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OpinionLatent Space· Richard MacManus·· 2 days ago

Crossing the Threshold: How OpenAI and Anthropic Approach Autonomy and Safety in Financial Agents

What happened

Speakers from OpenAI, Anthropic, Two Sigma, and Bloomberg at AI Engineer New York described how financial agents can gain autonomy through targeted controls and human oversight. OpenAI’s Joseph Kim predicted agents could handle investment idea generation and trading in 2027, while Anthropic illustrated an agent that proposes order amendments for human approval. Two Sigma described classifiers that route important requests to people, and Bloomberg advocated deterministic controls outside the model, including tool-call checks, audit logs, and kill switches.

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