Phenomenal takes in here “But here's an interesting question - why has nobody truly been paying close attention to matching capabilities to the unlock? Where is this discourse happening? The root cause of all the shallowness in thinking is that the wrong category was crowned far too early: the AI-native ERP. That is fundamentally the wrong abstraction for what AI changes in finance.”

Sep 10, 2026 · 3:11 AM UTC

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Replying to @JayaGup10
I agree. We may be making the same category error one layer up. Once software can reason, act across systems, mutate state and continue autonomously, the question is no longer which legacy category becomes “AI-native” per se'. The question becomes "What new infrastructure becomes necessary because autonomous execution now exists."
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Replying to @JayaGup10
We patented a distributed approach to computing context graphs using tensors for financial markets. The unlock for us was embarrassingly parallel processing and abundant ephemeral compute. We can run 10-100k task workflows using commodity CPUs, far beyond legacy tech
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Replying to @JayaGup10 @hkanji
great thread. one thing explains why legal went first, a contract is one document both sides sign, so the model reads the truth in one place. in finance every document is written by one side only, the invoice, the statement, the ERP entry, and the other side keeps its own version. what happens to AI in finance when both sides finally share one record?
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