Anthropic Excel plugin partnership

Season 2 Finale: Open-Sourcing the Investor Library with Daloopa CEO Thomas Li

The Season 2 finale of The Hedgineer Podcast features the return of Thomas Li, Co-founder and CEO of Daloopa, for his third appearance on the show. This episode marks a significant milestone as we transition into a new chapter for the podcast.

Special Announcement: Season 3 and New Format

Before diving into the discussion, host Michael Watson announces a major shift for the upcoming season. Starting next week, The Hedgineer Podcast will move to a weekly release schedule to provide more frequent insights into the rapidly evolving world of technology, data, and AI. Joining the show as a permanent co-host is Jhanvi Virani, Hedgineer’s COO, who will help anchor our weekly updates and industry analysis.

Episode Overview

In this finale, Michael and Thomas explore the decision to open-source Daloopa’s "investor library" of skills and agents—a move that challenges the historically closed-off nature of the financial data ecosystem. They discuss the philosophy behind treating AI agents as "text files" that can be refined by a community of sophisticated investors, effectively turning what was once proprietary alpha into the new industry beta.

The conversation delves into the technical obsession required to serve institutional clients, particularly regarding latency. Thomas explains why Daloopa prioritizes parsing unstructured press wires over waiting for structured SEC filings: in high-stakes markets, saving a few minutes of "server lag" is the difference between a successful trade and a missed opportunity.

We also cover the strategic landscape of building on frontier models. Thomas shares his experience partnering with Anthropic to build their Excel plugin and discusses whether evolving LLMs are a "wind behind the sail" or an existential risk for specialized fintech companies.

Key Takeaways

• The Open-Source Investor Library: Why Daloopa is providing its corpus of fundamental investing skills to the community and how 100+ hedge funds are already contributing back.
• Latency as a Moat: The engineering challenge of bypassing SEC server lag by parsing raw press wires to deliver verified data in seconds.
• Agents vs. Chat: Why the future of finance lies in agentic workflows (like "Scout" and "Claude Code") rather than simple prompt-and-response interfaces.
• Internal AI Adoption: How Daloopa uses AI internally—from analyzing customer feedback to helping sales teams prep for meetings—without hiring "AI Engineers," but by making everyone an AI user.

Timestamps

• 00:00 – Season 3 Announcement: Weekly episodes and new co-host Jhanvi Virani
• 04:15 – The decision to open-source the investor library of skills
• 11:30 – Why an "Agent" is just a text file and the power of community iteration
• 18:45 – Monetizing the "Engine": Ferrari’s philosophy applied to financial data
• 26:20 – The transition from Alpha to Beta in AI-driven research
• 35:10 – Partnering with Anthropic and the future of Excel-based agents
• 42:00 – Obsessing over seconds: Parsing press wires vs. SEC filings

About the Guest: Thomas Li is the Co-founder and CEO of Daloopa, a provider of high-fidelity data for company financials and KPIs.

About the Host: Michael Watson is the founder of Hedgineer, building data and AI platforms for institutional asset managers.

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