Welcome to InDaloop, the podcast where we cut through the noise and get straight to the insights that matter for fundamental investors. Hosted by Thomas Li, CEO of Daloopa, each episode dives into how technology, data accuracy, and automation are reshaping investment workflows. From faster model updates to smarter research, InDaloop helps you spend less time gathering data—and more time making decisions.
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.
22 Oct 2025
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
7 Aug 2025
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 Reineke (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/
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
2 ratings
Spotify
5.0 / 5
4 ratings
Podcast Authority Score: 38 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
64
Social presence
0
YouTube
0
Engagement
32
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