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How AI Agents Are Replacing Hedge Fund Managers with Pei Chen of Theoriq
Description
AI agents are moving from demos to managing real capital and replacing hedge fund managers in the process.
In this episode of AI Supercycle, we sit down with Pei Chen of Theoriq to explore how AI agents are transitioning from proof-of-concepts to autonomous economic agents managing real money.
Pei breaks down the trust problem around letting AI control our money and what happens when white-collar jobs get disrupted first.
We discuss:
- AI going from demos to managing real capital
- Why Gemini dominated 2025's model wars
- How AI agents are replacing hedge fund managers
- Theoriq's Alpha Vault: 25% returns through agent coordination
- The trust problem: when should we let AI control our money?
- White-collar jobs getting disrupted first
- AI building AI: the inception problem
- Future of junior engineering roles with AI
Timestamps:
00:00 Intro
01:30 Theoriq's TGE week recap
04:02 Intelligence layer architecture
09:19 One word to describe 2025 in AI
14:15 AI meeting the real economy
16:02 Bootstrapping DeFi liquidity with agents
19:48 White-collar jobs getting disrupted first
21:01 Hibachi Ad, Trezor Ad, Yeet Ad
23:09 Best AI model prediction for market analysis
27:13 Distribution vs integration in 2025
32:45 Which AI codes best?
34:33 InfiniFi Ad, Halliday Ad, Kalshi Ad
35:36 AI building AI: the inception problem
37:51 Future of junior engineering roles
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