What happened
Investment professionals, including Arkevium founder Maxence Visseau and GAM Investment Management fund manager Jian Shi Cortesi, deployed large language models like Anthropic's Claude, OpenAI's ChatGPT, Google's Gemini, and DeepSeek to navigate market volatility during the Iran war. Visseau reduced research time by 80% for scenario testing and historical comparisons. Cortesi accelerated information gathering fivefold, summarising news in seconds and company data in under a day. Van Eck Associates Corp.'s Anna Wu used AI to analyse 100 years of war-driven oil market data, while Legacy Capital Gestora de Recursos Ltda. uses it for supply chain and demand elasticity analysis.
Why it matters
Access to frontier models now directly reduces market analysis timelines for fund managers and strategists, accelerating decision cycles during geopolitical events. The mechanism involves AI summarising vast data and identifying historical precedents, cutting research effort by up to 80% for individuals like Arkevium's Maxence Visseau. This efficiency gain, previously seen in military applications with events like US Military AI strikes in Iran, shifts the competitive landscape for financial firms, potentially displacing entry-level research roles. Procurement teams must evaluate model accuracy and human oversight requirements.
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