Thoughts, stories and ideas.
Claude for Finance Teams: Investment Banking, DCF Models, Reconciliation & Variance Analysis
A practical guide to using Claude for investment banking materials, comparable company analysis, DCF models, month-end reconciliation, and variance commentary, with screenshots, setup steps, and honest caveats.
AI Arms Race Has Real Numbers: Pentagon vs China 2026
AI targeting systems executed 900 strikes in 12 hours, a pace that previously took weeks. Maven, Palantir, and frontier models are operational in active conflict. The Pentagon just banned Anthropic and switched to OpenAI while strikes continue. The arms race has numbers now.
Stop Paying for AI You Don't Use: The Case for Fine-Tuned Models
Processing 10,000 documents daily through GPT or Claude costs $50K annually. Fine-tuned models: $5K. Same accuracy. Faster latency. Data never leaves your control. But most teams don't realize this is now viable. Here's when frontier models make sense and when you're overpaying.