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Alrighty. I’ve asked this question before and I know it’s all speculation at the moment but…..

Claude, Claude, Claude.

I liked Simon’s point the other day about how acquiring businesses may become harder and that their could be write downs on existing businesses within the umbrella?

Any new thoughts on this? Hard to tell without earnings and a few quarters, but wondering if any new concrete information on your end is changing the story.

Much Appreciated!

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Asked on February 5, 2026 7:24 pm
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I am currently building out an entirely new system for Premium with Claude. Portfolio tracking, custom reports on 6000+ companies, watchlists, etc. Spoiler alert, stay tuned! haha. I got tired of Ycharts, and instead got a full API where I can give Premium members access to millions of datapoints and a comprehensive way to research stocks.

It is an unbelievably fascinating tool. However, if something breaks, I have to deal with angry members for a day or two. It would be very unlikely for it to cost the company any actual revenue generation.

I cannot imagine a mission critical piece of software being rolled out like this. Where if it breaks, it's millions of dollars likely in lost revenue.

I think what a lot of people are missing is how little the actual coding of a software company is. With Constellation, I'd estimate it is maybe..... 10-20% of what they do. The rest is, in my opinion, irreplaceable. At least for now.

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Posted by Dan Kent
Answered on February 5, 2026 11:06 pm
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