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
Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
- ▶ 27:37 David Friedberg 90 minutes on Claude ran this agentic system, built the whole thing, deployed it, and we got, we were all.
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
- ▶ 30:17 Jason Calacanis Is it Claude subscriptions?
- ▶ 30:18 Brad Gerstner We crossed a threshold with Opus 4.6, right?
- ▶ 30:26 Brad Gerstner Where the models and the agents on top of them, whether it's Cloud Code, Codex, ChatGPT, they're no longer competing with IT budgets.
War with Iran + Pentagon vs Anthropic with Under Secretary of War Emil Michael
- ▶ 53:41 Emil Michael And all of a sudden, you know, they launched Claude code before you launched codex or something like that.
- ▶ 55:04 Emil Michael I don't, I don't think they're, you know, I mean, certainly cloud code was, was innovative and ahead.
- ▶ 56:43 Chamath Palihapitiya 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.
- ▶ 1:07:11 Jason Calacanis Here's Claude's answer to that claim.
- ▶ 1:09:15 Chamath Palihapitiya And so now there's some, some clod bot telling them to basically tell the department of war to pound sand.
Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
- ▶ 1:22 Jason Calacanis The clawed kill list has expanded, and an AI fan fiction sub stack tanked your four oh one K on Monday. 3 times in the scene
- ▶ 1:57 Jason Calacanis Then on February 20th, Claude Code security is announced in a limited research preview.
- ▶ 22:53 Jason Calacanis Claude co-work, but mainly open claw.
- ▶ 29:40 Chamath Palihapitiya Claude for legal seems to work just as well as Harvey, by the way.
Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
- ▶ 8:00 Chamath Palihapitiya If you're just using ChatGPT, the mainline instance of it, you're leaking all of that prompt and response metadata back to ChatGPT, back to Gemini, back to Cloud, and there's nothing a company can do about that.
- ▶ 12:30 Jason Calacanis Then they will use Claude, 4.6 Opus to orchestrate things.
- ▶ 13:47 Jason Calacanis Claude's got co-work, but none of them have the keys to the kingdom.
- ▶ 17:56 Jason Calacanis Using the, uh, Claude API, like instantly, and that was like doing maybe 10 or 20%.
Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
- ▶ 15:57 Jason Calacanis I don't know if I buy that, but on Monday, Anthropic, which has been on a bit of a heater, as we talked about, announced that they added a legal tool to Claude Cowork. 2 times in the scene
- ▶ 16:12 Jason Calacanis This is a, essentially what, uh, Claude code or a coding agent is.
- ▶ 35:11 David Sacks This would be a good pivot to Maltbook because that is Claude.
- ▶ 35:23 David Sacks And just the origin of Maltbook is Anthropic didn't like that someone else was using the name Claude, even though it was spelled differently in their product.
- ▶ 41:45 David Sacks So, you know, what a lot of people are saying is, look, LLMs like Claude have been trained on Reddit specifically, and all of this creative writing that's being done on the internet. 2 times in the scene
- ▶ 43:26 Brad Gerstner Remember the whole reason we're having this conversation is because of the Claude code moment in the first week in December, because we had a step function from Opus 4.5.
ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping
- ▶ 47:37 Jason Calacanis Nobody like Claude or XAI or Microsoft would ever allow you to do this because it's so dangerous, obviously.
- ▶ 52:35 Jason Calacanis It's called MaltBot now because Claude got upset.
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
- ▶ 49:31 Jason Calacanis A great manager should be able to manage 10 groups using, say, Claude's co-worker.
- ▶ 55:40 Jason Calacanis Claude has an extension.
- ▶ 1:10:03 Jason Calacanis How should companies implementing AI in the enterprise, putting their data into these clouds and working with partners, uh, Claude co-worked this week.
Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
- ▶ 36:17 Jason Calacanis You must have some people on the staff who are using Claude Cowork or something, and they're just like, 10 X knowledge workers. 3 times in the scene
- ▶ 38:11 Brian Armstrong Played with, there's Claude Opus, or something.
- ▶ 43:45 Jason Calacanis As an example, I've been playing with the latest Claude, and they have, um, a co-working, co-pilot type application, and I made a prompt every time we have a guest on the podcast, and I had it do, you know, maybe 15 or 20 steps, every…
- ▶ 46:52 Andrew Feldman And, uh, Claude is not a, Anthropic is not a customer, but we recently announced OpenAI.
- ▶ 48:00 Andrew Feldman While you're waiting for Claude, or you're waiting for ChatGPT, you, you get a coffee, or you poke around somewhere else, and you've lost the customer. 2 times in the scene
Inside America’s AI Strategy: Infrastructure, Regulation, and Global Competition
- ▶ 19:23 David Sacks So the, the, the product that is came out recently that everyone's kind of going crazy over is the latest iteration of Claude code, uh, which is, uh, powered by, uh, Anthropix, uh, Opus 4.5 model, which seems to be a real breakthrough in,… 2 times in the scene
Satya Nadella on AI’s Business Revolution: What Happens to SaaS, OpenAI, and Microsoft?
- ▶ 2:14 Jason Calacanis Then you have Claude came out with co-work this week.
- ▶ 20:50 Jason Calacanis An ex-AI, a Claude that is your own, or in your mind, do you have that because you have the source code of OpenAI?
Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs
- ▶ 34:06 Jason Calacanis And I think there's pretty much uniformity amongst elite AI users that Claude is a much better product now than opening eye and the models are better.
Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026
- ▶ 6:40 Hemant Taneja It's got one of some of the best models out there is a couple of companies that are doing a good job with that, and then they've got cloud on top, which is to me the essence of transforming the engineering department of enterprise, right?
OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?
- ▶ 0:33 Jason Calacanis Because Gemini and Grof and Claude from Anthropic have been crushing it.
- ▶ 15:05 Jason Calacanis I have Claude also in perplexity on my, on my desktop, and I go through all four of them.
Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
- ▶ 10:03 Jason Calacanis You got five major frontier model companies, Grock, Claude, Gemini, plenty of them.
- ▶ 31:59 Jason Calacanis Claude's a great product. 2 times in the scene
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
- ▶ 45:29 Jason Calacanis 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.
AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes
- ▶ 3:42 David Sacks If you go back three years ago, they created this concern that AI models could be used to create bioweapons, and they showed what was supposedly a sample, I think, of Claude generating
- ▶ 16:38 Chamath Palihapitiya Claude kicks ass.
Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
- ▶ 45:11 Jason Calacanis and I have a sort of AI first company where everybody's required to do their work on AI two or three different Claude, Gemini, Grok, et cetera.
Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down
- ▶ 1:25:14 Chamath Palihapitiya But for most of our co-gen, we use Anthropic and Claude kicks ass. 3 times in the scene
Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
- ▶ 1:25:19 Chamath Palihapitiya I think Cloud three seven is, it just kicks ass. 3 times in the scene
The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private
- ▶ 1:28:14 Jason Calacanis This is the benchmark here for Grok on a bunch of different tests, math, science, and coding, and as you can see, Grok III has now eclipsed Gemini, which is Google's LLM, and DeepSeq from China, Quad, and ChatGPT-IVO.
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks
- ▶ 43:04 Chamath Palihapitiya It shouldn't have been the case that we have engineers that can only use Sonnet, right?
Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
- ▶ 1:16:48 Jason Calacanis and I use them all daily and Claude, the difference, the difference between the products right now is really narrow.
LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland
- ▶ 1:21:57 Cyan Banister And, you know, the early adopters cannot use Claude without getting shut down because of scaling issues.
2025 Predictions: Tech, Business, Media, Politics!
- ▶ 30:46 Jason Calacanis And if you ask that to ChatGPT or Grok or, you know, Claude, it's gonna give you a decent answer.
The All-In Holiday Spectacular
- ▶ 1:02:16 Alexandra Botez I like Anthropic because I like Claude a lot.
DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback
- ▶ 20:31 Jason Calacanis ChatGPT and Claude and Gemini to work their way through these documents, and it looks like this is not going to happen.
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey
- ▶ 44:19 Jason Calacanis I'm doing 3040, 50 queries and follow-ups per day.
OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war
- ▶ 16:37 Jason Calacanis ChatGPT and Claude and Gemini exclusively.
Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala
- ▶ 24:55 Chamath Palihapitiya But then you'll see something from Claude, you'll see something from Lama, and the real art, I think, and this is where I do think it's a little bit of alchemy still, which I think is good because it, it keeps humans involved, all of us…
Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
- ▶ 36:52 David Sacks You're going to be at, I'm sure, uh, you know, ChatGPT five will be out and then the next version of Claude and so forth. 2 times in the scene
- ▶ 37:01 Jason Calacanis And I got to tell you, I've been using Claude and ChatGPT four O 2 times in the scene
Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser
- ▶ 1:03:50 Jason Calacanis And like one of them was like, well, I asked Claude.
GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
- ▶ 28:15 Chamath Palihapitiya And then, if and when you ever wanted to switch out a model, you know, GPT-IV to IV to IV to CLOD to LAMA,
E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more
- ▶ 29:06 Jason Calacanis If you listen to this program, you know about OpenAI, Google's Gemini, previously known as Bard, Anthropic, Claude, all this stuff, their general purpose.
E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics
- ▶ 42:20 David Friedberg I do think if you look at some of the work that was done by anthropic and published in the cloud three model this week, did any of you guys see the demos that were done? 3 times in the scene
E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more
- ▶ 29:16 Jason Calacanis And there were only certain services like Claude, maybe where you could put a PDF attachment, boom, you put it in there and say, Hey, summarize this using your language model and using this content.
E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more
- ▶ 1:05:10 Jason Calacanis Anthropic, one of the breakout AI companies that's building a proprietary large language model called Claude.
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