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…point in the AI job market. This generation used Chat GPT, Claude, and Gemini throughout their entire college experience, making them the first true AI native cohort entering prof…

…mind this is token usage at Google. So, I want to be clear. Claude code probably has totally different numbers, okay? Because they have absolutely smashed. They've done really well…

… revenue growth going from 11 billion to 17 to 37 to 52. Uh Claude, basically, I in my mind is very conservative. It basically thinks revenue growth rate's going to slow. So, what…

…ich is the coding agent, which is basically to compete with Claude from Anthropic, Claude code, which is what's generating them a ton of money. Um the chatbot doesn't generate mone…

…ht? So, if there are four dissenters, Mhm. I got to yell at Claude here. That seems wrong, bro. If that's right, If that's right, then that's a lot. Uh, again, I cover all of thes…

… shot again. You know, use Gemini as your daily driver. Use Claude as I call it Dr. Claude. Or or if you know, you're looking for uh another daily driver compared to Gemini. Or in…

…eeper into the segments, and this is a report I got made by Claude. What you can see is the cloud revenue is doing really well. Azure as well as Microsoft Cloud is continuing to d…

… increasingly capable AI lab offerings, notably Anthropic's Claude co-work, and two, the durability of Azure's growth, especially in light of Microsoft's evolving relationship with…

… weird. Probably because there's a lot of competition with Claude, right? But on top of that, they're removing the AI Ultra from the enterprise workspace side, which is actually w…

…terface that started it all, ChatGPT from OpenAI along with Claude from Anthropic, Gemini from Google and several others. Here's what you need to know about this compute led AI eco…

…, okay, I wanted to ... I mean, I just quickly put together Claude for us. Using Claude, right? Well, we use Claude on Team Favor, of course. We are trying . We can't keep up with…

…imilar lens, where today you've got ChatGPT, and you've got Claude, you've had you know, these these these businesses that are building these entry points, but I would rather see t…

…dth. With AI, though, actual products exist today. ChatGPT, Claude, and Gemini all have hundreds of millions of users already. Back in the dot-com days, many companies had zero rev…

…ty, whether it's Gemini, whether it's ChatGPT, whether it's Claude, this will now be the foundational piece. It's very important because I think what investors are underestimating…

…ot says I work in sales and I vibe code at work. We all use Claude. The question here I have to you is what do you vibe code? Sales, dude. It's He said it. It's proprietary info. Y…

… due to, you know, increasing competition from the likes of Claude and Gemini and others. Also, they missed their 2025 revenue target. The Wall Street Journal article, they did not…

…more day-to-day work, I think it's more reliable to use the Claude ensemble of models. But when you're dealing with something that's very tricky and very complicated and a little b…

…합니다. 램 리서치는 현재 두 가지 큰 호재를 누리고 있습니다. 첫 번째는 메모리입니다. ChatGPT, Claude 등 AI 모델이 인기를 얻으면서 모델이 점점 강력해지고 있는데, 가장 큰 병목은 메모리 부분으로 드러났습니다. 모델의 두뇌는 GPU나 CPU지만, 프롬프트에 입력할 때마다 정보가 CPU와 메모리 사이를 …

…mely successful. Look, right now, there's no doubt. I mean, Claude's the best model in the world. And And I don't I don't even think there's debate. But when it comes to Anthropic…

… of it, you know, two of the top three models in the world, Claude and Gemini, were trained on it. And what does that mean for Nvidia going forward, right? So, you have Google's G…

…more day-to-day work, I think it's more reliable to use the Claude ensemble of models. But when you're dealing with something that's very tricky and very complicated and a little b…

… background can build websites and software with tools like Claude Code from Anthropic. There is also another big fear around SaaS companies with seat-based models. The logic is s…

…using. Think about that. We're already paying for chat GPT, Claude, all these tools, but robo taxis, that's a whole different market. That's transportation infrastructure. That's …

…bric directly into the architecture of next-gen models like Claude 5 and 6, Broadcom is effectively building the specialized supercomputers that will run the enterprise automation …

…장 큰 게임 체인저는 방금 발표된 프로젝트 글라스윙입니다. 앤트로픽과의 전략적 제휴로, 크라우드스트라이크를 Claude Mythos 같은 세계 최고 수준의 프런티어 모델 보안의 중심에 놓습니다. AI 모델이 기계 속도로 소프트웨어 취약점을 찾아내고 악용할 수 있게 되면서, 과거의 인간 속도 보안은 쓸모가 없어졌습니다. 크…

…r-ish of 2025, really when you started seeing Anthropic and Claude really start killing it. Uh new models coming out from Gemini, uh and then of course chat playing some catch-up.…

…hropic. OpenAI and Anthropic, of course, are competing with Claude Claude. Every week Anthropic every week decides to launch a new product, a new submodel, everything. And of cour…

… its own My Foundational Models and integrating Anthropic's Claude for specialized reasoning. This multi-model approach ensures that no matter which AI architecture wins the model …

…lcome back. Thanks for having me. We're going to talk about Claude Methuselah later, but first I want to talk to you about OpenAI's CEO Sam Altman, who's essentially been dragged i…

… left to do. So, where does that leave us in a world where Claude apparently has a model that's so freaking strong that they can only offer it to their venture capital investors w…