The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 7 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Disclosure
Brightwave uses LLM supervision alongside human annotation benchmarks for model evaluation
“We pay human annotators to evaluate the quality of the generative outputs, and I think that that is always the reference standard, but we frequently first turn to LLM supervision as a way to Have whether it's at fine tuning time or even for subsystems that ar…”
Mike Conover Jun 11, 2024 ▶ 25:38 How AI is Eating Finance - with Mike Conover of Brightwave
Disclosure
Conover: Building automated Excel spreadsheets is an explicit non-goal for Brightwave
“I think what is an explicit non-goal for the company is to create Excel spreadsheets.”
Mike Conover Jun 11, 2024 ▶ 46:06 How AI is Eating Finance - with Mike Conover of Brightwave
Insight
Conover: Nearest-neighbor search without metadata yields convincingly wrong AI answers
“If I just look for something that is a nearest neighbor without any of that temporal or other qualitative metadata overlay, you're just going to get a kind of a bag of facts. And that, that is like explicitly not helpful. Because the worst Failure state for th…”
Mike Conover Jun 11, 2024 ▶ 32:40 How AI is Eating Finance - with Mike Conover of Brightwave
Disclosure
Conover: A $20B crossover hedge fund uses Brightwave for equity research
“We have a twenty billion dollar crossover hedge fund and their equities team uses this tool to go deep on a thesis.”
Mike Conover Jun 11, 2024 ▶ 10:22 How AI is Eating Finance - with Mike Conover of Brightwave
Disclosure
Brightwave uses composable, context-aware prompting conditioned on retrieved context semantics
“You can have prompts that are composable and that have different sort of command units that like may or may not be present based on the semantics of the content that is being populated into the rag context window. And so that, that's something we make great us…”
Mike Conover Jun 11, 2024 ▶ 35:50 How AI is Eating Finance - with Mike Conover of Brightwave
Disclosure
Brightwave raises $6M Seed round led by Decibel Partners
“We, we've raised a six million dollar seed round including participate lead by decibel we love working with and including Participation from .7 to two, one of the largest hedge funds in the world and moon fire ventures.”
Mike Conover Jun 11, 2024 ▶ 4:52 How AI is Eating Finance - with Mike Conover of Brightwave
Disclosure
Brightwave trains custom models to verify outputs against primary source material
“We train our own models to assess you know, you can think of this like entailment, like is, is this supported by the underlying primary sources?”
Mike Conover Jun 11, 2024 ▶ 20:35 How AI is Eating Finance - with Mike Conover of Brightwave
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