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Private SuperIntelligence

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@_privatesi

San Francisco privatesuperintelligence.si Joined March 2026
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Private SuperIntelligence Verified account @_privatesi
I've been writing production code on Apple Vision Pro for Mitosis Labs. Having 20+ Claude terminal windows open on an infinite canvas on Apple Vision Pro.

$3499 owned for 2+ years - everyone said the vision pro was dead. Not for me.

Tim Cook might've stepped down, but I am holding the fort 💪

Do you own an Apple Vision Pro? and is it catching dust on your shelf?
Private SuperIntelligence Verified account @_privatesi
63% of RIAs use AI tools in some capacity (Schwab, January 2026). Among advisers who have not adopted, client confidentiality or data privacy is the top concern at 46%, per an AssetMark survey reported by Kitces.

Which ChatGPT plan fits a client file, and the four questions your CCO will ask first:

privatesuperintelligence.si/blog/chatgpt-f…
privatesuperintelligence.si ChatGPT for financial advisors: client data and compliance What each ChatGPT plan does with client data, and the books-and-records and Reg S-P questions your CCO will ask.
Private SuperIntelligence Verified account @_privatesi
Is a boilerplate AI clause in an estate-planning engagement letter enough? ABA Formal Opinion 512 says it "is not sufficient". Informed consent comes first before a trust deed goes into a self-learning tool.

What the opinion requires, and what Heppner changes for clients who freelance with chatbots:

privatesuperintelligence.si/blog/ai-for-es…
privatesuperintelligence.si AI for estate planning attorneys, client confidences first How trusts and estates lawyers can use AI under ABA Opinion 512, and what the Heppner ruling changes.
Private SuperIntelligence Verified account @_privatesi
Does Section 7216 apply if you paste a client's return into ChatGPT? The statute already covers disclosure and use. No IRS guidance we found answers that in terms, so firms use an exception or a consent that names the provider.

privatesuperintelligence.si/blog/ai-for-cp…
privatesuperintelligence.si AI for CPAs, Section 7216 consent and client data Is putting a client's return into AI a Section 7216 disclosure? Consent rules, WISP and Safeguards Rule duties.
Private SuperIntelligence Verified account @_privatesi
Does the SEC have an AI rule for RIAs? No. Existing marketing, books-and-records, Regulation S-P and supervision rules already apply, and FY2026 exams will check both AI claims and policies.

What Delphia and Global Predictions settled for, and an eight-row firm checklist:

privatesuperintelligence.si/blog/ai-compli…
privatesuperintelligence.si AI compliance for RIAs: what the SEC examines in 2026 SEC exam priorities, AI washing, books and records and AI notetakers for RIAs, from the primary sources.