TechCheck Anthropic brings AI to finance 1/26/26
Jan 26, 2026
Discussion of Claude Code’s momentum versus upcoming OpenAI coding upgrades. A demo of Excel integration that automates financial analysis and scenario modeling. Walkthrough of bull, base, and bear scenarios showing AI-driven margin pressure. Conversation about rebuilding workflows with AI-native tools and AI enabling app-building for non-experts.
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Spreadsheets That Actually Reason
- Anthropic's Claude Code transforms spreadsheets from calculation tools into reasoning partners.
- Deirdre Bosa shows it can generate toggled bull/bear scenarios and sensitivity analysis in minutes.
Ten-Minute Bull/Bear Demo
- Deirdre demoed a scenarios tab that toggles bull and bear cases by typing labels in a cell.
- She generated a near $11 billion gross income swing between best and worst cases using Claude in under ten minutes.
AI Costs Could Erode Margins
- AI-generated queries can be costlier to serve and may pressure margins for large search providers.
- Bosa used Claude to map how increased AI costs could erode Alphabet's gross income under different growth scenarios.