The Blueprint
A foundational framework for understanding the intersection of Frontier AI and global capital markets.
The Thesis
[PLACEHOLDER: David, outline your core thesis here. What is the fundamental insight that drives your perspective on AI and markets?]
The convergence of frontier AI capabilities and quantitative finance represents one of the most consequential developments in market structure since the advent of electronic trading.
Key Principles
1. Intelligence as Infrastructure
[PLACEHOLDER: Elaborate on how AI is becoming fundamental market infrastructure]
2. Alpha Decay and Model Obsolescence
[PLACEHOLDER: Discuss the accelerating lifecycle of alpha-generating strategies in an AI-native market]
3. The Human-Machine Interface
[PLACEHOLDER: Describe the evolving role of human judgment in AI-augmented decision systems]
The Framework
[PLACEHOLDER: Present your analytical framework for evaluating AI-driven market dynamics]
Perspective Categories
- Structural Perspectives — Changes in market microstructure driven by AI adoption
- Behavioral Perspectives — Shifts in participant behavior as AI becomes ubiquitous
- Technical Perspectives — Capabilities breakthroughs with immediate market implications
How to Use This Publication
This publication operates on multiple levels:
- Free Tier: High-level market intelligence and framework discussions
- Premium Tier: Proprietary research, detailed analysis, and actionable insights
Each signal published here builds on this foundational framework. Reference back to these principles as you consume new content.
This is a living document. It will evolve as the landscape evolves.
© 2026 David Betancourt. This is an impersonal commentary publication provided for informational purposes only. It does not constitute investment advice. All content is distributed uniformly and is not tailored to the specific needs of any individual. See full Disclosures.