Memos

Practical perspectives on AI automation for finance, investment, and operations in Singapore.

AI Safety

The AI Safety Crisis: When Agents Go Rogue

OpenAI's rogue agent breaches two tech firms. Anthropic's models hack three companies during safety tests. Sam Altman calls for deceleration. The theoretical risk of autonomous AI is now an operational reality.

2026-08-01 · 8 min read
Markets

The AI Capex Reckoning: When Borrowed Money Meets Real Returns

GIC flags AI concentration as the #1 market risk. BlackRock can't sell bonds. Asia funds are de-risking. The multi-trillion-dollar AI infrastructure buildout is funded by debt — and the first cracks are showing.

2026-07-26 · 9 min read
Markets

AI's Second Act: Why Capital Is Rotating from Training to Inference

The semiconductor selloff of July 2026 wasn't a correction — it was a rotation. $400M inference chip financing, Databricks at $188B, Apple overtaking Nvidia, and Chinese open-weight models closing the gap. The AI investment cycle has entered its second phase.

2026-07-18 · 8 min read
Professional Services

AI-Driven Back Office Restructuring in Asian Professional Services

KPMG UK cuts 200 back-office roles. Microsoft lays off 4,800. Singapore trains 60,000 finance professionals in AI. The back office is being restructured — not by speculation, but by measurable action. What the signals from July 2026 say.

2026-07-11 · 7 min read
AI Strategy

BIS Warns of AI Bust Risk — What It Means for Singapore Businesses

The Bank for International Settlements just warned that an AI investment bust could trigger systemic credit risks. The smart play isn't to bet on which way the bubble goes — it's to build systems that pay for themselves regardless.

2026-06-30 · 4 min read
Finance Automation

How AI Reduces Quarterly Reporting from Weeks to Overnight

Finance teams across Southeast Asia spend 2-3 weeks per quarter compiling reports, drafting narratives, and cross-checking figures. We automated this cycle for a SET-listed company — here's how it works and what changed.

2026-06-17 · 5 min read
Investment Infrastructure

What Family Offices Actually Need from Technology Partners

Most vendors pitch dashboards and pretty charts. Family offices managing multi-asset portfolios have different priorities: data sovereignty, maker-checker controls, and systems that handle legacy data. We built one for a Singapore family office — here's what mattered.

2026-06-10 · 6 min read
Document Processing

AI-Powered Document Processing for Singapore Businesses

PDF statements, scanned invoices, email attachments — manual data entry is the hidden tax on every finance team. Our approach to OCR-powered document extraction achieves 90%+ field accuracy while keeping sensitive data on-premise.

2026-06-03 · 4 min read
Compliance

Maker-Checker Workflows in the Age of AI

Compliance requires dual controls. AI can generate drafts at scale, but human approval remains essential. How we embed maker-checker directly into automation platforms so compliance becomes a feature, not a bottleneck.

2026-05-20 · 4 min read