Sarah Ketterer

speaker

355 appearances 1 recordings 1 series first heard Jul 2026 last heard 6 Jul

Sarah Ketterer’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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I'm more in the Marc Andreessen camp, but...

I think there are some industries or even sectors that we're going to struggle a little bit.

I'm going to have to find new ways of proving their value to consumers.

But as for employment, I would have more software engineers because they're doing so much.

It's revolutionary.

And as for analysts...

Our analysts will be even more productive.

We'll be able to cover more stocks.

There's 7,000 stocks, and we only can cover about 10 to 12 per person pretty well.

And in quant, we can cover quite a lot, but it's a breadth strategy, so we don't have any depth there.

And we'd like to have more depth.

I mean, why not?

It would make our models even more informed.

So I would happily take on more analysts if the AI tools make them even more productive, because then they could pay for themselves.

So I think it really depends on the industry you're talking about.

First, I thought it would put lawyers out of business.

And of course, I should never have thought that.

I think it would put lawyers out of business.

Of course not.

Right now, the AI coding agents do the coding and then check the coding.

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