Claude 3.5, every mention

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every year anyone Jason Lemkin 11Everett Randle 8Harry Stebbings 6Nikesh Arora 4Mike Krieger 3Noam Lovinsky 2Zico Kolter 1Tomasz Tunguz 1Miles Clements 1Max Junestrand 1

Verbatim, from the transcripts: the passages where Claude 3.5 comes up

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Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated Aug 27, 2026 · 1 mention

Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B Aug 5, 2026 · 5 mentions

  • ▶ 23:32 Nikesh Arora The good news is the, the flex that Anthropic did with Mythos has every CEO talking about Mythos. 4 times in the scene
  • ▶ 53:38 Jason Lemkin But as you said, the LLMs don't perform the same, you know, even, even Opus five and fable and, and, and let at Palo Alto networks, you have a team that can manage that.

Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks Jul 29, 2026 · 4 mentions

Should the US Ban Chinese Open-Source Models | OpenRouter's Chance To Sell | Stripe Buying PayPal Jul 23, 2026 · 2 mentions

Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings Jul 9, 2026 · 1 mention

  • ▶ 1:00:58 unnamed speaker And I'm using the mix of the models in Replit, which there's it's Sonnet plus open source.

DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings Jun 25, 2026 · 1 mention

  • ▶ 47:15 unnamed speaker Um, this is, this is running on sonnet sonnet rapidly goal seeks.

Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings Jun 18, 2026 · 8 mentions

  • ▶ 34:02 Everett Randle Well, if you want to, you know, have mythos like performance, just spend a lot more compute it, you know, do a lot more inference, spend a lot more tokens. 4 times in the scene
  • ▶ 34:09 Everett Randle And so I think that the, the other side of this is that even though we've had such an insane, um, growth in the amount of tokens process for the industry over the last three years, we actually might see another kink in the curve, um, as… 4 times in the scene

Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries · 20VC with Harry Stebbings May 9, 2026 · 1 mention

Replit CEO: Why the SaaS Apocalypse is Justified & Why Coding Models are Plateauing | Amjad Masad · 20VC with Harry Stebbings Apr 25, 2026 · 1 mention

SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings Apr 16, 2026 · 1 mention

  • ▶ 33:54 unnamed speaker Since Opus four or five and more, and we haven't used mythos or whatever, it's going to be even more powerful.

"Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings Mar 9, 2026 · 1 mention

  • ▶ 3:37 Miles Clements Cloud code has absolutely captured the imagination in part driven by Opus 4.5, Opus 4.6.

Anthropic vs The Pentagon: Who Wins? | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR · 20VC with Harry Stebbings Mar 5, 2026 · 2 mentions

  • ▶ 1:09:18 unnamed speaker And I think as, and the other thing that's happening right now, good God is, you know, it's been in, in all of these products for awhile, but in Claude for Opus, these swarms of agents got really good.
  • ▶ 1:17:19 unnamed speaker And then by December, especially with Opus four or five, all of a sudden it could fit.

Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings Feb 12, 2026 · 1 mention

20VC: From $6.2BN Market Cap to $2.8BN: What Is Not Translating About Navan's Public Story | Are Any Public Company CEOs Actually Happy? | Why Navan Built It's Own Customer Service AI and What it Could Mean For Customer Service AI with Ariel Cohen Feb 7, 2026 · 1 mention

20Growth: How Wix Built a $100M Marketing Machine | Why LTV is BS and Why Time Return On Investment is the Most Important Metric | How to 10x Your Growth: What is the Next Great Channel with Omer Shai, CMO @ Wix Jan 31, 2026 · 1 mention

  • ▶ 17:32 Harry Stebbings Do you think that needs to compress in a world where an anthropic model, Opus 4.5, changes the game for so many?

Legora CEO, Max Junestrand: $7M ARR in a Day | Harvey vs Legora: Is a Legal AI Winner Takes All? · 20VC with Harry Stebbings Jan 26, 2026 · 1 mention

Harvey CEO Winston Weinberg: How to Make Mega Deals | Lessons from Rabois, Halligan & Grady · 20VC with Harry Stebbings Jan 19, 2026 · 1 mention

20Product: Is the Design Phase Dead in a World of AI | Has Claude Code Crushed Anthropic Already | What Roles of a PM Are Less and More Important with AI | How the Best Product Leaders Tell Stories with Noam Lovinsky, CPO @ Superhuman Jan 16, 2026 · 2 mentions

  • ▶ 35:34 Noam Lovinsky And I think specifically with Opus four or five, like that has changed quite significantly for me. 2 times in the scene

Matt Fitzpatrick: Who Wins the Data Labelling Race & Why Al Needs Forward-Deployed Engineers · 20VC with Harry Stebbings Dec 31, 2025 · 1 mention

Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings Nov 24, 2025 · 2 mentions

  • ▶ 38:17 unnamed speaker Um, and that's how we know our coding agent does what it's being asked to, and you see, kind of, like, how, uh, if we release an upgrade, you see, kind of, like, this, this, the negativity metric, kind of, like, goes down, or if, uh, when…
  • ▶ 45:19 Maor Shlomo Users really enjoy it because those models are going to be way faster than like the Sonnet 4.4 heavy, heavy models.

Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings Nov 20, 2025 · 2 mentions

  • ▶ 11:06 Tomasz Tunguz It's a little bit better than cloud four or five sonnet on coding.
  • ▶ 19:37 unnamed speaker It's not, I know Gemini, it feels like eight percent better than four or five Sonnet, but in a year, what we can do with it, we, we may under predict what we can do in a year.

Databricks at $100BN, CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker - Ep.19 · 20VC with Harry Stebbings Aug 21, 2025 · 4 mentions

Mike Krieger, Instagram CoFounder & Anthropic CPO: Where Will Value Be Created in an AI World?|E1265 · 20VC with Harry Stebbings Mar 3, 2025 · 3 mentions

  • ▶ 5:01 Mike Krieger Cloud three, five sonnet or the second cloud three, five sonnet. 2 times in the scene
  • ▶ 15:07 Mike Krieger Like sometimes we'll, we'll, we'll, we'll, you know, go from cloud three, five to three, seven and people will say, oh, Claude seems friendlier, but more terse or Claude seems, you know, more willing to like answer my questions, but I wish…

George Sivulka, Co-Founder & CEO @Hebbia: The Future of Foundation Models | E1250 · 20VC with Harry Stebbings Jan 22, 2025 · 1 mention

  • ▶ 37:48 George Sivulka It doesn't matter if you're using Claude III-V or if you're using, uh, O-One itself, i.e. scaling at inference, uh, at the orchestration layer was something that was scaled at inference with the training layer.

Zico Kolter: OpenAI's Newest Board Member on The Biggest Questions and Concerns in AI Safety | E1197 · 20VC with Harry Stebbings Sep 4, 2024 · 1 mention

  • ▶ 46:53 Zico Kolter Number two, if you look at the current best models that there are right now, so things like GPT-IV, Claude, 3.5, um, Gemini, things like this, I would not currently be all that nervous about having an open source model that was as capable…
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