The bets we're
taking.

Thought pieces, product updates, and methodology from the team building Implied.

Oct 8, 2026
Product Update

A New Way to Model: The Implied AI-Native Spreadsheet

 Oct 2, 2026
Product Update

Redlines: From an Agent’s Finding to the Exact Filing Change

 Sep 23, 2026
Product Update

Using an AI-Native Spreadsheet as a Research Engine

 Aug 31, 2026

Can AI Predict Earnings Outcomes? What We Learned After Five Weeks

 Aug 9, 2026

Can AI Predict Earnings Outcomes? Week 4 Results

 Aug 2, 2026

Can AI Predict Earnings Outcomes? Week 3 Results

 Jul 26, 2026

Can AI Predict Earnings Outcomes? Week 2 Results

 Jul 23, 2026
Podcast · Odds on Open

Ex-Balyasny PM: Quant is like Blackjack, Fundamental is like Poker

 Jul 19, 2026

Can AI Predict Earnings Outcomes? Week 1 Results

 Jul 13, 2026

Can AI Predict Earnings Outcomes?

 Jul 9, 2026

Every Fund Has a Chatbot. Now What?

 Jun 19, 2026
Podcast · Fundamental Edge

Implied CEO on the Limits and Capabilities of AI for Investing