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Claude Code

part of Claude

5 statements across 2 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Apr 23, 2026 by Dylan Patel · said 32 times in 10 episodes since 2025 · across every show →

Mentions by year

brought up most by Patrick O'Shaughnessy (13), Dylan Patel (6), Krishna Rao (5), Alex Sacerdote (3), Neil Movva (2), Gavin Baker (2), Dan Sundheim (1)

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2026 30 mentions in 9 episodes 3 per episode
2025 2 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Claude Code, oldest first

Apr 23, 2026 bearish
Prediction Not checkable as stated
Patel: Companies will lay off staff as Claude Code multiplies productivity
“I think other folks will start to reckon with the fact that, huh, If this person can do the work of five to 10 to 15 people using quad code, then all of a sudden I should probably cut people.”
Dylan Patel Apr 23, 2026 ▶ 2:18 The Supply and Demand of AI Tokens | Dylan Patel Interview · Invest Like The Best
Apr 23, 2026 neutral
Prediction Not checkable as stated
Patel: SemiAnalysis AI spend could exceed total payroll by year-end
“And if this trajectory continues, then, you know, we'll spend more than a hundred percent by the end of the year”
Dylan Patel Apr 23, 2026 ▶ 2:01 The Supply and Demand of AI Tokens | Dylan Patel Interview · Invest Like The Best
Apr 23, 2026 neutral
Disclosure
Patel: SemiAnalysis spends $7M on Claude Code vs $25M payroll
“Across a firm, we're spending seven million dollars a year now on Claude code at the current rate versus our salary expense being in the neighborhood of twenty-five million dollars.”
Dylan Patel Apr 23, 2026 ▶ 1:44 The Supply and Demand of AI Tokens | Dylan Patel Interview · Invest Like The Best
May 13, 2026 positive
Disclosure
Rao: Anthropic builds first-party apps when it has foresight into future model capabilities
“That said, like, we will also build our own applications on that same platform where a couple things are true. Number one, if we feel like we have, you know, a vision into where the models are going, and we can kind of demonstrate that and create customer valu…”
Krishna Rao May 13, 2026 ▶ 29:10 Inside Anthropic's $100 Billion Al Compute Commitment | CFO Krishna Rao · Invest Like The Best
May 13, 2026 positive
Assertion Not checkable as stated
Rao: Over 90% of Anthropic's code is written by Claude Code
“Right now within the company, you know, 90 plus percent of Our code is actually written by cloud code, right? A lot of cloud codes code is written by cloud code.”
Krishna Rao May 13, 2026 ▶ 16:18 Inside Anthropic's $100 Billion Al Compute Commitment | CFO Krishna Rao · Invest Like The Best
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