Blog
To teach a machine to understand and analyze companies, we as developer must have a keen sense of company valuation. The key point is that during the model’s creation, the human developer is making hundreds of subtle choices—each one shaping the model’s direction.
That’s why, as developers, we step into the shoes of active investors. We visit companies, seek out the insights AI can’t yet access—things like touring production facilities, speaking with management, experiencing a product firsthand, and grasping the long-term vision and business model. We dive into the human side of the equation to uncover what the model can’t see. By understanding the gaps in our approach, we can build the right workarounds and make the model more robust.
Ultimately, humans are the architects of the model’s foundation. But once the model is complete and starts suggesting companies, the human hand can be removed from the decision-making process, allowing the machine to navigate on its own.
Here we share our experiences.
Why Machine Learning Can’t Handle Argentina
A hotel bill of 1,142,351 pesos for four nights. A bottle of water at 2,000 pesos. A president campaigning with a chainsaw. Welcome to Argentina — a country where daily life feels like a stand-up routine performed by macroeconomics.We often get asked why we omit...
Shaking Hands with Algorithms: Can AI Read the Poker Face of Management?
As developers, we’re not just building AI models to analyze companies; we’re stepping into the shoes of active investors. While AI can process vast amounts of data, it misses the human side—the firsthand experiences we gain by touring production facilities or using a...
The taste of AI
As developers, we’re not just building AI models to analyze companies; we’re stepping into the shoes of active investors. While AI can process vast amounts of data, it misses the human side—the firsthand experiences we gain by touring production facilities or using a...
Market size dilemma – Afyren, Carbios and Hoffman Green Cement
As developers, we’re not just building AI models to analyze companies; we’re stepping into the shoes of active investors. While AI can process vast amounts of data, it misses the human side—the firsthand experiences we gain by touring production facilities or using a...