Bridgewater CIO Greg Jensen says AI already outperforms human equity analysts at ingesting filings and producing forward estimates.
Bridgewater's token spend jumped roughly 200x year-over-year, funding a flywheel where AI profits reinvest into smarter AI.
Jensen argues AI won't make markets efficient because frontier capability keeps leapfrogging, rewarding firms that stay ahead of competitors.
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Greg Jensen, a chief investment officer at Bridgewater Associates, used a recent appearance on Bloomberg's Odd Lots podcast to argue that one of Wall Street's most familiar jobs is already gone in practice. His claim is that AI systems now do the core equity analyst function, ingesting both structured filings and unstructured company disclosures and producing forward estimates, better than the humans who have historically done that work. He framed it as an assessment of where the technology stands inside his own firm today.