Claude Code, every mention
52 scenes (said by Harry Stebbings) · ← back to Claude Code
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Verbatim, from the transcripts: the passages where Claude Code comes up
How to Build Your Own Data Center & Why Every Startup Should Do It
- ▶ 38:26 Harry Stebbings Claw code, cursor, codex? 3 times in the scene
NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
- ▶ 37:40 Harry Stebbings When you got Claw Code doing what it is, when you got Cursor doing what it is, when you got 1.6 billion from Cognition by the end of the year?
ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
- ▶ 4:48 Harry Stebbings When I look at like an anthropic IPO at two trillion and you look at Claude Code being the kind of dominant Trojan horse behind that, would that not fall into the low switching cost? 2 times in the scene
Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive
- ▶ 16:04 Harry Stebbings I think it's fantastic to see Anthropoc potentially go out at two trillion, but you're essentially placing a two trillion dollar price on claw code.
- ▶ 1:21:58 Harry Stebbings Codex, Cursor, Cognition, Claw Code. 3 times in the scene
Inside Sequoia's Investment Committee | How the SpaceX & Citadel Deals Went Down | Julien Bek
- ▶ 1:13:32 Harry Stebbings When, you know, in, in six months, you know, uh, Claw Code became from 20% of Andre Capathy's workload to 80%.
OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic
- ▶ 45:41 Harry Stebbings Speaking of the apps and the model set, claw code, cursor, bundle, model, and harness, is the router absorbed into the agent framework before it ever has the chance to be independent when you have the agent and the harness together?
The Open-Source AI Reality | How Token Costs Will Fall 10X & Usage Will Explode 100X | Lin Qiao
- ▶ 46:33 Harry Stebbings Mark Beningoff, one of your investors, I think in the new round, which obviously this will come out after the round, um, is announced, um, said that he spends, uh, about 3.8% of developer salaries at Salesforce on Anthropic and Claw Code. 2 times in the scene
OpenAI vs Anthropic vs Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning · 20VC with Harry Stebbings
- ▶ 22:36 Harry Stebbings Uh, but, but, but if it's 80 to 90%, does that not just, just present the biggest bear case ever against Codex or Claw Code, because you're just taking away 80 to 90% of that time?
- ▶ 1:02:43 Harry Stebbings I would love just your thoughts on some market composition that I'm struggling with, which is like when you look at cognition, you look at Claw Code, you look at Kodak, you look at Cursor now with Grok. 2 times in the scene
Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
- ▶ 22:30 Harry Stebbings If you're claw code, are you not like, ah, bugger.
Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries · 20VC with Harry Stebbings
- ▶ 34:32 Harry Stebbings Claude code or cursor internally? 6 times in the scene
Replit CEO: Why the SaaS Apocalypse is Justified & Why Coding Models are Plateauing | Amjad Masad · 20VC with Harry Stebbings
- ▶ 42:08 Harry Stebbings Claude Code, Lovable, or Base-IV.
Elena Verna: How Lovable Launches Product & Hacks Social to Go Viral · 20VC with Harry Stebbings
- ▶ 36:28 Harry Stebbings You know, when, especially when you look at like the switch from cursor to claw code for a lot of developers, it's almost been overnight for a lot of them.
- ▶ 1:00:51 Harry Stebbings If Claude Code releases something, and you don't know that that could be why you're seeing numbers reduce in some way, you wouldn't be able to make data-informed decisions.
"Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
- ▶ 2:39 Harry Stebbings Jerry Murdoch on the show said from Insight the other day, uh, not me, but like overheard from my portfolio, um, no one's using Cursor anymore, everyone's using Claw Code, we just saw Chamath tweet last night, we're gonna have to move off… 4 times in the scene
Anthropic vs The Pentagon: Who Wins? | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR · 20VC with Harry Stebbings
- ▶ 1:02:52 Harry Stebbings I speak to everyone about their product teams and their engineering teams, and everyone has moved off Cursor and moved to Claw Code. 6 times in the scene
Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings
- ▶ 24:37 Harry Stebbings Have you seen a shift in the Ang team building with Kasa to ClawCode?
Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
- ▶ 18:30 Harry Stebbings Um, but will Claude Code make Rapplet and Lovable weaker? 7 times in the scene
OpenAI's Codex Lead: Why Coding as We Know It is Over · 20VC with Harry Stebbings
- ▶ 22:38 Harry Stebbings Providers, whether it was Cursor or ClawCode or Codex.
- ▶ 25:32 Harry Stebbings Programs to ensure that people stay with Codex, and they don't flip to Cursor when there's a better model or Clawcode when there's a better model.
- ▶ 43:24 Harry Stebbings And like the majority of the market will be on Codex or Claude Code, or is it like a AWS, Azure, Google Cloud, and a 33, 33, 33?
- ▶ 49:23 Harry Stebbings And where is Claude Code not going?
Klarna CEO: SaaS is Dead: Why Systems of Record Will Die in an Agentic World · 20VC with Harry Stebbings
- ▶ 1:16 Harry Stebbings Dude, where the fuck is value in a world of anthropic and clawed code wiping billions of dollars off a stock market?
- ▶ 53:52 Harry Stebbings I've tried Clawcode. 4 times in the scene
a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
- ▶ 11:26 Harry Stebbings I think there's a chance that Cursor loses half of their revenue this year with the cannibalization of them by claw code. 3 times in the scene
- ▶ 14:25 Harry Stebbings Or whether it's called code.
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
- ▶ 32:39 Harry Stebbings But it's also not just like, there's vibe coding, and then there's also obviously like Claude Code and Cursor, which it's not really vibe coding.
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
- ▶ 2:31 Harry Stebbings Cursor, claw code, codex.
- ▶ 17:41 Harry Stebbings And you know, we've seen it, Claude Code,
- ▶ 59:06 Harry Stebbings Cursor, claw code, codex.
Legora CEO, Max Junestrand: $7M ARR in a Day | Harvey vs Legora: Is a Legal AI Winner Takes All? · 20VC with Harry Stebbings
- ▶ 10:58 Harry Stebbings Has Anthropic won the clawed code game?
Harvey CEO Winston Weinberg: How to Make Mega Deals | Lessons from Rabois, Halligan & Grady · 20VC with Harry Stebbings
- ▶ 23:02 Harry Stebbings When you look within Harvey, is everyone not using claw code, not cursor?
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
- ▶ 3:02 Harry Stebbings Cursor, claw code, codex.
- ▶ 11:53 Harry Stebbings Is it Claw Code? 2 times in the scene
- ▶ 18:22 Harry Stebbings Is it easier for claw code and cursor to go down the stack and eat the consumer end? 2 times in the scene
- ▶ 44:42 Harry Stebbings Cursor, claw code, codex.
Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
- ▶ 42:12 Harry Stebbings Will that be a claw code?
20VC: Inside Bending Spoons Acquisition Machine: Evernote, Eventbrite, Vimeo | How Evernote Evaluates Acquisitions and New Product Ideas | How Evernote Mastered Product Launches, User Retention and Monetisation with Federico Simionato
- ▶ 26:17 Harry Stebbings Do you actually just go straight to Cursor and Anthropic and Claw code? 2 times in the scene
- ▶ 1:00:21 Harry Stebbings Claude Code or Cursor? 3 times in the scene
Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings
- ▶ 24:47 Harry Stebbings Codex or Claude Code? 2 times in the scene
20Product: How AI Changes Product Design | Does the Design Phase Become Irrelevant in a World of Vibe Coding | The Five Pillars of Truly Great Product Design with Carl Rivera, Chief Design Officer at Shopify
- ▶ 37:08 Harry Stebbings Is it anthropic code?
Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
- ▶ 34:42 Harry Stebbings I think Clawcode's making incredible ground. 2 times in the scene
Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns · 20VC with Harry Stebbings
- ▶ 16:11 Harry Stebbings Cause you see Codex crush it actually, as you said there, Claw Code has done so well. 2 times in the scene
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
- ▶ 12:45 Harry Stebbings Are they using code code? 2 times in the scene
- ▶ 25:27 Harry Stebbings And I think codex and core code are going to be incredibly difficult competition with immense, immense budgets. 4 times in the scene
20Sales: Scaling Snowflake from $0-$3BN in ARR | Snowflake vs Databricks: My Biggest Lessons | Why Customer Success is BS and What Replaces It with Chris Chris Degnan
- ▶ 22:58 Harry Stebbings God, what a joy it is to be at OpenAI right now or Anthropic or, you know, Claude Code.
Opendoor CEO, Kaz Nejatian: OpenAI and Oracle, How Can Either Afford to Do This · 20VC with Harry Stebbings
- ▶ 1:03:43 Harry Stebbings The only interesting take I'll take is that I interview, honestly, three to four Dacacorn CEOs every week, and on this topic, two interesting elements, completely price insensitive as to how much they spend on Anthropic, and Claude Code in… 2 times in the scene
Mercor CEO & Co-Founder, Brendan Foody: How They Grew from $1M to $500M in 17 Months · 20VC with Harry Stebbings
- ▶ 55:59 Harry Stebbings Do you think OpenAI win the consumer, have ChatGPT as their trojan horse, and Anthropik win business and enterprise, and have Claude Code and win that segment?
Lovable CEO, Anton Osika: The State of Foundation Models, Grok vs OpenAI, and Replit vs Bolt · 20VC with Harry Stebbings
- ▶ 15:57 Harry Stebbings To what extent do you feel OpenAI and Anthropic will come after Lovable in the way that Claude Code comes after Cursor?
a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China · 20VC with Harry Stebbings
- ▶ 3:42 Harry Stebbings Claude code is gaining more and more dominance.
How Do All Providers Deal with Anthropic Dependency Risk & Figma IPO Breakdown: Where Does it Price? · 20VC with Harry Stebbings
- ▶ 13:01 Harry Stebbings As we mentioned, there's an incredible reliance on, on Anthropic, and then you've got Claude Code coming out, and eating a lot of people's lunch right now. 2 times in the scene