Can AI help build a better map of the economy? | The Next Big Thing

What if our understanding of markets was built on outdated classifications? In this episode of The Next Big Thing, hosts Mobeen Tahir and Elvira Kuramshina sit down with Ye Tian, founder of Theia Insights, to explore how AI is reshaping the foundation of thematic investing. From company classification to portfolio construction, Ye shares how large language models can dynamically read and interpret corporate filings to deliver a real-time view of who does what in the global economy. They unpack Theia’s approach to industry classification, thematic factors, and Concept to Universe—and how this changes the game for investors.