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1 take · first discussed Feb 7, 2026
Every call, plotted at the price the day they made it.
The lone view on Thomson Reuters comes from Jason, who holds a low-conviction bearish stance. He points to the stock's roughly 20% drop — alongside peers LexisNexis (down ~15%) and LegalZoom (down ~15%) — as evidence that Anthropic's addition of a legal tool to Claude poses a meaningful competitive threat to Thomson Reuters' core legal research business. No other hosts weighed in, so there is no cross-host agreement or disagreement to note.
Jason notes Thomson Reuters dropped 20% in response to Anthropic adding a legal tool to Claude, implying AI is a meaningful threat to its legal research business.
Thomson Reuters down 20%. LexisNexis, which is a database of case law, uh, was down 15%. LegalZoom, which gives legal advice, um, and documents, down 15%.”16:58