Cloud Code

3 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Apr 3, 2026 by Liam Fedus · said 2 times in 1 episodes since 2026 · across every show →

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brought up most by Philipp Herzig (2)

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2026 2 mentions in 1 episode

SAP: Bringing the ‘Operating System’ of a Company into the AI Era with CTO Philipp Herzig Apr 23, 2026 · 2 mentions · from 33:00
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Apr 3, 2026 positive

Disclosure

Periodic Labs spends zero effort building or fine-tuning coding models

“Periodic spends zero effort on improving coding models. We're, you know, incredibly impressed by codex, cloud code. And so that's been a huge accelerator for the company. But focus our machine learning efforts where You know, the existing frontiers is not suff…”

Liam Fedus Apr 3, 2026 ▶ 8:01 AI for Atoms: How Periodic Labs is Revolutionizing Materials Engineering with Co-Founder Liam Fedus

May 28, 2026 neutral

Assertion Not checkable as stated

Anthropic revenue comes from enterprises replacing developers with Claude Code

“Like Anthropix revenue is coming from enterprises that are paying for cloud code to do a lot of the work that developers used to do.”

Maxim Bar Kogan May 28, 2026 ▶ 4:56 Building an AI Guardian for Enterprise with Onyx Security CEO Maxim Bar Kogan

May 28, 2026 positive

Assertion Not checkable as stated

Claude Code became the first widely used autonomous AI agent

“We had a cloud code, which became like the really first widely used autonomous agent.”

Maxim Bar Kogan May 28, 2026 ▶ 4:15 Building an AI Guardian for Enterprise with Onyx Security CEO Maxim Bar Kogan

Cloud Code

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