供讨论: 2026 Hedge Fund‘s heavy AI adoption and its impact

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I expect dramatic changes to trading in 2026 and a lot of very strange things will be happening.

 

I just reviewed AI usage data. One of the largest user groups globally are hedge funds.

Their AI use is going through the roof.

 

In my coverage I noticed in 2025 a number of very strange trading trends on absolutely no news flow.

At first I thought it could have been a type of M&A speculation - although far fetched - but turned out it was just a bubble on nothing.

I expect such events to become more frequent.

 

Hence, Buffett's greatest strength - patience - will likely become even more important than it ever was in the new era of trading.

Humans have long faced off mostly with bots. In the old days we called "high frequency trading".

Now, we move to smart bots. The last remaining advantage humans have is that they can 'sit things out' while AI hedge funds focus on profit maximisation which naturally limits their investment horizon.

 

I also expect a trend that some funds will close shop to new money and focus on prop trading (similar to Renaissance - the most epic HF of all time).

 

AI 翻译：

我预计2026年的交易领域将发生剧烈变化，很多非常诡异的事情都会出现。

我刚刚审阅了AI使用数据。全球最大的用户群体之一就是对冲基金。

它们的AI使用量正在疯狂飙升。

在我的覆盖范围内，我注意到2025年出现了很多完全没有新闻驱动的极其奇怪的交易趋势。

一开始我以为这可能是某种并购投机——虽然听起来很牵强——但最终发现这只是一个建立在空无一物上的泡沫。

我预计这类事件会变得越来越频繁。

因此，巴菲特最大的优势——耐心——在新交易时代很可能变得比以往任何时候都更加重要。

人类长期以来主要是在与机器人对决。过去我们称之为“高频交易”。

现在，我们进入的是智能机器人时代。人类剩下的最后优势在于，他们可以“坐得住”、耐心等待，而AI对冲基金则专注于利润最大化，这自然会限制它们的投资视野。

我还预计会出现一种趋势：一些基金将对新资金关门，专注于自营交易（类似于历史上最传奇的对冲基金——文艺复兴科技公司/Renaissance）。