Inside the Basis Engine

July 31, 2025 - Ryan Erickson

How Shift Turns Research Chaos into ClarityModern investment teams are drowning in fragmented data. Emails, research notes, discussions, financial models, and siloed tools create information chaos th...

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🚀 Feature of the Week: Org-Wide Intelligence Summary

July 17, 2025 - Ryan Erickson

In fast-moving markets, staying aligned as a team is everything.That’s why we built Org-Wide Intelligence, your new command center for critical updates across the firm. Basis now surfaces the most ...

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Goldman's Autonomous Coder Signals the Next Wave of AI Integration

July 15, 2025 - Ryan Erickson

Goldman's Autonomous Coder Signals the Next Wave of AI IntegrationGoldman Sachs quietly announced they're testing an autonomous coding agent (Devin) that handles complete tasks end-to-end with minima...

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🚀 Feature of the Week: Analyst Filter

July 10, 2025 - Ryan Erickson

Quickly see what each analyst is working on.The new Analyst Filter lets you view updates by individual team members. From research notes to shared links, it's an easy way to track insights and activi...

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Why Wall Street is hiring less but paying more for the right talent

July 9, 2025 - Ryan Erickson

Goldman Sachs reports that AI can now handle 95% of IPO prospectus drafting in under a minute. Moelis predicts the junior banker layer will shrink significantly. Across Wall Street, firms are slashin...

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🚀 Feature of the Week: Basis Deep Research

July 3, 2025 - Michael J. Prichard

 Your AI Analyst That Never SleepsThe future of investment research isn't about replacing analysts—it's about amplifying their intelligence.What if your analyst could skip the tedious work and foc...

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AI Just Beat Analysts at Their Own Game (But Don't Panic Yet)

July 1, 2025 - Ryan Erickson

CFA Institute experiment: Six AI models vs. human equity analysts As AI rapidly advances in finance, we're seeing more studies pitting algorithms against human expertise. The latest example? The CF...

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The Shift Brief

A weekly roundup of ideas shaping investment research, AI, and the future of decision-making.

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