The next frontier: which technologies do leading investors and innovators think will shape the future?
This session reflected on the pivotal role that LLMs play in an organisation's innovation journey, as well as the impact they are having on both the investment and research communities. Panellists stressed that the "human layer" remains a critical component of the current AI tech stack. Accordingly, for AI to advance further, so-called agentic systems will need to reason and execute on behalf of humans.
Key Takeaways:
1. A conventional "tech stack" encompasses four layers: Compute, Infrastructure, Models, and Data.
2. If intelligence is defined as perception, cognition, and action—AI applications are still scratching the surface of where they can go next.
3. To that end, both JPMC and Blackrock are developing internal "agentic" platforms. For example, "Project Asimov" is being fine-tuned to support domain-specific investment research (beyond the scope of basic knowledge management and document summarisation).