Claude, every mention

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Verbatim, from the transcripts: the passages where Claude comes up

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▶ 2:02 Benedict Evans Step one was give everybody co-pilot, and that didn't work too well, because it's kind of, or Claude or ChatGPT, because it's kind of like being in 1997 and giving everybody a web browser.
▶ 8:31 Benedict Evans Um, at the extreme, I got this, had this bizarre conversation with a prominent doomer on Twitter who said something, and they said, you know, like, companies aren't going to throw out their ERP tomorrow and refile all their accountants and… 2 times in the scene
▶ 13:02 Benedict Evans It's like bizarre that you kind of have to say it, but of course, like, of course, you know, you're not going to just replace Workday with Claude.
▶ 22:29 Benedict Evans And none of it is, well, we'll just give everybody Claude and go home, or Claude for X, or Claude for Y. 2 times in the scene

▶ 8:04 Benedict Evans The telcos had to give up on the flat rate plans because it didn't work anymore, which is kind of exactly what happened in the last couple of months for Claude, that they had to give up on flat rate plans and move you to usage-based…
▶ 20:28 Benedict Evans You know, if you are at Citigroup or JP Morgan Chase, um, that whole workflow that's, that's touched by a thousand people might well get completely transformed with generative AI, but that's not going to happen because one of those…

▶ 11:36 Toni Cowan-Brown I don't see how, but it should be for something like an AI product or an AI, you know, a Claude or a ChatGPT, you would think that users creating value for other users is the, this is the perfect scenario, but when that's not happening.
▶ 17:09 Toni Cowan-Brown And for people who are not in tech, I found it absolutely fascinating how Antropix Claude seems to be just top of mind in the way that they've built their whole branding and their marketing around this lifestyle product. 7 times in the scene
▶ 21:41 Benedict Evans I tried to install Claude Cowork and it asked, I tried Claude Cowork and it asked me to install Git at the command line.

▶ 0:29 Benedict Evans Um, is, you know, you'll use Claude instead of SAP. 2 times in the scene
▶ 8:20 Benedict Evans And that's a different way of saying this thing's making tools for you than saying you're going to tell Claude to write code for you and then get you an AWS account
▶ 17:32 Benedict Evans Then explaining why no people aren't going to use Claude to make their own SAP.

▶ 8:43 Benedict Evans And Claude doesn't give up and goes off to do coding and Google, but, but Google isn't going to give up on that.
▶ 16:40 Benedict Evans For consumers, Meta AI has got not actually very dissimilar usage to, um, to Gemini, and Claude is nowhere.

▶ 31:13 Toni Cowan-Brown Um, I, I think I see it on a day to day also working with whatever it's cloud or chat GPT or whatever it is.

▶ 4:33 Benedict Evans Um, but that stickiness, I don't think that's a network effect per se, or that you'd have to do something else for that to become a network effect, and it doesn't seem that hard that you could just ask ChatGPG, tell me everything you know…
▶ 13:56 Benedict Evans Claude is a thin GPT wrapper. 3 times in the scene
▶ 18:49 Benedict Evans I think once you're building software with this, if you're building a piece of enterprise SaaS, if you're using, if you're a software company using an LLM as a building block to make something, then all these differences become important,… 7 times in the scene

▶ 22:54 Benedict Evans Gemini, Claude, Mistral, Llama III, something else, but they could be.
▶ 27:31 Benedict Evans Does Apple decide whether this is a ChatGPT question or a Claude kind of question?

▶ 2:30 Benedict Evans Now ChatGPT or Anthropic or Claude will just be able to do the whole thing.

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