Can AI analyse company news and corporate transcripts like humans? Misho will share lessons learned from over 7 years of practice of using NLP and LLMs to understand company performance. Can the best AI models today, accurately pick up the most important message out of a company earnings call? They can certainly pick up SOME points but how do we know if those are the important ones? Can we prompt them into to doing a better job? To find those answers, we look at what the best journalists in the field have done and try to get as close to that with AI. (Please note, the first half of the presentation will be accessible for a broad / non-technical audience while the second will be a bit more technical).
In this presentation, I will share and discuss:
1) Practical applications for AI for insights from corporate earnings, management calls, financial news.
2) Hands on examples on comparing Claude 3, GPT-4 and Mistral Large reasoning performance for corporate earnings calls
3) Some code walkthrough.