Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis

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“Bloomberg is the IDE for analysts. Like I believe every one of these IDEs These are done. It's dead over here and dead. I just think it's why, why it doesn't like, just imagine the concept of you. Like, I remember when I learned Bloomberg, I had to like watch videos to learn about all the random subfolders, keys, how to use this, how to use this, you know, the tactic knowledge of using this function versus that function. That's like crazy to think about. That is like, that is like horse and buggy. Okay. The agent with the information that can perfectly retrieve an generalize stuff, is going to have the ability to pull that all together in a better UI than it was with no legacy, whatever. I think all of that is dead. And like, this is why I'm like, my spiciest take of all is like, Microsoft has a lot to lose. I think they have the most to lose of everyone. Yeah. Because Excel is a human IDE for information work that's generalizable. So is PowerPoint. So is email. Those are the base core”