Claude

“Claude has created this new capability called computer use. I think that's the next area that AI agents are going to enter.”

“So you have software where there's already habits. Those will be safe software where the value is the people or the data. Those will be safe. Software where the value is in the enterprise relationship, the service that's on top of it, or the like fine tuning a…”

“I actually saved a 100,000 dollars a year of cash taxes by moving an investment from one hold code to another thanks to Claude”

“So yes, it is a moat, but if you decided Claude was much better for you and you, the point is, and you spent a month just including your day each day, you're probably there. You're not, not a hundred percent. It's enough.”

“Claude's kind of losing the race of the individual user thing.”

“If you want something that's either code or creative writing, Claude is better.”

“If you're an entrepreneur, like forget building a GPT wrapper, build an alpha fold wrapper. I think you could build multi-billion dollar, like what Cursor did. Cursor basically said, they didn't make the model. They were like, we'll take Claude, but we'll just…”