About Claude

## SHOW NOTESGoldman 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🔰 Newsletter: aboutclaudeai.substack.com 🦉 X: @_about_claude

What 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_claude

## 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_claude

SHOW 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_claude

Show 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_claude

Andrej 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_claude

Dario 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_claude

Demis 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