Claude
includes Claude Code, Claude Opus, Claude Sonnet, Claude Design, Claude Mythos, Claude 3.7 Sonnet, Claude Haiku, Claude Artifacts, Claude Cowork, Claude 3, Claude 3.5, Claude 4 and 16 more
49 statements across 40 episodes · 21 bullish · 16 bearish · 30 people on the record · first statement May 22, 2024 by Aaron Levie · said 887 times in 153 episodes since 2023 · across every show →
Mentions by year, the whole family
brought up most by Harry Stebbings (189), Jason Lemkin (188), Mike Krieger (44), Rory O'Driscoll (33), Jason Calacanis (23), Sebastian Siemiatkowski (20), Aravind Srinivas (13), Matt Swulinski (12)
tap a year for its mentions
2026 599 mentions in 84 episodes 7 per episode
- Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
- Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
- Klarna CEO: SaaS is Dead: Why Systems of Record Will Die in an Agentic World · 20VC with Harry Stebbings
- SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
- Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
- Why You Need a $1B Fund To Do Series A | SpaceX at $2TRN & Data Centers in Space | Groq's $20BN Deal · 20VC with Harry Stebbings
- Anthropic Files to Go Public | Cognition Raises $1BN at $26BN Valuation | The 996 Work Ethic · 20VC with Harry Stebbings
- Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings
- 76 more episodes that year, every mention in 2026 →
2025 271 mentions in 59 episodes 5 per episode
- Mike Krieger, Instagram CoFounder & Anthropic CPO: Where Will Value Be Created in an AI World?|E1265 · 20VC with Harry Stebbings
- How Do All Providers Deal with Anthropic Dependency Risk & Figma IPO Breakdown: Where Does it Price? · 20VC with Harry Stebbings
- Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings
- 20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth About AI Coding with Zach Lloyd, Warp
- 20Product: How Scale AI and Harvey Build Product | Why PMs Are Wrong: They are not the CEOs of the Product | How to do Pre and Post Mortems Effectively and How to Nail PRDs | The Future of Product Management in a World of AI with Aatish Nayak
- Why VC Today is Worse than 2021 · 20VC with Harry Stebbings
- Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
- 20Growth: The Death of Growth Teams? | How Hubspot Use AI to Triple Email Conversion | The Future of AI SEO | Why Prompt Engineering is the New Coding | What Every CMO Needs to Know About AI in 2025
- 51 more episodes that year, every mention in 2025 →
2024 13 mentions in 7 episodes 2 per episode
- Ethan Mollick: Why OpenAl Abandons Products, The Biggest Opportunities They Have Not Taken | E1184 · 20VC with Harry Stebbings
- Guy Podjarny: The Future of AI Software Development - What is Real & What is BS | E1232 · 20VC with Harry Stebbings
- Bret Taylor: Why Pre-Training is for Morons & Companies Will Build Their Own Software | E1209 · 20VC with Harry Stebbings
- Mike Hudack: How Facebook, Monzo and Deliveroo Build Great Products | E1201 · 20VC with Harry Stebbings
- Matt Clifford: The Bull & Bear Case for China's Ability to Challenge the US' AI Capabilities | E1172 · 20VC with Harry Stebbings
- Aravind Srinivas:Will Foundation Models Commoditise & Diminishing Returns in Model Performance|E1161 · 20VC with Harry Stebbings
- Aaron Levie: How the Business Model of SaaS Changes Forever & Startups vs Incumbents:Who Wins?|E1155 · 20VC with Harry Stebbings
- every mention in 2024, scene by scene →
2023 4 mentions in 3 episodes 1 per episode
- Christian Kleinerman: Do OpenAI and Anthropic Have a Sustaining Moat? Who Wins the AI Wars? | E1063 · 20VC with Harry Stebbings
- 20VC: The Biggest AI Leaders on What Matters More; Model Size or Data Size & Where Does The Value in AI Accrue; to Startups or to Incumbents
- Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
- every mention in 2023, scene by scene →
Everything said about Claude, oldest first
May 22, 2024 neutral
Levie: Users Will Wire Into Specific AI Models Rather Than Abstracted Selection
“I don't think you're going to have complete commoditization of sort of the personality of the models for the sort of style and the response to the point where then, you know, if you're a user, you know, any given response could come from Gemini, Versus GPT-IV …”
Jul 31, 2024 bullish
Mollick: Claude can design and iterate playable app prototypes in one prompt
“You could tell Claude come up with 30 ideas for a product to serve, you know, market X, then rate them all on quality and feasibility level. Then create, this is one prompt, by the way, then create a playable prototype of the interface for the application. The…”
Jan 22, 2025 bullish
Sivulka: Salesforce will survive AI disruption due to human switching costs
“I think that ultimately I don't think they are. I think that I think that Salesforce Like, has built, again, like, a very, very, very sticky network effect with people, and people are the shifting function at the end of the day. It's not a technology problem. …”
Mar 3, 2025 negative
Mar 5, 2025
Mar 17, 2025 positive
Mar 17, 2025 neutral
Apr 11, 2025 positive
Apr 11, 2025 positive
Apr 11, 2025 positive
Nayak: Uses Claude and Replit Agent Mode for Rapid Prototyping
“I currently use actually Claude for prototyping because I actually don't want to deal too much with the very nuanced stuff that Windsor for Cursor has. And so I ended up using Claude and then I've actually been using also Replit agent mode. The reason being is…”
Apr 18, 2025 bearish
May 16, 2025
Jun 26, 2025 positive
Jul 11, 2025 negative
Jul 24, 2025 negative
Jul 24, 2025 bullish
Lemkin: AI platforms like Lovable will build defensible software wrappers
“And so lovable and friends are going to build these thicker and thicker wrappers because they have to do security, right? They have to contain the AI. They're torturing Claude to do things it doesn't want to do. Claude wants to lie and seek out things and shar…”
Sep 5, 2025
Sep 12, 2025
Nov 13, 2025 bearish
Dec 4, 2025 negative
Lemkin: Anthropic Solved AI Coding; Cursor and Replit Just Grafted On
“Claude figured that out. Cursor didn't figure this out. Replit and Lovable and Bolt didn't figure it out. I can tell you the story. Claude figured it out. Anthropic, the guys, you know, once they quit OpenAI, they figured it out and everyone grafted on this, i…”
Jan 22, 2026 bullish
Lemkin: LLMs will become the primary way consumers buy products
“I think we are way under discussing the power of discovery in LLMs. I think this is the way we will buy everything in the future as we are embedded in LLMs. Well, I don't know why I would use anything else other than the best of ChatGBT or Claude or Gemini to …”
Jan 22, 2026 bullish
Feb 5, 2026 bullish
Feb 16, 2026 positive
Siemiatkowski: Claude serves as an unbiased advisor rather than a user-pleaser
“Claude to me is very different. Claude is like my intelligent advisor and I am trying to push and I say to Antropic all the time, like, I don't want an AI that tell me you're so great, man. Like, I understand that that's, like, a nice experience, and some peop…”
Feb 16, 2026 positive
Feb 21, 2026 positive
Feb 26, 2026 bearish
Lemkin: Software firms failing to own category AI agents will be maimed
“No, I think just people are going to be maimed even more than they think if they don't own the agents in your category. You've got to own the agents in your category. And whether those agents are owned by a startup, or whether some version of that agent can be…”
Feb 26, 2026 negative
Mar 5, 2026 positive
Mar 7, 2026
Mar 26, 2026 bearish
Lemkin: SaaStr will not switch internal AI apps from Claude to OpenAI
“It runs on Sonnet three. I mean sorry, four, seven, and maybe a little bit of Opus. There is no way we're going to switch the model. This is dialed in. It works. Now we're going to have to deal with QA when it goes to four, eight and five. There's a little bit…”
Apr 14, 2026 negative
Midha: Claude and Gemini Failed Badly at Physical Science Benchmarks
“About a year ago, as an example, I realized there was a lot of talk about models being good at physical physics and chemistry, AI for science. And I was a visiting scientist at the applied Physics department at Stanford. And we started benchmarking these model…”
Apr 16, 2026 neutral
O'Driscoll: AI labs will throttle subscriptions and hike prices for compute
“You're going to see some compute rationally, people are going to start allocating tokens to the highest, effectively the highest bidder. You're going to see a lot of throttling, like, you're going to see these plans, like, that's why they shot Sora. You're goi…”
Apr 25, 2026 negative
Apr 30, 2026 bearish
May 2, 2026 neutral
May 14, 2026 positive
Lemkin: WSJ data shows Claude enterprise share jumped to 48%
“The wall street journal today published the market shares in the enterprise for open AI, Claude, Gemini and Grok. Grok is a rounding error going to the prior conversation, right? It's not making any progress. But everything is so multimodal that it said Gemini…”
Jun 1, 2026
Foody: AI data training requires domain experts who are AI power users
“And it's more about people that actually are very acclimated to the frontier of AI, because it's the people that understand, that both have the expertise in oncology, but also are power users of ChatGPT or Claude that are able to find where the model makes mis…”
Jun 6, 2026
Lauritsen: Claude and Cursor generate over 50% of Legora's code
“Actually, I took a look recently, and it's Claude and Cursor on the top, and there's like, I think it's like two percent between them. So they are really, really close. And then it's, you know, miles above the next engineer. So they're way above 50%.”
Jun 22, 2026 bearish
Arora: Over half of AI compute goes to loss-making consumer use
“I think more than half of the compute is going to feed the consumer, which is a fundamentally loss-making entity right now. Like, I don't think any of the frontier models make any money in trying to get you and me to use ChatGPD or, you know, Claude or Gemini …”
Jul 2, 2026 bearish
Lemkin: Autonomous AI agents could reduce Salesforce and HubSpot to dumb databases
“If the agent can run 24 seven autonomously, take all your data and build all the analytics, build all the dashboards, run autonomously out of it then your data can flow between apps and you won't even care where it lives and all the fears about headless become…”
Jul 11, 2026 bullish
Jul 18, 2026 positive
Curative Reduced Physician Credentialing Time To 12 Hours Using Claude
“And that used to take us two to three months on average, and cost about 50 dollars. We have now built in-house an agent that runs on, on Claude, that does this end-to-end, and it goes to the website, it verifies the license, it goes and reads the transcripts, …”
Jul 25, 2026 negative
Nitski: Mercor team is shifting away from Figma to Claude
“To be honest, I let the team do whatever is best for them, and this is a trend I've just observed amongst almost everybody, is that cloud design has done a great job. People really like using it, it's easy to use, and we've just had a natural movement towards …”
Aug 7, 2026 bullish
Frankel: Embedded, Mission-Critical SaaS Workflows Will Survive AI Disruption
“The more embedded you are, like the more difficult you are to dispense because real time, Thousands, billions of orders are being run in your system, or like mission critical biotech research is being run in your system. The more embedded you are, I think the …”
Aug 31, 2026 positive
Sep 12, 2026 bullish
Franceschetti: Consumers will trust frontier AI bots with payments within two years
“With these bots, it's still a bit, you know, sometimes you feel uncomfortable, but I think in a year or two from now, our bots, particularly bots from frontier models, like from X, OpenAI, and Claude, you will start trusting them soon.”
Sep 12, 2026