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Marco Argenti

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2026-03-30
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2026-03-30
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  1. Almost a year ago, which is the fully agentic developer assistant. We have cloud code, we have many other tools, GitHub co-pilot agent, et cetera. But on that, you really see the step change. There is no question that there is changing the way developers work. And by the way, Not just about doing the exact same things more efficiently. It's changing the way developers actually do their work. And that is very, very easy to see how that kind of changes the paradigm of what a developer does. You're much more of a product manager. You're much more of a planner. You're much more of a idea generator. The most important thing for the developer today is to be able to explain things Rather than jumping and calling things. Don't know, you want to

    2026-03-30 · Odd Lots · Goldman CIO Marco Argenti on the Warp-Speed Improvements in AI · IDENTIFIED FROM THE TRANSCRIPT · source

  2. Have a tool called Legend AI, which is our lake house, which allows you to go from query to MCP server connected to GSA assistant, i.e. from data to answers. You can wire it up literally in two or three clicks. And it does all of that for you. And so the quality of the data, the quantity of the data, not only is not just the bitter lesson here, but it's also the lesson of you need to curate your data, you get better answer disproportionately. That's something that has driven that. So that is kind of the knowledge aspect of AI, which is I would say the most widespread because every single one in the firm has that. And it's the highest usage. We are like way above a million prompts per month and it's growing really, really fast. And then, of course, you're asking me like real impact in production. Every developer in Goldman is enabled with Agent AI. So we were probably one of the first, if not the first, to launch.

    2026-03-30 · Odd Lots · Goldman CIO Marco Argenti on the Warp-Speed Improvements in AI · IDENTIFIED FROM THE TRANSCRIPT · source

  3. So that's kind of at the very surface thinks that one of the most common use cases, which is we really enhance the client experience by being able to answer questions internally and externally in a much, much faster way. But really complex question, not simple questions. We had to wire up hundreds of data sources, also most importantly, which is something that I tell everybody that asks me, hey, give me some advice on how to implement AI in a corporation. Data quality is really the determinant between good AI and not so good AI. And so we did a lot of work to not only take a bunch of data, but also making it understandable to the AI. So for example, just to go a little bit deeper.

    2026-03-30 · Odd Lots · Goldman CIO Marco Argenti on the Warp-Speed Improvements in AI · IDENTIFIED FROM THE TRANSCRIPT · source

  4. So let's start from the GSA assistant. That can answer really complex questions based on external and internal data. That generally before used to take sometimes hours or even days. Sometimes weeks to answer. It can do very complex research for you in topics. You know, for example, we can ask questions that come from clients such as, hey, how does the recent geopolitical events on the hormone strait actually impacted this portfolio? What could be a potential rebalancing strategy? Or you could ask intersection of like, I don't know, how does a certain Fed decision on interest rate actually impact the volatility of certain assets? So you ask this multi-dimensional questions. And what GSA system does, it calls out a model, retrieves the relevant information, creates a plan to answer that question. That's kind of the key because this AI is they really plan before responding rather than just giving you the first thing that comes to mind.

    2026-03-30 · Odd Lots · Goldman CIO Marco Argenti on the Warp-Speed Improvements in AI · IDENTIFIED FROM THE TRANSCRIPT · source

  5. Right supervision, and also in many cases for mission critical applications. It's not a toy anymore, it's something that you can expect results from. And I think that's the biggest change. So today, I would say that there is almost nobody in Goldman that is not touched in a way or another by AIs. We gave our GSAI or GSAI assistance to 47,000 people. Most of them use it every day. Most of them use multiple times a day. And what's interesting is it's like the first time you see a tool like, I don't know, Microsoft Excel, you can almost not predict what people are going to do with that. Maybe it's born for doing some form of accounting and then people write entire applications on top of that or use it for project managers or things of that nature. And AI is kind of turning that way. If I look at what people do with that,

    2026-03-30 · Odd Lots · Goldman CIO Marco Argenti on the Warp-Speed Improvements in AI · IDENTIFIED FROM THE TRANSCRIPT · source

  6. Yeah, it was telling you, oh, I'm sorry. I don't know who's the president of the United States because my cutoff date is like a year and a half before or things of that nature. Now you can say, hey, as a person, you can say, Hey, my plan just got cancelled and it's gonna redo all your plans, it's gonna check for available flights, it's gonna do all this capabilities of personal assistant. And that translates in corporations also in a lot of utility that you can see in everyday's tasks. I would say what I like to say to my people, but also in general, I say this is not the drill, this is real. It's not the age of experimentation anymore. This is a tool that now can do a lot for you. And so we put it at work and we put it at work starting from developers, but don't expanding in many, many other areas. So I would say actually if I look at the increase of capabilities of these models, what we've seen in the last six months or so with really the evolution of this advanced reasoning capabilities that came out, I think that finally got us the confidence that you can use AIs for everyday's work.

    2026-03-30 · Odd Lots · Goldman CIO Marco Argenti on the Warp-Speed Improvements in AI · IDENTIFIED FROM THE TRANSCRIPT · source

  7. Maybe that, but literally things are really changing on a weekly basis almost right now. And if I look at the evolution not only since a year ago, but even since six months ago, I think it has been nothing short than the revolutionary. A year ago, we barely talked about agents, or the word almost didn't exist. We were using AIs like chat companions. Yeah.

    2026-03-30 · Odd Lots · Goldman CIO Marco Argenti on the Warp-Speed Improvements in AI · IDENTIFIED FROM THE TRANSCRIPT · source