Claude

includes Claude Code, Claude Cowork, Claude 1, Claude 3, Claude Code CLI

5 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement Feb 24, 2026 by Dario Amodei · said 41 times in 6 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by Nikhil Kamath (27), Dario Amodei (7), Howard Marks (5), Joseph Kim (1), Aravind Srinivas (1)

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Everything said about Claude, oldest first

Feb 24, 2026 bearish
Insight
Amodei: AI prompt wrappers offer no moat against any competitor
“Like a business should establish a moat, you know, your moat, you shouldn't be just a rapper, right? Like, you know, I would not advise that, you know, you just say, oh, like, you know, here's a way to interact with Claude. Like I'm going to prompt Claude a li…”
Dario Amodei Feb 24, 2026 ▶ 48:10 The AI Tsunami is Here & Society Isn't Ready | Dario Amodei x Nikhil Kamath | People by WTF · Nikhil Kamath
Feb 24, 2026 neutral
Disclosure
Amodei: Anthropic will integrate Claude into existing tools instead of rebuilding full suites
“I don't think we need to build all those things. You know, it, you know, my thought would be, you know, we're gonna, it's gonna be a mixture of things we make ourselves and integrating into others, right?”
Dario Amodei Feb 24, 2026 ▶ 26:31 The AI Tsunami is Here & Society Isn't Ready | Dario Amodei x Nikhil Kamath | People by WTF · Nikhil Kamath
Feb 24, 2026 neutral
Disclosure
Amodei: Anthropic withheld Claude 1 before ChatGPT to delay AI arms race
“So back in 2022 you know, we had an early version of Claude, Claude one. This was before ChatGPT. And we chose not to release this because we were worried that it would kick off an arms race and not give us enough time to, you know, to build these systems safe…”
Dario Amodei Feb 24, 2026 ▶ 29:30 The AI Tsunami is Here & Society Isn't Ready | Dario Amodei x Nikhil Kamath | People by WTF · Nikhil Kamath
May 4, 2026 bearish
Insight
Marks: Forcing AI to generate non-consensus ideas usually leads to errors
“If you believe that consensus is as close to right as most people can get, then if you tell Claude, I only want non-consensus thinking, then it has a high probability of being wrong.”
Howard Marks May 4, 2026 ▶ 1:31:51 Howard Marks: AI, Debt vs Equity & The Next 40 Years Of Investing | Nikhil Kamath | People by WTF · Nikhil Kamath
Sep 9, 2026 neutral
Disclosure
MakeMyTrip uses frontier LLMs grounded on proprietary user data
“So early days, because these frontier models were very, very strong. So you end up using multiple frontier models, right?... Like Gemini, the Claude, the Cursor, the GPT. But the grounding of that. Will happen with our proprietary data. That data doesn't go an…”
Rajesh Magow Sep 9, 2026 ▶ 44:05 Why A 25-Year-Old Should Build A Hotel, Not An App | MakeMyTrip x Taj | WTF is Travel?
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