Claude, every mention
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every year anyone Harry Stebbings 189Jason Lemkin 188Mike Krieger 44Rory O'Driscoll 33Jason Calacanis 23Sebastian Siemiatkowski 20Aravind Srinivas 13Matt Swulinski 12Aatish Nayak 12Tomasz Tunguz 10
Verbatim, from the transcripts: the passages where Claude comes up
Labour, Engineering, Social Media, GrokBots, Cybercabs: 7 Predictions for How AI Changes the World
- ▶ 16:42 Matteo Franceschetti We probably, I mean, we should check, but I would imagine we are using Cloud for that.
- ▶ 19:02 Matteo Franceschetti Mainly Claude. 5 times in the scene
- ▶ 30:30 Matteo Franceschetti 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.
Town vs Instinct vs GrokBot | Why the AI Assistant Market Is Not a Bubble
- ▶ 3:06 Jean-Denis Greze And it was just about the time that like Opus had gone fully agentic, right?
- ▶ 23:28 Jean-Denis Greze Label labeling emails does not in any way, shape or form require like Opus level intelligence.
- ▶ 23:33 Jean-Denis Greze It does not require Sonnet level intelligence.
- ▶ 35:53 Jean-Denis Greze But you got to be honest, like, Claude, like, Anthropic is very fast.
- ▶ 46:38 Harry Stebbings And the reason I think about that is, like, my friend Jason Lampkin, he obviously pays for, like, Anthropic Pro, whatever it is, two 99, and he spends about 15,000 dollars of tokens.
- ▶ 1:10:53 Jean-Denis Greze Devin, Claude, 3 times in the scene
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
- ▶ 44:41 Cliff Weitzman So what you want to build, and Boris, who's the inventor of Cloud Code, talks about this all the time.
NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
- ▶ 25:34 Jason Lemkin I even had it with my Jason's gems where, uh, Claude and MCP'd into Replit and changed my, my code for my app without telling me.
- ▶ 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?
- ▶ 39:33 Rory O'Driscoll And if it is higher, then, you know, if you're going to have a 150 or two hundred billion dollars a year, which would be 40% of spend on coding tools and coding intelligence, then anyone who has a kind of a sub-segment of that, and if you…
- ▶ 55:03 Rory O'Driscoll I mean, I think, you know, Salesforce and Claude is worth a minute or two, and Jason will probably have some insights there, and then maybe talk about some of the privates, just interesting. 5 times in the scene
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
- ▶ 13:59 Aaron Katz And so, you know, while you could go to Claude or you could go to ChatGPT and say, you know, what technology should I use for this specific use case? 3 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
Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
- ▶ 31:47 Jason Lemkin You want to at least have, that would be the nice thing if you had Claude and OpenAI, and then, and then you just get a nice oligopical bake-off, right? 2 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%.
The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
- ▶ 1:05:44 Jerry Murdock You know, I know they're using Claude Code, huge, massive Claude Code customer, but how are they thinking about it?
Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?
- ▶ 2:03 Jason Lemkin Um, I, I don't even remember if Claude Code existed when we started this show or not, right? 4 times in the scene
- ▶ 22:11 Jason Lemkin It drift, even just going from like one Opus model to another, you see drift, you have to QA it, re-qualify it, fix it, test it. 2 times in the scene
Uber President on Travis, China & Self-Driving | Why Autonomy Is Existential | How to Beat DoorDash
- ▶ 43:22 Andrew Macdonald (Mac) I don't need every person in the company using cloud code.
- ▶ 49:41 Andrew Macdonald (Mac) Like, and, and we were, we've been worried and discussing, like, hey, you know, if I, if somebody gonna just put into chat GPT or Claude, like, you know, get me, get me my usual Uber.
How to Build a $100M Growth Engine: Lessons from Wispr Flow & Superhuman | Matt Swulinski
- ▶ 39:35 Matt Swulinski And we started with that because it's, it's, it's again, how do you, like, how else are you going to frame it as being different than Claude or ChatGPT and these other players where, like, you have to, like, for us, it's the positioning…
- ▶ 53:56 Matt Swulinski We also live in a world where, like, Chajibuti, Claude, Victor, right, like, they're the best learning vehicles ever in the history of humanity.
- ▶ 1:00:08 Matt Swulinski So it was, like, Claude code on a computer, uh, that's just the, the folder system and, like, skill and .md files. 4 times in the scene
- ▶ 1:00:17 Matt Swulinski So it would essentially be that, right, where I have Claude plugged into my email with, you know, cron set up to essentially check at nine, check at noon, check at six.
- ▶ 1:13:44 Harry Stebbings I'm just saying how to get knowledgeable to the extent where you can build processes, systems, start replacing yourself in, with Claude, with, you name the provider, where you can start doing expenses, copy, uh, design. 2 times in the scene
- ▶ 1:14:33 Matt Swulinski So, like, I, I, for example, um, and this is when I was using Cloud Code, now I'd say, like, 80% of my work is, is, is Victor. 5 times in the scene
Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
- ▶ 4:19 Jason Lemkin This is what we fear as investors is that you can do our investments in ChatGPT or Claude, right? 3 times in the scene
- ▶ 50:18 Jason Lemkin Well, you know, that, that flashing thing in, in Claude they want me to work on, the, the, or I'm a colorblind, the red or orange thing, I'm gonna make a million dollars a year, make, get that pulse just right, or I gotta work on…
OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic
- ▶ 25:44 Alex Atallah Uh, particularly when, when Claude design came out, uh, around Figma. 6 times in the scene
- ▶ 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?
- ▶ 52:45 Harry Stebbings I don't care if it's Kimi, or Muse, or Claude, or Sonnet, or whatever, do you know what I mean?
- ▶ 52:45 Harry Stebbings I don't care if it's Kimi, or Muse, or Claude, or Sonnet, or whatever, do you know what I mean?
- ▶ 57:58 Alex Atallah The closed-weight model labs distill models too, like, like, you know, Sonnet is,
- ▶ 58:05 Alex Atallah The partially distilled version of Opus and like you, you, this is how you like make smaller models out of bigger models.
The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel
- ▶ 8:40 David Frankel And I was playing around with Claude Code. 2 times in the scene
- ▶ 42:48 David Frankel I mean, by now, Harry, it's, it's very hard to play around with Claude or something like it and not have the revelation that we've all had. 2 times in the scene
- ▶ 1:09:08 Harry Stebbings My worry is it's much easier to train than it is retrain, and actually the twenty-two-year-olds coming out of university who are tinkering in dorm rooms with Claude, and kind of, they're not
Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B
- ▶ 7:26 Rory O'Driscoll But today, if I'm the nerd that wants to build my own CRM, I might just go to lovable Replette or Claude Code and just bang it out from scratch.
- ▶ 26:41 Jason Lemkin So the other day I went into Claude and I just turned on the Google drive connector since it's one of the three primary connectors. 4 times in the scene
Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
- ▶ 55:15 Harry Stebbings We see Claude Design has actually really started to eat away at Figma. 2 times in the scene
Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
- ▶ 12:39 Jason Lemkin And if you go into the Claude desktop, especially, it's just a setting. 2 times in the scene
- ▶ 42:01 Jason Lemkin I never hit my, um, Claude limit on max or whatever.
- ▶ 52:35 Jason Lemkin Claude says benchmark took out three 15 from WeWork.
Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
- ▶ 26:26 Matt Murphy Like you, you've got Sonnet, you've got Opus, you've got, uh, Fable.
- ▶ 26:26 Matt Murphy Like you, you've got Sonnet, you've got Opus, you've got, uh, Fable.
- ▶ 26:26 Matt Murphy Like you, you've got Sonnet, you've got Opus, you've got, uh, Fable.
Mercor Head of Product on Revenue Concentration from Frontier Labs
- ▶ 0:00 unnamed speaker Even Figma, we're moving away from it in favor of Claude Design more and more.
- ▶ 18:02 unnamed speaker And this is a trend I've just observed amongst almost everybody is that cloud design has done a great job. 3 times in the scene
- ▶ 25:50 unnamed speaker Have good judgment and know what they're doing and not just like regurgitate what comes out of, of cloud.
Should the US Ban Chinese Open-Source Models | OpenRouter's Chance To Sell | Stripe Buying PayPal
- ▶ 40:02 Jason Lemkin And so you need your own micro model, whether it is some sort of reasoning layer that you build on top of, uh, Claude or, or ChatGPT or Kimmy or Schmimmy, like it's still your own model, even if it's not technically a model, right? 3 times in the scene
- ▶ 1:25:47 Rory O'Driscoll If there's another uplift like the Claude lift that happened at the start of this year, you'll get your step, you get your next acceleration, Harry.
The Open-Source AI Reality | How Token Costs Will Fall 10X & Usage Will Explode 100X | Lin Qiao
- ▶ 5:47 Harry Stebbings With Claude Cowork and with a lot of their adjacencies that they're building, would Dario not say,
- ▶ 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
We Built Our Own Salesforce in Months. Here's Why We're Cancelling the $600K Contract | Curative CEO
- ▶ 42:33 Fred Turner 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, it puts it all together, it stamps it for approval, um, and…
Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
- ▶ 13:03 Rory O'Driscoll Compared and contrasted to Claude and Samantha's. 2 times in the scene
- ▶ 14:44 Jason Lemkin Um, we don't talk about it, but I think Haiku from Anthropic is a pretty damn good product. 3 times in the scene
- ▶ 14:51 Jason Lemkin By adjusting the slider of how much Opus, uh, you get in Haiku.
- ▶ 19:32 Jason Lemkin Instead of doing one design for one page, your website, have Claude Design redesign your entire website in the background. 3 times in the scene
- ▶ 24:07 Jason Lemkin I'm not, what, what, listen, clearly, I don't, I don't think so, but what I think, not to go down a rat hole, what I, what I, what I do think Claude Design, if they keep investing in it like they have, and we can figure out the, the… 3 times in the scene
- ▶ 27:03 Rory O'Driscoll Quote, unquote, Claude Code.
Wix Founder: Will Base44 Win the Vibe-Coding Wars? | The Truth About the Economics of Vibe-Coding · 20VC with Harry Stebbings
- ▶ 9:48 Avishai Abrahami They're not going to use Cloud Code to build, ok? 3 times in the scene
- ▶ 39:58 Avishai Abrahami I actually use Claude, not ChachiPT, sorry, some, and, and, uh, sorry, I got, I got six gates, ok? 2 times in the scene
Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings
- ▶ 2:55 unnamed speaker So today, um, the way to think about Glean is that first, it's a super set of JetGPD, Cloud, Gemini,
- ▶ 9:12 unnamed speaker Like for example, now in design, the designers still use Figma, uh, but the non-designers actually, you know, are using, you know, cloud design, right? 4 times in the scene
- ▶ 10:13 unnamed speaker Like they, you know, like, cause, you know, if you think about cloud co-work as an application or cloud desktop, um, the, the primary use case for that has always been question answering, right?
- ▶ 16:55 unnamed speaker Developing automations and skills and, and everybody's sort of, they're creating these MCP servers to their internal systems, getting connected and connected all to cloud.
- ▶ 28:27 Harry Stebbings No, but that can be a tipping point where actually for a lot of people, if it does 90%, fine, you know what, you'll do that birthday present for your wife, because it's, it's once a year, it's not very often, and Claude isn't quite…
Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings
- ▶ 1:45 Harry Stebbings Listen, we're going to start with the news of the day, or one of the most pressing topics, which is Washington lifts the 19 day Fable Five ban. 3 times in the scene
- ▶ 3:35 unnamed speaker It's going to be a, uh, it's going to be a niche model, at least until it, until it percolates into the standard opus and sonnet over the coming months.
- ▶ 3:35 unnamed speaker It's going to be a, uh, it's going to be a niche model, at least until it, until it percolates into the standard opus and sonnet over the coming months.
- ▶ 22:26 unnamed speaker Question is, I mean, Ram's done 12 announced rounds, according to Claude.
- ▶ 56:27 unnamed speaker OpenAI and Claude will not, Anthropic will not serve you. 3 times in the scene
- ▶ 1:01:15 unnamed speaker Claude running Fable and Opus with Replit.
Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV · 20VC with Harry Stebbings
- ▶ 17:23 Mike Mignano So in the case of, you know, Claude, it's like the Claude desktop app, and I would say specifically Claude Code and Claude Cowork that are sort of having this, this loop, this, this flywheel of product and model sort of engagement. 2 times in the scene
- ▶ 17:23 Mike Mignano So in the case of, you know, Claude, it's like the Claude desktop app, and I would say specifically Claude Code and Claude Cowork that are sort of having this, this loop, this, this flywheel of product and model sort of engagement.
- ▶ 17:23 Mike Mignano So in the case of, you know, Claude, it's like the Claude desktop app, and I would say specifically Claude Code and Claude Cowork that are sort of having this, this loop, this, this flywheel of product and model sort of engagement.
- ▶ 23:43 Mike Mignano I'd probably be leveraging Sonnet or something.
- ▶ 36:21 Harry Stebbings I'm also not sure if it's as binary, even if they do, you know, you saw Claude and Anthropic dedicate an entire team to design and to go up against Figma. 2 times in the scene
- ▶ 58:35 Mike Mignano Now, AI has made music creation so much fun that you're making music to make music, and I think it's actually not too dissimilar to what we see with Claude Coat or Midjourney.
Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need · 20VC with Harry Stebbings
- ▶ 19:05 Clay Bavor And so you can add this single gateway to your Claude instance, to your Codex instance, uh, and, uh, indeed to, to Pinecone, and basically via any one of those agents have full access with the permissions, of course, that you, as, as an…
- ▶ 22:52 Clay Bavor I have heard and I have observed that top engineers who are really leaning in to cloud code codex and so on are spending more than a 100,000 dollars on a run rate basis on tokens per year.
- ▶ 39:30 Clay Bavor You had, right, Claude, four, five, Codex, five, two.
Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups · 20VC with Harry Stebbings
- ▶ 3:40 Rory O'Driscoll 1,000,010 million on Claude is going to look at this and say, if we haven't done all these three things in the next month, someone's head's going to roll.
- ▶ 34:52 Rory O'Driscoll Cowork and Claude Code are eating the two core parts of the Microsoft franchise back in the day, which was, you know, offers for the individual knowledge worker, which is what Cowork is becoming. 2 times in the scene
- ▶ 1:11:22 Rory O'Driscoll It's basically the ability to have, uh, Claude as a fully present member of a Slack channel, focused just on whatever that is, be it, you know, if you look at the announcement, be it your legal team, it's a, it's a Claude agent that's… 6 times in the scene
DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
- ▶ 1:23:54 unnamed speaker They have Sonnet, Opus, and Friends, which is great. 3 times in the scene
- ▶ 1:23:54 unnamed speaker They have Sonnet, Opus, and Friends, which is great. 2 times in the scene
- ▶ 1:23:57 unnamed speaker And then they have Haiku and Mini, which are these super small models. 2 times in the scene
Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs · 20VC with Harry Stebbings
- ▶ 20:27 Nikesh Arora or, you know, Claude or Gemini every day.
- ▶ 47:22 Nikesh Arora Now you've got Codex and Claude and anti-gravity.
Flexport CEO: Two Questions Every Founder Needs to Ask · 20VC with Harry Stebbings
- ▶ 25:50 Ryan Petersen They, they choose, um, I think they're still more, they're still more habit formed on Claude, but, um, they use Codex, we, we're cursor users, we use everything, um, as an enterprise, we've been more Gemini, uh, because we're Google Docs… 2 times in the scene
Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
- ▶ 6:42 Aravind Srinivas If Anthropic thinks cloud code is already a win,
- ▶ 8:20 Aravind Srinivas Anthropics doing the same on Cloud Code. 2 times in the scene
- ▶ 12:39 Aravind Srinivas And so the reason Greg is right is because, um, if you take codex or perplexity computer or plot code, what is that? 2 times in the scene
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