@NUCLRGOLF Shd keep deere. Chicago not having a reg tourney shows how dumb @pgatour has been ignoring a #3 media market and birthplace of the WGA.
Can have both but don’t think any real chicago course wants to deal with it.
Claude's view of $ANDG
Private Client Services drives just over half of ANDG's revenue — and that's exactly the highest-AI-substitution category. Individual tax strategy, planning scenarios, charitable giving, and K-1 interpretation are all things Claude handles well today, for $20/month vs. Andersen's hourly rates.
ANDG is aware of this — they launched a new Tax Transformation and Innovation Practice in 2025 and partnered on AI, digital transformation, and cybersecurity. But notably, their own S-1 risk factors explicitly flag that "the development and use of AI could harm our business, damage our reputation or give rise to legal or regulatory action" — they disclosed it as a material risk themselves.
The bear case in a sentence: more than half their revenue comes from services where a $20/month AI subscription already does 70% of the intellectual work. The bull case: their clients are paying for accountability, relationships, and signatures — not just answers.