Claude, every mention
485 scenes, the whole family · ← back to Claude
tap a year for its mentions
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
Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
- ▶ 14:29 Aravind Srinivas You wouldn't find Claude, Opus, four, seven, or eight inside the codex harness.
- ▶ 20:26 Aravind Srinivas I think that's actually even bigger market that it's, it's, it's not even like, like think of it as like clock code multiplied by 10. 2 times in the scene
- ▶ 21:45 Aravind Srinivas Um, in, in 12 months from now, let's say, thought experiment, there is an open source model as good as Opus four eight. 2 times in the scene
- ▶ 39:17 Aravind Srinivas The tokens are produced by the frontier models on GPUs, but whatever work, like, let's say like Claude generates a coding script that decides to download 500 files from different websites and then
- ▶ 47:22 Aravind Srinivas It's not actually, oh, like they're lowering the cost by deciding if this prompt should go to like GPT or Claude or something like that.
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
- ▶ 1:05:13 Matan Grinberg And so, you know, you could be agnostic by saying, hey, every engineer, we're gonna give you Cloud Code, and Codex, and Gemini CLI, and all these other tools.
Inside Legora's Tech Stack: Why Token Maxing is Failing Enterprise Startups | Legora CTO · 20VC with Harry Stebbings
- ▶ 10:29 unnamed speaker Actually, I took a look recently, and it's Claude and Cursor on the top, and there's like,
- ▶ 19:46 unnamed speaker And that means, obviously, you know, Claude Cowork and similar things for everyone, but it's also like, can we just build a bunch of the tools that we need ourselves?
- ▶ 33:41 unnamed speaker I should have, I should have done it, um, when Opus 4.5 came out, I think, because that's when I should have done before that, but then, you know, the, the productivity of each engineer to Nexus say, and so the, the, if you can make…
- ▶ 36:43 unnamed speaker Um, a reason to live, a reason to exist, which is, if your options are codex and clawed code, and a neutral third party, and you all pay, you know, you pay consumption based. 2 times in the scene
Anthropic Files to Go Public | Cognition Raises $1BN at $26BN Valuation | The 996 Work Ethic · 20VC with Harry Stebbings
- ▶ 28:57 Jason Calacanis I never would have thought Okta, but I, if I, if I'd been a little smarter with Claude, we would have figured it out because it's, it is an obvious one.
- ▶ 33:36 unnamed speaker Sometime in November, December, Claude produced the magical version of the model of Claude call that just works. 3 times in the scene
- ▶ 36:56 Jason Calacanis Replit, if you have a complex feature, Replit builds it in Claude, Sonnet, not Open, it builds it in Sonnet to save money, and then it has Codex come in and check the work. 4 times in the scene
- ▶ 37:47 Jason Calacanis Like it's incredibly powerful to check your work in, in Sonnet and probably Opus with Codex. 3 times in the scene
- ▶ 51:37 unnamed speaker Is that which would you prefer crank for the next two hours on a PowerPoint or, you know, to get it just right or type it into, you know, Claude and say, make me a PowerPoint that does this, this and this, right?
- ▶ 1:07:00 unnamed speaker K and E, wait till you see what Claude does with your IP, Mr. 3 times in the scene
- ▶ 1:14:35 Jason Calacanis and I asked Claude, but I would love Robin.
Mercor CEO: Why Application Layer Companies Have No Moat & The Cost of Hiring AI Researchers · 20VC with Harry Stebbings
- ▶ 16:04 Brendan Foody And even probably when you're playing around with Claude, you see that there's so many repetitive workflows of how you prepare for a meeting or draft emails or whatever it is where it's just much more efficient for you to train the agent…
- ▶ 26:03 Brendan Foody 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…
- ▶ 33:01 Brendan Foody Like it is not a far leap for Claude Cowork to add capabilities across medical and legal.
- ▶ 39:19 Brendan Foody Uh, and for deployed motion being the post sales, go to market being the pre sales, because ultimately say you're just really good at sales and then you provide a SaaS product and you have a savvy customer who's spending a million dollars…
- ▶ 45:16 Brendan Foody Like for example, I have all of these like routines running in cloud code, and I feel like it would probably be difficult, or I at least wouldn't put in the time to move those routines over.
OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 7:17 unnamed speaker The Uber COO says there's, there's, we've reached, we've already, and, and, and if they're not talking their own game, even Microsoft allegedly moving off Anthropic to saying it's too expensive to use Opus is, which I think is talking your…
- ▶ 20:07 unnamed speaker If even half the world says the ROI isn't there for a premium product, Claude's growth is impacted.
- ▶ 22:24 unnamed speaker And as folks are a struggle to manage it themselves, that will, that may degrade pricing power for anthropic as folks just, you know, like, you know, I can, I'm just going to use a combination of GPT for it's older and some sonnet and some…
- ▶ 42:55 unnamed speaker You go outside the valley, and you utter the word Claude, and people look at you.
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.
Why Anthropic Are Causing a Comp Crisis & Why You’d Never Hire From Salesforce or ServiceNow · 20VC with Harry Stebbings
- ▶ 22:14 Chris Degnan I mean, because now you can have your, you know, you could get into Claude or whatever it is you're going to do and have, you know, tell me about their calendar.
Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings
- ▶ 20:00 Jason Lemkin Why don't you have, this is the, so yes, I'm optimistic, but my flip side is you've had 18 months and you've had since December, since the Claude fours to, to destroy your space.
- ▶ 1:07:50 Jason Lemkin If as a startup, you get ten million of tokens to build another Legora or Replit for your, for your first year, then you're just be to the wall because you don't have to worry about anything except shipping the best Opus five point, I…
Turning Peter Thiel's $100K into $10M Angel Portfolio & Why VCs Can Be Sharks | Josh Browder · 20VC with Harry Stebbings
- ▶ 13:17 Josh Browder Someone is going to say we were best friends in high school, and so this is a worrying trend where they're using Claude and ChatGPT deep research, and so I have to worry about that.
- ▶ 31:45 Josh Browder I'm more of a kind of Claude Code style person.
- ▶ 1:06:58 Josh Browder So everyone is very excited about foundation models, like called code and all of this stuff.
Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
- ▶ 15:14 Jason Lemkin The wall street journal today published the market shares in the enterprise for open AI, Claude, Gemini and Grok. 2 times in the scene
- ▶ 17:34 Jason Lemkin Something Claude, Claude code, chat should be, It doesn't matter.
- ▶ 17:34 Jason Lemkin Something Claude, Claude code, chat should be, It doesn't matter.
- ▶ 20:58 unnamed speaker And if you talk to folks that didn't just get their team the last quarter or so to get going right on, on Claude four, seven, but have been deep in this for a while, right? 3 times in the scene
- ▶ 28:26 Jason Lemkin We're still trying to see, we talked on the show about, uh, Claude design, whether it was a killer, right? 9 times in the scene
- ▶ 29:32 unnamed speaker I, you know, I, I think it's what Jason said is that, I mean, the model companies have a lot to do building their models, building broad horizontal harnesses, building products like co-work, right? 3 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
- ▶ 22:48 Cliff Weitzman So I'll then put that into Claude, or I'll put that into GPT, or I'll put that into Gemini. 3 times in the scene
- ▶ 34:32 Harry Stebbings Claude code or cursor internally? 6 times in the scene
- ▶ 37:20 Cliff Weitzman Internally, I am constantly screaming from the rooftops that people have to use cloud code that, and, and, and I'm more extreme about it than it needs to be because I need to move people from all the way over here on the right to all the…
- ▶ 38:17 Harry Stebbings What single thing do you use Antropic or Claude for that has been most impactful?
- ▶ 1:07:47 Cliff Weitzman If you try to build stuff with cloud code, even if you give it all the tools in the world, it will not succeed in queuing itself to perfection. 2 times in the scene
- ▶ 1:43:22 Cliff Weitzman So most people in my seat would say Anthropic right now, because I love cloud code. 2 times in the scene
Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
- ▶ 29:51 Rory O'Driscoll Yeah, you can sign up something with Entropic and OpenA, you can, you can buy Co-Pilot, or you can buy Co-Work, or you can buy Claude for every one of your employees, and that kind of gets individuals using AI, but doesn't move the needle,…
- ▶ 1:19:06 Jason Lemkin Claude tells me this the other day. 2 times in the scene
- ▶ 1:31:11 Jason Lemkin And that they can then talk to Claude Code or Replit or Lover or whatever, and make it better tomorrow.
Shopify CEO on How AI is a Scapegoat for Mass Layoffs & Trump Derangement Syndrome in Canada · 20VC with Harry Stebbings
- ▶ 19:34 Harry Stebbings When I look at what Claude can do when it comes to social media, design, I'm being blunt, a lot of tasks which are not actually that difficult, but they are execution oriented. 2 times in the scene
- ▶ 1:02:20 Tobi Lütke Like, uh, Opus changed everything.
Inside Clay's Sales Playbook | Becca Lindquist · 20VC with Harry Stebbings
- ▶ 21:41 Becca Lindquist He's like, everybody has the Claude spookies. 4 times in the scene
- ▶ 57:55 Becca Lindquist And a, you know, a clod seat, maybe a lovable seat, I don't know.
- ▶ 59:20 Becca Lindquist Like everybody uses Level, everybody uses Claude, right? 2 times in the scene
- ▶ 1:04:11 Harry Stebbings Dick, oh man, is that not Claude-ified? 4 times in the scene
- ▶ 1:06:38 Becca Lindquist I think that, you know, you, you see, you see some folks that just ask Claude the answer rather than reasoning about it themselves, and I was like, oh, I don't love that. 2 times in the scene
Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- ▶ 2:57 unnamed speaker There's a whole bunch of, oh, Claude can't keep up, can't support the users, and the current codex model is better.
- ▶ 4:21 Jason Lemkin As workflows expand to do everything, as agents do more, they will pick the LLM, and I see no competitive advantage to Claude for most workflows. 3 times in the scene
- ▶ 4:33 Jason Lemkin If I was just state of the art of the models, it's so good for my workflows that I think the advantage that humans get out of Claude and Claude code, which is huge, right? 2 times in the scene
- ▶ 6:36 unnamed speaker One is if the choice is between, so if the choice is between OpenAI, Claude, and Gemini, then it's still a nice 4 times in the scene
- ▶ 1:03:31 Jason Lemkin The Yahoo's that think Claude destroys everything would say is none of it's durable anymore.
AppLovin CEO: Why Founders Shouldn't Angel Invest & Why the Best Don't Need Mentorship · 20VC with Harry Stebbings
- ▶ 36:47 Adam Foroughi If you do that, any new person can come in and go, Hey, Claude, summarize for me what Adam cares about over the last quarter and write me a book of everything that matters to him and take the person who's running the best sales calls and… 2 times in the scene
Replit CEO: Why the SaaS Apocalypse is Justified & Why Coding Models are Plateauing | Amjad Masad · 20VC with Harry Stebbings
- ▶ 16:59 Amjad Masad Period that we got with, like, Claude code and codex towards the end of 25, early 26, a lot of it was driven by how much free tokens they were given out, how much, you know, every other day they're like,
- ▶ 26:57 Amjad Masad I think part of it is we're living in a world where the true frontier models is actually just between GPT-V and, and, and Claude.
- ▶ 42:08 Harry Stebbings Claude Code, Lovable, or Base-IV.
Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
- ▶ 0:23 Harry Stebbings And then, Anthropic launches clawed design as if it wasn't eating everyone else's lunch.
- ▶ 20:05 Rory O'Driscoll At the risk of stating the obvious, there is a lot more fucking differentiation in putting rockets in the sky than there is making, um, forking an open source IDE and running it on top of Claude code.
- ▶ 40:53 Jason Lemkin I may pay for another year, but not, but as more and more folks stealth churn off Canva because they're using AI tools as we stealth churn, uh, you know, Amelia was looking now that we've moved to Claude, she hasn't used open AI in four…
- ▶ 42:23 Harry Stebbings Speaking of, Amelia hasn't used OpenAI in four months, so deeply entrenched in her workflows with Claude, Anthropic turns down eight hundred billion dollar funding offers. 5 times in the scene
- ▶ 52:46 Harry Stebbings Tying that to what we were talking about, Anthropik launches Claude Design, 9 times in the scene
- ▶ 53:29 Jason Lemkin One, it is definitely better than the design tools that were in Claude the day before. 4 times in the scene
- ▶ 53:33 Jason Lemkin You've always been able to design a website that looks exactly like every other website built with Claude artifacts, 2 times in the scene
- ▶ 59:03 Jason Lemkin Then as everyone started working in Claude code toward the end of last year, product and engine teams just started to work in the code together. 6 times in the scene
- ▶ 1:20:03 Jason Lemkin I think like the, like, like, like, like Claude designed though, everyone completely misunderstood what Headless Salesforce is.
Aaron Levie: Everyone is Wrong; We'll Have More Developers in 5 Years · 20VC with Harry Stebbings
- ▶ 5:54 Aaron Levie And so what, what the breakthroughs of cloud code or codex or others are doing is it's making it so those companies now can actually do the same kind of engineering that Silicon Valley has been able to do.
- ▶ 42:11 Aaron Levie Like, I, I have Slack channels and, and WhatsApp groups where people on the weekend are, are just like working with Cloud Code or Codex building stuff, and they're public company CEOs.
SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
- ▶ 0:08 Harry Stebbings Starting off on the agenda, Anthropic unveils Mythos, but withholds it from public release because it's too good at hacking.
- ▶ 1:20 Harry Stebbings What else could we start with but Anthropic unveiling Mythos with the preview, withheld from public release because it is too good at hacking. 7 times in the scene
- ▶ 5:32 unnamed speaker I think Claude said it took, um, I don't know, I'm sorry, I'm gonna misquote the numbers.
- ▶ 7:44 unnamed speaker One thing that changed with me with the MISO thing for what it's worth. 4 times in the scene
- ▶ 17:41 Harry Stebbings The final element, which is connected, but not the same, which is Mythos was trained entirely on Amazon's training. 3 times in the scene
- ▶ 22:28 unnamed speaker As the lovable replet guru here, look, I mean, Claude Code is clearly directly competitive with Cursor, and then you have this slightly different segment. 2 times in the scene
- ▶ 25:58 unnamed speaker You look and you look what Claude did or, or, or prompting did last November, and you spent the last four to six months building something that's kind of similar to what, what these products were like five to six months ago, but you can't… 4 times in the scene
- ▶ 52:31 unnamed speaker I want Opus and your developer picked everything developer picked it for your app.
- ▶ 54:23 unnamed speaker You're going to see some of the Claude plans get throttled down.
The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings
- ▶ 5:57 Anjney Midha And surprise, they sucked.
- ▶ 9:39 Harry Stebbings My question to you then is like, how do I determine what is not going to get Claudified in that vertical model company build out?
- ▶ 53:05 Harry Stebbings Where model providers inherently kind of safeguard the best models for their provisioning of apps, a la Claude, potentially, or not.
- ▶ 55:57 Anjney Midha But there's a reason why, you know, Anthropic also has a thing called Cloud Code, and there's all, there's a reason why Mistral has something called Mistral Compute, and there's something called, there's a, there's a reason why, you know,… 2 times in the scene
- ▶ 1:11:42 Harry Stebbings I talk to my wife like I talk to Claude, and she fucking teaches me.
ElevenLabs: Building an AI Sales Machine & Why We Set a 20x Sales Quota · 20VC with Harry Stebbings
- ▶ 33:00 Harry Stebbings There's this LLM, yours is voice, and the question is, will I be Claudified, so to speak, and then there's a question of, will I be 11 Labsified?
- ▶ 1:24:34 unnamed speaker I use cloth. 3 times in the scene
OpenAI Buys TBPN & Their Management Team Reboot | Mercor Hack & Why Now is the Time for Cyber · 20VC with Harry Stebbings
- ▶ 2:22 unnamed speaker So, uh, and that there's still capacity constrained and that Claude still shows us when we're in there that it can't finish chats.
- ▶ 27:07 unnamed speaker You have to figure out a consumer monetization model, and you just have to get a codex, the codex competitor to Claude out there.
- ▶ 49:44 unnamed speaker You can do so much on your 20 dollar a month, Claude subscription or 200 dollars, but I can tell you on all the apps I've built, the complex stuff, it's a dollar.
OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN · 20VC with Harry Stebbings
- ▶ 1:33 Harry Stebbings Of Claude Mythos. 6 times in the scene
- ▶ 7:58 unnamed speaker Not these, you know, this whole idea that we've been doing when we started this podcast, you went on to chat GPT or Claude. 2 times in the scene
- ▶ 8:40 Harry Stebbings I hear you on the embarrassment of it being leaked and, you know, the, the human error element, but while Anthropic has mythos, which is supposedly as powerful as it is, you're juxtaposing that with open AI fucking around with killing…
- ▶ 20:53 Harry Stebbings Speaking of declining 30% and being in the hole, we touched on it earlier, but obviously Mythos leak hammered cyber stocks, uh, CrowdStrike, Palo Alto, Zscaler all down six percent, Octon, Netscape down seven percent, Tenable down nine… 3 times in the scene