Wall Street Still Runs on Spreadsheets. AI Is About to Change That — Joshua Pantony Boosted AI

Wall Street Still Runs on Spreadsheets. AI Is About to Change That — Joshua Pantony Boosted AI

From The AI XR Podcast by Charlie Fink Productions

May 19, 2026 · 54 min · Episode 294

About this episode

Joshua Pantony discusses the impact of AI on professional investing and the future of financial technology.

Joshua Pantony spent years being told there would never be a viable AI company in his lifetime. He sold his first AI company to Microsoft anyway — work that quietly became part of what is now Microsoft Copilot. Today he runs Boosted AI, an agentic platform serving more than 400 institutional investors who collectively manage around five trillion dollars in assets. He is one of the most credible voices in applied AI finance, and his read on where the industry is heading cuts through a lot of noise. The conversation covers what it actually means to deploy AI in professional investing — not the demo version, but the one that has to earn trust from portfolio managers who have built careers on discretion and judgment. The platform learns each investor's individual style and then acts like a highly motivated junior analyst who never sleeps: constantly surfacing ideas, flagging risks, and improving the workflow without ever taking over the decision. Josh also unpacks why the Bloomberg terminal is facing its BlackBerry moment, why the technology moat is effectively dead, and why the next durable advantage in finance will come from human trust networks that no model can replicate. Ted…

People in this episode

Host: Charlie Fink

Guest: Joshua Pantony

Topics covered

Keywords

Mentioned in this episode

Organizations: Microsoft, Boosted AI, Bloomberg, Snap

Books & works: Microsoft Copilot

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