AnshVasani

We are witnessing the mass commoditization of an edge.

As the masses deploy GenAI to process conventional information in a newly "conventional" manner, markets saturate and alpha vanishes, mirroring the crowding that led to the 2007 "quant quake."

Operating on "standard" strategies puts one behind the curve.

Truly outsized returns remain only within the ultra-niche. You have to hunt in conventionally disregarded markets, leverage proprietary datasets, and build radically creative approaches.

Thus, victory will belong only to the accurate contrarian → Accuracy entails a trial → Trials necessitate action.