Claude, every mention
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every year anyone Siddhartha Ahluwalia 51Rohit Agarwal 20Mahesh Ram 9Karthik Chakkarapani 4Jonathan Siddharth 3Vijay Krishnan 2Varun Mayya 2Somesh Dash 2Shashank Saxena 2Jay Vijayan 2
Verbatim, from the transcripts: the passages where Claude comes up
Why Startups Fails Even After Finding PMF | Prukalpa Sankar, Atlan
- ▶ 1:05:49 Prukalpa Sankar The other day I actually had like a CIO who told me that this became like the reason context Leo became really important for them was because their CEO, uh, was on Claudecote and public company that, that too in, you know, not a tech…
The AI Moat Everyone is Ignoring | Phalgun Kompalli, Founder UpGrad and Bodhium Labs
- ▶ 0:36 Siddhartha Ahluwalia Like most entrepreneurs fear that Claude would itself replace them.
- ▶ 10:24 Siddhartha Ahluwalia Like most entrepreneurs fear that Claude would itself replace them. 2 times in the scene
The Billion Dollar AI Lab Founder Who Sees The Future First | Karan Goel, Founder & CEO of Cartesia
- ▶ 39:20 Karan Goel So for example, I think CloudCode is a great example of this, where like, I think they realize that actually maybe you don't need an IDE anymore.
The Man Training GPT, Gemini & Claude Reveals What's Coming Next | Vijay Krishnan, Turing
- ▶ 7:17 Siddhartha Ahluwalia And today, uh, OpenAI and Cloud are today the most popular, uh, model companies.
- ▶ 14:09 Siddhartha Ahluwalia And let's say to get, let's say for Claude to get better at coding, what kind of data Claude required to get better?
- ▶ 18:14 Siddhartha Ahluwalia Today, almost everyone is afraid that, you know, what, as the entrepreneur, what they are building, Claude might come up next in their domain. 4 times in the scene
- ▶ 57:17 Vijay Krishnan Like, even if I look at, for example, the kind of capabilities that even a clawed code is unleashing, right?
- ▶ 1:04:30 Vijay Krishnan It absolutely gives you a certain moat against the likes of a next cloud code advance and everything.
The New Rules of Startups Moats with 3x Founder Mahesh Ram ex-Zoom Al
- ▶ 36:08 Mahesh Ram Nobody has, Claude doesn't see it. 3 times in the scene
- ▶ 38:03 Mahesh Ram It's going to be quite a while before Cloud Cowork solves that problem. 3 times in the scene
- ▶ 38:49 Mahesh Ram Chances are somebody at Accenture going to speak to that person or, or somebody who's working for, you know, Claude, if Anthropic comes up with an SI or, and it's going to take them a while before they can do that.
- ▶ 43:37 Mahesh Ram Are they gonna learn that from Claude? 2 times in the scene
The #1 Mistake Killing B2B Startups | Arun Penmetsa, Storm Ventures
- ▶ 43:07 Arun Penmetsa Now obviously the pricing pressure comes from they'll say, oh, I'll build it with Claude, right?
And How Matic Won By Choosing the Most Boring Market in Robotics with Founders Mehul and Navneet
- ▶ 17:10 Mehul Nariyawala And then this is one other thing as well that with today's AI, we collaborate, which is, you know, if you're using coding AI, let's say cloud code, uh, cloud code, um, if it does 90% of the job right, you're mismanized because it takes…
The Hidden Layer Every Al Product Needs Today | Atin Sanyal Founder, Galileo
- ▶ 35:24 Siddhartha Ahluwalia Uh, now, even if you throw complex queries to clot today, uh, the results are usually under a minute.
Why Coding is the Fastest Path to AGI | Turing CEO Jonathan Siddharth
- ▶ 13:23 Jonathan Siddharth Um, there is a benchmark called Terminal Bench, uh, where you're evaluating, um, Terminal Bench is the kind of benchmark you need for, like, a command line coding agent that has access to a terminal, like, think Cloud Code, Codex, Gemini…
- ▶ 22:57 Jonathan Siddharth My hunch, um, is that when the models improve in coding, they also improve in tool use, uh, and that helps these generalized computer use agents like Codex, Cloud Code, Geminis, CLI, et cetera.
- ▶ 1:02:38 Jonathan Siddharth Um, for example, if Neon were a Turing customer, we'd build that agent for you so that you have like a, um, an associate GPT or an associate cloud that can do these.
Questions Every Founder Must Answer Before Taking an Acquisition Offer | Shashank, VNDLY & Pantomath
- ▶ 1:07:54 Shashank Saxena So when we look at our internally, we use Gemini and Enthropic and CloudCode. 2 times in the scene
94% CAGR: What the Inference Boom means for your AI costs | Vamshi Ambati
- ▶ 1:20 Siddhartha Ahluwalia So Mamshi, if you have to summarize, uh, the current juncture that we are today, what's happening in the macro, in the AI world with Anthropic, Cloud, OpenAI, how would you summarize it to a layman, and, uh, which way do you think the…
- ▶ 5:58 Siddhartha Ahluwalia Will Claude eat up all software, as I said, because currently the SaaS prices are down? 2 times in the scene
Great Founders Aren't Writing Code. They're Building Its Immune System. | Animesh, PlayerZero
- ▶ 24:29 Animesh Koratana Like they're, they're investing a lot already in, you know, cloud code and cursor and all of these things to like make the velocity of the engineering team faster.
- ▶ 25:35 Dhaat Alwalia You go to a VP engineering or the CTO for discussion on player zero, and you tell them that, Hey, all the codes that you are writing today with Claude, right?
- ▶ 27:54 Animesh Koratana As cloud code comes in, as cursor comes in, like we're all feeling this already at all of our companies.
How Poojan Kumar Used “Discontinuity” to Sell Two Startups | Nutanix ($12B) & Commvault ($4B)
- ▶ 21:24 Siddhartha Ahluwalia Yeah, I think the right examples could, there could be Claude versus all others, right? 3 times in the scene
- ▶ 22:03 Poojan Kumar A cloud code is exactly how, you know, you can say, you know, uh, it was a cloud architect for AWS, right?
How Capillary Built a Culture That Created 50+ Founders | Aneesh Reddy
- ▶ 16:06 Siddhartha Ahluwalia And the cost of literally building a product is going towards zero is already zero using Claude.
- ▶ 57:45 Siddhartha Ahluwalia Then the other thing as a, as a, as a CEO is how do you beat the narrative of, or counter the narrative that the best of the SaaS stocks are down because Claude did something. 2 times in the scene
After $9B IPO This Founder is Rebuilding Internet for Agents | Sudheesh Nair, Thoughtspot, Nutanix
- ▶ 31:20 Siddhartha Ahluwalia Yeah, Claw took away everything that Cursor built. 2 times in the scene
- ▶ 32:18 Siddhartha Ahluwalia Because Claude learned.
- ▶ 40:14 Siddhartha Ahluwalia And similarly, what Claude built, right?
Why "Boring" Infrastructure is the Best Path to a $60B Company | Manish Jindal, Cloudflare & Arize
- ▶ 15:39 Siddhartha Ahluwalia Cursor to Claude. 2 times in the scene
- ▶ 1:09:13 Siddhartha Ahluwalia And the other end, the narrative is because Claude can build everything now.
- ▶ 1:09:29 Manish Jindal The two agents in the world right now which are, like, truly the most powerful is the cloud code and the cursor.
Why Rule-Breaking Is the Only Rule in Venture Capital | Ashmeet Sidana, Engineering Capital
- ▶ 1:22:01 Siddhartha Ahluwalia Like, though there is a narrative against SaaS, like, Anthropic launches some version of Claude and, you know, it sends the SaaS stocks down by 50%, but I believe if Anthropic were a public company and people had a view into the finances…
Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
- ▶ 0:58 Siddhartha Ahluwalia What do you think the Edge Claude has over other models that has been able to move so fast?
- ▶ 3:23 Rohit Agarwal Now, an application is, I think, where a lot of people are interacting with AI today, which is where ChatGPT or Claude or all of these come into effect.
- ▶ 3:33 Rohit Agarwal There's a new class of these applications called harnesses, which are becoming very popular, so look at ClaudeCode, Cursor.
- ▶ 6:26 Rohit Agarwal Which team is finding the most value from cloud code?
- ▶ 17:25 Siddhartha Ahluwalia Uh, uncertainty in the market on what Claude is doing. 2 times in the scene
- ▶ 27:56 Rohit Agarwal Or let's try to use Claude's Chrome extension to do this.
- ▶ 29:08 Rohit Agarwal I think today, top five would be, and I don't know when this releases, but I think right now, top five is probably Opus four six, Opus four five, Sonnet models. 3 times in the scene
- ▶ 29:08 Rohit Agarwal I think today, top five would be, and I don't know when this releases, but I think right now, top five is probably Opus four six, Opus four five, Sonnet models.
- ▶ 30:42 Rohit Agarwal They're worried about return of investment, which is like, okay, I'm happy to spend 203 hundred dollars a month on Claude code, but the value that I get from it is much, much higher.
- ▶ 31:21 Rohit Agarwal Plot code has driven a lot of that. 2 times in the scene
- ▶ 35:24 Siddhartha Ahluwalia So, so then what's happening is anything that cloud drops today, because people don't have visibility into cloud, but they have visibility into public companies. 7 times in the scene
- ▶ 39:54 Rohit Agarwal Like, Claude, tell me about this.
- ▶ 40:02 Siddhartha Ahluwalia What do you think the edge Claude has over other models that has been able to move so fast and, uh, not just fast, but, uh, with the right direction? 6 times in the scene
- ▶ 41:24 Rohit Agarwal I think there is, that market is now finding its own niches, and Anthropic clearly realized that if 50% of my API revenue is going to come from vibe coding, they will Claude code and be like, I can still build the best vibe coding system… 2 times in the scene
- ▶ 1:02:00 Siddhartha Ahluwalia And have, because of, you know, Claude making it so easier to build, are you seeing a difference in the behavior of enterprise because a lot of AI traffic flows to you on build versus buy? 2 times in the scene
- ▶ 1:02:31 Rohit Agarwal Because there's always some small sect in your team that is creative and inquisitive, and they're using Claude code, and they'll build something.
- ▶ 1:06:40 Rohit Agarwal Like an Opus request with 10,000 tokens is probably 23 cents, and this is, you're making a thousand requests, which means this is 23 dollars worth of API requests that you've made today, or two 30 dollars, whatever, that map. 3 times in the scene
- ▶ 1:07:50 Rohit Agarwal But that has happened because our top two models used to be GPT-Foro, GPT-Five Mini, plots on it. 2 times in the scene
How Digital TEAMMATES Transform Billion Dollar Industries? | Samay Kohli of GreyOrange & Budy.ai
- ▶ 47:31 Siddhartha Ahluwalia Is Claude also like disrupting the software in your industry? 4 times in the scene
From -1 to 0: How Founders Navigate the Earliest Stage with Aditya Agarwal & Prateek Mehta | SPC
- ▶ 31:56 Aditya Agarwal Like, if you're Nike, if you're one of the big brands, like, you really care about what does ChatGPT, what does, you know, kind of claw, what does, you know, perplexity say about you?
3 Steps on How Large Companies Decide to Buy From a Startup or Not | CIO Karthik Chakkarapani
- ▶ 47:36 Karthik Chakkarapani Ah, we already have Claude that comes as part of our AWS service. 4 times in the scene
What 20 Years of Investing taught Somesh Dash of IVP after backing Perplexity, Figma, Dropbox
- ▶ 47:40 Somesh Dash You know, we also, you know, very early had met them before they had done any of the stuff around Claude Code or really built out the infrastructure layer and figured out what they want to do. 2 times in the scene
What is Tesla’s Former CIO Building Next? 4 Years Stealth → $4B Company | Jay Vijayan, Tekion
- ▶ 21:34 Jay Vijayan Um, you know, OpenAI is a great company, but all I could say is, you know, yes, there is OpenAI, yes, there is Cloud, yes, there is Grok, there is many, right?
- ▶ 28:55 Jay Vijayan Is not available for OpenAI or Cloud or anyone to go crawl and get information.
4 Startups. 2 Founders and 3 Eras Of SaaS: Installable → Cloud → AI | Sreedhar & Kiran
- ▶ 1:05:49 Siddhartha Ahluwalia Vertical software to do with, uh, Claude is now supporting, um, BFSI, right?
- ▶ 1:21:00 Siddhartha Ahluwalia And when you are talking about making it smarter, of course we are using OpenAI, we are using Gemini, or Cloud APIs as part of that, to improve the workflows.
Entrepreneur First’s Founder On Indian Talent, AI Startups, Selling SaaS Globally And Silicon Valley
- ▶ 5:41 Matt Clifford and it's an amazing product, or maybe you use Cord or some of these other chat interfaces, and it's useful as like a day-to-day assistant, but you think about most people's jobs, most people's lives, AI is actually yet to touch most things.
VC MASTERCLASS - B2B SAAS, Quick Commerce, Peter Thiel And India’s Decade I Arjun Sethi I Neon Show
- ▶ 25:06 Arjun Sethi OpenAI or Claude, um, sorry, GPT, Claude, et cetera, is that now you're able to take unnormalized data from what a conversation like you and I, um, you could take it from a deck someone is like putting together, you can take it from emails…
Dear Indians, Watch This Before Moving To America - Varun Mayya’s Brutally Honest Career Advice
- ▶ 35:03 Varun Mayya The number of creators who are still AI related, but have not used Cloud three, which writes much better than GPT. 2 times in the scene