Ryan Winkler

Victory has a thousand fathers, and defeat is an orphan

Building @withai_inc

[Ryan Winkler @RyanWink15]

Effective AI must be built inside your four walls, connected to everything you look at, learns your frameworks and secure. Inference done in isolation will produce analysis that rapidly becomes commoditized (if not already). AI helps you drink from the firehouse, but it has to be your way!

[Liam O’Donnell @od_liam]

The edge will come from a firm’s own proprietary data: the judgment, patterns and lessons built across years of deals and investment decisions

[Ryan Winkler @RyanWink15]

@atelicinvest 👀

[Ryan Winkler @RyanWink15]

@patrickc @imjmcinnis what do you think?

[Ryan Winkler @RyanWink15]

@JaredKubin A beautiful and inspiring story! Happy for your son!

[Ryan Winkler @RyanWink15]

Skills can port across the two relatively easily at the individual level. At the firm level, much more difficult. Also, automations are part of the huge promise of what AI can do for investors. Those are not as easily portable.

Not to mention the security...WithAI has solutions for all the above

[Ryan Winkler @RyanWink15]

@strifenjustice @LongVollllll Do you think AI can eventually help with that?

[Ryan Winkler @RyanWink15]

@a16z @imjmcinnis thoughts?

[Ryan Winkler @RyanWink15]

We are super excited to officially launch @withai_inc!!! There's no one else I'd rather join and build with than @btsfinch and @imjmcinnis.

Investment research is rapidly becoming AI-augmented, but general AI lacks the control necessary to match your firm’s rigor. Multiplier grounds agents in truth and enables faster, broader, and deeper work.

Well-orchestrated AI systems will yield unfair competitive advantage as intellectual property compounds over time. Multiplier keeps your firm at the edge.

[Y Combinator @ycombinator]

WithAI (@withai_inc) is building a command center where institutional investors collaborate with AI on stock research, portfolio oversight, and everything else.

Congrats on the launch, @imjmcinnis & @btsfinch!

https://t.co/J4neUo7K3V

[WithAI @withai_inc]

We've gotten around to announcing our participation in @ycombinator's Spring 2026 batch. The future of knowledge work is augmented, not just automated. Our first steps into that future: close partnerships with asset managers, for whom we build secure, customized AI command centers. Our Multiplier platform uses Claude Code and Codex to sweep away all the schlep of gathering data, making charts, running analytics, organizing files, screening stocks, and calculating your final portfolio. If you know an asset manager who needs AI transformation–––and we haven't met one who doesn't–––please get in touch! https://t.co/llDiG71Xa6

[Ryan Winkler @RyanWink15]

@orrdavid When configured and controlled properly - they work. Otherwise, they fail to do anything complicated pretty quickly.

Trick is to configure and control well. Question is whether you think the people building it are the ones best positioned to control it.

[Ryan Winkler @RyanWink15]

@obsidiancap1 Feels like the right mix of an AI augmented flow

[Ryan Winkler @RyanWink15]

I loved the thread. I work through this process everyday! I’d love to ask: there’s a saying I’ve heard, “when I was in my 20s I wanted to be a millionaire, but when I was a millionaire I wanted to be in my 20s.”

There’s no magic pill and everyone’s solving a different equation - but I’d love to hear what you think about this

[Ryan Winkler @RyanWink15]

Yeah I agree. I want to take it that step further though to capture actions and variables leading up to those decisions and yeah price action after.

I think as you start to do investment research in a more AI-native way…the breadcrumbs that you leave are already ready to be crunched. But only if you have the right system that’s tracking that

[Ryan Winkler @RyanWink15]

1. I wonder how this evolves in an AI-native world. W.r.t. AI batters down the limits on processing and analyzing information. Is it enough to ask “better” questions?
2. This has historically been a human only process. PMs have negligible, if any amount of data here. I think AI can start to piece this together, giving some investors serious edge by evaluating themselves.
3. No real comments besides the fact that this is a double edged sword. Can be an edge, or the reason why you get blown out

[Ryan Winkler @RyanWink15]

Do you ever capture longitudinal data here? Just thinking out loud - as you go through these rerankings, there are numerous variables you’re considering and the environment in which you’re operating in is always different…

Never been a PM, but wonder if you think having this data on what decisions you made and when and in what environment…over time you can build a model and analyze yourself with that data?

[Ryan Winkler @RyanWink15]

@obsidiancap1 Have you automated this process? Curious to hear what you think is the best way to do it mechanically without creating a ton of work? Or is the process informative in and of itself, in which case it's a beneficial use of time

[Ryan Winkler @RyanWink15]

@mstockton @FundamentEdge Extremely well said!

[Ryan Winkler @RyanWink15]

@_CallMeMacy I know some guys @onticketwallet