michelle brophy

Forgot about how material Govt was -- coming up in checks with big consulting companies and integrators on a reason for Anthropic spend decel

Good color from lots of ad agencies on what's happening with $GOOG search. Why CPCs rising? Likely tied to AI overviews. Bear case - reduced invy makes remaining invy more expensive Bull case - AI overviews not yet monetized (btw -- query growth highest in last 5 years -- is that including AI expansions of queries?)

Updated Token Consumption Tracker For Anthropic S-1 day, breaking out the surge in Ant tokens based on usage on AlphaSense Update your models accordingly

My Investment Memo builder in SuperAnalyst is now 🔥 – beats out what I was doing as a HF analyst. I’m looking for people that want to collaborate to draw smaller and smaller circles. It uses a Canalyst model on my behalf. It reasons to assumptions (depending on type of company, builds out TAM and penetration, models cyclicality, etc), researches what experts are saying about key debates, builds to a valuation framework taking into account Comps / multiple history, etc. Full companion model / backup in excel. Roll this forward a bit and it’s obvious HFs will be built trading on the back of something like this (much higher volume of getting to decisions faster, neutrally). I’d especially love to collaborate with some of you building AI HFs. DM if interested – must have AlphaSense account (the skill calls our tools)

We’ve officially launched Channel Check Intelligence The best new source of Idea Gen AlphaSense began structured channel checks a bit over a year ago, already scaled to 3k per month (compliance reviewed, no embargo). Already much more than anyone could read but high signal if you can make sense of it. Channel Check Intelligence makes sense of it —> what sectors, companies are inflecting, pricing / invy better or worse etc. Not only the numbers, but the why. CCI is another form of pre-compute where we use continually use LLMs to structure the data once, for everyone. Soon, when you build your Earnings Previews with SuperAnalyst, the system will know to bring in CCI - and even use as an input to the assumptions in your model - without needing to rebuild the analysis from scratch (accuracy, time, tokens) We are investing aggressively in scaling and development -- it's going to get pretty crazy in a year.