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Claude

includes Claude Code, Claude Mythos, Claude Cowork, Claude Opus, Claude 3.7 Sonnet, Claude Design, Claude 3, Claude Fable 5, Claude 4.6 Opus, Claude Sonnet, Claude 3.6 Sonnet, Claude 3.7 Opus and 8 more

18 statements across 17 episodes · 9 bullish · 6 bearish · 7 people on the record · first statement Jul 12, 2024 by David Sacks · said 243 times in 68 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by Jason Calacanis (111), David Sacks (52), Chamath Palihapitiya (34), David Friedberg (9), Nikesh Arora (6), Gavin Baker (5), Max Junestrand (4), Mark Cuban (3)

tap a year for its mentions
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02550202420252026episodes it came up in
002.525550202420252026episodesmentions per episode
2026 206 mentions in 44 episodes 5 per episode
2025 20 mentions in 12 episodes 2 per episode
2024 17 mentions in 12 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Claude, oldest first

Jul 12, 2024 bullish
Prediction Partly held up
Sacks: Next-gen AI models like ChatGPT-5 will hit A-plus quality within a year
“And, you know, in a year or so, we're going to be at the next gen version of all the models. You're going to be at, I'm sure you know, ChatGPT five will be out and then the next version of Claude and so forth. At that point, it's going to be an A plus.”
David Sacks Jul 12, 2024 ▶ 36:47 Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
May 3, 2025 positive
Disclosure
Chamath: 8090 uses Gemini for general tasks and Claude for coding
“So for many tasks at 8090, we use Gemini. It's incredible. But for most of our co-gen, we use Anthropic and Claude kicks ass. It's exceptional.”
Chamath Palihapitiya May 3, 2025 ▶ 1:25:09 Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down
Oct 3, 2025
Assertion Supported
Calacanis: DeepSeek V3.2 EXP API pricing is 10x to 35x cheaper than Claude
“The new model charges 28 cents per million inputs, 42 cents per million outputs. Claude, which is a leading model from Anthropic that a lot of developers use, a lot of startups use, is like three dollars and 15, so 10 times, 35 times more expensive.”
Jason Calacanis Oct 3, 2025 ▶ 45:24 Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
Jan 23, 2026 positive
Assertion Not checkable as stated
Calacanis: AI deep research yields 5x human output in under 10 minutes
“And when I tell you they would ask for 48 hours to do a dossier, that was 20% of what this does in under 10 minutes.”
Jason Calacanis Jan 23, 2026 ▶ 44:17 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Jan 23, 2026 negative
Insight
Feldman: Slow AI model latency causes immediate user churn
“While you're waiting for Claude, or you're waiting for ChatGPT, you get a coffee, or you poke around somewhere else, and you've lost the customer. That's the cost of being slow, is the customer has gone somewhere else.”
Andrew Feldman Jan 23, 2026 ▶ 48:00 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Jan 31, 2026 negative
Prediction Not checkable as stated
Calacanis: Major AI labs will never permit root-level system access
“Nobody like Claude or XAI or Microsoft would ever allow you to do this because it's so dangerous, obviously.”
Jason Calacanis Jan 31, 2026 ▶ 47:37 ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping
Mar 6, 2026 negative
Disclosure
Chamath: AT-NID deprecated Cursor due to excessive token costs
“So one of the things we had to do was just, we had to say, guys, you got to deprecate Cursor because you're just wrapping quad code and charging us way too much for these tokens.”
Chamath Palihapitiya Mar 6, 2026 ▶ 56:43 War with Iran + Pentagon vs Anthropic with Under Secretary of War Emil Michael
Mar 19, 2026 positive
Disclosure
Friedberg replaced entire software stack in 90 minutes using Claude agents
“Replaced a whole software stack and, like, a whole bunch of workload. 90 minutes on Claude ran this agentic system, built the whole thing, deployed it, and we got, we were all. On a Sunday night. On a Sunday night, 10 p.m., I was done at 11:30, I went to bed.”
David Friedberg Mar 19, 2026 ▶ 27:33 Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
Mar 23, 2026 bullish
Assertion Not checkable as stated
Calacanis: Local open-source models deliver about 80% of frontier performance for free
“I have started running Kimmy 2.5 on a Mac studio. It's not as good as Claude or Gemini or Grok, but you can probably do about 80% there for free.”
Jason Calacanis Mar 23, 2026 ▶ 38:54 Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
May 1, 2026 neutral
Assertion Supported
Friedberg: OpenAI has 900 million weekly active users
“Open AI, even if they're not at a billion, they're still at nine hundred million weekly users, which is well ahead of whatever Claude is at.”
David Friedberg May 1, 2026 ▶ 13:38 OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
May 29, 2026 positive
Opinion
Sacks: Proficiency in Claude is currently the most marketable skill
“I think the single most marketable skill in the economy right now has got to be proficiency in Claude. If you're going into a firm right now and you're the only one who knows Claude, it would be like you're the only one who knows how to work a spreadsheet, you…”
David Sacks May 29, 2026 ▶ 10:59 Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
Jun 8, 2026
Disclosure
Calacanis: Cut SaaS spending 90% using Claude and Slack integrations
“We had an instance with a SAS product with 20 seats. Nobody was logging in and using it, but the data was there. So we created like three accounts, got rid of 17, connected it to Slack, connected it to Claude. And now everybody can interface it through a natur…”
Jason Calacanis Jun 8, 2026 ▶ 7:48 Palo Alto Networks CEO: "AI Found 5 Years of Bugs in 6 Weeks"
Jun 29, 2026 positive
Opinion
Nate Silver: Claude and ChatGPT are less polarizing than Twitter or Bluesky
“Claude or ChatGPT is probably less polarizing than Blue Sky or Twitter.”
Nate Silver Jun 29, 2026 ▶ 45:27 Nate Silver Predicts: Democrats Take the House, Newsom Is Fading, President AOC?!
Jul 3, 2026 bullish
Prediction Not checkable as stated
Calacanis: Users won't distinguish NVIDIA's Nemotron from Claude in 95% of searches
“You will not be able to tell the difference between Jensen Wong's open source LLM sacks and Claude for 95% of your searches. I guarantee you.”
Jason Calacanis Jul 3, 2026 ▶ 25:28 AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie
Jul 14, 2026 positive
Assertion Not checkable as stated
Junestrand: Shallow legal features in general LLMs serve as Legora's pipeline
“So it's actually a big pipeline generator for us.”
Max Junestrand Jul 14, 2026 ▶ 48:20 The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour
Jul 18, 2026 bearish
Prediction Not checkable as stated
Calacanis: Apple edge AI will put heavy downward pressure on OpenAI and Claude
“They will put so much downward pressure on Claude and OpenAI by just putting local models and supporting them with this memory architecture.”
Jason Calacanis Jul 18, 2026 ▶ 55:52 Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
Jul 24, 2026 negative
Assertion Supported
Calacanis: Anthropic downloaded 7 million pirated books to train Claude
“Anthropic downloaded seven million books from pirated websites to train Claude”
Jason Calacanis Jul 24, 2026 ▶ 48:47 The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
Sep 12, 2026 bearish
Disclosure
Calacanis: Moving sensitive data off Claude to run local models on Mac Studios
“I literally just ordered two Mac Studio M fives. I just ordered two of these, we're going to be running local models, and we're moving off Claude for a lot of our sensitive data.”
Jason Calacanis Sep 12, 2026 ▶ 1:14:45 AI Kills Everybody or Doomer Psyop? OpenAI’s Math Breakthrough, Nike’s $200B Collapse
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