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personalfinancialmanagement

personalfinancialmanagement

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What did PenFed get from AI that Uber didn't? Results.

Jun 4, 2026

•

5 min read

What did PenFed get from AI that Uber didn't? Results.

Plus: AI bills outrunning proof of value, a bank CEO's "human capital" apology, and a Try This to pressure-test any agent before it goes live.

Brent Dixon
Brent Dixon

personalfinancialmanagement

+12

Perplexity Launches a Personal CFO. One User Found $14K a CPA Missed.

Apr 15, 2026

•

6 min read

Perplexity Launches a Personal CFO. One User Found $14K a CPA Missed.

Agentic finance arrived at both ends of the stack this week: Perplexity and OpenAI on the consumer side, Lloyds and Nymbus on the infrastructure side.

Brent Dixon
Brent Dixon

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