{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/63c972d18c482b00106f8aec/69d429f91d7024f1a7c04907?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Season 2 Finale: Open-Sourcing the Investor Library with Daloopa CEO Thomas Li | S2E10","description":"<h2>Season 2 Finale: Open-Sourcing the Investor Library with Daloopa CEO Thomas Li</h2><p><br></p><p>The Season 2 finale of <strong>The Hedgineer Podcast</strong> features the return of <strong>Thomas Li</strong>, Co-founder and CEO of <strong>Daloopa</strong>, for his third appearance on the show. This episode marks a significant milestone as we transition into a new chapter for the podcast.</p><p><br></p><h3>Special Announcement: Season 3 and New Format</h3><p><br></p><p>Before diving into the discussion, host <strong>Michael Watson</strong> announces a major shift for the upcoming season. Starting next week, <strong>The Hedgineer Podcast</strong> will move to a <strong>weekly release schedule</strong> to provide more frequent insights into the rapidly evolving world of technology, data, and AI. Joining the show as a permanent <strong>co-host is Jhanvi Virani</strong>, Hedgineer’s COO, who will help anchor our weekly updates and industry analysis.</p><p><br></p><h3>Episode Overview</h3><p><br></p><p>In this finale, Michael and Thomas explore the decision to open-source Daloopa’s \"investor library\" of skills and agents—a move that challenges the historically closed-off nature of the financial data ecosystem. They discuss the philosophy behind treating AI agents as \"text files\" that can be refined by a community of sophisticated investors, effectively turning what was once proprietary alpha into the new industry beta.</p><p>The conversation delves into the technical obsession required to serve institutional clients, particularly regarding latency. Thomas explains why Daloopa prioritizes parsing unstructured press wires over waiting for structured SEC filings: in high-stakes markets, saving a few minutes of \"server lag\" is the difference between a successful trade and a missed opportunity.</p><p>We also cover the strategic landscape of building on frontier models. Thomas shares his experience partnering with Anthropic to build their Excel plugin and discusses whether evolving LLMs are a \"wind behind the sail\" or an existential risk for specialized fintech companies.</p><p><br></p><h3>Key Takeaways</h3><p><br></p><ul><li><strong>The Open-Source Investor Library</strong>: Why Daloopa is providing its corpus of fundamental investing skills to the community and how 100+ hedge funds are already contributing back.</li><li><strong>Latency as a Moat</strong>: The engineering challenge of bypassing SEC server lag by parsing raw press wires to deliver verified data in seconds.</li><li><strong>Agents vs. Chat</strong>: Why the future of finance lies in agentic workflows (like \"Scout\" and \"Claude Code\") rather than simple prompt-and-response interfaces.</li><li><strong>Internal AI Adoption</strong>: How Daloopa uses AI internally—from analyzing customer feedback to helping sales teams prep for meetings—without hiring \"AI Engineers,\" but by making everyone an AI user.</li></ul><p><br></p><h3>Timestamps</h3><p><br></p><ul><li><strong>00:00</strong> – Season 3 Announcement: Weekly episodes and new co-host Jhanvi Virani</li><li><strong>04:15</strong> – The decision to open-source the investor library of skills</li><li><strong>11:30</strong> – Why an \"Agent\" is just a text file and the power of community iteration</li><li><strong>18:45</strong> – Monetizing the \"Engine\": Ferrari’s philosophy applied to financial data</li><li><strong>26:20</strong> – The transition from Alpha to Beta in AI-driven research</li><li><strong>35:10</strong> – Partnering with Anthropic and the future of Excel-based agents</li><li><strong>42:00</strong> – Obsessing over seconds: Parsing press wires vs. SEC filings</li></ul><p><br></p><p><strong>About the Guest:</strong> Thomas Li is the Co-founder and CEO of Daloopa, a provider of high-fidelity data for company financials and KPIs.</p><p><br></p><p><strong>About the Host:</strong> Michael Watson is the founder of Hedgineer, building data and AI platforms for institutional asset managers.</p><p><br></p><p>Subscribe for weekly analysis starting next season.</p><p><br></p><p>youtube.com/@hedgineer</p><p><br></p><p>Hedgineer.io</p><p><br></p>","author_name":"Michael Watson"}