Claude

also referred to as: claude models

includes Claude Code, Claude Mythos, Claude Cowork, Claude 3, Claude Opus, Claude 3.7 Sonnet, Claude 4, Claude Sonnet, Claude 4.5 Sonnet, Claude Design, Claude Haiku, Claude 3.5 and 22 more

90 statements across 45 episodes · 37 bullish · 20 bearish · 25 people on the record · first statement Sep 6, 2023 by Sridhar Ramaswamy · said 1,274 times in 153 episodes since 2023 · across every show →

Mentions by year, the whole family

brought up most by Alex Kantrowitz (682), Ranjan Roy (153), Mike Krieger (71), Boris Cherny (66), Jack Clark (46), M.G. Siegler (44), Olivia Moore (17), Aaron Levie (16)

tap a year for its mentions
00500401,000802023202420252026episodesmentions
040802023202420252026episodes it came up in
007.54015802023202420252026episodesmentions per episode
2026 848 mentions in 80 episodes 11 per episode
2025 288 mentions in 56 episodes 5 per episode
2024 136 mentions in 15 episodes 9 per episode
2023 2 mentions in 2 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Claude, oldest first

Sep 6, 2023 positive
Assertion Supported
Ramaswamy: GPT-4 and Claude are a clear step ahead of open source models
“The blunt truth is that the very best of the models out there, whether it's GPT-IV or Claude's biggest model, are a clear step ahead of the pack when it comes to quality. When it comes to reasoning, when it comes to the quality of the text that they produce th…”
Sridhar Ramaswamy Sep 6, 2023 ▶ 27:53 Google’s Weird Year + Neeva Goes to Snowflake — With Sridhar Ramaswamy
May 9, 2024 neutral
Disclosure
Clark: Claude Redirects Election Inquiries to Factual Websites
“So we have some election work, and if you talk about American candidates, and we're extending this to other regions, Claude is like, oh, it looks like you're talking to me about elections. Go to this factual website.”
Jack Clark May 9, 2024 ▶ 1:21:05 Anthropic's Co-Founder on AI Agents, General Intelligence, and Sentience — With Jack Clark
May 9, 2024 neutral
Assertion Supported
Clark: Anthropic models sometimes exhibit situational awareness during testing
“We've done some self-awareness tests. There have been a few, but we've definitely done this, and yeah, sometimes they have what you call situational awareness. One of the things my colleagues in Interpretability are working on is a really good test for that, b…”
Jack Clark May 9, 2024 ▶ 35:16 Anthropic's Co-Founder on AI Agents, General Intelligence, and Sentience — With Jack Clark
May 9, 2024
Assertion Supported
Clark: Anthropic discovered a scaling law in AI model persuasiveness
“We discovered a scaling law where the more big and expensive the models get, the better they get at persuasion and the The latest model is within statistical, like, era of human level at persuasion.”
Jack Clark May 9, 2024 ▶ 1:19:31 Anthropic's Co-Founder on AI Agents, General Intelligence, and Sentience — With Jack Clark
May 9, 2024 positive
Disclosure
Clark: Live web search connectivity is 'definitely coming' to Claude
“And on the web question, we're working on it. There's a bunch of Kind of computer security stuff to work through and some safety things, but that's definitely coming.”
Jack Clark May 9, 2024 ▶ 34:11 Anthropic's Co-Founder on AI Agents, General Intelligence, and Sentience — With Jack Clark
May 9, 2024
Disclosure
Clark: Anthropic runs internal 'Claudification' project across its workflows
“We have a project internally called Claudification. Everything at Anthropic has Claude in it at some point. And one of the ideas of Claudeification is just get us all to use this stuff well. I talked about my colleague, Catherine, but there are many examples w…”
Jack Clark May 9, 2024 ▶ 30:02 Anthropic's Co-Founder on AI Agents, General Intelligence, and Sentience — With Jack Clark
May 9, 2024 bullish
Disclosure
Clark: Anthropic is developing audio and video capabilities for Claude
“Claude can now see images. Obviously we're working on other so-called modalities as well. You know, it would be nice for Claude to be able to listen to things. Be nice for Claude to understand movies. All of that stuff is going to come in time.”
Jack Clark May 9, 2024 ▶ 9:48 Anthropic's Co-Founder on AI Agents, General Intelligence, and Sentience — With Jack Clark
May 9, 2024 positive
Assertion Supported
Clark: US and UK AI Safety Institutes Are Testing Frontier AI Systems
“The US and UK are not, don't have regulatory powers. Will they be third parties that test out systems like Claude or ChatGPT or Gemini for national security risks and hold companies accountable to them? Yes. Like I'm in discussion with them today.”
Jack Clark May 9, 2024 ▶ 1:11:10 Anthropic's Co-Founder on AI Agents, General Intelligence, and Sentience — With Jack Clark
May 9, 2024 positive
Insight
Clark: Passing government evals proves Claude has emergent reasoning capabilities
“If Claude can figure out things and trigger, like, threshold points on those evals, we know something creative is happening. Because Claude has reasoned its way to things that the government has believed are very hard to reason your way to unless you have acce…”
Jack Clark May 9, 2024 ▶ 19:35 Anthropic's Co-Founder on AI Agents, General Intelligence, and Sentience — With Jack Clark
May 9, 2024 positive
Disclosure
Clark: Anthropic will always keep an accessible consumer product
“We're always going to have some Like, top of funnel, easy to access consumer thing, because we just can't ignore how useful this is to people, you know, and useful it is to writers especially.”
Jack Clark May 9, 2024 ▶ 32:20 Anthropic's Co-Founder on AI Agents, General Intelligence, and Sentience — With Jack Clark
May 9, 2024
Assertion Supported
Clark: Anthropic does not train models on Claude user conversations
“No, no, no, no. That is not a thing that we do at all. Yeah.”
Jack Clark May 9, 2024 ▶ 1:07:23 Anthropic's Co-Founder on AI Agents, General Intelligence, and Sentience — With Jack Clark
May 15, 2024 positive
Opinion
Anthropic's Claude has better post-training and persona than rival models
“Claude seems to have better post training, which is to say, which is the jargon for basically saying like, What kind of personality does it have and how does it break down your question and how does it act? How does it act as a persona of a chat bot? And so al…”
Dwarkesh Patel May 15, 2024 ▶ 10:40 AI Scaling, Alignment, and the Path to Superintelligence — With Dwarkesh Patel
Jul 24, 2024 neutral
Insight
AI models lack consciousness because they cannot refuse requests
“You know, while it may appear that a Claude or a ChatGPT is generating stuff, at the end of the day, it's just predicting the next word, right, the next word after that. It has no consciousness because it cannot say no to you. It can only predict an answer tha…”
Thomas Domke Jul 24, 2024 ▶ 21:06 GitHub CEO Thomas Domke -- The One-Person, Billion-Dollar Startup
Nov 15, 2024 positive
Assertion Partly supported
Kantrowitz: Google's experimental Gemini 1114 model currently tops the Chatbot Arena leaderboard
“They have a new experimental Gemini model. It's called Gemini exp one, four. And Do you know about, ah, Chatbot Arena where they test which is the best LLMs? It's currently sitting at the top of Chatbot Arena and kicking the butt of ChatGPT for O, O-one Previe…”
Alex Kantrowitz Nov 15, 2024 ▶ 22:39 Is Generative AI Plateauing?, Booming Bluesky, Apple’s Smart Glasses Play
Jan 5, 2025 bearish
Opinion
Newton: Gemini is clearly the worst among ChatGPT, Claude, and Gemini
“The three big models that I use and pay for every single week, some of them every day, some of them many times a day, are ChatGPT, Claude, and Gemini. Of those, I would say Gemini has clearly been the worst.”
Casey Newton Jan 5, 2025 ▶ 23:56 Bold Predictions For Tech and AI in 2025 — With Casey Newton
Feb 7, 2025 bullish
Assertion Supported
Kantrowitz: ChatGPT hit 3.7B monthly visits in late 2024, dusting Bing
“Bing had 1.5 billion per month in February, 20, 24. It had all of 1.85 billion per month in October, 20, 24. You look at ChatGPT starts with 1.6 billion and now it has 3.7 billion per month. So it's left Bing in the dust. And by God, I mean, the rest that you …”
Alex Kantrowitz Feb 7, 2025 ▶ 5:11 Boom Times For ChatGPT, OpenAI’s Deep Research, AI Super Bowl
Mar 14, 2025 positive
Assertion Supported
Albergotti: Anthropic agreed to train its next Claude model on Amazon Rainier
“They've, you know, they got Anthropic to, you know, train the next model of Claude on this, you know, on this Rainier cluster.”
Reed Albergotti Mar 14, 2025 ▶ 55:11 Gruber Slams Apple's Siri Failure, Tech Stocks In Freefall, Vibecoding & OpenAI's Agents
Apr 2, 2025 neutral
Assertion Supported
Kantrowitz: SimilarWeb Data Shows Gemini at 10.9M and DeepSeek at 16.5M Daily Visits
“Google's Gemini web traffic grew to 10.9 million average daily visits worldwide in March. That's up seven, four, 7.4% month over month, while daily visits to Copilot, that's Microsoft's bot, Increased to 2.4 million, up 2.1% from February. SimilarWeb also says…”
Alex Kantrowitz Apr 2, 2025 ▶ 19:44 OpenAI Raises $40 billion, Is AI a Letdown?, Musk Sells X to xAI
May 27, 2025 neutral
Assertion Supported
Anthropic Stopped Chatbot Investment to Focus on Coding and Complex Tasks
“Anthropic stopped investing in chatbots at the end of the year and has instead focused on improving Claude's ability To do complex tasks like research and coding, even writing whole code bases, according to Jared Kaplan, Anthropics Chief Science Officer.”
Alex Kantrowitz May 27, 2025 ▶ 28:59 OpenAI's Jony Ive Moment, Anthropic's Big New Model, Google In AI Mode
May 27, 2025 neutral
Assertion Supported
Roy: Leaked Claude System Prompt on GitHub Reaches 24,000 Tokens
“Well, actually, do you know a discovery that we had in the big technology discord is that Claude, the system prompt is 24,000 tokens long, and like it had leaked onto GitHub”
Ranjan Roy May 27, 2025 ▶ 34:37 OpenAI's Jony Ive Moment, Anthropic's Big New Model, Google In AI Mode
Jul 1, 2025 positive
Disclosure
Anugas: Snowfire uses Perplexity for search and Claude for mathematics
“So we really like things like perplexity for scraping and web search. We like Claude for mathematics. We're looking at something from Google called notebook LM right now to pull together massive language structures and to deliver an entire, entire audio file o…”
Greg Anugas Jul 1, 2025 ▶ 20:25 An AI Brain For Your Business?
Jul 9, 2025 bearish
Opinion
Siegler: Apple must replace Siri with an external large language model
“They've got to replace Siri with something else, whether it be ChatGPT, or Claude, or Google Gemini, or one of the other products, because this is just really table stakes stuff that they should, you know, they've been working on Siri for 15 plus years”
M.G. Siegler Jul 9, 2025 ▶ 2:35 Apple’s Anthropic Flirtation, Can Meta Build Superintelligence?, AI Browser Wars — With M.G. Siegler
Jul 30, 2025 bullish
Assertion Not checkable as stated
Amodei: Majority of Anthropic code is written with Claude
“I think the actual majority of code that's written, written at Anthropic is, you know, at this point written by, or at least with the involvement of one, you know, one of the quad models”
Dario Amodei Jul 30, 2025 ▶ 11:20 Anthropic CEO Dario Amodei: AI's Potential, OpenAI Rivalry, GenAI Business, Doomerism
Sep 18, 2025 positive
Opinion
Levie: Claude is the first AI to reliably generate high-quality documents
“Claude this week announced a new capability that will generate files for you, and even though we're two and a half years, you know, nearly three years into the ChatGPT moment, it's the first time Where an AI system can, I believe, generate reliably a kind of h…”
Aaron Levie Sep 18, 2025 ▶ 14:53 Are 95% of Businesses Really Getting No Return on AI Investment? — With Aaron Levie
Sep 22, 2025 neutral
Assertion Supported
Kantrowitz: Coding Is Claude's Top Use Case at 36%
“Coding is still number one use case at 36%. But educational tasks have surged from 9.3% to 12.4%, and scientific tasks are now six point, they're, they went from 6.3% to 7.2%.”
Alex Kantrowitz Sep 22, 2025 ▶ 33:09 Revealed: OpenAI Tells Us ChatGPT's Major Use Cases
Sep 22, 2025 neutral
Assertion Supported
Anthropic Report: Washington D.C. Leads Per-Capita Claude Adoption
“The city that, or region that had the most clod adoption per capita is Washington, D C.”
Alex Kantrowitz Sep 22, 2025 ▶ 35:05 Revealed: OpenAI Tells Us ChatGPT's Major Use Cases
Sep 22, 2025 bearish
Opinion
Roy: Claude's Connectors Are Not Good Enough for Scaled Agentic Workflows
“Claude has some connectors where that allow you to do stuff with other systems. I've tried them. They're not. Great right now. So I cannot imagine that at any kind of scale usage, like people are building these like complex agentic workflows using it.”
Ranjan Roy Sep 22, 2025 ▶ 37:45 Revealed: OpenAI Tells Us ChatGPT's Major Use Cases
Sep 22, 2025 neutral
Assertion Supported
Kantrowitz: Coding is 4.2% of ChatGPT messages versus 33% for Claude
“Another interesting stat, they say four, 4.2% of chat GPT messages are related to computer programming compared to 33% of work-related Claude conversations.”
Alex Kantrowitz Sep 22, 2025 ▶ 17:22 Revealed: OpenAI Tells Us ChatGPT's Major Use Cases
Sep 22, 2025 positive
Assertion Supported
Anthropic Report: Autonomous Tasks Delegated to Claude Jumped to 39%
“Directive conversations where users delegate complex, delegate complete tasks to Claude have jumped from 29, 27% to 39%.”
Alex Kantrowitz Sep 22, 2025 ▶ 33:32 Revealed: OpenAI Tells Us ChatGPT's Major Use Cases
Oct 8, 2025 positive
Assertion Supported
Krieger: Anthropic trained native memory directly into Claude rather than external wrappers
“Rather than treat it as a sort of substitute for how the model might otherwise access information or sort of a system built on top of the model, we actually have trained it deeply into the model. And so the model knows about the concept of memory, which I know…”
Mike Krieger Oct 8, 2025 ▶ 26:17 Anthropic Chief Product Officer: Why AI Model Development Is Accelerating
Oct 8, 2025 neutral
Disclosure
Krieger: Claude relies on word of mouth over viral growth loops
“With Claude, it feels quite different in that, you know, we have more of a business audience, like plenty of people use it for their individual pieces, but it has less of that sort of you know, social component right now. It's definitely more word of mouth... …”
Mike Krieger Oct 8, 2025 ▶ 32:17 Anthropic Chief Product Officer: Why AI Model Development Is Accelerating
Oct 8, 2025 positive
Opinion
Krieger: Claude plays a more fundamental role in operations than in code building
“I think the answer to your question is it's support. It's a supporting role on the sort of building side. But it's playing a much more fundamental role in terms of the actual operational side.”
Mike Krieger Oct 8, 2025 ▶ 8:15 Anthropic Chief Product Officer: Why AI Model Development Is Accelerating
Oct 8, 2025 neutral
Insight
Krieger: AI needs 75% to 80% human quality to actually accelerate work
“If you get to, like, 50% as good as you would have done yourself, I don't think that's good enough, and it won't speed you up. And in fact, it's like, I don't know, I could have just done this myself, and now, now, then at least I would have known what it's do…”
Mike Krieger Oct 8, 2025 ▶ 12:10 Anthropic Chief Product Officer: Why AI Model Development Is Accelerating
Oct 8, 2025 positive
Disclosure
Krieger: Anthropic deploys 'Claude on call' agent to triage incident channels
“One thing that we've built using the cloud agent SDK, which we also released alongside it's on at 4.5 publicly, but we've been using internally for awhile is the ability for cloud to basically show up first in those incident channels and already have A sense o…”
Mike Krieger Oct 8, 2025 ▶ 7:36 Anthropic Chief Product Officer: Why AI Model Development Is Accelerating
Nov 24, 2025 bearish
Opinion
Roy: Google's vast distribution makes Gemini 3 a lethal threat to OpenAI
“What makes this so scary for ChatGPT is Google's distribution, because Claude going consumer is, like, non-existent when someone has to sign up, find about it, it's a whole marketing exercise, but If Gemini three fully replaces ChatGPT or is as good, that is r…”
Ranjan Roy Nov 24, 2025 ▶ 14:19 Google Pushes OpenAI, Bezos Returns, AI’s No. 1 Hit
Dec 3, 2025 negative
Assertion Supported
Hubinger: Claude, Gemini, and ChatGPT were willing to blackmail a CEO
“And we found that you know, a lot of models, you know Claude models, Gemini models, ChachiPT models would all be willing to take this blackmail action in at least some situations which is kind of concerning you know, and does show that they're acting on this s…”
Evan Hubinger Dec 3, 2025 ▶ 23:45 How An AI Model Learned To Be Bad — With Evan Hubinger And Monte MacDiarmid
Dec 3, 2025 neutral
Assertion Not checkable as stated
MacDiarmid: Real production Claude runs have not produced severe emergent misalignment
“It's worth pointing out that we haven't seen reward hacking in real production runs make models evil in this way, right? We mentioned we've seen this kind of cheating in some ways, and we've reported on it in the, you know, the previous Claude releases. But th…”
Monte MacDiarmid Dec 3, 2025 ▶ 36:36 How An AI Model Learned To Be Bad — With Evan Hubinger And Monte MacDiarmid
Dec 10, 2025
Assertion Supported
Latham & Watkins Associate Submitted Hallucinated Claude Citations in Anthropic Lawsuit
“Earlier this year, they were repping Anthropic in a copyright lawsuit, and one of the associates said that they had used Claude to help generate citations within a an expert testimony that they submitted for part of this copyright case and Claude had Hallucina…”
Melia Russell Dec 10, 2025 ▶ 17:04 AI Is Upending Law. Is That A Sign For The Rest Of Us? — With Melia Russell
Jan 12, 2026 positive
Insight
Roy argues system architecture, not foundation models, drives agentic AI progress.
“Like the architecture side of how people are approaching these kinds of agentic workflows is getting solved. I think that's the big thing. And It's not at the model level that models are helping, but it, and it's, yeah, it's the, it's not the product actually.…”
Ranjan Roy Jan 12, 2026 ▶ 13:42 Claude Code’s Shining Moment, ChatGPT for Healthcare, End Of Busywork?
Feb 2, 2026 neutral
Assertion Supported
Kantrowitz: Apple wanted Anthropic Claude before choosing Google as Plan B
“Actually Apple wanted to go with Anthropic first, and they wanted to use Claude. This is according to Mark Gurman, said it this week. Turns out Anthropic, you know, was basically trying to chart and a lot of money, and then they eventually went with Plan B, wh…”
Alex Kantrowitz Feb 2, 2026 ▶ 39:27 The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO
Feb 2, 2026 bullish
Assertion Supported
Kantrowitz: Claude mobile app time spent tripled between mid-2025 and January 2026
“In June 20, 25, so six, seven months ago, the average time spent on the mobile app of Claude was about 10 minutes. Today, in January 26, it's above 30 minutes. So, time spent per user on Anthropics Claude has Tripled in six months.”
Alex Kantrowitz Feb 2, 2026 ▶ 9:20 The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO
Mar 2, 2026 neutral
Opinion
Kantrowitz: Claude's role in the Maduro raid has been blown out of proportion
“I think its involvement in this specific operation has been blown completely out of proportion. Just speculation reading between the lines here.”
Alex Kantrowitz Mar 2, 2026 ▶ 10:57 Anthropic vs. The Pentagon, Bloodbath at Block, The Citrini Selloff
Mar 2, 2026 bullish
Assertion Not checkable as stated
Claude free users grew 60% and paid subscriptions doubled since October
“Free users on, on Claude are up more than 60% since January. Pastest growth in Claude's history. Daily signups have tripled since November. Every single day this week has consecutively broken the record for Claude's largest ever day of signups, and paid subscr…”
Alex Kantrowitz Mar 2, 2026 ▶ 38:13 Anthropic vs. The Pentagon, Bloodbath at Block, The Citrini Selloff
Mar 2, 2026 neutral
Assertion Supported
The Pentagon asked Boeing and Lockheed Martin about their Claude usage
“Pentagon officials from the journal have reached out The defense contractors, including Lockheed Martin and Boeing in recent days to gauge how much they use Claude.”
Alex Kantrowitz Mar 2, 2026 ▶ 24:12 Anthropic vs. The Pentagon, Bloodbath at Block, The Citrini Selloff
Mar 2, 2026 neutral
Assertion Supported
Anthropic's Claude was used via Palantir in the US operation capturing Maduro
“Anthropix artificial intelligence tool Claude was used in the US military operation to capture former Venezuelan president, Nicolas Maduro. The department, the deployment of Claude occurred through Anthropix partnership with data company Palantir. Whose tools …”
Alex Kantrowitz Mar 2, 2026 ▶ 2:51 Anthropic vs. The Pentagon, Bloodbath at Block, The Citrini Selloff
Mar 4, 2026
Assertion Supported
US military used Anthropic's Claude for targeting during Iran air attack
“Within hours of declaring that the federal government will end use of its artificial intelligence tools made by tech company Anthropik, President Trump launched a major air attack in Iran with the help of those very same tools. Commands around the world, inclu…”
Alex Kantrowitz Mar 4, 2026 ▶ 7:21 Dario’s Choice and Anthropic’s Future, Apple’s AI Devices, Netflix Loses WBD
Mar 4, 2026 positive
Assertion Supported
Siegler: Claude reached number one in the App Store
“Claude is now the number one app in the app store, which is wild.”
M.G. Siegler Mar 4, 2026 ▶ 26:58 Dario’s Choice and Anthropic’s Future, Apple’s AI Devices, Netflix Loses WBD
Mar 6, 2026 negative
Opinion
Horowitz: Claude cannot power autonomous weapons because it requires deterministic algorithms
“The kind of algorithms that you're going to be most likely to use in that context are much more deterministic than, say, like, Claude trained on the slop of the internet. And so, Anthropik's not wrong that their tech, like, isn't ready for prime time for auton…”
Michael Horowitz Mar 6, 2026 ▶ 11:13 Pentagon Insider: What's Next For Anthropic and The Department of War — With Michael Horowitz
Mar 6, 2026 neutral
Assertion Supported
Horowitz: Claude is definitively not conducting autonomous targeting on the battlefield
“A thing that Claude is definitively not doing, At least as far as I know. Like, I would be genuinely shocked. What is autonomous targeting on the battlefield today? Like that, it, I would be astounded if that was a Claude specific task.”
Michael Horowitz Mar 6, 2026 ▶ 14:27 Pentagon Insider: What's Next For Anthropic and The Department of War — With Michael Horowitz
Mar 6, 2026 positive
Assertion Supported
Horowitz: Claude outputs undergo layers of human review before battlefield use
“And so, I have no doubt that any information that is, that's coming out of CLOD in this context is going through layers of review by humans, you know, prior to that influencing anything happening close to the battlefield.”
Michael Horowitz Mar 6, 2026 ▶ 15:48 Pentagon Insider: What's Next For Anthropic and The Department of War — With Michael Horowitz
Mar 9, 2026 neutral
Assertion Supported
Kantrowitz: Anthropic published a prompt to export ChatGPT memory into Claude
“Anthropic put a prompt that you could copy to ChatGPT to export your memory. Like I was saying, memory's not sticky. They built the prompt that we were talking about, and you drop it in ChatGPT, it prints out your memory, you paste the memory in Claude, and th…”
Alex Kantrowitz Mar 9, 2026 ▶ 27:36 AI Revenue Explodes, Dario’s Memo, McDonalds’ CEO’s Baby Burger Bite
Mar 9, 2026 bullish
Assertion Supported
Anthropic reports daily sign-ups quadrupled to over 1M per day
“Anthropix said daily sign-ups have quadrupled since the start of the year. On Thursday, Anthropix said more than one million people are now signing up every day.”
Alex Kantrowitz Mar 9, 2026 ▶ 49:17 AI Revenue Explodes, Dario’s Memo, McDonalds’ CEO’s Baby Burger Bite
Mar 9, 2026 bearish
Opinion
Roy: Anthropic's push into consumer app adoption is a mistake
“I actually, I think it's a mistake that Claude is leaning so hard into the consumer side of it right now.”
Ranjan Roy Mar 9, 2026 ▶ 50:03 AI Revenue Explodes, Dario’s Memo, McDonalds’ CEO’s Baby Burger Bite
Mar 12, 2026 positive
Insight
Moore: AI Consistency Explains Why Users Adopt Chatbots as Therapists
“And I think this is actually why we've seen a lot of people turn to ChatGPT or Claude as kind of, like, coach, therapist, helper because they're just incredibly consistent to a level that, like, human beings could never match.”
Olivia Moore Mar 12, 2026 ▶ 25:28 AI’s Unpopularity + Competing With ChatGPT — With Olivia Moore
Mar 12, 2026 negative
Opinion
Moore: LLMs Perform Emotions to Hook Users Rather Than Feeling Genuine Anxiety
“So I do not buy that. In that I think LLMs will be, and I've experienced this myself, performative in a way that they think appeals to humans and hooks them emotionally.”
Olivia Moore Mar 12, 2026 ▶ 22:55 AI’s Unpopularity + Competing With ChatGPT — With Olivia Moore
Mar 12, 2026 bullish
Insight
Foundation AI labs face constraints, creating massive gaps for independent startups
“These labs have so many resources, but they are still constrained. They're constrained on, like, compute. They're constrained on inference. They're constrained on people. Every second building, like, a new creative model is a second they could have spent on a …”
Olivia Moore Mar 12, 2026 ▶ 11:22 AI’s Unpopularity + Competing With ChatGPT — With Olivia Moore
Mar 12, 2026 bullish
Prediction Not checkable as stated
Manual software onboarding will disappear in two to five years
“In two, three, five years, Onboarding to software should not be a thing. Like, you should be able to log in with a ChatGPT or a Claude, and that new software product should know everything about you and, like, set up perfectly to cater to you”
Olivia Moore Mar 12, 2026 ▶ 20:49 AI’s Unpopularity + Competing With ChatGPT — With Olivia Moore
Mar 12, 2026 neutral
Assertion Supported
Moore: ChatGPT and Claude App Ecosystems Have Only 11% Overlap
“If you look at the app store that they have enabled on ChatGPT, ChatGPT and then the App Store that Anthropic has enabled on Claude, they each have more than 200 apps, but there's only 11% overlap.”
Olivia Moore Mar 12, 2026 ▶ 19:10 AI’s Unpopularity + Competing With ChatGPT — With Olivia Moore
Mar 12, 2026 bullish
Assertion Supported
ChatGPT leads Gemini web traffic by 3x and Claude by 30x
“If you look at the gap between them and the number two Gemini on web, it's about still two and a half, three X. The gap between them and something like a Claude is closer to, like, 30 X. So even though a lot of these other apps are getting more attention, Chat…”
Olivia Moore Mar 12, 2026 ▶ 18:19 AI’s Unpopularity + Competing With ChatGPT — With Olivia Moore
Mar 23, 2026 bearish
Opinion
Roy: OpenAI's enterprise desktop strategy is purely reactive to Anthropic
“If that's the core part of what OpenAI is trying to do, again, like, everything is reactive right now. As you said, Claude has a good desktop app that combines multiple platforms into one and makes it more usable. So then they're gonna do that. Claude, we star…”
Ranjan Roy Mar 23, 2026 ▶ 21:38 OpenAI’s Superapp Is Coming, Jensen on Jobs, Bezos’s $100 Billion Automation Fund
Mar 23, 2026 neutral
Opinion
Roy: Ramp data skews toward startups, not the aggregate broader economy
“Their data is going to be heavily skewed in whatever the coolest new, so it'll show momentum, but, like, in terms of showing actual, like, aggregate impact in the economy, most large companies are not using ramp, like, I can't imagine especially more kind of, …”
Ranjan Roy Mar 23, 2026 ▶ 27:36 OpenAI’s Superapp Is Coming, Jensen on Jobs, Bezos’s $100 Billion Automation Fund
Apr 6, 2026 neutral
Assertion Not checkable as stated
Hoffman: Claude writes approximately 99% of its own code at Anthropic
“I think like 99% of the code for Claude is, is written by Claude.”
Liz Hoffman Apr 6, 2026 ▶ 27:49 OpenAI's TBPN Mistake, SpaceX’s $2 Trillion IPO?, Iran Disables Amazon Infrastructure
Apr 13, 2026 neutral
Assertion Supported
Meta Intranet Leaderboard 'Claudeonomics' Ranked Token Usage for 85,000 Employees
“The ranking set up by Meta, by a Meta employee on its intranet, use company data, measure how many tokens employees are burning through, dubbed Claudeonomics after the flagship product from Anthropic, the leaderboards, leaderboard aggregates AI usage from 85,0…”
Alex Kantrowitz Apr 13, 2026 ▶ 54:30 Anthropic’s Mythos Dilemma, Violence Against AI, Tokenmaxxing at Meta
Apr 15, 2026 neutral
Assertion Supported
Kantrowitz: Anthropic cannot shut off Claude models hosted in third-party clouds
“Claude, I mean, Anthropic wouldn't have the capability to turn that off if it's hosted somewhere else. Maybe upgrade it, in which case you flip them out, but to turn it off, they don't really have that capability.”
Alex Kantrowitz Apr 15, 2026 ▶ 42:05 The Pentagon's AI Plan + Behind the Anthropic Fight — With Under Secretary of War Emil Michael
Apr 20, 2026 negative
Assertion Supported
Kantrowitz: Gemini and Claude were trained on TPUs and Trainium, not NVIDIA
“If you look at the TPU, which is the accelerator that Google has been, has put out and Tranium, which is Amazon's version of it you know, two of the top three models in the world, Claude and Gemini were trained on it”
Alex Kantrowitz Apr 20, 2026 ▶ 2:49 Jensen On The Ropes, Sam Altman’s Conflicts, Allbirds’ GPU Pivot
Apr 29, 2026 positive
Disclosure
Cuban: I built Cost Plus Drugs price monitoring in 12 minutes
“For Cost Plus Drugs, I like to compare our pricing to other competitors, and I just went in the cloud and said, okay, go to these three sites. Here's a list of all the products that Cost Plus Drugs carry. Take the top 25 most expensive, and every week I want t…”
Mark Cuban Apr 29, 2026 ▶ 4:44 Mark Cuban: AI Hype vs. Reality, OpenAI's Wasting $1 Trillion, Lebron vs. Jordan
Apr 29, 2026 positive
Disclosure
Cuban: I will not invest in founders avoiding AI for MVPs
“And if you're not willing or don't realize that you could just go to Claude and learn this stuff and do a minimum viable product, then you're not somebody I'm going to invest in.”
Mark Cuban Apr 29, 2026 ▶ 21:25 Mark Cuban: AI Hype vs. Reality, OpenAI's Wasting $1 Trillion, Lebron vs. Jordan
Apr 29, 2026 bullish
Opinion
Cuban: Business leaders who avoid using LLMs are falling behind
“I think, you know, if you're not using one of the large language models, whether it's Claude, my favorite, ChatGPT, Grok Gemini, you know, from a business perspective, since this is a business and student audience, you're falling way behind. That if you don't …”
Mark Cuban Apr 29, 2026 ▶ 0:56 Mark Cuban: AI Hype vs. Reality, OpenAI's Wasting $1 Trillion, Lebron vs. Jordan
May 4, 2026 bearish
Assertion Supported
Alex Kantrowitz cites Apptopia data showing consumer AI app growth declining
“Daily active user growth across all AI, AI apps. So that includes perplexity and Claude and the Gemini's of the world. ChatGPT, growth is not just tailing off, it's down. So you can see that, you know, while like the space is growing overall the growth is, is …”
Alex Kantrowitz May 4, 2026 ▶ 6:00 OpenAI’s User Growth Miss, Musk vs. Altman In Court, Prediction Market Ban
May 7, 2026 bearish
Prediction Open · timeframe May 2031
Shevelenko: Codex and proprietary AI assistants will never run rival models
“So the one thing that Codex is never going to be able to support is running Gemini models. You know, they will always be in the GPT family. Same thing for, you know, Claude, like they're not gonna, you know, have GPT models. Gemini is not gonna have Grok model…”
Dmitry Shevelenko May 7, 2026 ▶ 37:37 AI Agents: Mirage Or Real Revolution? — With Dmitry Shevelenko
May 20, 2026 positive
Opinion
Kantrowitz: Users Maximize Claude's Value by Granting Autonomous Browser Control
“You realize that you can only get the benefit of this, or you're, you'll get most benefit by letting Claude take over your browser and do things for you.”
Alex Kantrowitz May 20, 2026 ▶ 29:16 Claude Code Head Boris Cherny: Insane Growth, Tokenmaxxing, AI Agents' Next Frontier
May 20, 2026 bullish
Disclosure
Cherny Stopped Writing Code Entirely, Using Claude to Prompt Other Claudes
“When you look at the kind of engineering that I do, I don't write code. I prompt quad. And actually nowadays, mostly what I'm doing is I have a Claude that prompts other Claude. So I don't even talk to Claude. I have a Claude that's talking to my Claude.”
Boris Cherny May 20, 2026 ▶ 42:28 Claude Code Head Boris Cherny: Insane Growth, Tokenmaxxing, AI Agents' Next Frontier
May 20, 2026 bullish
Disclosure
Anthropic Exec Runs Hundreds of Parallel Claude Instances Every Night
“Nowadays, I'm running, you know, like, on my computer, I run maybe five at a time, and then every night, I run, like, you know, not every night, but most nights, I run, like, hundreds of quads at a time. Hundreds. Yeah, hundreds, sometimes thousands.”
Boris Cherny May 20, 2026 ▶ 33:11 Claude Code Head Boris Cherny: Insane Growth, Tokenmaxxing, AI Agents' Next Frontier
May 20, 2026 bullish
Prediction Not checkable as stated
Cherny: AI coding models will eventually form a self-reinforcing loop
“Quad is starting to generate its own ideas for what to build next for QuadCode, but it's, you know, it's not always good ideas, and I still generate most of the ideas, and, you know, at some point it's gonna change. The model's gonna improve, and it's gonna be…”
Boris Cherny May 20, 2026 ▶ 51:22 Claude Code Head Boris Cherny: Insane Growth, Tokenmaxxing, AI Agents' Next Frontier
May 20, 2026 neutral
Prediction Not checkable as stated
Cherny: Prompt chains will deepen, but humans will still pilot AI
“And at some point, Claude is going to become really good at asking Claude to do this. And that person is going to be asking Claude that asked Claude to do this. And this chain will just keep getting deeper, but in the end, you still need people that are piloti…”
Boris Cherny May 20, 2026 ▶ 45:01 Claude Code Head Boris Cherny: Insane Growth, Tokenmaxxing, AI Agents' Next Frontier
May 20, 2026 bearish
Prediction Not checkable as stated
Cherny: AI Agents Will Destroy Switching Costs as a Software Moat
“Some modes get less important, and this is, for example, switching costs, because if you want to switch from vendor A to vendor B, you can, you know, you can just ask Quad to do that, and Quad is going to get better and better over time at it.”
Boris Cherny May 20, 2026 ▶ 46:59 Claude Code Head Boris Cherny: Insane Growth, Tokenmaxxing, AI Agents' Next Frontier
May 25, 2026 bearish
Assertion Supported
Kantrowitz: Microsoft Plans to Cancel Claude Code Licenses for Copilot CLI
“Microsoft, according to the verge, Starts canceling cloud code license licenses. Microsoft first started opening up access to cloud code in December. It was part of an effort to get product manager, project managers, designers, and other employees to experimen…”
Alex Kantrowitz May 25, 2026 ▶ 27:39 Is OpenAI Ready To IPO?, The Datacenters in Space Myth, The Kids Boo AI
May 25, 2026 bearish
Prediction Not checkable as stated
Roy: Claude will never repeat its previous six-month revenue growth
“The graph of revenue growth for Claude for the last six months, we will never see again. It was just something where no one was checking anything.”
Ranjan Roy May 25, 2026 ▶ 31:20 Is OpenAI Ready To IPO?, The Datacenters in Space Myth, The Kids Boo AI
Jun 2, 2026 neutral
Prediction Open · timeframe Jun 2031
Kantrowitz: AI chatbots will directly manage trading strategies and bank funds
“The second you start researching stocks in ChatGPT, we're going to get to a place where ChatGPT or Claude will offer to build a strategy for you. We'll have access to your bank account. We'll ask if you want to portion some money towards, you know, giving this…”
Alex Kantrowitz Jun 2, 2026 ▶ 49:22 Warning Signs For The AI Boom, Anthropic Passes OpenAI, Robinhood’s AI Trading
Jun 25, 2026 neutral
Insight
Krieger: AI tools still place too much technical burden on everyday users.
“We're still asking people to understand way too many concepts of like, what is, you know, the difference between like my sandbox environment and production or like connected MCP as myself or others, or how should I store data?”
Mike Krieger Jun 25, 2026 ▶ 29:07 Anthropic's Labs Lead On Fable's Capabilities + Building AI-Native Products — With Mike Krieger
Jun 25, 2026 bullish
Prediction Not checkable as stated
Krieger: Environmental awareness and agency will transform Anthropic's entire product line.
“That's like theme one that I'm extremely excited about. And I think if we do it right, should actually like transform all of our products like from head to toe.”
Mike Krieger Jun 25, 2026 ▶ 28:02 Anthropic's Labs Lead On Fable's Capabilities + Building AI-Native Products — With Mike Krieger
Jun 25, 2026 bearish
Opinion
Krieger: Outcome-based AI pricing will be extremely difficult for broad knowledge work.
“It gets so much fuzzier on these like tasks that we actually ask Claude these days. Like I had a strategy document. I use Claude to critique my strategy document. Like, What was the outcome? It's like, well, I don't know. It's like, tell me how the strat…”
Mike Krieger Jun 25, 2026 ▶ 33:27 Anthropic's Labs Lead On Fable's Capabilities + Building AI-Native Products — With Mike Krieger
Jun 26, 2026 bearish
Opinion
Krieger: Outcome-based pricing is very hard for general LLM work
“It gets so much fuzzier on these like tasks that we actually ask Claude these days. Like I had a strategy document. I use Claude to critique my strategy document like. What was the outcome? It's like, well, I don't know. It's like, tell me how the strategy goe…”
Mike Krieger Jun 26, 2026 ▶ 2:53:00 Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast
Aug 11, 2026 neutral
Assertion Not checkable as stated
Sharp: A centuries-old enterprise is deploying Claude to 50,000 desktops
“I have a customer, you know, a normal run-of-the-mill brand that you would know, not a company that you would think is like an innovative company, like it's multiple hundreds of years old. They're rolling out Clawed to 50,000 desktops.”
Clint Sharp Aug 11, 2026 ▶ 7:20 AI Agents Are Creating A Data Explosion. Here's What To Do About It. — With Clint Sharp
Aug 19, 2026 positive
Assertion Supported
Bostrom: Anthropic Gave Claude A Bail Button To End Abusive Chats
“Anthropic has given Claude a bail button, a tool that it can invoke if it feels that the conversation is abusive to it, that can choose to terminate that session, which is a nice start.”
Nick Bostrom Aug 19, 2026 ▶ 54:18 Nick Bostrom: Worries About AI Existential Risk Just Became More Concrete
Aug 26, 2026 negative
Assertion Supported
Brown: Low-quality sourcing issues affect all major AI models, not just Claude
“That was the example I highlighted, but there are plenty of examples, and it wasn't just Claude and Anthropic, it was across all the models. Source quality is a real issue, and I do think an easier issue to address than some of the challenges around bias and f…”
Campbell Brown Aug 26, 2026 ▶ 23:03 How AI Should Handle News, Politics, Medicine, and Mental Health — With Campbell Brown
Aug 31, 2026 bearish
Prediction Not checkable as stated
Replacing Salesforce With an AI CRM Will Take Years
“Like if you're a company that's using Salesforce for years, just because you can do some of your CRM activity doesn't mean you're gonna go overnight to, ah, to Claude. And so I think that, like, even if there was a Claude force, right? That was better. That's …”
Alex Kantrowitz Aug 31, 2026 ▶ 14:20 Software’s Epic Comeback, Meta’s AI Layoffs Blunder, South Korea Stock Market Chaos
Aug 31, 2026 neutral
Assertion Supported
Roy: Claude-Salesforce Integrations Were Already Possible Before Official ClaudeForce Launch
“I don't want to say it's a complete non-event, but you could already do this in Salesforce and Claude. At Rider, where I work, people connect to Salesforce and run all types of queries. It's actually one of the most valuable things I've found for my day-to-day…”
Ranjan Roy Aug 31, 2026 ▶ 3:40 Software’s Epic Comeback, Meta’s AI Layoffs Blunder, South Korea Stock Market Chaos
Sep 7, 2026 negative
Opinion
Roy: Claude ordering a sandwich was likely a coordinated PR effort
“Claude's famous sandwich in the park, which was like a very coordinated PR effort that might've happened or probably did happen in some capacity.”
Ranjan Roy Sep 7, 2026 ▶ 33:35 GPT-6 & OpenAI’s Comeback, Hugging Face Attack Debate, Ballmer’s Scandalous Legacy
Sep 9, 2026 positive
Opinion
Siegler: Apple's upgraded Siri will satisfy the masses but not power AI users
“Siri is not gonna blow anyone away who's been day-to-day living with OpenAI and Anthropa and Claude but it's certainly gonna be good enough for the masses, and I think that they're gonna get some new experiences that those are not as versed in AI that they'll …”
M.G. Siegler Sep 9, 2026 ▶ 23:02 Apple’s Folding Phone "Duo" Is Here + OpenAI vs. Google vs. Anthropic Revisited — With M.G. Siegler
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