Alex Hoffmann @alexhdoesstuff
🥸 Building @marvin_labs, an AI assistant for investment analysts. Second time founder, ex Credit Suisse London Joined March 2022-
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We just launched guidance tracking on Marvin Labs. Guidance tracking automatically extracts all forward-looking statements from company reports, earnings calls, press releases, and other primary sources. These statements range from formal guidance like “We expect revenue for…
AI is becoming core infrastructure in wealth management. Leaders are cutting costs, scaling personalization, and increasing advisor productivity—all without compromising compliance or service quality.
AI is becoming core infrastructure in wealth management. Leaders are cutting costs, scaling personalization, and increasing advisor productivity—all without compromising compliance or service quality.
Going live today at 3pm London / 11am New York 🎥 Excited to join John Goddard and James Yerkess to talk about scaling investment advice with AI — and what it means for the future of client service in banking and wealth management. If you're curious about how we can reduce…
Going live today at 3pm London / 11am New York 🎥 Excited to join John Goddard and James Yerkess to talk about scaling investment advice with AI — and what it means for the future of client service in banking and wealth management. If you're curious about how we can reduce…
James Mitchell of Tencent quite clearly laying out the bear case for $NVDA - DeepSeek's innovations mean fewer GPUs needed vs. what Tencent previously thought, despite the explosion in AI usage. @doodlestein "There was a period of time last year when there was a belief that…
Did we achieve commoditization of LLMs? DeepSeek massively lowered the pricing for high quality AI applications and gave the ones that are pricing constrained a massively more powerful model. A model at 1/3 of the cost of recent o3-mini with comparable quality.
$MSFT: Is OpenAI Half of Azure AI Revenue? According to the most recent earnings release, Azure AI is operating at a $13 billion annual run rate. This term, "annual run rate," is somewhat unusual and non-standard when describing the scale of the AI offering. It's unclear how…
$UBER FY-2024: Revenue Beats Expectations by 1.7%, EPS Misses by 52% Amid Strong Growth in Bookings and EBITDA Revenue $12.0bn (+20%) vs. $11.8bn exp EPS $0.23 (-65%) vs. $0.48 exp. Call Highlights⬇️
How can AI tools help analysts prepare for earnings: 1️⃣ keeping track of old open questions 2️⃣ summarizing all new data points learned since last earnings release 3️⃣ read across from competitors Check out the clip below from @marvin_labs latest LinkedIn live.
I am delighted that Mark Bolton has joined Marvin Labs as a Senior Strategic Advisor. The addition of a seasoned advisor for fintech companies significantly enhances our strategic positioning. With his deep expertise and proven track record, he will ensure we not only meet but…
I am delighted that Mark Bolton has joined Marvin Labs as a Senior Strategic Advisor. The addition of a seasoned advisor for fintech companies significantly enhances our strategic positioning. With his deep expertise and proven track record, he will ensure we not only meet but…
A story on an information arbitrage in a major publicly listed equity that reads like it's from the 80s: there was a 7 minute arbitrage opportunity in Ocado stock on Jun 20th. marvin-labs.com/blog/ocdo_seve…
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