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Henry Obegi

Writing about AI, markets, and investing.

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Latest posts

The AI Revolution Is Real. The Timeline Is Wrong.

AI intelligence is plateauing. The models are smart enough to be useful but each gain of intelligence comes at an increasingly large cost. The market is pricing the wrong timeline.

AI Hedge Fund: How it Started

A decade of investing, a costly lesson in leverage, and the journey to building an autonomous AI hedge fund.

SPAR: Training Employees with AI Avatars and Roleplays

AI-powered roleplays to train customer-facing employees, featuring technical architecture, design choices, and key startup insights.

How to Find Undervalued Stocks

A comprehensive approach combining quantitative filtering with AI to identify value opportunities in the stock market.