● AI-Powered Financial Automation Accelerates, Reshaping Wall Street Jobs

Today’s article contains everything from the phenomenal Excel skills of Claude that threaten the livelihoods of Wall Street analysts, to the shocking truth of the ‘top 1 percent professional replacement index (APEX)’ that other YouTube channels or news outlets never cover in depth.In addition to this, I have packed only the key takeaways directly linked to your career and survival, including the ‘100 AI agents per person’ strategy secretly being executed by NVIDIA, a representative artificial intelligence stock, so please make sure to read to the end.

The Emergence of AI Sweeping Wall Street: The End of Excel and PPT is Approaching

Everyone, honestly, aren’t there many of you who had huge expectations when Microsoft’s Copilot first came out, only to be disappointed?I also tried it and thought, ‘It still has a long way to go,’ but the ‘Claude Co-work’ feature newly introduced to Office this time is on another level.In a word, it far exceeds the abilities of an ace employee in the finance team of any decent large corporation.For example, when a specific company’s after-hours stock price surges by 8 percent, if you command Claude to “Turn on the financial analyst skill and explain the reason for the stock price increase using Excel and PPT,” an unbelievable thing happens.It brings in figures from professional financial data providers on its own, independently researches materials in your computer folders, and produces perfect analysis results.Rather than simply listing numbers, it is at the level of providing future economic forecasts by applying the scenario analysis methods used by field analysts.

Claude VS ChatGPT: Top JPMorgan Analyst-Level Modeling Showdown

I personally instructed Claude and ChatGPT, “Create a DCF (Discounted Cash Flow) valuation model by estimating NVIDIA’s future five-year revenue with Wall Street IB consensus, and even perform a sensitivity analysis.”The result was a complete landslide victory for Claude.ChatGPT was also excellent, but because it calculated the discount rate (WACC) incorrectly or failed to properly recognize merged cells in Excel, I had to manually fix it three times.On the other hand, Claude clearly corrected awkward revenue estimates and handled data visualization so neatly that it could be used directly in the field.In particular, it extracted a target stock price of 326 dollars somewhat optimistically but very logically, which almost completely matched the analysis of actual professional data sites.When it comes to realizing perfect task automation in the finance or accounting fields, Claude currently holds a clear advantage over ChatGPT by a ratio of about 10 to 8.

The Magic of Completing a PPT Deck with Just One Conversation

The more chilling point is that it does not end with Excel.After reading the Excel file, Claude simultaneously proceeds with instant PowerPoint slide generation based on that data.Of course, compared to a PPT design into which an expert poured their soul, it still shows slight signs of being created by AI.However, unlike existing Notebook LM-based tools that provided results as uneditable image files, Claude allows you to modify every single individual element within the slide 100 percent by linking them with the Excel data.This means that it shows an amazing connectivity where changing just one number in Excel automatically updates the PowerPoint graph.

★ [Exclusive Analysis] Two Real Facts No One Else Talks About ★

From now on is what is truly important; going beyond a simple tool introduction, I will clearly point out what kind of era we are facing.

1. The Warning of the APEX Index Threatening the Top 1 Percent of Professionals

It is not simply at the level of ‘being good at Excel’.You must pay attention to the ‘APEX Agent’ index, which measures how well AI can perform in the realm of economic professionals.It is an indicator that tests AI with tasks from top-tier investment banks like Goldman Sachs or Morgan Stanley, market research from McKinsey, and M&A problems from large US law firms.While America’s top elite incumbents show an accuracy rate of 60 to 70 percent on this test, currently GPT-4o records 52.5 percent, and Gemini 1.5 Pro records 48 percent.Considering that it broke through 50 percent in just a few months from the previous 34 percent level, it will record an accuracy rate of 80 to 90 percent within the next year, completely catching up with top-tier human liberal arts professionals.This means that deriving sophisticated investment strategies and performing financial modeling is no longer a unique domain of humans.

2. NVIDIA’s 1:100 AI Agent Ecosystem

Do you know what the world’s top big tech companies are doing internally right now?NVIDIA currently has 75,000 employees working with a staggering 7.5 million AI agents.This means that each employee commands 100 smart AI assistants to handle tasks, and this is by no means a story from a distant future sci-fi movie.AI finishes financial estimations and report writing, an amount that would take an analyst several all-nighters, in just 10 minutes with an error rate of less than 5 percent.This overwhelming productivity gap will ultimately create an unbridgeable class difference between those who use AI as a tool and those who turn away from AI.

Reactions from Field Communities and How to Actually Use It

Just in case you might think I am exaggerating, I looked into the reactions of incumbents in overseas finance and accounting communities.High praises are pouring in from CFOs saying, “I am a financial modeling expert with 20 years of experience, and my professional world is divided into before and after using Claude,” and “If I don’t use this, I feel like I will lose my job within six months.”I can confidently say that the only people who still doubt the capabilities of AI are ‘those who haven’t tried it themselves.’If you want to experience it yourself, you can access the Microsoft Marketplace and download the ‘Claude by Anthropic Excel’ plugin.(However, paid subscriptions to Claude and ChatGPT are required.)The era of memorizing Excel shortcuts and studying functions is now completely over, and how accurately you give prompts to AI to delegate tasks has become the only key to survival.

< Summary >

• The Excel and PPT automation level of ‘Claude’ linked to Office has already reached a level that surpasses human office workers and Wall Street analysts.
• In the showdown of complex financial modeling (DCF) and data visualization, Claude proved much more sophisticated and superior performance than ChatGPT.
• AI will soon overtake humans in the APEX index, which evaluates the work capabilities of the top 1 percent elite professionals, and this will deliver a massive shock to the professional market.
• Since the era has come where one employee commands 100 AIs like NVIDIA, actively embracing AI to increase productivity is the only survival strategy.

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*Source: 월텍남 – 월스트리트 테크남