SEC Filings
topic on 4 shows · 4 statements across 4 episodes
Latent Space 
My First Million 
Capital Allocators 
the a16z Podcast
4 statements about SEC Filings, every show
Trigg: WCM Built AI Models to Detect Moat Trajectory Changes
“We're building tools to really codify mode trajectory and culture into a model. How do you diagnose change in the company's mode? Look at it today. Put all this data in there, whether it's SEC filings, transcripts, sell-side reports, expert transcripts, and lo…”
Levie: Goldman Sachs uses AI to draft S-1s in minutes
“David Solomon at Goldman Sachs, Has given this anecdote of they can write now an SEC filing or an S one for an IPO in like a few minutes that used to take a number of analysts, you know, a few days.”
Conover: Million-token context windows fail to extract deep insights from SEC filings
“It, I think empirically is not the case that you can just throw all of the SEC filings in, you know, a million token context window and get deep insight that is useful out the other end.”