Claude Code

“Right now, Cloud Code is, is used by developers and loved by developers, and I think they're competing head-to-head with Cursor, Windsurf, and those kind of products.”

“Cloud code is the max package is 200 dollars a month, and you see developers getting thousands of dollars of API value out of that.”

“The company also says its run rate revenue, which was one billion at the beginning of 2025, was more than five billion dollars. By August. And Cloud Code has already generated over five hundred million in run rate, with the usage growing more than 10 X in just…”

“You can imagine cloud code itself is like a very sort of we use cloud code to develop cloud code very much in a loop.”

“Our best engineers are managing three or four cloud code instances running at once.”

“And that's why I honestly think this year, this is going to break through in a big way. The way coding assistance were the story of 20, 25.”

“You know, they don't make image models, multimodal models, world models. They just do, you know, coding and language models, and they're very, very good at that.”

“Cloud code doubled in usage from December to January, I believe in the past month, doubled in usage. It's already doing four percent of commits on GitHub. Anthropic went from zero dollars in revenue in January, 23 to a hundred million dollar run rate in Januar…”

“You're not in an IDE. You're not coding alongside it. You're just setting off a task, and it's going to go and do a bunch of work for you. And now, obviously, it's very clear that that's the dominant paradigm that we're going to be in. Codex has proven it. You…”

“It seems like it's a fast growing business codex for them, but it's still not nearly, you know, as big as cloud code is.”

“The thing that made quad code different from chatbots at the time was quad code can use tools. And this is it. Like, this is just the difference. It's, with a chatbot, you're going back and forth and you're talking, but an agent, and Cloud Code is an agent, it…”

“Even something as simple as like editing a file on your computer. You know, like a year and a half ago, there was no AI product that could actually do that. But this is the first thing that quad code was able to do. It could edit a file on your desktop.”

“There's one person that built and sold a startup as a result of one of these hackathons that we put on.”

“QuadCode is a hundred percent written by QuadCode. Cowork is a hundred percent written by QuadCode.”

“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…”

“What happened with Claude is now many companies, including Anthropic, and all of our biggest customers are reporting gains on the order of hundreds of percentage points. And I think the last number that we reported is the amount of code written per engineer at…”

“I think for people that have kind of grown up with these products and they've seen previous versions, they might not be as ambitious as they could, but for people that are new to the products, I often see them using quad code and cowork for things that I would…”

“Essentially we found both in the laboratory setting, and now we're finding in the wild, this is safer than what we had before. So as a user, it's a really nice benefit, because you don't have to sit there and say yes over and over, and actually the result is b…”

“Actually at Anthropic, I think like half the go to market team uses Claude code and the other half uses core.”

“One of the cool things about quad, and this is something that we started to see pretty early with quad code users, is actually very few people nowadays run one quad code at a time. Most people run many, many quad codes, you know, ranging from, you know, a few …”

“I did a talk at Y Combinator, you know, the startup incubator yesterday, and I asked people to raise their hands, you know, everyone, everyone's using QuadCode, and I asked them, You know, raise your hand if a hundred percent of your code is written using quad…”

“You know, they weren't even initially gonna release Claude Code. I mean, they initially, my understanding from folks inside Anthropic is we were just gonna be like, wait, this is like a huge competitive advantage. To be able to increase the rate of speed with …”

“If one company takes a lead and wants to protect that lead, we might see more of this, which is, I mean, we know Anthropik restricts the use of Claude Code and its competitors so we may end up seeing more of it.”

“Cursor comes out, and within about a year, it has the majority of the market. Then, by the way, Cloud Code comes out, and then now Cloud Code has majority of the market.”

“Spending a lot of time in lab saying just a text box and a big text It's not going to cut it anymore. Like when I mentioned that the models feel like they're way smarter than me when they talk to me, sometimes I'm like, can you draw me a picture? Because this …”

“Between March and June, Vaudit audited bills sent to 60 companies totaling thirty-four million, mostly for usage of Anthropik's cloud code, and found about 1.7 million in mistaken overcharges.”

“And the, these models, I was reading a research paper, 86% of the tokens spent by cloud code are spent fixing mistakes cloud code made.”

“Google is clearly behind on the coding agents. They don't really have something. That is in, in a league with the latest large language models, but also with the applications, with the codecs and the cloud codes.”

“Well, certainly there's been like ramp data, but around Codex starting to close the gap again with Claude Code.”