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About Claude
Bedding In
Ep. 14
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## SHOW NOTES
Goldman Sachs reveals that Anthropic engineers have been embedded inside the bank for six months, co-developing autonomous AI agents for trade accounting and compliance. Today: what the forward deployed engineer model tells us about how AI actually enters institutions — and why the enterprise strategy we've been tracking just became concrete.
**In this episode:**
- Marco Argenti's pivotal question: Is coding special, or is Claude's strength about reasoning?
- Six months of embedded Anthropic engineers inside Goldman Sachs
- The Palantir playbook: why forward deployed engineering is exploding across AI
- Accenture's 30,000 Claude-trained professionals and the industrialisation of embedding
- What "constrain headcount growth" and "cut out third-party providers" actually signal
- The connection to last week's SaaS selloff — Goldman validates the fear
**Links:**
- CNBC: "Goldman Sachs is tapping Anthropic's AI model to automate accounting, compliance roles" (February 6, 2026)
- Anthropic: Accenture partnership announcement (anthropic.com/news)
- The Pragmatic Engineer: "What are Forward Deployed Engineers, and why are they so in demand?"
**Referenced in this episode:**
- EP005: The Enterprise Question — Boris Cherny's "enterprise AI company" quote
- EP012: The Quiet Weekend — Fennec leaking from enterprise infrastructure
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15. About Claude AI - Vibe Working
15:05||Ep. 15Show NotesA self-deprecating tweet about lazy weekend hacking became the official vocabulary of enterprise AI — in exactly one year. Today: how "vibe coding" became "vibe working," what that means for professional expertise, and why the people naming the shift seem to know it's not the whole story.In this episode:Karpathy's original vibe coding tweet — one year ago this weekCollins Dictionary Word of the Year 2025Scott White's "vibe working" declaration at the Opus 4.6 launchMicrosoft's adoption of the same language for Copilot Agent ModeWhat paradigm collapse looks like inside corporations: Goldman, Klarna, the Monday.com cloneThe accountability gap: 57% vs 71% accuracy, and who catches the errorsKarpathy hand-coding his latest project — no vibesAndrew Ng's pushback: "some of the worst career advice ever"📰 Newsletter: aboutclaudeai.substack.com🦉 X: @_about_claude13. 20 Minutes as a Small Eternity in Frontier AI
16:00||Ep. 13What the most compressed product launch in AI history reveals about two companies building for different futures. Anthropic released Opus 4.6 at 6:40 PM. OpenAI fired back with GPT-5.3 Codex twenty-seven minutes later. And this Sunday, they're airing competing Super Bowl ads.In this episode:The 27-minute gap: Opus 4.6 and GPT-5.3 Codex launched back-to-backAgent Teams: 16 Claude instances building a C compiler from scratchThe benchmark split that maps onto a philosophical split — autonomy vs interactionAnthropic's Super Bowl campaign: "Ads are coming to AI. But not to Claude"Altman's 420-word response and the advertising-as-equaliser argument500+ zero-day vulnerabilities discovered by Opus 4.6 during testingThe Carlini tension: the risk inside the autonomy betLinks:Anthropic: Claude Opus 4.6 announcement (anthropic.com)Nicholas Carlini: C compiler blog postOpenAI: GPT-5.3 Codex launchVentureBeat, TechCrunch, CNBC coverage of the dual launchAndreessen Horowitz enterprise AI surveyAnthropic Super Bowl campaign: "Ads are coming to AI. But not to Claude"Referenced episodes:EP012: The Phantom Model — the Fennec leak and Anthropic's silence📰 Newsletter: aboutclaudeai.substack.com🦉 X: @_about_claude12. The Phantom Model
12:52||Ep. 12## SHOW NOTESA model identifier that shouldn't exist. A desktop app launched to counter Claude Code. And from the company at the centre of it all — silence. Today: what the loudest weekend in AI reveals about Anthropic's quietest strategy.**In this episode:**- The Fennec leak — what the Vertex AI error logs actually show, and the 403 vs 404 proof- The Opus 4.6 surprise sitting alongside Sonnet 5 in Google's infrastructure- OpenAI's Codex desktop app — explicitly positioned against Claude Code- What the rumoured specs would mean for model pricing and enterprise strategy- Why Anthropic's silence is the most telling signal of the weekend- The Andreessen Horowitz data: 44% enterprise penetration and growing**Links:**- Marco Patzelt's technical analysis: "Claude Sonnet 5 & Opus 4.6 Leak: The 403 Forbidden Proof in Vertex AI" (marc0.dev)- VentureBeat: "OpenAI launches a Codex desktop app for macOS to run multiple AI coding agents in parallel" (February 2, 2026)- TechCrunch: "OpenAI launches new macOS app for agentic coding" (February 2, 2026)- Dataconomy: "Anthropic 'Fennec' Leak Signals Imminent Claude Sonnet 5 Launch" (February 4, 2026)- DEV Community: "Claude Sonnet 5 'Fennec' Leak: What's Real vs. Speculation" (February 2, 2026)**Referenced in this episode:**- EP005: The Enterprise Question — Boris Cherny's "enterprise AI company" quote🔰 Newsletter: aboutclaudeai.substack.com🦉 X: @_about_claude11. The Day The Markets Noticed
11:01||Ep. 11SHOW NOTESYesterday, a Claude plugin announcement moved billions in market value. Today, Anthropic pledged Claude will remain permanently ad-free. These stories look unrelated — but they're the same story. Today we unpack the legal plugin market meltdown, the growing Claude ecosystem, and the business model that makes it all possible.**In this episode:**- The legal plugin launch and the market's immediate reaction — Pearson, Relx, Thomson Reuters all down- Midpage's MCP integration and what platformization looks like in legal- "Claude is a space to think" — the ad-free commitment and its Super Bowl campaign- Why the business model is the engine behind the disruption- The sleeping trouble example and why "the most useful AI interaction might be a short one"Links:- Legal IT Insider: "Anthropic unveils Claude legal plugin and causes market meltdown"- Artificial Lawyer: "Midpage Links With Claude for 'Seamless Workflows'"- Anthropic blog: "Claude is a space to think"- TechBuzz: "Anthropic pledges Claude stays ad-free as ChatGPT embraces ads"- CNBC: Anthropic Super Bowl campaign coverage**Referenced in this episode:**- EP005: The ChatGPT Moment — capability discovery vs. product launch- EP006: The Enterprise Question — Boris Cherny's "enterprise AI company" revelation- EP009: On Whose Terms — MCP expansion and the platformization strategy📰 Newsletter: aboutclaudeai.substack.com🦋 X: @_about_claude10. On Whose Terms?
11:54||Ep. 10Show Notes Claude can now work directly inside Slack, Figma, Canva, and other workplace tools — Anthropic calls it becoming a "workplace command center." But three weeks earlier, they blocked third-party coding tools from using Claude subscriptions, breaking thousands of developer workflows overnight. Today: why both moves are the same strategy, and what it reveals about where Claude is headed.In this episode:MCP Apps launch: Slack, Figma, Canva, Asana, and more now work inside ClaudeThe third-party crackdown: OpenCode blocked, developers angry, workarounds shippedWhy expansion and restriction are the same play — platformizationWhat it means for Claude users and the industryThe "open protocol, controlled gateway" patternLinks:MacRumors: Claude AI Now Lets You Use Slack, Figma, and Canva Within the ChatVentureBeat: Anthropic cracks down on unauthorized Claude usage by third-party harnessesTechInformed: Anthropic brings interactive workplace tools into Claude via MCP appsWebcoda: Anthropic Just Blocked Claude Code Subscriptions Outside Its Own AppReferenced in this episode:EP003: The Dumbest Smart Technique in AI (Ralph Wiggum)EP006: The Enterprise Question (Anthropic's enterprise focus)📰 Newsletter: aboutclaudeai.substack.com🦋 X: @_about_claude9. Field Notes on a Craft in Transformation
10:56||Ep. 9Andrej Karpathy — founding member of OpenAI, former head of AI at Tesla — posted what he called "random notes" on coding with Claude. They're not random. They're one of the most grounded practitioner assessments of what's happening to software engineering. Today: the gains, the failure modes, the transformations, and the shadows.In this episode:The 80/20 flip: from manual coding to agent coding in one monthTenacity as revelation: "stamina is a core bottleneck to work"The fun paradox: why coding feels more enjoyable, not lessThe failure catalogue: sycophancy, bloat, and "slightly sloppy junior dev" as mental modelAtrophy: generation vs discrimination, and what it means for learningSlopacolypse: bracing for 2026The open questions: 10X engineers, generalists vs specialists, StarCraft or Factorio or music?Links:Andrej Karpathy's post on XReferenced: EP001 The Day After Davos, EP003 The Dumbest Smart Technique in AI📰 Newsletter: aboutclaudeai.substack.com🦋 X: @_about_claude8. How Did You Survive?
10:56||Ep. 8Dario Amodei just published "The Adolescence of Technology" — a 38-page essay laying out five categories of AI risk, from rogue autonomy to economic disruption to authoritarianism. It's stirring, sobering, and raises a question he borrows from Contact: "How did you survive this technological adolescence without destroying yourself?"In this episode:The document: five risk categories and the "country of geniuses in a datacenter" imageThe evidence: Claude's observed behaviours — blackmail attempts, deception, alignment fakingThe defences: Constitutional AI, interpretability, chip controls, and the 80% wealth pledgeThe reactions: what coverage got right, what it missed, and Richard Murphy's institutional critiqueWhat it means: Amodei's strange position as the man building the thing he's warning us aboutLinks:Dario Amodei, "The Adolescence of Technology": https://www.darioamodei.com/essay/the-adolescence-of-technology📰 Newsletter: aboutclaudeai.substack.com 🐦 X: @_about_claude7. The Capability Overhang
12:22||Ep. 7Demis Hassabis named something at Davos that's been nagging at us since: the "capability overhang." The gap between what current models can do and what users are actually extracting from them. Today we explore what that means — and why the interesting story right now might not be about what's coming, but what's already here and undertapped. In this episode:What Hassabis meant by "capability overhang"The evidence: Ralph Wiggum, Lenny Rachitsky's 320 transcripts, Claude Code's unexpected use casesWhy the gap exists: interface constraints, learned helplessness, prompting as skillThe uncomfortable implication: the bottleneck might be usWhat exploring the overhang actually looks likeLinks:Geoffrey Huntley on Ralph Wiggum: https://ghuntley.com/ralph/Boris Cherny on Claude Code users: https://fortune.com/2026/01/24/anthropic-boris-cherny-claude-code-non-coders-software-engineers/📰 Newsletter: aboutclaudeai.substack.com🐦 X: @_about_claude