Latticework 2026

The Augmented Investor

Research questions

  • What happens to investor judgment when AI does more of the thinking?
  • How are the sources of edge shifting for long-horizon investors as AI diffuses?
  • What are the emerging practices of the augmented investor?

By Lucas Miller and Pilar Capdevila Hidalgo
Haas School of Business, University of California, Berkeley

20interviews with investors and decision researchers
164investors surveyed
452studies reviewed across six literature searches

Exploratory findings, meant to be discussed and challenged.

Full paper coming soon. Tell us your thoughts or where you disagree in Open questions.