AI and data

How AI changes decisions, data, and workflows in financial services. Research, advisory, and investing.

Work on this line

• Compliance obligation mappingInvestor and advisorCrosses Regtech and risk
• AI project sourcing for lending and creditAdvisory · 2026Crosses Lending and credit
• Neuro-symbolic AI for creditResearch · 2026Crosses Private markets

Notes on this line

• What breaks when the AI project list goes from 5 to 3010 Oct 2026 · Cambridge CCAF (2026), Gartner (2025), MIT NANDA (2025), and nCino and Wolf & Company surveys (2026). The failure modes and the response are my view, from work with lenders and credit firms. I am a partner of Strategy of Things, whose reference model this note draws on.
• A problem pattern in credit and compliance, and an approach built for it24 Sep 2026 · Public vendor, regulatory, and standards material. The pattern and my reading of the approach are my view. I invest in an early-stage regtech company in this field.
• Where compliance spend pays off at small banks24 Sep 2026 · CSBS, FDIC, and NCUA data; FinCEN and EU rule dates. The argument is my view. I invest in a company that works in this layer.