Independent Research Drives Platform Investing

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Jon Ma, CEO of Artemis, on building 24/7 AI agents for trading & investing

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independent research is what will drive investing activity on these platforms.
Analyzed 3 sources

Research becomes the conversion engine once access to private deals gets easier. On platforms like Augment, the hard part is no longer finding a listing, it is deciding whether SpaceX, Anthropic, Stripe, or another pre IPO name is worth buying at that price. Artemis is built around that shift, putting public company data, private company context, and token data in one workflow so users can form a view before pressing buy.

  • Augment has turned private investing into a cleaner checkout flow. It buys shares into SPVs, lets investors purchase slices in minutes, and now says most of its business runs through that structure. When execution gets simpler, differentiated research matters more because the bottleneck moves from access to judgment.
  • Private markets have an information problem that big public stocks do not. Augment notes that the most traded names are the ones with the most information in market, which is why marquee companies dominate volume. Independent research helps close that information gap and can make smaller, less obvious names investable.
  • Pure social proof is weak for long term investing. Artemis explicitly separates trading feeds from thesis building, arguing that copied trades do not create conviction. The winning product layer is likely a research and model interface that sits above commodity brokerage rails and turns an investor's idea into an executed position.

The next step is platforms bundling research, portfolio logic, and execution into one screen. As brokerages and private market apps converge on similar access, the product that wins more assets will be the one that best helps investors decide what to own, why they own it, and when to add or exit.