Two frontier models disagreed sharply on iHeartMedia's fate until layered reasoning converged them
AI Engineer · youtube · 2026-10-24
Harneet Kaur, founder and CEO of Axim Intelligence and a former distressed credit investor, tested whether frontier models can reason about a live distressed situation: iHeartMedia. Given identical context, two top models disagreed sharply on the odds of bankruptcy versus a negotiated restructuring. By breaking the analysis into checked layers — extraction, derivation, judgment, prediction — she got them to converge on the same answer, raising a new question: is agreement the same as being right? The talk also covers why legacy scoring models fall short and what it actually means for AI to "understand" a credit.
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