Claude

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Mar 30, 2026 by Kieran Goodwin · said 9 times in 7 episodes since 2025 · across every show →

Mentions by year

brought up most by Josh Wolfe (2), Jeremy Grantham (2), Randall Stutman (1), Michelle Knudsen (1), Kieran Goodwin (1), Frank Danieli (1), Dave Jerger (1)

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Everything said about Claude, oldest first

Mar 30, 2026 negative
Assertion Not checkable as stated
Private credit BDCs are mislabeling industry concentrations in their loan portfolios
“Literally putting in every loan into Claude or ChatGBT to figure out what do they think it is. There has been some mislabeling of concentrations.”
Kieran Goodwin Mar 30, 2026 ▶ 42:12 Kieran Goodwin – Private Credit Concerns (EP.494)
Jul 27, 2026 positive
Disclosure
NYU's endowment uses Claude, Gemini, Granola, and Whisperflow for research
“Whether it's using Claude or Gemini to take raw notes, put them into something that is a format we can all consume, or using Granola or Whisperflow to capture thoughts, record them for writing for other members of the team, trying to use these tools to do a be…”
Michelle Knudsen Jul 27, 2026 ▶ 1:03:34 Rebuilding the NYU Endowment – Michelle Knudsen (EP.513)
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