan of Pascal AI shows us how his software gives AI agents working for hedge funds an institutional memory.
@jason @vsiv @EmeraldAI_ @pascalailabs
0:00 Why data centers suddenly became unpopular
2:46 Batteries vs. throttling GPUs vs. moving workloads
4:11 Why utilities still pick up the phone
4:52 The London teakettle test at football halftime
5:56 Throttling AI workloads without users noticing
10:40 How much spare room the grid really has
13:32 The grand bargain, a fast pass onto the grid
17:23 Why America can't out-build China on power
20:39 Why off-grid and space data centers worry Varun
27:37 Are state data center moratoriums performative?
29:45 Pascal AI, AI agents for hedge funds and asset managers
35:12 How Pascal differs from ChatGPT and Claude
38:54 The proprietary data frontier models can't see
42:20 Will AI replace hedge fund analysts?
🎥 Watch the full episode here 👇
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Our Founder & CEO, Vibhav Viswanathan (@v_vibhav), will be speaking at an upcoming webinar hosted by @DollarEagle.
Explore how investment teams are moving beyond AI copilots and experimenting with agentic systems.
Fill the form to request a spot: pascalailabs.com/news/register/…
Explore how investment teams are moving beyond AI copilots and experimenting with agentic systems.
Fill the form to request a spot: pascalailabs.com/news/register/…
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We are thrilled to announce that Pascal AI is deploying its AI infrastructure with @ICICIPruMF across the fund house's institutional investment workflows. Know more - pascalailabs.com/blog/pascal-ai…
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The grunt work was always a mask. It made mediocre analysts look busy and kept great analysts held back.
AI has destroyed the middle ground. The gap between a "model builder" and a "judgment-driven analyst" has now become wider than ever.
AI has destroyed the middle ground. The gap between a "model builder" and a "judgment-driven analyst" has now become wider than ever.
@Geiger_Capitalt seats gone in 5 years” misses what gets cut first.
analyst work is two jobs: grunt work and judgment work. they’re paid the same but they aren’t worth the same.
the grunt work — comp tables, model builds, deck formatting — was already being outsourced to India at $15/hour. AI just made it free and instant.
the judgment work — reading a CFO in a room, knowing which assumption kills a deal, feeling when something’s wrong before the model says so — that’s not in the plugin list.
the seats disappearing were already commodities. the ones that remain just got more leverage.
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Palantir is currently one of the most volatile stocks on NASDAQ. Since Feb 2, we’ve seen a massive post-earnings surge followed by a sharp 23% dip from its highs.
But if you’re looking at the price, you're missing the signal in the noise. 🧵
But if you’re looking at the price, you're missing the signal in the noise. 🧵
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But what does it mean for investment firms?
Your institutional memory is currently leaky, it’s scattered in PDFs and analysts' notes.
A world where every company analyzed connects to your thesis and outcomes. Where your research is a living knowledge graph holding the context.
Your institutional memory is currently leaky, it’s scattered in PDFs and analysts' notes.
A world where every company analyzed connects to your thesis and outcomes. Where your research is a living knowledge graph holding the context.
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The line in the sand is clear: Infrastructure wins. Applications get repriced.
This becomes even clearer when it becomes harder to beat a firm in returns that is building the knowledge graph and getting the yields of its compounding.
This becomes even clearer when it becomes harder to beat a firm in returns that is building the knowledge graph and getting the yields of its compounding.
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AI Agents for 2026 Earnings Season?
Analysts are still burning out manually auditing 100s of pages.
But the real issue isn't even the workload.
We suffer from recency bias: reacting to what the CEO says now, while forgetting past promises.
Example of an Agentic Audit👇
Analysts are still burning out manually auditing 100s of pages.
But the real issue isn't even the workload.
We suffer from recency bias: reacting to what the CEO says now, while forgetting past promises.
Example of an Agentic Audit👇
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This is powered by our new Agentic workflows:
1️⃣ Executive Narrative Tracker: Benchmarks current commentary against past strategic priorities.
2️⃣ Guidance vs Actuals: Systematically reconciles results against explicit forward guidance.
1️⃣ Executive Narrative Tracker: Benchmarks current commentary against past strategic priorities.
2️⃣ Guidance vs Actuals: Systematically reconciles results against explicit forward guidance.
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There is value in being consistent with your own past decisions. Don't let recency bias erase years of research traces.
How are you acting differently this earnings season? Are you still auditing manually?
Let us know below. 👇
#Earnings #AI #Investing #Accenture
How are you acting differently this earnings season? Are you still auditing manually?
Let us know below. 👇
#Earnings #AI #Investing #Accenture
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