Claude, every mention
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every year anyone Jason Calacanis 111David Sacks 52Chamath Palihapitiya 34David Friedberg 9Nikesh Arora 6Gavin Baker 5Max Junestrand 4Mark Cuban 3Brad Gerstner 3Andrew Feldman 3
Verbatim, from the transcripts: the passages where Claude comes up
AI Kills Everybody or Doomer Psyop? OpenAI’s Math Breakthrough, Nike’s $200B Collapse
- ▶ 34:58 Jason Calacanis That's the number one way we all die is that they somehow use quad inside the military to do autonomous weapons.
- ▶ 41:52 Jason Calacanis Like, it's pretty obvious that if you try to let it right now, if you try to let Claude or OpenAI use your browser, it's like, can I open your Gmail?
- ▶ 1:08:01 Chamath Palihapitiya You could even probably have Cloud allow you to host 3 times in the scene
- ▶ 1:17:52 Jason Calacanis 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.
- ▶ 1:17:52 Jason Calacanis 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.
- ▶ 1:17:52 Jason Calacanis 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.
Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
- ▶ 19:23 David Sacks He is integrating Salesforce into Claude. 3 times in the scene
Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up
- ▶ 11:04 Chamath Palihapitiya Clot obfuscates it.
- ▶ 28:34 Chamath Palihapitiya Like Codex, or Claude Code, or Hermes, or OpenClaw.
- ▶ 44:07 Jason Calacanis It felt very Claude-like to me. 4 times in the scene
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
- ▶ 9:14 Jason Calacanis And if it does continue, what would that say about the value of AI to corporations and enterprises where Claude is the definitive leader?
- ▶ 24:46 Jason Calacanis Here of GLM two versus Claude Opus.
- ▶ 42:06 Jason Calacanis So there's a bit of hypocrisy here that reminded me, Sachs, of our discussion on previous episodes with Claude ripping apart old books and distilling them.
- ▶ 1:31:40 Jason Calacanis And that's what Claude Cowork and Claude Tag both do exceptionally well, as well as Hermes, Perplexia Computer, and OpenClaw.
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
- ▶ 17:09 David Friedberg Or Claude and be very happy paying 40 bucks a month, and they'll basically be able to minimize their cost to run that for consumers. 2 times in the scene
- ▶ 59:06 Jason Calacanis And to be honest, if you look at Claude Cowork, Perplexity Computer, agents,
- ▶ 59:36 David Sacks I mean, that's the ultimate no code tool. 2 times in the scene
- ▶ 59:59 David Sacks I mean, you use Claude and you just tell it what you want it to create. 2 times in the scene
China Outbuilds America 230-to-1. Saronic Has a Plan
- ▶ 43:44 Vib Altakar You know, CatGPT and Claude are getting so much better every year.
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
- ▶ 27:42 Jason Calacanis We just installed this clawed tag, and I've been installing perplexity across the company. 2 times in the scene
- ▶ 55:48 Jason Calacanis From what I understand, the rumor is they're going to launch local models, so you'll be able to take your harness sacks and say, hey, you know, I, I want to use Sonnet for this.
The $1/Hour Robot Is Coming: Four Industry Leaders Explain What’s Next
- ▶ 21:13 Jason Calacanis You'll be able to plug in if open AI has a world model or Claude or some of the other independent world models, they'll be able to be plugged in.
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
- ▶ 37:27 Jason Calacanis And I start with Grok, Nemo, Tron, GLM five, two, and I also put it into Claude and the results are as good or better.
- ▶ 48:47 Jason Calacanis Anthropic downloaded seven million books from pirated websites to train Claude, and that alone, it may or may not be a crime.
Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
- ▶ 6:49 Jason Calacanis A Claude employee, if you're at Anthropic or at OpenAI, is it, uh, time to start thinking about the collar?
- ▶ 10:29 Mark Cuban But try going into Cloud or ChatGPT and saying, okay, I just want you to do this search for Jason Calacanis investments, and I want you to do a report, and I want you to email it to me every week. 2 times in the scene
- ▶ 17:32 Jason Calacanis Who's on Clawed Cowork? 2 times in the scene
- ▶ 28:06 Mark Cuban And the last thing, you know, Cloud OpenAI needs is, you know, they're lying their off about this.
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
- ▶ 48:13 Chamath Palihapitiya A million from soul is about 26 bucks, which is the same as cloud for eight. 2 times in the scene
- ▶ 54:48 Jason Calacanis So if you think about, uh, frontier models, like the last generation, this is like an Opus level model running on your Mac studio.
- ▶ 55:52 Jason Calacanis They will put so much downward pressure on Claude and OpenAI by just putting local models and supporting them with this memory architecture.
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
- ▶ 31:32 Jason Calacanis Then I had some people who started using, you know, cursor or Claude code.
The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour
- ▶ 32:36 Jason Calacanis Um, and then you also have, I guess, Claude and other folks also want to be in your business, so this is a big prize, um, to take, I don't know, 80% of what we pay lawyers for and compress it by 90%.
- ▶ 46:51 Max Junestrand What's really interesting about, especially the agents following the release of Opus.
- ▶ 47:53 Max Junestrand Uh, you know, Claude has a legal offering, which is basically a bundling of markdown skills files and a couple of integrations. 3 times in the scene
OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
- ▶ 13:54 Jason Calacanis It's the AI for, you know, people who are doing their homework or mom and dad are trying to fix the dishwasher or whatever, and then Claude took the lane of, hey, we're gonna be the one for corporate. 2 times in the scene
- ▶ 19:44 Jason Calacanis You know, using quad code, or perplexity, or whatever, and trying to vibe code something.
- ▶ 32:29 Jason Calacanis Open source is very hard to implement when compared to just firing up Claude and having Claude already approved in your organization. 3 times in the scene
- ▶ 45:55 Jason Calacanis He said, we find that the same model using the same model, not using open source versus open AI or, or, or Claude, we found that for the same model, the choice of harness can significantly save costs by about two X. 2 times in the scene
- ▶ 49:55 Jason Calacanis 11 Labs is doing voice and obviously Claude Code, you know, is an obvious competitor lovable.
Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
- ▶ 16:18 Jason Calacanis I've been championing that a lot just because I was early into open claw. 2 times in the scene
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie
- ▶ 5:58 David Sacks So this was a new vertical app that Anthropic launched to compete in the design category. 2 times in the scene
- ▶ 6:32 David Sacks Anthropix has also launched Cloud Science, Cloud Security, Cloud Legal, Cloud Financial, and of course, Cloud Code. 2 times in the scene
- ▶ 13:41 Chamath Palihapitiya And so we ran it, and we ran an experiment where we did Claude by itself, 3 times in the scene
- ▶ 22:34 Jason Calacanis So once you start this, you, you start with, you know, Claude and use their wrapper and everything, or OpenAI.
- ▶ 25:33 Jason Calacanis LLM sacks and Claude for 95% of your searches.
- ▶ 51:43 Jason Calacanis In a post-mortem blog post, Anthropic said the jailbreak that triggered the shutdown was not unique to Claude.
- ▶ 52:20 David Sacks It was mythos. 3 times in the scene
Nate Silver Predicts: Democrats Take the House, Newsom Is Fading, President AOC?!
- ▶ 45:27 Nate Silver Um, but, you know, Claude or ChatGPT is probably less polarizing than Blue Sky or Twitter.
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
- ▶ 47:29 Gavin Baker Tens of thousands of phones, iPads, and computers that are asking the Cloud API through masked accounts, very specific questions, and then these what's called reasoning traces are being harvested.
- ▶ 1:03:44 Gavin Baker You know, they'll, they'll do some work with Claude, find some esoteric Japanese company.
- ▶ 1:27:38 Jason Calacanis We've obviously got OpenAI and Claude, I'm sorry, Anthropic, which makes Claude. 2 times in the scene
World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
- ▶ 15:00 Jason Calacanis That's the coding agent that got shivved by speaking of Anthropic and Claude. 2 times in the scene
- ▶ 25:58 Jason Calacanis It's, he's not guaranteed.
- ▶ 1:01:19 Chamath Palihapitiya I had Claude read Machines of Loving Grace and AI Policy on the Exponential, and then I asked it to do... 2 times in the scene
- ▶ 1:12:00 David Sacks I just saw that Dario did this interview with, um, Bloomberg, you know, Emily Chang, and he said that by not releasing Mythos in April, the company suffered massively commercially. 3 times in the scene
Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections
- ▶ 0:23 Jason Calacanis Anthropic released a mythos level model with some interesting guardrails. 3 times in the scene
- ▶ 0:33 Jason Calacanis The model's called fable five.
- ▶ 10:33 David Sacks They are now retaining for 30 days, every prompt and every output you send to one of these mythos class models. 2 times in the scene
Palo Alto Networks CEO: "AI Found 5 Years of Bugs in 6 Weeks"
- ▶ 1:13 Chamath Palihapitiya Uh, you were one of the first in the few that got access to mythos. 2 times in the scene
- ▶ 2:31 Nikesh Arora Now, in that context, you touched upon Mythos, and I know David's been very involved in this. 3 times in the scene
- ▶ 4:20 Jason Calacanis What would have happened if Claude didn't have the restraint and they put it out in the public?
- ▶ 4:42 David Sacks Yeah, because I mean, we've been saying that it's roughly six months away before mythos level capabilities are available in Chinese models, you know, open models, whatever.
- ▶ 7:56 Jason Calacanis So we created like three accounts, got rid of 17, connected it to Slack, connected it to Claude.
- ▶ 11:37 Chamath Palihapitiya So the one side of mythos, as you said, is like the value that it has to you and to your, and to enterprises. 2 times in the scene
- ▶ 15:00 Nikesh Arora Just say, just the way I'm sure Dario says Cloud Code is running away.
- ▶ 19:06 Nikesh Arora The false positive rate on Mythos was 30%.
- ▶ 20:07 Nikesh Arora Mercedes is going to use Opus 4.8, and you can just sit in the car and it's going to drive you.
Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
- ▶ 15:56 Thomas Laffont And what Cloud Code and Codex are doing inside of those businesses.
- ▶ 24:36 Thomas Laffont Anthropic pre-Clot Code was a completely different company than post-Clot Code, right?
Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
- ▶ 10:59 David Sacks With respect to new college grads, I was going to say that I think the single most marketable skill in the economy right now has got to be proficiency in Claude. 4 times in the scene
- ▶ 14:39 Producer Nick Once we got access to Claude Cowork and it had that, like, 2 times in the scene
- ▶ 41:59 Chamath Palihapitiya At the top of the leaderboard, Opus four seven, GPT five five, Sonnet four six, appear almost indistinguishable.
- ▶ 41:59 Chamath Palihapitiya At the top of the leaderboard, Opus four seven, GPT five five, Sonnet four six, appear almost indistinguishable.
- ▶ 44:32 David Sacks I mean, the way that like Claude is a harness for it. 5 times in the scene
- ▶ 56:53 Chamath Palihapitiya That one of their clients accidentally spent half a billion dollars in a single month after failing to set employee limits on clock usage.
- ▶ 1:30:15 Jason Calacanis I mean, you can build websites with Claude.
SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
- ▶ 1:40 Jason Calacanis And the Andre Carpathie skills is a tool based on his set of principles for Claude Code, and somebody just released that, and so that's just pretty crazy when you think about it.
- ▶ 2:00 Jason Calacanis They're going to have Claude improve itself, and they've already talked a little bit about AI, improving AI over at Anthropic.
- ▶ 14:13 Chamath Palihapitiya And I think that, look, if you actually, and I, and I do this, if you actually just have a Nash bot, a Nash agent inside of Claude, and you ask it what it would do, it would come up with this strategy.
- ▶ 53:40 Gavin Baker So Claude had Claude code, OpenAI had Codex, and now with Grok build, there is a harness that is available to, to Grok.
- ▶ 53:40 Gavin Baker So Claude had Claude code, OpenAI had Codex, and now with Grok build, there is a harness that is available to, to Grok.
- ▶ 1:32:08 Gavin Baker In the past, that's been, you know, cause college students, they use a lot less chat GPT and Claude in the summer.
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
- ▶ 43:56 Jason Calacanis For our small company, I was able to get more and more context to my OpenClaw, Plexity computer, and Claude, and we're testing all of those.
How We Grew Koch Industries to $150 Billion Without Going Public: Charles & Chase Koch
- ▶ 1:29:57 Chase Koch You can download it in the App Store, and, um, it's really taking off within Coke because it's just another way to engage with principals in a very simple way and meeting people where they are, um, whether it's ChatGPT or Claude and…
Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
- ▶ 5:15 Jason Calacanis Claude users have been experiencing rate limits. 2 times in the scene
- ▶ 5:17 Jason Calacanis Well, Claude has now doubled the Claude code rate limits, removed peak usage caps for paid users, and increased API volumes for Opus models.
- ▶ 5:17 Jason Calacanis Well, Claude has now doubled the Claude code rate limits, removed peak usage caps for paid users, and increased API volumes for Opus models.
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
- ▶ 5:36 David Sacks At the same time, Opus 4.7, which is the latest anthropic release appears to be a bus. 5 times in the scene
- ▶ 5:52 David Sacks There were some bugs and clawed.
- ▶ 13:38 David Friedberg 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. 2 times in the scene
- ▶ 19:42 Jason Calacanis People in my office were complaining, we can't get on Claude. 2 times in the scene
- ▶ 20:11 David Sacks Obviously, Anthropic made a huge splash with Mythos. 4 times in the scene
- ▶ 52:49 Jason Calacanis Where, uh, Claude ate somebody's homework. 2 times in the scene
SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike
- ▶ 10:57 David Sacks And so Cursor is now competing against Cloud Code and OpenAI's Codex, and so they were dependent on foundation model companies that were getting in the business of competing with them, which was just not a good place to be, right?
- ▶ 12:10 David Friedberg Claude above anything else.
Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
- ▶ 25:27 David Sacks So, so I think you're right that they systematically copied feature by feature of OpenClaw, incorporated that into Clawed, and then the coup de grace was basically cutting off OpenClaw. 3 times in the scene
- ▶ 29:34 Jason Calacanis Anthropic has this Claude Managed Agents.
- ▶ 58:00 Jason Calacanis Hey, um, Brad, you didn't answer my question about the vibes over at OpenAI versus Quad.
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Major Lawsuits
- ▶ 42:36 Jason Calacanis And that's actually tracks with exactly what I've seen with OpenClaw, Perplexity Computer, Claude Cowork, instead of going to your Notion, instead of going into your Gmail, instead of pulling up your calendar, you ask it, hey, what's on my…
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