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How to analyze investments with AI agents? Understand
Digital transformation is no longer a future event; it is the operational reality for companies that lead the global market. The rapid advancement of Artificial Intelligence (AI), the evolution of cloud architectures, and the sophistication of cyber threats have drastically redefined how we approach technology and business.
In the latest episode of the Trend Off — a program about marketing, technology, and trends — Felipe Wasserman, Marketing and Growth Director at Skyone, hosted Robert Dannenberg, CEO of Expo Money.
In a thought-provoking and analytical debate, the two addressed the paradigm shifts brought about by generative AI, the viability of "zero-employee" companies, liquidity in the secondary market, and the vital role of a robust data infrastructure and cybersecurity to support the automation of tomorrow.
In this dense and in-depth article, we dissect the main theses raised during this discussion and show how your company can prepare the operational groundwork to thrive in the age of intelligence.
1. The myth of total AI and the return of "Human Touch"
In recent years, the market has experienced hype regarding unrestricted automation. Promises of eliminating entire customer service teams and replacing developers with no-code have captured the imagination of executives. However, the maturity curve of the technology has proven that artificial intelligence, while incredibly powerful, does not replace the strategic human factor.
During the podcast, Felipe Wasserman highlighted this shift in market perception:
“We were at a point where artificial intelligence wasn't as advanced, but there was much more talk about this idea of being human-free. And I think today we're at a slightly different point regarding artificial intelligence […] it seems like the human element has returned to the forefront.”
— Felipe Wasserman, Marketing and Growth Director at Skyone
Robert Dannenberg agreed and highlighted the need for contextual human oversight in the management of companies:
“I think in the beginning there was that hype of 'Oh, now I can fire my entire call center […] I can fire my devs.' You realized you need to have the 'human touch' in everything. […] What I see in the advancement of AIs, of agents, is that more and more you have to know what you want and where you want to take your business. And that depends on a human, on the pains that humans feel.”
— Robert Dannenberg, CEO of Expo Money
This collaboration between humans and AI is the model that Skyone Studio enables. By automating repetitive and operational processes through intelligent workflows (iPaaS and AI agents), the technology frees up human capital to make high-value strategic decisions and manage exceptions.
2. Zero-employee startups and the reality of AI agents
Despite the importance of the human touch to the business vision, operational efficiency has reached unprecedented levels. Robert Dannenberg shared the behind-the-scenes details of his newest project, Second Equity , a startup focused on providing liquidity to the private market for secondary equity stakes (aimed at founders , executives, and Venture Capital funds stuck in the long maturation cycle of unicorns).
The great innovation of Second Equity? It operates under the concept of "zero registered employees" besides the founder himself.
To make this operation viable without creating a robust payroll, Robert structured the business around independent agents and interconnected digital systems, in which the system itself handles onboarding, document verification, and follow-up.
“For each stage, there’s a type of agent that performs better in that area. But the first original criterion of the business was the focus I created… the logic was reversed: I knew exactly what the pain point was and who I wanted to work with to address that pain point, and then it’s easy to align the agents who can help you with that.”
— Robert Dannenberg, CEO of Expo Money
This multi-agent orchestration is no longer an isolated experiment but has become a market standard. Complete data and integration platforms allow organizations to create and deploy multiple AI Agents and Agentic Workflows. These agents can understand complex objectives, query structured and unstructured data in real time, and act directly on legacy systems or corporate ERPs.
3. The pitfalls of LLM bias in investments and business decisions
One of the most enriching moments of the conversation at Trend Off occurred when participants discussed the use of Big Language Models (LLMs) for financial decision-making and market analysis.
Felipe reported how he used AI to analyze investment portfolios and found a surprising depth in the analysis, even superior to that of many traditional managers. However, he observed a curious behavior: the LLMs seemed to induce recurring recommendations for certain sectors, such as companies in the AI ecosystem or specific funds, while omitting stocks from markets like the Chinese one.
Robert Dannenberg explained the mechanics behind this limitation:
“The big question, when you look at it in terms of investment, is that you have to look at three different environments […] The sector that the business is in… the second is your own analysis, your ability to invest… and the third is your risk appetite. That's what nobody usually puts on the table.”
— Robert Dannenberg, CEO of Expo Money
These biases occur because LLMs respond based on the density and optimization of the information they are fed. For companies to avoid making strategic decisions based on biases from generic algorithms, it is essential that AI models work directly on the uniqueness of the company's own data.
4. The golden rule: there is no strong AI without organized infrastructure and data
Generative artificial intelligence is the visible and attractive layer of the technology. But for an AI agent to deliver accurate answers and not fabricate information, it needs an impeccable foundation.
In the podcast, Felipe Wasserman highlighted the fundamental technical role that infrastructure plays in today's tech market:
"We're really more of an infrastructure company, you know, to prepare you for AI... essentially kind of like Nvidia, you know? The salesman selling the golden hammer earns more than the person selling it. We're very structured in that regard."
— Felipe Wasserman, Marketing and Growth Director at Skyone
When asked about the future of companies focused on sustainability and data, Robert emphasized the market's search for simplified and unified ecosystems (turnkey solutions):
“What I see is that more and more people want a turnkey solution, right? A company you can go to and the solution comes out quickly, according to what you asked for. […] Today you have a patchwork quilt… the trend in the coming years is self-service where you have everything.”
— Robert Dannenberg, CEO of Expo Money
The architecture of the "Golden Sledgehammer": democratize, integrate, transform, and automate
To meet this demand for unified solutions without disrupting existing operations, the data journey needs to cover a complete cycle:
- ERP migration and modernization (Skyone Autosky): before applying intelligence, legacy applications and core systems need to run in the cloud in an agile way and without the need to rewrite code (Migration without Code Change).
- Unified Integration (iPaaS): Seamless connection through more than 400 pre-built connectors to eliminate operational silos and integrate ERPs, CRMs, and databases.
- Organization and governance (Lakehouse / Data Warehouse / Data Lake): real-time processing and enrichment of structured and unstructured data.
- AI agents and agentic workflows: applying private and public LLMs on a trusted foundation to execute automations, predictive analytics, and advanced natural language queries.
5. Cybersecurity: the non-negotiable foundation for the era of autonomous agents
As we open the doors to AI agents that query databases, send reports, and perform actions on critical systems, cybersecurity becomes the pillar that sustains the credibility and continuity of the entire business.
Connecting systems via APIs and making data available in the cloud requires a proactive and multifaceted approach to security. In the current scenario, where the average time to detect a cyberattack reaches 277 days and 85% of data breaches involve human error, security needs to be integrated into the technology architecture
| Defense Layer | Solution | Business Impact |
| Access and Identity | Zero Trust Architecture, MFA and SSO (SAML 2.0) | It ensures that only authorized users and devices can access the systems, isolating the corporate application. |
| Perimeter and Web Protection | WAF (Web Application Firewall) and Network Firewall | Filters HTTP/HTTPS traffic, blocks bot attacks, OWASP Top 10 exploits, and denial-of-service (DDoS) attacks. |
| Access Points (Endpoints) | EDR (Endpoint Detection and Response) with Machine Learning | Identifies anomalous behavior and fileless directly on devices with automatic remediation and rollback. |
| 24/7 Operation | SOC / SIEM (Security Operations Center) | It collects telemetry in real time, correlating events and proactively responding to incidents. |
| Human Factor | Phishing Tests and Awareness | It reduces the attack surface by training employees against social engineering techniques. |
Conclusion: Preparing your company for the next cycle
The conversation between Felipe Wasserman and Robert Dannenberg at Trend Off left a clear lesson: major technological waves, whether it's the rise of the SaaS model, the cloud race, or the explosion of Generative Artificial Intelligence, go through their hype until they find their footing in the practical reality of the market.
The true competitive advantage for companies lies not in trying to guess the next "magical" trend, but rather in structuring an agile technology foundation with unified data, accessible cloud applications, and robust cybersecurity. It is this robust infrastructure that enables the adoption of autonomous AI agents capable of sustainably scaling the business.
Want to check out all the details of this amazing chat about entrepreneurship, the secondary market, AI trends, and futurism?
Click and listen to the full episode of Trend Off with Robert Dannenberg on Spotify!
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