The Data Exchange with Ben Lorica How Agentic AI is Transforming Wall Street
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Jul 31, 2025 Josh Pantony, CEO of Boosted AI, discusses the groundbreaking possibilities of agentic AI in finance. He highlights Alpha, a platform that turns AI into proactive workers for finance professionals, significantly enhancing productivity. The conversation delves into the challenges of maintaining auditability and the importance of balancing speed with quality in AI responses. Pantony also emphasizes the shift toward multimedia consumption of financial information among younger generations, showcasing how AI can revolutionize data analysis and market insights.
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Agentic AI Workers Explained
- Alpha is an agentic AI platform that creates persistent AI workers to execute finance tasks autonomously.
- It enhances workflows by performing repeatable tasks continuously without explicit prompting.
Proactive AI Like YouTube
- Unlike traditional prompt-based AI, Alpha proactively delivers relevant insights based on user interests.
- This anticipatory model resembles platforms like YouTube rather than Google search.
Finance AI Requires Rigor
- Finance AI demands extreme auditability, scalability, and consistent reproducibility of analysis.
- Boosted AI uses multiple tuned large language models that collaborate to handle billions of tokens daily.