Claude

includes Claude Code, Claude 3.6 Opus, Claude Cowork, Claude Opus, Claude Sonnet, Claude 3, Claude Code CLI

6 statements across 5 episodes · 3 bullish · 2 bearish · 5 people on the record · first statement Oct 18, 2025 by Jay Vijayan · said 109 times in 27 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by Siddhartha Ahluwalia (51), Rohit Agarwal (20), Mahesh Ram (9), Karthik Chakkarapani (4), Jonathan Siddharth (3), Vijay Krishnan (2), Varun Mayya (2), Somesh Dash (2)

tap a year for its mentions
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2026 94 mentions in 19 episodes 5 per episode
2025 11 mentions in 5 episodes 2 per episode
2024 4 mentions in 3 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Claude, oldest first

Oct 18, 2025
Assertion Supported
Vijayan: Proprietary enterprise ERP data is inaccessible to public LLM crawlers
“Data information behind, I wouldn't say a firewall, but behind an ERP. Is not available for OpenAI or Cloud or anyone to go crawl and get information. It's not. And it's also quite contextual.”
Jay Vijayan Oct 18, 2025 ▶ 28:48 What is Tesla’s Former CIO Building Next? 4 Years Stealth → $4B Company | Jay Vijayan, Tekion
Feb 21, 2026 bearish
Opinion
Kohli: LLMs replacing enterprise CRMs is hype due to edge-case costs
“Imagine if you're a user and you're like, Hey, Claude, go build me a CRM. Claude's like, sure, I'll build you a CRM, but by the way, it'll cost you a million dollars because I have to take care of all the thousands of edge cases. You're like, no, no, no, no, n…”
Samay Kohli Feb 21, 2026 ▶ 48:38 How Digital TEAMMATES Transform Billion Dollar Industries? | Samay Kohli of GreyOrange & Budy.ai
Mar 19, 2026 negative
Insight
Agarwal: AI coding tools are pushing enterprises to build rather than buy
“Everybody is now saying, let's build first instead of buying first.”
Rohit Agarwal Mar 19, 2026 ▶ 1:02:14 Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
Mar 19, 2026 positive
Opinion
Agarwal: Codex is better at writing code, but Claude leads in planning
“Everybody's still saying that Codex is a better model for code generation today, but people still use Claude to think, brainstorm, plan, and then once the plan is ready, it's like, okay, now Codex implemented. Codex is much better at writing code.”
Rohit Agarwal Mar 19, 2026 ▶ 40:42 Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
Jun 9, 2026 bullish
Prediction Open · timeframe Jun 2031
Ambati: AI foundation models will capture more than 10% of software
“We are starting to see more evidence that models are going to own that more than the 10%, ah, you know, whether it's the new plugins that, ah, you know, Claude has released that shook up the whole SecOps market.”
Vamshi Ambati Jun 9, 2026 ▶ 10:15 94% CAGR: What the Inference Boom means for your AI costs | Vamshi Ambati
Jul 31, 2026 bullish
Insight
Krishnan: End-to-End Outcome Startups Benefit from Smarter Frontier Models
“Now, when you're doing this kind of end-to-end thing, you are less likely to get disrupted. In fact, if you know, if anything, if the if the cloud models or codex or even Gemini models or any of these other models get a lot better at coding, these people only …”
Vijay Krishnan Jul 31, 2026 ▶ 22:55 The Man Training GPT, Gemini & Claude Reveals What's Coming Next | Vijay Krishnan, Turing
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