Metadata
- Author: Benn Stancil
- Full Title:: Can Analysis Ever Be Automated?
- Category:: 🗞️Articles, Text To Sql
- URL:: https://benn.substack.com/p/can-analysis-ever-be-automated
- Read date:: 2025-08-02
Highlights
That’s because these things—like most things—are self-validating: If they work, they work. You can judge them directly, without knowing anything about where they came from or how they’re made. (View Highlight)
The far bigger problem, however, seems to be that there’s no way to know if the work is right. You can’t click around a chart to see if it works like you can on a vibe-coded app. You can’t vouch for a spreadsheet without checking all the spreadsheet’s formulas. All you can do is either read through the code, line by tedious line, or recreate the whole thing yourself. And if you have to do that, what exactly are we automating here? (View Highlight)
The CEO asking their finance team for a financial statement can’t verify their work either. (View Highlight)
Like: Reddit-loving retail day traders love crypto, and crazy shenanigans. Buying a bunch of crypto shows them you aren’t some boring wooden company but are crazy and degenerate and fun; they decide they like the stock. And the whole thing becomes somewhat self-fulfilling, because institutional investors anticipate Reddit liking the stock, everyone buys it, and it goes up. (View Highlight)
Microstrategy’s narrow discovery was that crypto is worth a lot of money on the stock market. But their broader discovery is that being crazy is worth a lot of money on the stock market. (View Highlight)