What's the margins that makes this worth chasing then? That's the part I maybe don't quite understand, why would you pour a lot of money and resources into something that is stochastic at best?
On the other hand, you could also view quant research as some very hard research problems, so training LLMs on these problems could also enhance their general research capabilities.
How would you sell to them, you would deliver what? Faster time to decision? Wouldn't quants be your competition, given their work is building tools like this one?
It’s a complimentary business. Simply put: we sell envs to labs, labs make better models, firms buy these models to make more profit. Everybody wins.
Yeah a competitor for us would be fellow quants doing the same thing. But even then every quant firm trades differently (and good ones all make money) so envs can still be sufficiently different.