Beyond the Model: AI, Excel, and the New Operating System of Finance

Beyond the Model: AI, Excel, and the New Operating System of Finance

In this episode of InDaloop, Thomas Li sits down with Matt Robinson—Founder of AI Street and one of the sharpest voices covering AI in finance—to unpack how artificial intelligence is reshaping the true operating system of Wall Street: Excel. They go past the hype to dig into what actually matters in real workflows—why modeling is about process, not just output, how AI really works under the hood through tokens and tool calls, and why the biggest breakthroughs are coming from combining models with the right tools and data, not trying to replace humans outright. You’ll hear a deep dive into: * Why Excel remains the core interface for finance—and how AI is being embedded directly into it * The real difference between large language models, tools, and agents * Why many finance problems still can’t be solved by AI (yet) * How tool-based architectures like MCP change what’s possible in research and modeling * The future of AI-driven modeling, data extraction, and enterprise workflows * Why the winners won’t fight AI—they’ll build the tools that power it If you sit anywhere at the intersection of AI, investing, data infrastructure, or financial modeling, this conversation will give you a clearer mental model for how the next operating system of finance is being built.

Building the Analyst’s AI Stack: Inside Anthropic x Daloopa

Thomas Li (CEO, Daloopa) and Nic Lin (Anthropic) go deep on a practical AI stack for fundamental investors: Daloopa’s verified historicals as the trusted context, Anthropic’s Claude as the thought partner. They unpack the “retrieve → analyze → create” workflow, why the mechanical Excel work should be automated, and how auditors can trace every number back to source. Real use cases include ranking companies on guide-vs-actuals accuracy and screening PE takeout risk without building 50 LBOs. They cover MCP integrations, file creation and artifacts, finance-grade benchmarks, outcome-based pricing, and an open ecosystem that meets analysts in Excel, PowerPoint, email, and more. The roadmap: virtual collaborators that proactively suggest tasks, deeper data integrations, and institution-ready outputs—so you spend less time updating models and more time making calls you can defend. To learn more about our MCP please visit: https://daloopa.com/products/mcp

How Intel Lost the Chip War — And Whether It Can Be Saved

Once the gold standard in semiconductors, Intel now finds itself years behind the AI curve, with declining margins, internal dysfunction, and an identity crisis. Can a new CEO with a quiet but proven track record bring it back? In this episode of InDaloop, Thomas Li (Daloopa) and David Rynecki (Blue Heron) sit down with tech researcher and author Luke Dormehl to unpack the fall of Intel — and whether Lip-Bu Tan, the seasoned turnaround CEO behind Cadence’s revival, has what it takes to pull off the same feat here. You’ll hear: * Why Intel missed the AI wave while competitors surged * The cultural rot inside the company — and why it matters * What made Andy Grove’s Intel great — and where it all unraveled * Why Lip-Bu Tan’s style could be exactly what Intel needs now * And what it would really take to rebuild trust, growth, and relevance If you’re watching the chip war unfold, this is the strategic deep dive you’ve been waiting for. For more information on Daloopa, visit: www.daloopa.com For more information on BHRP, visit: https://www.blueheronrp.com/

Reviving Starbucks: Leadership, Challenges, and Strategies

In this episode, David, Thomas, and Keith delve into the challenges faced by Starbucks under CEO Brian Niccol's leadership. They explore the company's declining sales amidst competition from emerging brands like Luckin Coffee, emphasizing the need for a cultural and operational reset. The discussion highlights Niccol's charismatic leadership style and the strategies being implemented to revive the Starbucks brand and enhance consumer experience. For more on Daloopa, please visit - www.daloopa.com For more on BHRP, please visit - https://www.blueheronrp.com/

Inside UnitedHealth: What Went Wrong—and What Comes Next

In this episode of InDaloop, we’re kicking off a new season with a new voice. Thomas Li, CEO of Daloopa, is joined by his new co-host David Rynecki, founder of Blue Heron Research Partners. David brings decades of experience in investigative diligence, helping investors evaluate leadership teams and cultural dynamics behind the numbers. Together, they unpack the unraveling story of UnitedHealth—from management shake-ups and regulatory probes to questionable Medicare strategy and margin collapse. With special guest Keith Epstein, head of healthcare coverage at Blue Heron, this episode blends qualitative and quantitative insights to help investors understand what really went wrong—and what to watch for next. For more information on Daloopa, please visit www.daloopa.com For more information on Blue Heron Research Partners, please visit: https://www.blueheronrp.com/