39 points | by garbawarb 2 hours ago ago
11 comments
I came across this company called OpenEvidence. They seem to be offering semantic search on medical research. Founded in 2021.
How could it possibly keep up with LLM based search?
https://archive.li/VyN2H
I'm not really understanding why Thomson Reuters is at direct risk from AI. Providing good data streams will still be very valuable?
If customers start asking Claude first, before they ask Thomson Reuters, that's a big risk for the later company.
Got it, thank you for the insight.
The assumption is that Claude has access to a stream of fresh, currated data. Building that would be a different focus for Anthropic. Plus Thomson Reuters could build an integration. Not totally convinced that is a major threat yet.
Huge legal tech business units
Could this lead to more software products, more competition, and more software engineers employed at more companies?
I think the argument is that tools like Claude Code will cause more companies to just build solutions in-house rather than purchase from a vendor.
It’s demonetizing process rent-seeking. AI can build whatever process you want, or some approximation of it.
I kind of imagine more people going off and building their own companies.
maybe eventually, not in the near-term future.
I came across this company called OpenEvidence. They seem to be offering semantic search on medical research. Founded in 2021.
How could it possibly keep up with LLM based search?
https://archive.li/VyN2H
I'm not really understanding why Thomson Reuters is at direct risk from AI. Providing good data streams will still be very valuable?
If customers start asking Claude first, before they ask Thomson Reuters, that's a big risk for the later company.
Got it, thank you for the insight.
The assumption is that Claude has access to a stream of fresh, currated data. Building that would be a different focus for Anthropic. Plus Thomson Reuters could build an integration. Not totally convinced that is a major threat yet.
Huge legal tech business units
Could this lead to more software products, more competition, and more software engineers employed at more companies?
I think the argument is that tools like Claude Code will cause more companies to just build solutions in-house rather than purchase from a vendor.
It’s demonetizing process rent-seeking. AI can build whatever process you want, or some approximation of it.
I kind of imagine more people going off and building their own companies.
maybe eventually, not in the near-term future.