Most fund managers find their best stock ideas by accident. Armina "Arms" Rosenberg built an AI that reads 30,000 articles a week so her fund doesn't have to rely on luck, and a human still makes the final call on every trade.
Armina is co-founder and portfolio manager of Minotaur Capital, an AI-led global equities fund she started with Thomas Rice, the rare fund manager who can also code (he built their AI system, Taurient). Before Minotaur, Armina spent eight years in sell-side research at JP Morgan and ran the global equities portfolio for Atlassian co-founder Mike Cannon-Brookes' family office, Grok Ventures.

This one is a proper look inside a business that has put AI into every step of its process, with experienced investors shaping the system rather than handing it the keys.

About the guest:
Armina "Arms" Rosenberg, Co-founder and Portfolio Manager, Minotaur Capital
minotaurcapital.com

About the show:
Experts in the Loop is a podcast about how real experts put AI to work. The actual builds, the trade-offs, the workflows, no hype.
Subscribe so you don't miss the next one.

In this episode:
- How Minotaur Capital scans 30,000+ articles a week across 174 sources to spot companies going through real structural change
- Why Minotaur keeps a human in the loop at every decision gate, and how the AI learns the way they think
- The research that used to take an analyst 5 days, now done in 2 minutes
- The three mistakes most people make with AI: treating it as an oracle, trusting one model, and skipping source documents
- Why you should treat AI like a junior analyst, not a portfolio manager
- The "SaaS apocalypse" debate: what software agents will use, and what they will replace
- Where Minotaur sees the real opportunity: AI infrastructure and the memory thesis
- How they run 20+ models and route cheap versus expensive to control cost
- How to actually start building, from Codex agents to Claude Skills (and why you should never buy a skill)

Chapters:
00:00 The AI fund that reads 30,000 articles a week
02:33 From public housing to global equities
04:35 JP Morgan, a family office, and the Mike Cannon-Brookes story
09:20 Why finance was an early home for AI
12:29 Inside Minotaur: the Axon stock they almost missed
15:03 Taurient: 30,000 articles and idea triage
18:36 A human in the loop at every decision gate
21:28 "AI won't fix a bad fund manager"
23:41 The mistakes people make with AI
25:42 The hallucination double standard
28:38 Build your AI a brain
30:34 The "SaaS apocalypse" and a 40% short
34:07 Will agents replace software, or use it?
36:20 The memory thesis: betting on AI infrastructure
39:39 Hyperscaler spend and the real cost of AI
41:20 How to adopt AI: ask better questions
43:18 Running 20+ models and managing cost
46:46 Where to start, and Claude Skills (don't buy them)
50:39 Prepping for talks, and opening for SoftBank
52:36 Making active funds great again

Website: eitl.show

If this was useful, hit subscribe and tell us in the comments which part of Armina's workflow you'd build first.

Keywords: AI in finance, AI hedge fund, AI investing, agentic AI, AI agents, large language models, AI workflow, human in the loop, fund management, build vs buy, SaaS and AI, AI infrastructure, Claude, Codex, Claude Skills, Minotaur Capital, Armina Rosenberg

#AI #ArtificialIntelligence #AIagents #Investing #FundManagement #FinTech #LLM #AIworkflow #ExpertsInTheLoop #BuildWithAI

Support the show

Other Links
🎙️our podcast links here: https://digitalnexuspodcast.com/
👤Chris on LinkedIn - https://www.linkedin.com/in/pcsinclair/
👤Mark on LinkedIn - https://www.linkedin.com/in/markmonfort/
👤 Mark on Twitter - https://twitter.com/captdefi

SHOWNOTE LINKS
🔗 SIKE - https://sike.ai/
🌐Digital Village - https://digitalvillage.network/
🌐NotCentralised - https://www.notcentralised.com/

YouTube Channel: https://www.youtube.com/@DigitalNexusPodcast
X (twitter): @DigitalNexus

What happens when a product designer with 200K+ YouTube subscribers builds an AI tool to replace the most frustrating part of their own job?

Jason Zhou did exactly that. In this episode he joins Chris and Mark to talk through his path from SafetyCulture designer, through a crypto startup that launched 24 hours before the Luna crash, to founding Super Design — an AI product design tool built for teams who don't have a designer on staff.

Super Design started as a weekend Cursor extension. It's now a cloud platform with a native Claude Code and Cursor skill that reads your codebase, understands your design system, and generates production-ready UI inside your existing dev workflow. Jason's argument: roughly 50% of what lands in a designer's backlog — banners, event assets, low-level UI tasks — should never have been there. AI handles the routine output. Designers move up to directing, reviewing, and co-piloting on work that actually needs taste and judgment.

There's a sharp parallel drawn with engineering. The best engineers aren't writing less code with agents — they're operating at 100x leverage. Jason thinks the same shift is already happening in design.

On the YouTube side, he breaks down what drove AI Jason from zero to 200K: meme-style thumbnails, a concept-plus-demo content format, and why the "10X your workflow" clickbait era is over. He also shares his honest take on what audiences actually want from AI content now.

Closes with rapid fire on AI video editing tools, the timestamp problem that's still unsolved, and his one piece of advice for solo founders.

🔗 Follow Jason Zhou: ▶️ YouTube: https://www.youtube.com/@AIJasonZ 🛠️ Super Design: superdesign.dev

🌐 More episodes: eitl.show

Chapters

0:00 Introduction 4:11 Meet Jason Zhou 4:32 From SafetyCulture to a Binance-Incubated Startup 6:38 Building the AI Jason YouTube Channel 8:01 Why He Started Creating Content to Learn 13:34 From Engineering Degree to Product Designer 16:56 Design Philosophy: Test, Learn, Iterate 21:49 Introducing Super Design 22:27 Why 50% of Designer Backlogs Are a Waste 24:59 The Cursor Experiment: Forcing Designers to Code 27:11 How Super Design Started as a Weekend Project 32:59 Building a Search Engine With Taste 37:29 The Claude Code + Cursor Skill: AI Design in Your Dev Workflow 39:37 The Designer Role Is Evolving, Not Disappearing 47:00 What AI Audiences Actually Want Now 48:55 Advice for Aspiring Content Creators 50:36 Rapid Fire: Tools, AI Video Editing and What's Next 56:27 Founder Advice: It Might Be Easier Than You Think

Subscribe for new episodes every week. Experts in the Loop brings you real conversations with the founders, designers, engineers, and operators building with AI right now.

🎙️ Recorded at Facts Global, Sydney

Experts in the Loop | AI podcast | Super Design | AI product design | vibe coding | Claude Code | Cursor AI | AI tools for designers | design for startups | Jason Zhou | AI Jason YouTube | YouTube growth strategy | AI product teams | future of design | 2025

Support the show

Other Links
🎙️our podcast links here: https://digitalnexuspodcast.com/
👤Chris on LinkedIn - https://www.linkedin.com/in/pcsinclair/
👤Mark on LinkedIn - https://www.linkedin.com/in/markmonfort/
👤 Mark on Twitter - https://twitter.com/captdefi

SHOWNOTE LINKS
🔗 SIKE - https://sike.ai/
🌐Digital Village - https://digitalvillage.network/
🌐NotCentralised - https://www.notcentralised.com/

YouTube Channel: https://www.youtube.com/@DigitalNexusPodcast
X (twitter): @DigitalNexus

Episode 50: Building With AI — Real Tools, Live Demos, and the Future of the Builder Stack

This is episode 50, and we're doing something a bit different. Less interview, more build session — live demos, real tools, and some honest takes on where AI is actually at right now.

Chris and Mark dig into what it looks like to genuinely build with AI in 2025: from controlling Claude Code remotely via your phone, to migrating from ChatGPT to Claude live on camera, to showing tools they've actually shipped — a custom stock analytics dashboard, a desktop activity tracker, and a community knowledge platform built using Manus.

They also get into the debate you're probably seeing everywhere: is vibe coding a threat to real development knowledge? Or is this just the calculator moment all over again? Plus — is the SaaS apocalypse real, and what does it mean for the tools you're paying for today?

In this episode:

• Claude Code remote control — build from your phone while you're between meetings
• The vibe coder's workflow hack that turns voice notes into working prototypes
• Live migration: ChatGPT to Claude — what actually transfers (and what doesn't)
• Claude vs ChatGPT: why sycophancy matters more than people think
• The AI knowledge retention debate — and why it's more nuanced than the headlines
• Real tools built with Claude Code and Manus: market tracker, activity tracker, pitch decks
• World Monitor — what someone built with open source tools to track global conflict

Tools mentioned: Claude Code, Claude (Anthropic), ChatGPT, OpenAI, Bolt, Manus, Stackblitz, Gemini, NotebookLM, Yahoo Finance, Canva, Relevance AI, Build Club

🔔 Subscribe for weekly episodes on AI, product thinking, and what it actually takes to build in the age of AI.

💬 Tell us in the comments — are you still on ChatGPT, or have you made the switch?

Experts in the Loop — recorded at Facts Global, Sydney.

Keywords: Claude Code, building with AI, vibe coding, ChatGPT to Claude migration, AI tools 2025, Claude vs ChatGPT, Manus AI, AI developer tools, AI productivity 2025, no-code AI, AI SaaS, build with Claude, Anthropic Claude, AI workflow, AI podcast Australia

#ClaudeCode #BuildingWithAI #VibeCoding #AITools2025 #ChatGPT #Claude #Anthropic #AIProductivity #ExpertsInTheLoop

Support the show

Other Links
🎙️our podcast links here: https://digitalnexuspodcast.com/
👤Chris on LinkedIn - https://www.linkedin.com/in/pcsinclair/
👤Mark on LinkedIn - https://www.linkedin.com/in/markmonfort/
👤 Mark on Twitter - https://twitter.com/captdefi

SHOWNOTE LINKS
🔗 SIKE - https://sike.ai/
🌐Digital Village - https://digitalvillage.network/
🌐NotCentralised - https://www.notcentralised.com/

YouTube Channel: https://www.youtube.com/@DigitalNexusPodcast
X (twitter): @DigitalNexus