Claude Code, every mention

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every year anyone Patrick O'Shaughnessy 13Dylan Patel 6Krishna Rao 5Alex Sacerdote 3Neil Movva 2Gavin Baker 2Dan Sundheim 1

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

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Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper Aug 25, 2026 · 2 mentions

  • ▶ 6:10 Neil Movva If you tell me to consume 10 X as many tokens at codex or at quad code, I'm actually not sure if I can anymore.
  • ▶ 1:11:03 Neil Movva Even if you just look at GitHub alone, you know, what percentage of repos created in the last year do we think were created by cloud code?

Why the Markets Are Pricing AI Wrong | Gavin Baker · Invest Like The Best Aug 4, 2026 · 1 mention

Why the AI Boom Is Just Getting Started · Invest Like The Best Jun 9, 2026 · 3 mentions

  • ▶ 5:24 Alex Sacerdote We realize in twenty-twenty-five, the first Claude Code 2 times in the scene
  • ▶ 16:00 Alex Sacerdote We did a ninety-page PowerPoint deck where we used Cloud Code to scour the internet for all the feedback we could about the coding market and the, and what their products were good at, where they might need to improve.

Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best May 20, 2026 · 1 mention

  • ▶ 37:34 Gavin Baker To understand what Frontier AI is capable of today, even for, like, a non-coding use case, you need to have cloud code, or codex,

Inside Anthropic's $100 Billion Al Compute Commitment | CFO Krishna Rao · Invest Like The Best May 13, 2026 · 10 mentions

  • ▶ 16:27 Krishna Rao Our code is actually written by cloud code, right? 2 times in the scene
  • ▶ 17:45 Patrick O'Shaughnessy How do you think about this weird world where you mentioned the talent and the leverage, and they're not writing code themselves, and Cloud Code's writing its own code.
  • ▶ 28:49 Krishna Rao You know, Claude Code being called within there, or Dispatch, or the Claude Agents SDK, Managed Agents.
  • ▶ 29:17 Krishna Rao Number one, if, 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 value in that, that might be something like cloud code, right? 2 times in the scene
  • ▶ 39:42 Patrick O'Shaughnessy Like what, what, what is the deployment of cloud code and cloud in general on the finance team at Anthropic? 4 times in the scene

The Supply and Demand of AI Tokens | Dylan Patel Interview · Invest Like The Best Apr 23, 2026 · 4 mentions

  • ▶ 1:36 Dylan Patel What's, what's really, you know, people, people who are, have never coded before are using Claude code and spending thousands of dollars sometimes a day. 4 times in the scene

World's Top Researcher on AI, LLMs, and Robot Intelligence · Invest Like The Best Mar 31, 2026 · 1 mention

  • ▶ 27:01 Patrick O'Shaughnessy We're now seeing what happens with Cloud Code and other things where you give it something complicated, and it's able to do a very long, you know, the measure of how long it can go without failing.

Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX · Invest Like The Best Feb 24, 2026 · 4 mentions

  • ▶ 11:12 Dan Sundheim You know, more or less, uh, irrelevant, uh, because you've just seen with Cloud Code and even OpenAI's API business, like, these are durable businesses, and yes, can you switch?
  • ▶ 27:08 Patrick O'Shaughnessy You know, we're talking like the week after software got absolutely decimated in the market and everyone thinks, you know, because of cloud code and the amazing experiences that they're having with cloud code, like software businesses are… 3 times in the scene

He Built The Revenue Engines for Google, Facebook & Square · Invest Like The Best Jan 29, 2026 · 4 mentions

  • ▶ 0:40 Patrick O'Shaughnessy The biggest story by far in technology seems to be Claude Code and the ease, or Claude Cowork as well, the ease with which both technical and non-technical people are able to build something that they can imagine. 4 times in the scene

Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview · Invest Like The Best Sep 30, 2025 · 2 mentions

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