Agree... while there are valuable and interesting notions in the article the final conclusion and the so-called curated friction is just too stretched for me.
Love it! This is a very useful tool to provide me with introductory (but granular enough) information about new investment ideas that I have.
Just two cents based on my usual workflow --
1. I like to compare companies within the same industry, so it would be good if i can ask follow up questions after reading a report like "How does company Y compare with company X on XX metrics?"
2. I understand that the reports are generated by a model; if that is true, maybe you could cross-reference the fillings with their corresponding earnings call transcripts (should be available for free on many investment websites) and highlight what is being discussed/asked in the calls as well
Again, thank you for the great work. Already pinned your site to my browser's investment workspace XD
One danger is that, from a macroeconomics view, GDP growth can be attained without any regard for natural unemployment rates. When technology, controlled by capital, drives up markup on wages by displacing human labor and killing competition, then natural unemployment will rise, but the economy can still "thrive," from a statistical perspective. But it is individual persons being ignored by statistics. Indeed a grim future.
And when working with people it's fairly easy to intervene and improve when needed. I think the current working model with LLMs is definitely suboptimal when we cannot confine their solution space AND where they should apply a solution precisely, and timely.
The sub-issue structure seems much better than Jira's approach where everything has to fit into a hierarchy. Then it becomes hard to align on the definition of a certain level in the hierarchy.
This create-a-subissue-when-needed way is more sensible.