Artificial Intelligence
AI is exposing the limits of legacy bank controls, making governance quality critical to resilience and investor confidence.
AI’s growing capabilities challenge traditional investment skill, shifting competitive advantage toward governance, process, and judgment.
Yann LeCun’s testimony reframed for investment leaders: why AI sovereignty, platform control, and LLM economics shape organizational risk.
How Lincoln’s approach to innovation, labor, and law offers a framework for ethical AI and long-term value creation.
AI automates tasks in finance and boosts efficiency, but reflexive markets ensure interpretation and oversight remain irreducibly human work.
US government equity is entering strategic supply chains. For investors, this is changing how risk, returns, and capital allocation are priced.
GenAI is transforming investment workflows, raising critical questions about human judgment, task design, and the future of the profession.
The Enterprising Investor blogs that resonated most with readers in 2025 were those that used historical evidence to illuminate present-day dynamics.
AI offers real promise for investors, but reliability gaps and oversight needs mean its impact will be more measured than early hype suggests.
A simple framework helps VC investors assess and identify durable long-term value when investing capital in AI.