Claude Code

“They released Claude code, they released Claude design, and that really pissed off Curser, who was one of the biggest customers that Anthropoc had to date, and they felt they got rug pulled by Claude.”

“I have a small anecdote related to this actually, you know, was meeting with a company and the fortune 10 and they, the way that they've adopted cloud code has been with roughly a hundred dollar a day budget for their engineers. And so what I was hearing is th…”

“Well, certainly there's been like ramp data, but around Codex starting to close the gap again with Claude Code.”

“Phone harness connects an agent like Codex or Cloud Code to a real iPhone or Android. Super cool, right? For iPhone, it uses Mac iPhone mirroring, and for Android, it uses ADB, so you don't have to, like, jailbreak it”

“In terms of, I'd say relevance to the conversations when I'm talking to enterprise buyers, number one is Claude code. I think that it's just brought up in every single conversation.”

“You know, I know they're using Claude Code, huge, massive Claude Code customer, but how are they thinking about it?”

“If you want to, if you want Claude Code to act more like an employee, you need to give it the same basic things you would give a person joining your company.”

“It can work on small branches, but before touching things like dependencies, before touching migrations, before touching payments off things, these like bigger things, you basically want to make sure that the human owns those trust decisions.”

“If you don't have all, you know, an optimize, the optimized MD files and the optimized places and folders, then you're, You know, Claude code is going to trip here and there.”

“The way to think about plan mode in general is that anytime you're doing meaningful product work, you're probably going to want to do planning or meaningful work in general. Actually, you're going to want to do some planning. It's worth it. The way I think abo…”

“Claude has to guess, guess what matters. And once it starts guessing, you're no longer managing the work. You're cleaning up the work.”

“If it's a small ticket, you can manage it, but if the ticket is massive, you end up with a giant pile of changes that might look impressive, but, you know, it's hard to really trust it.”

“You give the AI room to work and boundaries and I wish more people did that. You know, going YOLO mode it's a bit too risky. So thinking about permissions as a strategy is going to be helpful to actually be able to scale your team of AI employees.”

“If you find yourself typing the same prompt over and over again, chances are that should just be a skill.”

“If you have a really good system around this, it's creating a moat because you're going to get really good outputs from your cloud code.”

“Google is clearly behind on the coding agents. They don't really have something. That is in, in a league with the latest large language models, but also with the applications, with the codecs and the cloud codes.”

“When Sonnet came out in October, our engineering team started adopting Claude Code at that point, and it was so obvious that the world had sort of changed in an instant in terms of the way that people were writing code, that it became obvious that it was going…”

“No code has to be the most impacted, the most disrupted area of SaaS right now, because, I mean, what is Claude Code really good at? I mean, that's the ultimate no code tool.”

“And the, these models, I was reading a research paper, 86% of the tokens spent by cloud code are spent fixing mistakes cloud code made.”

“For five, one example of something it does that I think no other model has done is it runs for a very long period of time. And especially when you combine Opus Five with auto mode, it's just like incredible. Like it can go for days, weeks, months at a time. It…”

“So yeah, we deleted 80% of the system prompt.”

“If you look at actually the code that's in the cloud code harness today, almost all of it is about safety and permissions and static analysis, and there's a bunch of UI code, and we've actually unshipped a lot of the other code already.”

“Every six months, delete your Cloud MD. Delete your skills. Delete your hooks. See what the model does, and it might surprise you. And actually for Opus Five, this is something we really do recommend, is just try deleting all of these things, because the model…”

“The thing that you want to do is you want to run it. And if it's like a custom agentic product that you're building, you want to kind of run the products. You want to see where it fails with the model. You want to see what it does well. If you're using quad co…”

“And for modern models, that's actually really not the way to do it. You want to go a little bit higher level. You want to describe the task. You want to describe the guardrails. You want to describe, like, the exit criteria, and then just go with the model coo…”

“And he had the model rewrite it from Zig to Rust. It was one prompt. It was a dynamic workflow, and a dynamic workflows are a feature in quad code that essentially let you orchestrate, you know, dozens, 100,000 of agents to do work productively. And it ran for…”

“This is in production now. This is what quad code uses now when you're running it.”

“What a dynamic workflow is, is essentially we have the Bun runtime. We use Bun as a sandbox, and we start a virtual machine within Bun, and we let Cloud start a lot of agents and orchestrate them.”

“We've got cloud code autonomously running in sandboxes all over NVIDIA, and that's really fantastic, and some people use codex, some people use cloud code, some people use cursor, some people use cognition, and we let kind of a thousand flowers bloom, let peop…”

“Things like cloud code things like skills, and most recently cloud design, MCP.”

“Like, if you are, if your whole engineering you know, motion is happening inside of clock code or inside of codex, What are you doing? Like, because they are not incentivized to make it reasonable for you long term, right? They're going to lock you into their …”

“Between March and June, Vaudit audited bills sent to 60 companies totaling thirty-four million, mostly for usage of Anthropik's cloud code, and found about 1.7 million in mistaken overcharges.”

“We were talking with developers and companies in our portfolio, and they're like, yeah, like, you know, we have developers that are spending, you know, 3000 dollars per month themselves, like each on cloud code. So it's like, wow, okay, so that's 36,000 dollar…”

“Which is why you saw Anthropics revenue and why you saw cloud code go so parabolic, because there was a genuine breakthrough in the usability of those models”

“Spending a lot of time in lab saying just a text box and a big text It's not going to cut it anymore. Like when I mentioned that the models feel like they're way smarter than me when they talk to me, sometimes I'm like, can you draw me a picture? Because this …”

“We have a really great dev info team. They built something called Isaac that's basically like a wrapper on cloud code and codex and let's you use them either on the web and like, Sandboxes or just on your dev machine or on your laptop or whatever.”

“And especially when there's the possibility of correlated failures, right? So it's not just that there's a lot of AI systems out there, it's that there's actually a few models that everyone is using. And if you find vulnerabilities in the agents that everyone …”

“And that's the shift that, you know, like we're seeing with cloud code and coworkers is Coding is no longer the bottleneck.”

“Like now, not only engineers with, we also have designers, PMs, everybody on the Clark code team checks in code.”

“The other shift that I've recently done is I actually have a quad code remote session that I enlist in all of our repos. And so this way I have full visibility into the work that everybody's doing. And this instance, he also has access to all our Slack channel…”

“When I first joined Cloud Code, we had really great kind of like product generalists. And then I realized, oh, we were missing folks with a systems background. And so that was definitely an area that we needed more folks with kind of like systems and distribut…”

“Whatever are the parts that it's all about trust, but verify the models are really good, but there are definitely a lot of areas that still need You know, the verification. And so wherever you need the deep subject matter expertise, I would say that's, you kno…”

“The other thing that we found interesting on the Cloud Code team is after a while we felt it could start being a lonely experience cause we all started just working with our agents so much. So recently we started maybe like a pairwise programming lunch.”

“I think six months was too long. So now for sure some projects will take more than a month, but we try to do like a month planning, like really lightweight. Actually, there's not even dots. It's really just Also hunting on a little spreadsheet of what we think…”

“Cursor comes out, and within about a year, it has the majority of the market. Then, by the way, Cloud Code comes out, and then now Cloud Code has majority of the market.”

“If one company takes a lead and wants to protect that lead, we might see more of this, which is, I mean, we know Anthropik restricts the use of Claude Code and its competitors so we may end up seeing more of it.”

“I think that's actually even bigger market that it's not even like think of it as like clock code multiplied by 10. That's the size of that market.”

“My prediction would be agents that are like completely autonomous software engineers. Today, I think we're all using Tools like CloudCode or Codex to write code, but not as literal software engineers.”

“And the way I describe it to my team is like, you know, electricity was invented in December. And I think electricity was Opus 4.5 and sure Opus models and, you know, open AI models got, got better and better since then. But, To me, that was the tip of the spe…”

“People, people forget that cloud code isn't magic. It's just literally a harness around the same models we, you can use in an API, right?”

“In CloudCode you know, they hide a lot of the errors behind control O, right? So you don't even know that, you know, you have like 50 plus tool call failures plus per session. You're just sitting there and you're like, oh, why is DeepSeq so slow?”

“Software developers are the accountancy of VisiCalc. Like, oh my God, this changes everything. Like before VisiCalc and after VisiCalc. Before, before Claude Code and after Claude Code.”

“Like this, the vibe coding era is gonna be remembered for a Chernobyl style disaster is my prediction. People are vibe coding software that they do not understand. And it's only a matter of time with all the hype that's being poured into this right now. It is …”

“When you're using cloud code to create artifacts, you are actually causing skill atrophy in yourself. You have gone from the flow state of building stuff into what we call dark flow, which is the state you get into when you're using a slot machine.”

“Nobody uses, you know, Claude code and codex in the grand scheme of the internet. There's like single digit millions people using it. They're incredibly technical.”

“When we talk to the CIO, they know that their engineering teams are using cloud code and codex and cursor, and they're seeing the productivity gains come out of those teams.”

“You know, they weren't even initially gonna release Claude Code. I mean, they initially, my understanding from folks inside Anthropic is we were just gonna be like, wait, this is like a huge competitive advantage. To be able to increase the rate of speed with …”

“It feels like we're right at that moment today, like we're just coming up with the new primitives for what an agentic system actually is, and you can see it in the parallel sort of development of like, we're just trying to do a thing, and it might be in Claude…”

“OpenAI for a while was, I, in my opinion, like, very, very behind on this, and then in my opinion has surpassed them recently.”

“Take the AI agent that you use all the time on your computer and put a browser in it so it can see everything you're doing. And that is just like a magical combination that I think will be, is very uncommon now. You can't even do this in cloud code because the…”