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coding models

also referred to as: coding model

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Oct 22, 2025 by Jordi Hays · across every show →

Everything said about coding models, oldest first

Oct 22, 2025 neutral
Assertion Not checkable as stated
Hays: All of Anthropic's Revenue Comes From Its Coding Model
“All of their revenue comes from having the best coding model, which is very different than having a lot of revenue because you have a hit consumer product, because you have to keep training the next model.”
Jordi Hays Oct 22, 2025 ▶ 7:16 OpenAI Drops A Web Browser? Our Reactions | Diet TBPN
Feb 12, 2026 bearish
Prediction Not checkable as stated
Coogan: AI agents will damage SaaS companies relying on switching-cost moats
“At the same time, the coding model is as remarkable as they are. They'll reshuffle the economics of tech. We're seeing this with the SaaSpocalypse. Certain companies will be stronger beneficiaries of AI. Others will be Damaged because maybe their only moat was…”
John Coogan Feb 12, 2026 ▶ 3:49 AI Isn’t Covid, FBI probes Tai Lopez, Mistral’s $2B Sweden bet | Diet TBPN
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