An impressive AI answer is a good start. Can you trust it the second time?

Stan Altshuller sits down with Omega Point co-founders Omer Cedar and Eran Cedar to discuss what it takes to make AI useful in an investment process: reliable calculations, traceable sources, and the context that makes one firm’s approach different from another’s.

Omer shares the experience at Two Sigma that helped shape Omega Point’s founding thesis. Eran explains why access to a capable model is only part of the problem—and why investment teams need to capture their own knowledge and workflows. Together, they explore the opportunity for smaller managers, the risks that fundamental analysis can miss, and what “computed, not generated” means for investment analytics.

Watch the video: https://youtu.be/arYOUOfS8NM

CHAPTERS

00:00 Why the second AI answer can disappoint

00:21 Welcome to Momentum

01:04 Meet Omer and Eran Cedar

01:28 Omer’s Two Sigma background and Omega Point’s thesis

03:30 Eran’s journey from social data to investment signals

05:17 The decision to build Omega Point

10:45 What fundamental investors need from quantitative tools

14:47 Company fundamentals, themes, and crowding

17:34 AI analysis and the value of investment context

21:38 Can smaller managers compete?

25:06 Adoption bottlenecks and the opening for nimble teams

27:34 A practical framework for using AI

31:45 Context, accumulated knowledge, and model training

34:48 Why investment analytics must be verifiable

37:31 What comes next

38:58 Where to find Omega Point

39:43 Closing

MEET THE GUESTS

Omer Cedar — CEO & Co-founder, Omega Point

https://www.linkedin.com/in/crowdsourcequant/

Eran Cedar — CTO & Co-founder, Omega Point

https://www.linkedin.com/in/erancedar/

Omega Point: https://www.omegapoint.ai/

MOMENTUM: WHERE FINTECH MEETS AI

Hosted by Stan Altshuller.

Subscribe: https://www.youtube.com/@momentumb2b

Listen: https://momo.castos.com/

Explore practical AI for your firm: https://acadia.im/

• (00:00:00) - Why the second AI answer can disappoint
• (00:00:21) - Welcome to Momentum
• (00:01:04) - Meet Omer and Eran Cedar
• (00:01:28) - Omer’s Two Sigma background and Omega Point’s thesis
• (00:03:30) - Eran’s journey from social data to investment signals
• (00:05:17) - The decision to build Omega Point
• (00:10:45) - What fundamental investors need from quantitative tools
• (00:14:47) - Company fundamentals, themes, and crowding
• (00:17:34) - AI analysis and the value of investment context
• (00:21:38) - Can smaller managers compete?
• (00:25:06) - Adoption bottlenecks and the opening for nimble teams
• (00:27:34) - A practical framework for using AI
• (00:31:45) - Context, accumulated knowledge, and model training
• (00:34:48) - Why investment analytics must be verifiable
• (00:37:31) - What comes next
• (00:38:58) - Where to find Omega Point
• (00:39:43) - Closing