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Beyond the Model: AI, Excel, and the New Operating System of Finance

Episode Intro:

In this episode of InDaloop, Thomas Li sits down with Matt Robinson—Founder of AI Street and one of the sharpest voices covering AI in finance—to unpack how artificial intelligence is reshaping the true operating system of Wall Street: Excel.

They go past the hype to dig into what actually matters in real workflows—why modeling is about process, not just output, how AI really works under the hood through tokens and tool calls, and why the biggest breakthroughs are coming from combining models with the right tools and data, not trying to replace humans outright.

39 Minutes

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