📣 Issue #1: Cloudflare blocks AI Scraping

Plus: Tool Spotlight: LevelFields AI, Buy the Work - Not Just the Tool, and more...

👋 Here’s your sneak peek:

• Cloudflare Blocks AI Scraping Without Permission — A big shift in how AI trains on online content
• OpenAI Signs $30B Data Center Deal with Oracle — The AI arms race for compute power heats up
• Tool Spotlight: LevelFields AI — Event-driven stock alerts for tactical advisors
• AI for Your RIA: Buy the Work, Not Just the Tool — The next big AI efficiency leap
• How I AI? — AI as Your In-House Copywriter
• AI Essentials: Key Terms You Should Know — Stay sharp on generative AI & LLMs
• Building with AI: SHAPE and CLEAR Frameworks for Impact and Influence

👇 Dive in below!

🚦 AI Pulse: What’s New?

🔒 Cloudflare Blocks AI Scraping Without Permission

Cloudflare just changed the rules for how AI companies gather online content. Now, AI crawlers can’t scrape websites for free — site owners must opt in, and AI firms must disclose what they’re collecting.

Why this matters: For years, search engines brought traffic and ad dollars to creators. But AI-generated answers cut publishers out. Big names like Condé Nast, Gannett, and Pinterest back this permission-first approach to protect original work — and ensure fair pay.

Bottom line: Expect tighter control over content — and more conversations about who gets paid for AI training data.

👉 More on Cloudflare’s move

💰 OpenAI Signs $30B Data Center Deal with Oracle

OpenAI just signed a massive deal to lease 4.5 gigawatts of computing power from Oracle — worth $30 billion a year — to expand its Stargate project.

Why this matters: It shows OpenAI diversifying beyond Microsoft and locking in huge cloud capacity to fuel bigger, faster models. Oracle, once late to cloud computing, is now cashing in on AI’s skyrocketing demand.

Bottom line: The arms race for AI computing is real — and affects everything from funding rounds to the tools you’ll see next.

👉 More on OpenAI & Oracle

🔎 Tool Spotlight: LevelFields AI

What it is: LevelFields scans the market for company events — like earnings surprises, insider trades, or M&A — that can move stock prices. Instead of digging for hours, you get actionable alerts.

Why advisors like it:

✅ Find trading opportunities faster

✅ Spot negative catalysts early

✅ Prove to clients you’re using modern tools

✅ Win clients who want to be more active

When it makes sense:

✔️ If you manage individual stocks

✔️ If you offer active trading or tactical allocations in client accounts

✔️ If you want to show you’re tech-forward

Key takeaway: AI doesn’t replace your judgment — it extends it.

👉 Explore LevelFields AI

📌 AI for Your RIA

Buy the Work — Not Just the Tool

Investor Sarah Tavel says the big opportunity isn’t just AI that makes you work faster — it’s paying for the finished work.

Instead of buying software that helps you build reports, financial plans, or compliance filings — AI can deliver the final version, ready to send.

This is already happening:

• Some advisors use paraplanning services that draft plans.
• FP Alpha automates tax & estate sections.
• Pulse360 turns notes into polished follow-ups.
• SmartRIA keeps you ahead of compliance filings.

Key takeaway: Free your team from grunt work — spend that time on clients and growth instead.

👉 Read: Sell Work, Not Software

💡 How I AI

AI as Your In-House Copywriter

Nathan Mueller of BlackBird Financial turns to AI as a cost-saving helper for blogs and social posts. Instead of hiring a writer, he prompts AI to draft outlines, intros, and conclusions — then edits and proofreads the result. It’s a simple way to cut hours off content creation that any advisor can test with a free AI chat tool.

👉 Read: How financial advisors are using AI — and what their clients think about it

📚 AI Essentials

Key Terms to Know

Don’t get lost in buzzwords. Here’s a refresher:

• Generative AI: Creates new content (emails, reports, copy) from learned data patterns.
• Large Language Models (LLMs): Big AI models trained on massive text sets to produce human-like language (e.g., GPT, BERT).
• Prompt: Your input or question to the AI. Clear prompts = better results.
• Token: Tiny text units an LLM reads — words, parts of words, or characters.
• Training Data: The huge text collection used to teach an LLM language and facts.
• Fine-Tuning: Extra training to adapt an LLM for a specific industry or task.
• Inference: When a trained AI generates a response to your prompt.
• Transformer Architecture: Neural network design that helps LLMs understand language context and flow.
• Context Window: How much text the AI can “remember” at once — bigger window = better context.
• AI Hallucination: When AI outputs convincing but false info — always check the facts.
• Evaluations (Evals): Tests to check how accurate and reliable an AI is.
• Retrieval-Augmented Generation (RAG): Combines AI generation with real-time info retrieval for more accurate answers.

🛠️ How to AI

Human-Centered AI: Build with SHAPE and Lead with CLEAR

AI is powerful — but without the right framing, it can miss the mark. To build solutions that truly help people, we need more than just good models. We need human-centered design.

Janaki Kumar of JPMorgan Chase offers a clear path forward:
To build AI that delivers real value, design leaders must focus on Insight, Impact, and Influence:

• Insight: Start by listening deeply — to users, to stakeholders, and to context. This helps teams uncover pain points and align on the right problems to solve.
• Impact: Use the SHAPE framework to guide how you build — making sure AI is Seamless, Human-in-the-Loop, Accountable, Patterned for consistency, and Eases cognitive load.
• Influence: Lead with the CLEAR mindset — grounded in Curiosity, Learning, Ecosystem Thinking, Always human-centered, and Responsible Imagination.

Together, SHAPE and CLEAR provide a practical, principled approach to designing AI that earns trust, delivers results, and serves real human needs.

👉 Explore the full article for actionable ways to build AI with Insight, Impact, and Influence.

📌 Key Takeaways from this Issue

✅ The AI content supply chain is tightening: Cloudflare’s new policy blocks AI scrapers without permission, signaling a shift toward protecting original online content and ensuring creators get paid when their work trains AI models.

✅ The AI compute arms race is escalating: OpenAI’s massive $30B data center deal with Oracle shows how critical — and costly — access to cloud computing power has become for staying ahead in AI development.

✅ Advisors should focus on buying the finished work, not just the tools: Tools like LevelFields AI help advisors find actionable insights faster, while the bigger trend is AI delivering complete outputs (like plans, filings, or summaries) so advisors can spend less time on grunt work and more on clients.

👉 Forward this to a colleague who wants to stay ahead.

👉 Reply to share your biggest AI question — we might cover it next!

🎬 That’s a wrap for this week

Got thoughts or suggestions? We’d love your feedback to keep making Advisor Copilot better for you. ✨🤝

Cheers,

Neil Pradhan
Founder & Editor | Advisor Copilot