Claude
includes Claude Code, Claude Mythos, Claude Opus, Claude 4.6 Opus, Claude Sonnet, Claude Haiku, Claude 3.1 Opus, Claude 3.6 Sonnet, Claude 4.1 Opus, Claude Agents SDK, Claude Cowork, Claude 4.7 Opus and 1 more
11 statements across 6 episodes · 7 bullish · 2 bearish · 6 people on the record · first statement Apr 23, 2026 by Dylan Patel · said 120 times in 17 episodes since 2025 · across every show →
Mentions by year, the whole family
brought up most by Patrick O'Shaughnessy (31), Dylan Patel (30), Krishna Rao (19), Gavin Baker (18), Alex Sacerdote (7), Neil Movva (6), Brian Chesky (2), Jeff Horing (1)
tap a year for its mentions
2026 114 mentions in 15 episodes 8 per episode
- Inside Anthropic's $100 Billion Al Compute Commitment | CFO Krishna Rao · Invest Like The Best
- The Supply and Demand of AI Tokens | Dylan Patel Interview · Invest Like The Best
- Why the Markets Are Pricing AI Wrong | Gavin Baker · Invest Like The Best
- Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
- Why the AI Boom Is Just Getting Started · Invest Like The Best
- Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
- He Built The Revenue Engines for Google, Facebook & Square · Invest Like The Best
- Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX · Invest Like The Best
- 7 more episodes that year, every mention in 2026 →
Everything said about Claude, oldest first
Apr 23, 2026 bullish
Apr 23, 2026 bullish
Patel: SemiAnalysis built SEM chip material mapping app using Claude tokens
“One person on the team, they've been able to spend with a couple thousand dollars of Claude tokens, they've been able to create this application that is GPU accelerated, runs on a server that we have at CoreWeave, and anytime we send it an image, it's able to …”
Apr 23, 2026 bearish
May 5, 2026 bearish
May 13, 2026 bullish
May 13, 2026 bullish
May 13, 2026 bullish
Anthropic built 70 finance skills to automate 90% of its monthly reviews
“We now have a library of skills for Claude that are specific to finance. I think last, last I checked, there were over 70 of them that everyone can kind of access through this kind of common repository. And on top of that, we built an MFR, a monthly financial …”
May 13, 2026 positive
Anthropic CFO: AI creates a Jevons paradox for labor, increasing hiring
“And there's a little bit of this I think of it again like Jevin's paradox, but for labor, which is that we have people who become incredibly more productive. We actually, we've hired a lot more people because of that, because there's no shortage of work to do,…”
May 20, 2026 neutral
May 28, 2026 positive
Loeb: Claude enables individual autonomy and continuous self-improvement
“Claude really is like a, and it really enables you
To be an individual self-improver. It makes you very autonomous and like your ability is sort of like, it'll give you back whatever you put into it. If you put a lot of time and energy and effort into it.”
Jun 3, 2026 neutral
Khosrowshahi: Uber prototypes with frontier AI models but scales on open source
“We're using the more expensive models to explore. Hey, let's try a new interaction here. And obviously You know, the, these frontier models, whether it's a open AI model or a cloud model, they really are terrific. And they're great to experiment against. Once …”