Just tried with Claude and it got it differently wrong.
My first guess was that once it became a known good strategy, it proliferated, and therefore LLMs are pulling companies that did the thing but didn't pioneer the thing, but suggesting that gave me yet another wrong answer.
I think I'm just going to file this under "apparently a pretty terrible case for the technique and I should adjust my heuristics as to when it's worth trying" at this point.
ChatGPT actually completely misunderstood the description, and cited WorldCom as using “aggressive accounting” to show excess profits, vs. TCI’s supposed “excess losses.” So it didn’t even manage to find another example of a company doing something similar to TCI.
My first guess was that once it became a known good strategy, it proliferated, and therefore LLMs are pulling companies that did the thing but didn't pioneer the thing, but suggesting that gave me yet another wrong answer.
I think I'm just going to file this under "apparently a pretty terrible case for the technique and I should adjust my heuristics as to when it's worth trying" at this point.