Jeremy Huang

Co-founder and Chief Research Officer of Daloopa, a New York AI financial data extraction platform for equity analysts

Overview

Jeremy Huang is co-founder and Chief Research Officer of Daloopa[1], a platform using AI for financial data extraction serving equity analysts[4]. Huang holds a Bachelor of Science in Computer Science from New York University's Courant Institute of Mathematics and a Bachelor of Business Administration in Finance from NYU Stern School of Business, both completed in 2016[10][11]. Prior to founding Daloopa in January 2019[5], Huang worked as a Software Engineer at Airbnb from February 2016 to January 2019[6], and completed a Software Engineer internship at Facebook in May 2015[7]. Huang also founded and served as CEO of wecleanyourdorm.com from October 2012 to January 2015[8], and interned as a trader at Oasys Capital Management LLC from January to June 2013[9].

Profile introduction
Source excerptLinkedIn [4]

Transform investment research using AI.

Career history

  1. Co-FounderJan 2019 to PresentDaloopa
  2. Software EngineerFeb 2016 to Jan 2019Airbnb
  3. Software Engineer InternMay 2015 to Aug 2015Facebook
  4. CEO, FounderOct 2012 to Jan 2015wecleanyourdorm.com
  5. Trading InternJan 2013 to Jun 2013Oasys Capital Management LLC.

Education

  1. Bachelor of Science (BS) in Computer Science, Computer Science2012 - 2016New York University, Courant Institute of Mathematics
  2. Bachelor of Business Administration (B.B.A.), Finance2012 - 2016NYU Stern School of Business
  3. A Level certificate, Science2010 - 2011Raffles Institution

Insights & ideas

The through-line

Across the material, Jeremy Huang is presented as a founder preoccupied with the unglamorous, on-the-ground mechanics of building a company from zero to one, rather than with grand theory. The recurring thread is a set of hard-won, "non-consensus" operating lessons about validating an idea before building it, staying personally close to customers even after taking on the CTO title, and reconciling the tension between serving large enterprise clients and keeping a product standardized, all set against the specific challenge of building AI for a domain, Wall Street financial data, where accuracy requirements are unusually high [1].

On selling before building

One of the positions attributed to Huang is the idea of "sell before you build," framed as a corrective to the more common startup instinct of building first and validating later. The show notes describe this as one of the non-consensus views he shares from Daloopa's early days, alongside a broader account of the pitfalls the founding team hit while exploring early startup ideas before arriving at the product that became Daloopa [1].

On staying close to the customer as a technical founder

Huang is described as discussing why, even as CTO, he spent as much as eight hours a day on customer calls. This is presented as a deliberate stance rather than a temporary necessity of the earliest days, tying technical leadership directly to ongoing, hands-on customer contact [1].

On customization versus a standardized product

The conversation is described as covering how to balance the customization demands of large enterprise clients, such as the hedge funds, banks, and PE firms Daloopa serves, against the discipline of designing a standardized product. This is framed as a core operating tension for a company selling into large financial institutions [1].

On managing a global remote team

Huang is also described as addressing how he manages a team distributed across different geographies, treating remote team management as one of the concrete operational challenges of scaling the company [1].

On LLMs and high-accuracy financial AI

The show notes indicate a substantive discussion of the opportunities and challenges LLMs present specifically for AI products built for domains with very high accuracy requirements, such as financial data used by equity analysts. Huang is also described as giving his outlook on where LLMs are headed over the next one and three years [1].

On early fundraising

The material also points to a discussion of the specific difficulties encountered during early-stage fundraising, along with advice Huang offers to first-time founders raising capital for the first time [1].

Takeaways

  • Huang advocates validating demand by "selling before you build" rather than building first and testing later [1].
  • As CTO, he spent up to eight hours a day on customer calls, treating direct customer contact as part of the technical leadership role [1].
  • He frames balancing large clients' customization requests against a standardized product as a central design challenge for enterprise AI [1].
  • He discusses concrete practices for managing a globally distributed remote team [1].
  • He addresses both the opportunities and the accuracy-related challenges LLMs face when applied to Wall Street financial data [1].
  • He shares specific lessons from early fundraising aimed at first-time founders [1].

Media & appearances

  • OnBoard!Apple Podcasts
    EP 65. 对话 Daloopa CTO Jeremy Huang:融资4千万美金,如何打造红遍华尔街的AI金融产品久违的 OnBoard! 全英文的访谈,这次的嘉宾 Jeremy Huang, 是美国AI创业公司 Daloopa 的联合创始人兼 CTO。 Daloopa 是一家很低调但是很值得关注的公司。几位华裔创业者 2019 年成立的公司,他们的客户是企业服务软件公司都最想切入又最有难度的行业:金融服务业。今年5月,Daloopa 宣布了B轮融资$18M, 总融资额超过$40M。他们的AI 产品帮助华尔街的对冲基金、银行、PE等投资机构实现投资模型中的数据工作自动化,他们的客户覆盖了大部分大家耳熟能详的头部金融机构:Morgan Stanley, L/S hedge fund, Credit Suisse 等等。 Hello World, who is OnBoard!? 在两个多小时的对话里,Jeremy 真是非常坦诚地分享了很多从0-1的真实经历和非共识的观点,比如: 为什么要 sell before you build? 早期 startup idea 探索踩了那些坑? 为什么 CTO 也要每天花 8 小时去跟客户打电话? 如何平衡大客户定制化要求和标准化产品的设计? 如何管理遍布全球的远程团队? 面向准确度要求很高的金融领域 AI产品,LLM有哪些机会和挑战?如果你也是创业者,或者未来想要成为创业者,这期满满创业者一线视角的分享,可千万别错过!Enjoy! 嘉宾介绍 Jeremy Huang, Co-founder & CTO @Daloopa, ex-Software engineer @Meta, Airbnb OnBoard! 主持:Monica:美元VC投资人,前 AWS 硅谷团队+ AI 创业公司打工人,公众号M小姐研习录 (ID: MissMStudy) 主理人 | 即刻:莫妮卡同学我们都聊了什么 108:59 早期融资遇到哪些挑战?对初次融资的创业者有什么建议? 114:53 快问快答:推荐的书籍,第一次校园创业,LLM的未来1年和未来3年展望 参考文章 mp.weixin.qq.com daloopa.com www.prnewswire.com daloopa.com daloopa.com daloopa.com欢迎关注M小姐的微信公众号,了解更多中美软件、AI与创业投资的干货内容! M小姐研习录 (ID: MissMStudy) 欢迎在评论区留下你的思考,与听友们互动。喜欢 OnBoard! 的话,也可以点击打赏,请我们喝一杯咖啡!如果你用 Apple Podcasts 或者 Spotify 收听,也请给我们一个五星好评,这对我们非常重要。 最后!快来加入Onboard!听友群,结识到高质量的听友们,我们还会组织线下主题聚会,开放实时旁听播客录制,嘉宾互动等新的尝试。添加任意一位小助手微信,onboard666, 或者 Nine_tunes,小助手会拉你进群。期待你来! 在小宇宙查看该单集文稿

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