The Creator of Claude Code on The Hottest Piece of Software in the World
66m 37s
In this podcast episode, host Joe Weisenthal and Tracy Alloway discuss the rise of Claude Code, an AI coding agent from Anthropic, with its creator Boris Cherny. Cherny explains that Claude Code originated from Anthropic's core mission of AI safety: to understand how models behave in real-world interactions, they needed to be used by people. Coding was a natural starting point because models excel at it, and it teaches safety by simulating how AI interacts with the world through code. The major growth of Claude Code in 2026 is attributed to leaps in model capability—particularly Opus 4, 4.5, and 4.6—rather than the harness alone. Anthropic "dogfoods" by using the same public API as customers, ensuring the product benefits from model improvements. Safety is central, with features like permission prompts and sandboxes to prevent prompt injection, where malicious instructions trick the model. Recent red-teaming competitions showed Anthropic's models resisted such attacks better than competitors. The conversation also explores why models often produce buggy code initially but fix it on subsequent tries; Cherny compares this to human creative processes, where first drafts are rarely perfect. Overall, Claude Code balances utility with safety, serving both as a practical tool and a research platform.
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And I was like, "Claude Code, can you do this?" And in that moment, I realized that I was essentially outsourcing my computer to another computer. There's big data centers, etc. that athropic has. And rather than just like taking a few seconds, like drag and drop some screenshots, I was like, "No, I'm going to have another computer use my computer for me." That just seems efficient. But here's the big question. Did it do it correctly? Yeah, absolutely. Yeah, it was perfect. All right, because you hear the stories about agents going off the rails. Like, there was some software company or like, car rental software company. And I think they have an agent that deleted their entire data place. And then admitted that it had violated its core principles in doing so, but didn't have an explanation as to why. There's definitely been times in my Claude code usage, which is not very sophisticated, where it'll just ask me like, "Do I do this or this?" And I have no idea what it's asking for. I just like hit "Yes." And every time. Has it ever been pressing the enter button? No, I wish I could say "Has it" certainly. I don't even think about it. I just like, "Yes, so far no disasters from that." But I just like, "Yeah, I assume it's right." And maybe it's sort of like playing. What's the reverse slot machine? Where it's like good every time, whatever, once in a while. It's like really disastrous. Yeah. I guess Russia would let kind of be the example of that. But, yes, obviously, setting all this aside, I mean, I think 2026 has been in terms of software. Do you ever want to talk about Claude code? Absolutely. So we also had the big market scare where we saw. Yeah. Software companies get hit because there was this perception that Claude code would basically be able to do everything. Yeah, there was like a day where anthropic like announced like, "Here's something new." And I don't even think people who were so trigger-happy, they didn't even like look and see like what it was. It's like, "Here's a new thing for like financial services." And you just see all the financial services, stocks, fall, etc. But it does raise some questions like, "You know, here's a big AI company. What will be the limits of where they go? What kind of businesses they can get into and so forth." But then even without that, like, what is the future of software engineering? What is the future for people with a laptop jet? Right, the future of workflow, right? Because it's plausible in the future, I'm just going to interact with my computer in every single way through some sort of agent, right? Yeah. All right. Well, let's talk more about Claude code. We really do have literally the perfect guest because we are going to be speaking with the creator, the head of Claude code, Ed and Throbic, Boris Cherny. Boris, thank you so much for coming on the podcast. Yeah, thanks for having me. Why don't you give us like the very short version of like, how did Claude code came about? Or what was, what is it and where did it come from? So, okay, here's the shortest version. So, you know, Claude came from Anthropic. Yeah. Anthropic is the AI lab that was created to make AI safe. So we've been working on AI safety for many years now and there's a lot of hard problems. And when we first started, we knew some of the hard problems, but we didn't know all of them. One of the really hard problems is how do you figure out if the model is actually safe in the ways that you want? And there's essentially a lot of ways to answer this. You can do eVals. So essentially look at the model and kind of like a petri dish in a laboratory setting. You can peer inside the models in Iran. So this is like a mechanistic interpretability to figure out what it's actually doing at a mechanistic level. Once you've done these things and you know it's safe on these models, at some point you need to put it out there to see how people use it. Because even if it appears safe in a laboratory setting, you don't know for sure if it will be safe when people use it for real work. And so for a long time, this has kind of been our agenda. We make model safe the way the model is interact with the world is the record because they are software, right? Like they don't have bodies like we do. So they write code to interact with the world. And so we knew that in order to learn more about model safety and in order to teach the world about kind of the power of AI and of agents, it's something that people actually have to use because you can't really understand in theory. You have to actually use it and then you kind of you get it. You know, like use it to clean up your desktop and you understand what this thing can do. And so we knew for a while that we wanted to build some product in the space. And so when I joined Anthropic, I sort of think about what is the product that we want to build. And we wanted to build a coding product because we knew our models are really good at coding back then it was on a 3.5. This was the world's first, I think, really, really good coding model. And that turned people on to this idea that the model, you know, at the time, two years ago was writing, you know, maybe like a line of code at a time. It was, you know, this kind of autocomplete wake. You type a few letters, you press tab, then it kind of finishes the sentence. But we had this idea with 3.5 that it can actually do more. You can ask it to write an entire file and maybe an entire feature. And, you know, even back then by nowadays standards, it's not, it wasn't very good. But back then it was just like this big step in model capability. And so we thought coding would kind of be the place to kind of combine these ideas of giving people the models so they can learn about it, teaching us more about model safety so we can make the model even safer and even more aligned with the interests. And then also just something useful for people so they would use it. Famously like a side project that you were working on as well. This kind of blows my mind because now in 2026, we think cloud code, we think one of the most useful applications of AI is in coding. But this wasn't necessarily something that like anthropic was 100% focused on for many years. Yeah. So, you know, for anthropic, the focus has always been safety with safety comes enterprise because, you know, business customers just care a ton about safety. So it's just super aligned with the way that we think about it. And coding was one of the things that came out of this. It wasn't necessarily this starting point, but it's actually like a really obvious consequence in hindsight. Because again, coding is just, it's really useful. It's something the model is really good at. It's something we were able to teach very early. And if you want to make the model safe, how does it interact with the world? It's through code. And so coding is the thing you got to get good at. So 2026, obviously the year of coding, the year of cloud code, the year of agents in general, etc. The first time I tried like, I have no coding background. The first time I tried noodleing around with vibe coding was copy and pasting code output from either cloud or chat you PC and then just like copy and pasting it into VS code. And I was actually pretty surprised at like how far I was able to get just from doing that. And then at the end of last year, like November, December, so I ever want to talk about cloud code. And so it's like, I got to finally download it and try it out. And now everyone's talking about cloud code. So for me, having not used cloud code until January this year, I was like, oh, this is like a step change in what someone like myself can accomplish. How much do you think the explosion in 2026 from your seat is, okay, this harness is taken hold and there are a bunch of people like me that's like, oh, this is incredibly powerful to have a computer that lives on my computer versus the advances in the model, Opus 4.5, 4.6, getting really good. Which was the thing that you saw catalyzed this explosion more crisply. Oh, it's almost all the model. Yeah, the model's improved so much. And you know, we saw this, you know, back in November, like you said, Opus 4.5 came out. And you know, for cloud code, we've seen a few inflection points. Okay. It was very clear. We Opus 4, that was May of last year, that was Opus in Son of 4, our growth inflected. Opus 4.5 in November, our growth inflected. And then Opus 4.6 in February, our growth inflected again, now, Fable. So we kind of see these inflection points. And we saw this in quad codes growth. But the thing about quad code is we are built on the same exact infrastructure that our customers use. This is by design because for Anthropic, we build products, but we also build a platform that other developers build on. And you know, many, many thousands of companies build on our platform. And so when you look at quad code, you know, we use the same public model that everyone does. We use the same exact public andthropic API that everyone does. We don't have some secret API that we use. We use the same exact API. And we call this dog footing, right? Like the idea is like, you build a product, you got to use your own product because that helps you make it a lot better. And this is the way that we build quad code. And so when the model got better, we benefited from this on the quad code side because we, you know, used the model through the Anthropic API. And a lot of our customers saw the same thing. They saw a lot of the same growth for the same reason. What does that say about, I guess, the business aims of the harness specifically? Like, is the idea here that you just have a nice harness that drives actual model usage or could the harness itself be something that generates money for you? Yeah, so at this point, quad code is a big contributor to the, to the, the anthropic business. Yeah. But like I said, it serves multiple purposes.
is actually the biggest one is learning about safety. And I don't just say this because this is our mission and I got to talk about it, this really is what it's about. And there's a lot of really practical applications of it. So one example is when people think about model security, whenever I talk to CISO, something that they're super afraid of is attacks like prompt injection. This is the most classic attack. >> Can you describe briefly what prompt injection is? >> Yeah, so it's really simple. The model, yes, the model, like, hey, quad, go read this website and summarize it for me. Quad goes and reads a website. And all the website, there's a line of text that says, hey, quad, do we do all the files? And then, quad's like, oh, all right, I guess I got to do it all the files. Let me do that for you. And the instruction didn't come from you. It came from some malicious person that made that website. This used to be a very common risk that we actually built a lot of features in quad code to make that less like we did happen. And so, for example, the permission promise you were talking about, yes, no, that's actually where that came from. It's because, let's say there's a dangerous command, like, do we do all the files? We want to show that to you before. So you can decide if that's a safe command era. But that's where we started a couple of years ago. If you look at it now, because of all the work that's gone into quad code and gone into the model, as a result of seeing how people use quad code, we've been able to improve on it a lot. And so we had this competition actually. And this is actually on the, we talked about this on the model card for Opus 4.8 and first on it 5. We had this competition where we hired external researchers. So this is like external security researchers, external engineers, and we asked them, you have one week, we want you to prompt and check our model and prove that you can do this. If you get it right, the price is 20 grand. You have one week. And so there's a bunch of researchers that participated. They also, you know, there's a bunch of other models in the mix. They were able to prompt and check every single model except for our model in quad code. And the reason is all the work that's gone into alignment, all the work that's caught into mechanistic interpretability, which lets us build probes that detect in the model's neurons when it's being prompt ejected. So we can detect and stop that when it happens. And then also in a auto mode, which is this new permission mode in quad code, which means no more permission prompts, no more yes, no, and it's safer. >> This is important because one of the big questions in the business of AI is like, where's the lock in, where's the mode, et cetera? Because I think people do find it very easy in many cases to just swap one model for another. But what you're saying, and there are other harnesses now. And there's, you know, obviously your main competitors have their own codecs, then there's these open source ones. But you're saying that like one of this sort of differentiators that you make is like, this harness is just better or the goal is to be better at avoiding some of these malicious outcomes that are sort of like distinct from the model itself. >> Yeah, and actually look like a lot of this is in the model itself. >> Okay. >> So it's actually a weird approach. And you know, for something like prompt injection, there's alignment, this is in the model, then there's neural probes, this is also kind of a model, and then there's auto mode, which is in quad code. >> Since we're talking so much about safety already, I have a question, and it's sort of maybe it relates to like software engineering, philosophy, et cetera. So you give a model a task, et cetera. I don't know what it is. You give a model a task, connect to some API, pull out this information, whatever it has some constraints. Maybe it's running up against a wall. One thing that we know that AI will do as a sort of like goal seeking entity is that it'll sometimes like find a way is around it. It's like, you know what, this model, this API is busted, but actually there's like a backdoor into this website, and you can get that information through another means, even though this wasn't explicitly the direction, it seems to me there is probably some optimal amount of circumventing constraints. I'm curious how you think of that from an engineering perspective, and fine tuning the model, or fine tuning the harness, so that it knows the right degree to which, here's what the instruction was, but there is a better way to do this, which could be both good for the user, because the user might not always know the perfect specification, or bad for the user, if it finds some route that actually is like malicious, harmful. Yeah, I mean, every engineer knows how incredible it is when despite all the infrastructure not working and all the things not working, the model still figures out how to do the thing that you want. That's amazing and magical. And you're right, like it could actually go too far. And so there's I think two big things that we do for this, and two big ways that we think about it. The first one is alignment. Alignment is part of how we think about safety. There's a lot that goes into alignment, but generally the idea of alignment in model research is training the model to do the thing that you intended. And kind of more broadly, training the model to do the thing that is good for people, that is good for users, generally besides just kind of one person, and you kind of have to do both. So one element of alignment is don't try to hack around too much, don't hack if the user doesn't want you to. If there's a goal and there's some kind of obstacle in the way of the goal, and let's say some piece of infrastructure doesn't work, but a separate one does, maybe that's okay to do. But for example, it's not okay to hack a system to do this. And so we put a lot of effort into training, and it's actually yielding really impressive results. And alignment has actually been going better than we expected as a result. The second way is various guard rails. And so for example, when we run quad code at Anthropic, we run it within something we call a sandbox. And the sandbox just makes sure the model can only access the files that you give it access to. And it can only read the websites that you give it access to. So we kind of enforce this boundary around the model. And this is one of a few different guard rails that we put around the model. And by the way, our sandbox is open source, and it's something that works with any agent, because that's actually pretty important, like we want this to be something that-- - You never breach the sandbox. - It can, and this is something we look for all the time. So we do rent, red teaming, we do penetration testing. So we actively try to find these breaches. And whenever we find one, we fix it as quickly as we can. But we generally want every model to be safer. (upbeat music) - Start your day with Marketplace Morning Report and me, Kimberly Adams. In 10 minutes or less, I'll explain the day's economic news, why it matters and what it means for the way you live and work. Tune in each weekday morning for independent award-winning journalism that brings clarity to the economy. Listen to Marketplace Morning Report on your favorite podcast app. - Why do the models, when you ask them to produce some code, like often they'll produce code and they'll be a bug in it, and then you ask it to debug itself, and it does it. I never understand, it knows the answer, but the first iteration is wrong. What exactly is going on here at a technical level, I guess, that the first thing is a bit wonky, but then it fixes itself in the next iteration? - Yeah, I mean, think about how you do a math problem, or how you do a piece of writing. Usually when I do a piece of writing, I don't get it perfectly right the first time. I do a sh*t first draft, and then maybe I'll edit it like a few times, and then at the end it becomes something good, and sometimes it doesn't. But it's kind of the same thing for us. The creative process never goes directly to the right answer. Models are not human. - Even for code, which I think of as a very structured thing. - You think about a structure, but to me as an engineer, I've been writing code for a long time. To me, when I write code, it's like writing poetry or something. It's a creative act. There's many ways to write code. There's some ways that are beautiful, and there's some ways that are ugly. There's a big spectrum. It's not just black or white like this. I'm glad you asked that because this is another question, and I have no idea what the answer is. If you look at code, we all know about the writing ticks that all AI models have. It's not X, it's Y, the M dashes, et cetera, and it's weirdly an area where we haven't really seen much. - It's funny because I use M dashes. - I know I do too. - Now I'm actually switching to parentheticals more, just because I'm self-conscious about it. I'm just curious. Is someone who knows code? Is there other equivalents in the code world that you see where I wouldn't even know how to ask this question, but these sort of formulaic ticks in the actual production of code that would be the equivalent of writing in language? - You know, I think six months ago, I could have given you a big list. Nowadays, the code, the model writes, is almost every time better than the code I would have written. - Really? - And this is new. Since I think Opus 4.7, maybe 4.8, definitely fabled, that's where it got to this point. - When we see, like, okay, you give it a prompt, and people have to show on Twitter, whatever, like, I want to show this. I asked it to build an app, and it did it in one prompt, et cetera. How much of this, when you say it's better, is because it produces code that's better, or because of that iterative process, and I mean, the whole thing with coding, we should get into this, that's different than creative writing, et cetera, is it, like, could try things, and it doesn't work, that it tries things, it doesn't work, and tries things, it doesn't work, until it gets the right answer. And you could see, like, very clearly, when you're using cloud code, what it runs into a dead end. How much is it about, like, it could produce better code, or versus, is just very efficient at these iterations, until it arrives at, quote, you know.
the right outcome. It's definitely both of these. The way I like to think about it is imagine that you're a sculptor and you once say you're just like the best sculptor in the world. Yeah. But you know this time you're making a sculpture and you've got to wear a blindfold. You can't see it and you also can't feel it. You can sculpt but you can't see it. It's going to look okay but it's not going to be your best work. I bet you know if you're the best sculptor. But if you can maybe feel the sculpture or if you can kind of peek at it with one eye maybe this sculpture will come out a little bit better and if you can kind of see it fully see it and you have this feedback loop then the sculpture might come out incredible. And it's the same thing with the model as it gets better and better at coding that first pass is going to get better and better. So it's like this sculpture is going to look nicer and nicer. But without that feedback loop like if Quad can't test the website it's building in a browser. If it can't open the iOS up it's building in the iOS simulator. If it can't open up the distributed system that it's writing and actually run the service on to end and use it. Is it not going to be as good as it could have been? And so it's kind of the same thing if it can loop a few times and it can check the output of its work it can iterate then it's just going to be much better. So if Claude code is writing beautiful code as you say that looks better than yours what are you and every other software engineer in the world actually doing here? Like what do you envision as your role in this process? Programming is this kind of weird discipline. It's been around in some form for like 80 years maybe. My grandfather actually programmed in the Soviet Union. And he programmed a punch cards because back then the way you write code it wasn't software. It's not like today he programmed in paper and then you fed the paper into a big machine and it did some calculations and then a few lights lit up with the answer. My mom growing up she would tell the story about like my grandpa bringing back these big stacks of punch cards home and she would draw all over them with her crayons. So programming used to be physical and before punch cards it was purely mechanical and it was kind of electronics. Like if you think about like the Apple One computer it was all electronics like Steve Wasneyac built it as chips. There were some software but really all the logic was expressed in chips. And it changed. So sometime in the 60s people realized okay I think we can write code and it doesn't have to be like paper or hardware like we can probably put it in software. And then at some point people realize oh wait I think we can go beyond this. We can take the entire operating system. The operating system doesn't have to be chips. It can be software also. And that was a realization. That was like the Apple too and the kind of that generation of computers in the early 70s that started that. And for the last like 50 years the operating system the kernel software you know that we run. It's all in software. It's not really in hardware. And so what changed when we release Quad Code is developers stopped writing the software directly the way that they've been doing the last you know like 50 years. And they started talking to the model and the model writes the software. And now we're actually going up one more level. And now we have like loops and routines and quad tag. And what's happening with these is we just went at one more level. So it's you talk to the model. The model talks to other models. Those models write the source code. And this is crazy because we've been you know stuck in this one place for 50 years. And we just had two leaps in two years. And that's what's happened. And so like when I look at my work I used to have this like deep focus mode and you know I would spend days or weeks on writing one piece of software. And now what I do is I talk to Quad. And you know at any point I have a few quads running sometimes hundreds, sometimes thousands and they're collaborating on building software together. And this frees me up. So I can think of more things for them to do. And the funny thing is I just never run out of things for them to do. I've heard even long before Quad Code even long before AI coding. My understanding is that in the career of a software engineer they hit a point where they stop coding period right and maybe they're like on some light boards or they spend a lot of time hiring etc. But every software engineer sort of graduates out of typing out code. But so this question may not even apply to you. Is there anything at a thought back today? Is there anyone typing out? Are there any things for which someone is typing out code? So you know it's funny. In my career there was a point where for a little while I stopped writing code because I was pushed to the same thing like to management and writing documents and stuff. And I just felt as an engineer I was so deeply unhappy. They all hate it. Yeah yeah because I wasn't a engineer. I want to say it really seriously. Once you become an editor you basically stop writing. Right right right. And you know for some people that's amazing. Like if that's the thing they're really good at. But for me like I want to build I want to code. That's what I like to do. So when I look across the topic for me personally 100% of my code has been written by Quad Code since November of last year. Okay. This is now true for all of Quad Code, all of Co-Work, all of our products are written using Quad Code. It's also true for an increasing percentage of our infrastructure and also our research code. And so across the topic I think the average is something like 90% Quad Code or something like that. And that 2% what is this like code that optimizes the way chips talk community. What's the 2% that still is better to have a human typing it out? Yeah there's still like a few pockets like one classic example is like configuration files where you know it's like a two character change or you know or something and it's faster to just make it yourself. Okay. But honestly I think this is going to go away really fast. And we're starting to see this with our customers also. Right? Like at the beginning when we started Quad Code it was really hard to explain to anyone what is this thing. But now everyone uses it. Like I do this talk for for Y Combinator batches you know the startup incubator in Silicon Valley. And when I first started doing the talks I asked everyone like please raise your hand if you use Quad Code. And there's like a few hands that went up. At some point I did these talks and just every hand goes up. And so I stopped asking this. Now the question that I ask is who writes 100% of their code using Quad Code? And the first time I asked this maybe a quarter of their hands went up now it's a little more than half. And I bet the next time I ask it's going to be everyone. And you know like our customers range in size like you know like there's like Airbnb and and ramp and then also like the biggest companies there's like sales force and DeLoi and Accenture like all these like very big companies also use Quad Code. And they're saying the same thing a bigger and bigger percent of the code is being written by Quad Code. Just to press you on this point though if you're hiring engineers nowadays like what are the specific skill sets that you're looking for if it's not necessarily the ability just to write code? I've started to think that this idea of engineering versus design versus product versus user research versus data science. I think this is the old way of thinking about it. My feeling now is because everyone can write code the roles shift a little bit. And I'm seeing this on the Quad Code team for example because on the Quad Code team everyone writes code including our designers product managers, engineering managers, everyone writes because it's easy it's much easier to do now. And it's actually awesome because my designer doesn't have to message me every time I cake and you move the button over by six so you know she can just do it herself. And it's so it's kind of great for everyone. And so I've started to think that the roles are actually segmenting in kind of the opposite way. And I've started to see people kind of split into prototypers. These are people that are amazing at just figuring out like what is that first idea and like very quick iteration into builders. So like once there's a new idea figuring out how do you actually build this and you know bring this product to market. Then there's like maintainers. And these are the people that once the software is at scale they can maintain it. There's something that I call like growers or maybe scayers. These are people that take an idea and you know this product that exists that has product market fit and then scale it up. So scale it 10x 100x. And by the way like these people are very popular at Anthropic now. And then I think the final role is sweepers. And it's sort of like I don't know if you guys have better idea for the name, but I call it like a sweeper janitor or something. It's actually like a very important role. It is about polishing the product, polishing the infrastructure, polishing the code to get rid of all the rough edges. Because you know like as a user when you use really polished software, you feel the perfectors. The perfectors. Perfectors. Perfect. They want to make the product perfect. That's right. That's right. They try to. So since we're on the topic of design and this idea that I guess engineers are also going to have to become in some ways product managers and specialists, you've said before I think that the the command line for cloud code was basically a stopgap measure because the models were improving. So quickly that it didn't make sense to design like a whole user interface around it. Is that still the case? And then you know, could you envision at some time having like a more, I don't want to say traditional user phase because in some ways the command line is like the traditional yeah user phase and I have very fond memories of you know entering commands and MSDOS in like the mid 90s and feeling like an engineering genius at the time. But could you imagine like a substantial change to that interface at some point? So I'm hesitant to say because I was walking around the Bloomberg officer and everyone has their Bloomberg terminal. Yeah. Bloomberg definitely a fan of the terminal. Yeah. Yeah. Yeah. So something that a lot of people might not know about cloud code is we started in a terminal but very quickly we actually got outside of the terminal. And so cloud code has extensions for all the popular IDs that you can use instead of the terminal. We have a desktop app that's also very popular and it has you know it has chat and code and co-work and it's all in one place. We have mobile apps for you know for Android and iOS and actually the way that I use cloud code the most nowadays is through Slack and it's just talking to quad and spot like a. like I would to a coworker. And before I moved over to Slack, I was actually using QuadMosy on my phone. So I was mostly on the iOS app, just talking to it. I use Terminal sometimes, but overwhelmingly, I actually don't know it is. - Interesting. - I'm glad you brought up the Slackbot because this gets into a different sort of line of questioning that I've been curious about because AI molecules, AI harnesses, they're a little bit different than traditional enterprise software. For example, you see people talk about like, "Oh, I ran out of space in my window and I'm not gonna be able to code again for another two hours." So I'm gonna like go take a walk or something, which is not anyone who's like, you Slack or a million other enterprise software, that's gotta be a sort of unusual experience for them. But here's a question I have from a business perspective. With the launch of Fable, for the first time, not everyone was just able to like, now I'm upgrading to the newest model, and so on and so on, and it was sort of like a white list with project class weighing, and then some of these questions about like, you know, obviously with the White House and like export controls, et cetera, that got resolved. But even setting aside the sort of regulatory questions, are we heading into a world in which each most advanced model will not be distributed to everyone at the same time? And from a business perspective, like it's like, okay, it wants to be an anthropic shop. Should that be a source of anxiety for them, or have you seen it as a source of anxiety for them? That the most performant models may not go to everyone all at the same time. - In general, we try to give everyone the most performant models we can, the most intelligent models, and the most efficient models, because we are incentivized to do this, right? Like our business is models, and so we wanna give people the best models we can. And so, you know, for example, I use Fable every day, that's the same thing that our customers use. - Yeah. - When you talk about the rollout of the model that's kind of not even, that doesn't go to everyone at the same time, I think you might be thinking of like mythos, and models that are inherently more dangerous than these kind of day-to-day models. And something like mythos, it's a bit of a special model, because it has hyper risks that Fable doesn't. And so, this is, you know, why we had Glasswing. This is why we have been thoughtful about the rollout, because if we just give everyone mythos access on day one, everyone would just kind of be hacking. And the reason is that mythos is just very, very good at finding zero-day vulnerabilities and exploits. And so for us, like in that rollout, it was just really important to give it to the good guys first, and to give them a head start before we give it to everyone, and you're seeing kind of the continuation of that very careful rollout. It's just, it's a step-changing capability, so we have to be thoughtful. At the same time, there's Fable, which is the version of mythos that I use, and that's the model that, you know, doesn't have all these kind of same hacking capabilities. And that's the thing that everyone has access to now. - Like, here's what I would worry about, which is like, let's say I'm not one of anthropics, biggest customers, et cetera. We know that compute is scarce, right? Otherwise, Fable would be on for 24 hours, as opposed to like it's only gonna be in the model, as a default for like some period of time, et cetera. What I would be worried about is that, like, oh, if I'm not a sort of like heavy and consistent clawed shop, do I have to worry that my access to Fable, since I'd meet those, will not be as much as a company that is like a right or die clawed shop. - Oh, no, everyone gets access. - Okay. - And also like when you look at companies, like they're not using subscription plans typically that, you know, have rate limits. Usually companies prefer to pay per token, because that way they can kind of control it. They can forecast a little bit better, and also their engineers don't pay their payments. So they have a little bit more control that way. - I wanted to ask about this actually. So I think at this point, we all know, you know, like a clawed code super user, or someone with AI psychosis, who's like setting up a bunch of websites and different programs on a daily basis. And then you have companies that are using clawed code. And I imagine if you have 2,000 employees that are using this tool, and you have, you know, risk management committees, rules, that sort of thing, the output is gonna be a bit different to the individual superpower user. What are the key differences you've noticed between those two? And I guess what are the big sticking points when it comes to companies actually adopting these tools? - Yeah, so you should be the way that I think about companies adoption of clawed code is, I think of it as this kind of like ladder that you have to kind of go up one step at a time. You don't just like jump straight to the top of like everyone using clawed code for everything. You get there, but you get there a step at a time. And so the first step is you use some sort of AI and you kind of start to bring this in. And usually it's like clawed through an IDE or through some other program. And this is how you use clawed. The second step is you give everyone clawed code and the core work. And now it is tacked also. And the way that it usually works at the very beginning is kind of one engineer, one clawed code session. They're just running one session at a time. Or you know, one marketer, one core session. So it's just one to one. You're talking to one clawed at a time. And as you do this, you want to think about card rails. So obviously there's a lot of things that comes out of the box. We have like per se spent controls. We have a advisor model. You can pick effort levels at the enterprise level. So there's just all sorts of ways to control this. And then you also should think about the safety side. So this is, you know, like sandboxing and things like this. And in general, we try to make all the safety settings correct by default. So you don't have to think about it. So it just kind of works. But do you see an impediment? I don't know. I don't know. You know, like, oh, Pfizer. Let's sell some clawed or clawed code seats to them. How much is just that like initial sticking point of them literally figuring out? We know that big corporations are very anxious about letting users download any software to the computer, let alone software whose maximum capability comes when it has the deepest root access to the entire file system and everything. How much of a sticking point business wise? Are you seeing in just companies like we do not feel comfortable with it's such a powerful piece of software sitting on employee desktops? I think a couple of years ago, there was some of this comfort because this was a really new idea. But I think what's happened over time is as employees usage gets more sophisticated as companies build up their confidence, they get more comfortable with it. And you know, it helps because we spend so much effort on safety and alignment and security and privacy. It's just extremely important to us. And so like when I look at companies, the ones that adopted it kind of early on, they've gone up this kind of adoption ladder. And they went from one quad per engineer to 10 quads to 100 quads, now some to 1,000 quads per engineer. And everyone kind of makes it up one step at a time. And so yeah, like now you look at all the biggest banks in New York, you look at some of the biggest pharma companies NASA uses quad code. So you know, it's now it's everywhere. Out of curiosity, do you see differences in how different companies, I guess customized permissions, safety permissions? I know you said you tried to standardize them so that they're like easy to use from the get go. But I imagine you still have customers that will change things up. - Yeah, absolutely. So quad code is just very, very configurable. There's, gosh, I don't know the exact number, but it's got to be like many hundreds of different settings that you can change. There's probably four or 500 at this point. The cool thing is you can actually ask quad to do it for you. So you don't even have to read the documentation. Quad knows its own settings. (upbeat music) (upbeat music) - The Big Tech podcast from Bloomberg News keeps you on top of the biggest stories of the day. - My fellow Americans, this is Liberation Day. - Stories that move markets. - Chair Powell opened the door to this first interest rate cut. - Impact politics, change businesses. - This is a really stunning development for the AI world and how you think about your bottom line. Listen to the Big Tech from Bloomberg News every week day afternoon on the I Heart Radio app, Apple Podcasts or wherever you get your podcasts. - With coding in general, the internet is now a wash in AI generated code and a lot of the open source libraries and database is like filled with that. And a few years ago, this was sort of like pristine training data, et cetera. Do you see like what do they call model collapse or something, are there issues that are arising? Even setting aside cloud code, just coding capabilities from essentially code learning from AI generated code. And does that change progress curves at all? - Look, when you think about AI scaling, the thing that people talk about often is the scaling laws. - Yeah. - And for people that don't know, the scaling laws, it was this paper that was written maybe like eight years ago, 10 years ago or something. And it was the first paper that described how model intelligence scales as a function of training. And when you think about training, there's a few pieces. So there's the compute that you put into it, the data that you put into it, and then the size of the neural network. And also, so the test time compute. So the amount that the model gets to think. And what's interesting is when you look at the scaling laws paper, actually the first few authors after writing the paper, they branched off and they started anthropic. So this is actually, you know, like Dario's on the paper and Sam is on the paper, Jared's on the paper, these are our founders. And the reason is like, they saw that these-- - I realize you guys had a Sam too. - Yeah, we got a Sam. (laughing) - Yeah, he was our first CTO. - Got it. - Yeah. - And the thing about the scaling laws is the remarkably smooth. And what's also kind of weird is, it actually seems to be accelerating a bit. It's a bit bigger.
on what we guessed eight years ago or whatever. And so yeah, it just continues to scale. There's always bottlenecks, there's always issues you hit and you always work through it and then you keep scaling and it just seems to be continuing with Fable. - You know in the intro, we talked a little bit about the big software SaaS scare earlier this year. - Yeah, SaaS apocalypse. And it seems to have died down a little bit, but there is definitely this lingering anxiety about whether or not everyone's just gonna be coding their own programs. Can you weigh in on the extent to which people are gonna be just designing their software, their own software in your view? And also I'm very curious, just in general, in Silicon Valley, are you like, are you a popular guy at the moment? There's a bunch of, you know, on the one hand, you're on the cutting edge of AI, the hot technology, but on the other hand, there might be a sense that you're putting some SaaS experts out of their jobs. - The way I would think about it is, do you guys know this like seven powers framework? - No, it's like, I'm like a big kind of history person and like a big framework person. I just like, I love anything that puts my work into context to help me understand kind of what matters and what doesn't. So the seven powers is just this like amazing business framework and there's this other podcast that I love that kind of talks about it a lot. And the powers they essentially talk about, what are the modes in business? There's seven of them, roughly. So one mode in business is scale economies. As you scale, your marginal cost goes down. This is a natural mode. Another one is network effects. The more people that are using your product, the more value any individual person using the product gets. Another mode is switching costs. If you're super locked into some software and it's really hard to switch that, but then she's a mode. So there's a bunch of modes like this. The way that I think about what's happening is some of these modes are gonna get less important over the next couple of years because of products like quad code. So if you want to port from vendor A to vendor B, you can ask quad, "Hey, can you like port me?" And it'll just write the code. It'll figure it out and do it. But when I look at kind of the biggest businesses and the biggest SaaS companies, they don't just have one mode, like they're running businesses. And if you're in a business, you kind of want to accumulate modes and you want to build strength and you want to build a good business. And very rarely do they just have one mode like switching costs, which I think matters less. Usually it's something like switching costs and network effects or switching costs and corner to resource. So when you combine these modes, you get a one more power. And so this is the way that I would think about it from this company's point of view, some modes will matter less, but actually most of them are still just as powerful as they were before. There's this emerging narrative. I can't tell whether it's serious or marketing spill, but some of the companies that I would say are not quite at the frontier, the way, say anthropic is, have been making this push that's saying to customers, you know what, if you use anthropic, you're letting the fox into the hen house. If you're a law firm or a bank or something like that, by using anthropic, they're gonna learn so much about your business. And one day they'll be able to do your business. And so instead of using anthropic or open AI, let us customize an open source model for you. It will bake in your own data. It'll be hosted on your servers and then you own it, et cetera. Why should customers feel comfortable letting Claude, letting anthropic be so plugged into their business workflows? - You know, I would probably ask who's saying this and whether they're in that context. - Microsoft, I'll just say Microsoft for example, is like very the CEO of Microsoft put out a long post on Twitter. And it was a little bit like vague, but this was clearly the insinuation that they were pushing. And then there was an Alex Carp interview on CNBC that went viral a couple of weeks ago. And he was basically making the same insinuation. You're making a mistake. You're handing over the keys to these big companies that could potentially do a lot more things if they're like plugged so deeply into your business. Why not use an open source model that you host on your own cloud and so forth than you just own it? So I think the biggest thing I would just ask is like what are the incentives of these people talking about? - That's what I'm saying. I said it was marketing, et cetera, but I believe, I'm sure we know the incentives are clear. But if I'm a business, that doesn't seem crazy to me that like you have all these capabilities, all this capital, et cetera. That does not seem like a crazy fear. It's like, oh, I'm going to like not only put all of my information into Claude, I'm going to give it access in various ways, at least to a significant degree to my infrastructure. And then one day Claude says, you know what? It's been out of law firm. We like, we spend out of bank, et cetera. And we know there's enough information that we have about these workflows that we don't have to sell the software anymore. We can sell the service that people were previously using our software to build. - Yeah, the way that I would probably think about it is we take privacy and security and safety extremely seriously. It's actually to the point where when a user has a bug in Claude, the most useful thing to me as an engineer that needs to debug it is I'd love to see their conversation. So I can see what happened. And I can be like, oh, there's the bug. We can just go fix it. I cannot see that data. - And from the customer perspective, it is provable that they can have an instance or an account that is provable, that there is no way for anyone at anthropic to see that conversation. - Yeah, I mean, this is our policy. Like we power a lot of customers, we power a lot of businesses. And to us, the trust is very important. This is just the way that we operate. I gotta say though, I think the bigger thing that I will think about is model progress continues. If models were stuck in the world of today and the intelligence was static and it was not improving, there might be actually some merit to this argument of you wanna control your infrastructure and this might make sense from a business point of view. If you wanna pay the cost of running the model and you wanna figure out how to debug when inference doesn't work and kind of do all these things, which by the way is a lot of work and it's a very niche expertise. But progress continues. And so I think actually for most businesses, there's a really big upside of staying on the frontier and benefiting from that intelligence. And this is what we're seeing internally at anthropic. This is what all of our customers are seeing. And so maybe if you need just only tiny models, I go use an open source model, maybe that's great. But if you need a frontier intelligence model and the frontier continues to move, then we're here to help. - Since Joe mentioned banks, and since you said you like history, Boris, can we talk about a cobalt for a second? So Claude, Claude can do cobalt now, right? So the mainframe issue is basically solved. If I'm a large bank, I can finally upgrade and improve and integrate my system. - Bring my 70 year old code base into modern standards. - Make no mistakes. There are a lot of banks that are using Claude code for exactly this kind of migration. - Wait, say more. This is, cobalt has come up on so many episodes. - Oh yeah? - Yeah, and we always hear like, if you're a cobalt engineer, you can make bank at the banks as they say. - Yeah, well, Claude is really good at migrating code. This is one of the, actually, the skills, like the core skills that's just been improving over time. One example, we just published a blog post about how Jared on the bun team, and bun is the JavaScript engine that powers quad code. How he migrated the entire code base from one language to another language from Zig to Rust. And it took about 11 days for one person. And he used quad code with dynamic workloads to do this. In the past, this would have taken like a few engineers like a year or something, and it's something we never would have done. - Oh, I saw that piece, yeah, and it just costed like $150,000 in credits or something. Like that. - Some like that, yeah. - Just a fraction of what those engineers would cost. - And back in the day, like we just never would have done that 'cause you have to stop development for a year to do it. It's just like no business can actually pay that cost. But yeah, like the economics were really changing. And so, you know, in the past, you had this big code ball code base, and it wasn't cost effective to stop development, or it wasn't cost effective to just migrate everything to Java. You can now just do this. You can just prompt quad code, and they can do this for you. - Are computer languages gonna be irrelevant in the future? - Yeah. - You know, I think they're largely irrelevant today. And you know, this is like a, this is a spicy thing because if you talk to different engineers, they're gonna have all sorts of views. And I don't necessarily know what's the right view. You know, as an engineer, I think about everything as kind of pros and cons. To me, I'm a big language is nerd. I love programming languages. I love type systems. Actually, I wrote a book about a language that I really like. But increasingly with LMs, I think it matters less and less because the LM doesn't really care. And there's some things about a language that helps a bit. So if the language is really efficient, if it's type checked and it has a good static analysis, then this helps the model generate better code. As the model gets more sophisticated, this actually matters less. 'Cause even if the model is writing just raw assembly, it can probably just do it really well, the first shot. And that'll only get better over time. - Do you think we could move to a world where there's like one standardized dominant code or are we heading in a world because Cloud code and other platforms can do so much of this where we get even more niche languages? - You know, I think that with Cloud, what is happening is there's an explosion in innovation. And we're seeing this on the business side with all sorts of new start-ups. Like again, I wanted these like Y-combinator talks. There's a startup that was using Cloud to discover new materials. Like material discovery. They were like-- - Like material science. - Material science, yeah. Like there's thesis, like there was a revolution because of Silicon. What's the next Silicon? Like how do we discover that? How do we discover that material? And they're using Cloud to search
So there's this revolution happening in business and in product right now. And I think there's just a lot of choreo worries to this where the same thing might happen to languages and computing. I could see a world where there's just a Cambrian explosion of new languages of new ways to think about computing. I'm going to go back to this sort of like command line versus graphical user interface question. Once I started using the terminal at cloud code, I was like, I don't want to use the web anymore because it feels clunky. I want to just be able to say like send an email to Tracy saying this in the terminal where I'm going to like Gmail and then you click out a button and it just feels very clunky. And then there are other things like and I noticed this years ago, for example, that when I was younger and using computers, like I really cared about like my files. And here's a file and I click on it and I open it and then there's this very hierarchical thing. But then like when search became a thing like that became less necessary. It's like you don't need to like organize your emails and defiles. I just search the name of the person or I search a keyword and I find the files are we still going to have like room for like visual file systems. Like what is the role of the visual framework when it's just so easy to like type something and see the words and get the output right there. Can I show an example? Yeah, sure. And we'll get a screenshot of this. So this will be a good example. This will be a reason for the audio listeners to check out the YouTube. Awesome. Awesome. Okay. So let me show you guys this. So this is, this is um, we have this feedback channel in Slack. Okay. And what I did was I posted this feedback like have you guys seen the there's these like two audio icons and I'm always confused which one means like this is any such cases. Yeah. It's just like super confusing and I asked like hey like does anyone agree is this confusing. And so what happens is quad tag jumped in to the conversation. I didn't ask it. You just kind of noticed this thread and it jumped in and it responded. And I asked it again and it found data about how often people use each of these buttons. And it created across two data sources. I looked at both data dog and the Google BigQuery. So I looked at both and then I combined it into this you know pretty coherent answer. And it suggested some alternatives and I asked it okay can you make some designs just mark it up. And it reacted with a little like art emoji. And then it went in and it it mocked up some alternative. So quad drew this. So like when we talk about visual interfaces like this is kind of what comes to mind is now quad is part of the conversation. It practically jumps in. Then I tagged in our designer and you know she jumped in and now it's like a multiplayer conversation. Everyone's participating. And so like when I think about the graphical interfaces is it's no longer this like static file system. It's this conversation that's changing and that everyone gets to participate in. And this is actually how we write most of our code now. I don't know. So this is when I saw the the Slackbot announcement and this conversation sort of like made me think of the first thing that I went to. Which is in a big non AI native company. Someone who's like adopting this like what happens the first time. Claude you know you ask a question about like some sort of like icons etc. There is a person whose job it was to be the design person. And then Claude jumps in with the answer right away. Do you think this is going to create frictions at large companies where small startups that are AI native have no issue with this. But in big companies there's someone said wait this is my job. And suddenly the person's asking Claude or tagging Claude or in your case not even tagging Claude not even having to tag Claude. Do you see this is a barrier either a barrier to enterprise adoption or something that clearly. AI native startups will be able to leverage more because they won't have this internal politics of people getting. I would say understandably annoyed that the Slackbot is now answering the questions that open to yesterday. That was part of their paycheck. You know I'm going to plug my favorite mid 90s business school study. There's this article in the hardware business review in the I think like 1996. And the title was something like the personal computer is here. Why are companies not benefiting from the productivity improvement. It sounds familiar. This was like a big open question around the time. It's like the same thing for the internet and like early 2000s. So it's a good question right because what was happening at the time is the personal computer was out the cost went way down. Companies were adopting it but some companies were seeing productivity improvements and others weren't. And the case the article made which I think has just immense parallels today is some companies what they were doing is they have a paper and pen process and they have these filing cabinets full of papers and it's still you know everyone sitting on their desk and everything's on paper. And now somewhere in the corner of the office there's a computer and it's someone's job to like enter information into that computer and they're the one that uses that computer. They are not seeing productivity benefits. Instead it's just someone's job to talk to the computer now. The companies that are seeing benefits are the ones that took the computer put in the center of the office took all their paper and pen you know and all the other filing cabinets and digitized everything and threw away the filing cabinets. And so now everything happens to the computer it is the center of all the business processes and whatever was bottlenecked on the paper and pen they found that bottleneck they digitized it they found the next bottleneck they digitized it and then they kept doing this until the business process was revamped. And so when I look at the customers that we have and I when I look at anthropic ourselves. The businesses that are seeing the biggest productivity improvements are the ones that put quad at the center and that figure out this kind of bottleneck at a time. And so back to this case of you know like some like icon designer who's actually expertise it is to design icons. The way to approach it is give this icon designer a thousand quads and let them be the greatest icon designer in the world. And this is how you benefit from this. It's not you know like give them just what what quality answer it's superpower this person with more intelligence. Is the cloud bot or will the cloud bot ever do that thing where it's like hey guys there's 10 minutes left in this amazing world cup match you guys should all be turning on your TVs right now. You expect that to be coming because I think that will be a very like uncanny valley moment. But I don't see any particular technical reason what couldn't happen. But those are the types of things that also happen in business chats. Yeah it's what you want to socialize with. I don't want to but like I think like okay as like a sufficient like these models is like they're like learn the Alingo Franca what a chat looks like those are the things that also happen. What if in the name of authenticity it becomes a really annoying co-work. Yeah. And they're really like passive aggressive about stuff on the slap chat. But like are they going to do that and I can say hey guys if you're not watching this game turn it on right now. I remember when we were first working on the first desktop app those those my first time actually when I joined anthropic goes on the relapse and you know our team we built we built a quad code we built the mcp skills and the desktop app that came out of the same thing. And remember we were building early prototypes of the desktop app and that had the first ever versions of computer use when we were first starting to crack it. And we asked clawed to I think it was like we asked it to order a pizza and so I could went on a website and I like found some pizza ordering thing and then order the pizza and then I kind of got bored and we're watching the video later and it was like on hacker news just like reading the news. Oh my god. So yeah so it's going to do all the same. It's trying to waste wasting time and water. It's wasting time and time and time and time and time. And the difference now I think is the model you know it's more intelligent so it actually it actually stays on task. But there you know there might be a future where you know like when I talk to clawed in swag when I talk to tag it feels a lot more like a coworker than a tool and this is a big change. It feels really different and this is the result of many years of a line work and many years of work to get the model to stay on task. Like I have tag sessions that have been running for weeks at a time. It's just really really coherent over a long period of time and this is the combination of alignments just general intelligence. We finally figured out memory so it remembers what what you told it like really well. And so when you take all this and you combine it with like this amazing like security system that sees those love. Then it just kind of works. What's the next big improvement or capability that you're working on? We're working on extending these existing capabilities that we're seeing in tag when we talk about building products on models. There's this idea of product overhang that people talk about and what this idea is. The model is able to do something but the product is getting in the way. Because right like when you use a model when you use quality you're not like literally like sending tokens to a inference server somewhere like you're always using a throw product and throw harness. And so sometimes these things get in the way. And this was like the very first version of quad code was like this. We felt like the model sauna 3.5 at the time was capable of all of these things. No product is letting people experience. And so we built this very general harness. That what's people experience it. And so right now to me feels like another moment just like that but maybe even bigger. Where because people are prompting quad and going kind of back and forth one from time to time. This is kind of getting in the way. And so actually the thing to unhobble the model and to let people experience the full intelligence of the model is using loops. It's using routines. It's using quad tag. And the thing that's kind of common about this is. Quad is running for a very long period of time. And you don't give it a really detailed prompt. You kind of give it a goal or you give it kind of something a little more general. And then you give it access to data into tools and you let it figure out the details for you. The same way that you would a coworker. And I think these are the skills where quad is just getting better and better. And again, this is just years of alignment research years of safety research. This is not an overnight thing. I'm biased. I don't think most AI writing is very good. A lot of people seem to think this is this a function of. You know what the company is really haven't prioritized this because you know clearly they're just.
just so much more opportunity in code and terms of business. So foundational to many things, maybe even images are more valuable. Is this a function of like priority? Or is this a function of no code is fundamentally different because of this concept of like verifiability? You gave this sculpture analogy because it's just like it either works or it doesn't. And it can just keep doing that and make better guesses at the first. Whereas we know that so many professional realms and writing being among them, but I would also say a lot of like sales, anything interpersonal does not have that type feedback loop where you get the instant answer A or B. Did this work or not iterate when we think about the gap between coding and everything else, how much is it about priority versus the fundamental thing that makes seems to make coding different from many other professional tasks? Yeah, I, you know, I've heard a few people talk about this, but actually, I think coding is really not black and white in this way. Okay. There's just many, many shades of gray in between that. There's code that works, but it's really ugly and it's going to break next week. There's code that works, but it has a lot of bugs. There's code that works, but it's just not something a person would want to read or something a model wants to read. There's a user interface that works, but it's kind of ugly because everything's off by a few pixels or the covers are wrong or whatever. So there's actually a lot of nuance to coding and there's a lot of nuance to writing. We're working on all these problems. We're getting better at code. We're getting better at writing. I also feel the quad probably could be a lot better at writing. Sometimes it's amazing and then sometimes it's like, no, no, no, like, I don't, I don't like that tone or like, I don't like, you know, kind of like the way that you weigh the sound or something. So yeah, I would expect it to keep getting better over time. All right. Boris Cherny, thank you so much for coming on. Adelaus, that was great. Yeah. Thanks so much. Tracer, you're going to be offended if you see me like in the chat room being like asking a question about tomatoes or something like that. And because I might, you know, and then you're like, wait, I'm the tomato expert or something about chickens or something like that. Claude has never grown a tomato. That's true. I have. But it has read millions of books about tomato agronomy. It does, it opens up so many interesting questions about like coworker relationships and I guess internal office politics and yeah, I think so too. Like the example that Boris showed at the end where it just came in unprompted into a conversation with a bunch of data and a bunch of suggestions to your point. You could see how that would rub a few people the wrong way. Yeah. For like in the Adelaus group chat, I'm like, who would be a good guest to talk about X? And then like the model pops up. It was actually a very good answer that we should reach out to that person. Someone makes a suggestion and then the model is like, oh, that's stupid. And it won't work for the following reasons. I would just say and I'm not just saying that because our producers listen to this episode, but I honestly mean, I mean this. I've never on these sort of like basic research questions. Oh, I will say on certain like prep. Interview prep questions. Yeah. The human's still clearly better than the model. Yeah. I'll name it you as silly to mind. I've never like gotten like, you know, background like I've asked it, you know, like have the models like what is some background? What are some readings on this person is that I should read so that I could prepare for this interview. And I've never been particularly impressed on questions like that. It'll find documents, et cetera, but actually like producing something that's like for me, even with all my context, et cetera, it's not as good as you. I think the issue is still judgment, right? Judgment. So how is it judging what a good read actually is on a particular topic or particular person? People are going to have different ideas of what that looks like. Yeah. Totally. But I just can't get back to the writing point as well, right? Like, yeah, you know, it's interesting. The Boris said that at one point in his career, he did think about writing code as poetry. Because when I think about anything as poetry, it's the poem that is the product. I mean, this is what's really different between all code and all other forms of like writing, which is no one really views code. They view the software that code creates, whereas people actually view the poem when someone is writing a poem. So it's interesting that at one point, he thought that, I don't know, I thought there was a notable. And then the other question is like, everyone likes the idea of being freed, I suppose. I guess there's two questions here. Everyone likes the idea of being freed, I suppose, to do higher order abstraction thinking, right? But hey, like, do we sort of run out of like higher orders, eventually, where it's like one person has an idea for business and they're the higher order person. And then the models can just like take it all from there on the marketing side on every aspect. And then the other question is, and this came up in our recent episode about AI Law, Ken is a human you achieve the highest order of thinking on any topic without have done some grunt work. You know, I always think like in a musician ship, for example, you know, really good guitar players, not me, but really good guitar players. They think about like the strings they buy and many of them make their own guitars and they have really views like what is the arrangement of the pickups here and they care about like the tubes that are in the amp, even though these things are not formal music theory. And so this is sort of one of the big questions, I would say is like, do we lose that core? Everyone moves up to the higher order, more abstract thinking. Everyone's a designer, a product manager, a orchestrator. What happens when no one is the sort of the mechanic, the guitar tuner, the person who builds the tube. What happens when no one remembers how to write how to do the thing does something yet lost. And I think that's sort of many people intuitively say yes, but it's sort of TBDS. I expect we're going to find the answer to this in our lifetimes, Joe. Like we're going to experience this. Yeah, I think we'll go. All right. Shall we leave it there? Let's leave it there. This has been another episode of the All Thoughts podcast. I'm Tracy Alley. You can follow me at Tracy Alleyway. And I'm Joe Weisenthal. You can follow me at the store. Follow our guest, Boris Churney at B. Churney. Follow our producers, Carmen Rodriguez at Carmen Armin, Dashville Bennett at Dashbot, Kale Brooks at Kale Brooks and Kevin Lizzano at Kevin Lloyd Lizzano. And for more AdLots content, go to Bloomberg.com/AdLots for the daily newsletter and all of our episodes. And you can chat about all these topics 24/7 in our discord discord.gg/AdLots. 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Podcast Summary
Key Points:
Claude Code, Anthropic's coding agent, was developed partly as a tool to study AI safety by observing real-world model use, beyond just laboratory testing.
The explosion in Claude Code's popularity in 2026 is driven primarily by major model improvements (Opus 4, 4.5, 4.6), not just the harness itself.
Anthropic uses "dogfooding"—building Claude Code on the same public API customers use—to improve both the product and model safety.
Safety features like permission prompts, sandboxes, and alignment training help prevent prompt injection and other malicious exploits, with recent competitions showing Anthropic's models resisting such attacks.
Models often produce buggy code on the first try but can debug themselves, similar to human creative processes, even though code is highly structured.
Summary:
In this podcast episode, host Joe Weisenthal and Tracy Alloway discuss the rise of Claude Code, an AI coding agent from Anthropic, with its creator Boris Cherny. Cherny explains that Claude Code originated from Anthropic's core mission of AI safety: to understand how models behave in real-world interactions, they needed to be used by people. Coding was a natural starting point because models excel at it, and it teaches safety by simulating how AI interacts with the world through code.
6—rather than the harness alone. Anthropic "dogfoods" by using the same public API as customers, ensuring the product benefits from model improvements. Safety is central, with features like permission prompts and sandboxes to prevent prompt injection, where malicious instructions trick the model.
Recent red-teaming competitions showed Anthropic's models resisted such attacks better than competitors. The conversation also explores why models often produce buggy code initially but fix it on subsequent tries; Cherny compares this to human creative processes, where first drafts are rarely perfect. Overall, Claude Code balances utility with safety, serving both as a practical tool and a research platform.
FAQs
TED Business is a podcast hosted by Columbia Business School Professor Modoupe Akanola that explores business topics and answers questions about work, such as four-day work weeks and AI's impact on jobs.
Claude Code is an AI coding tool developed by Anthropic that helps users write code, automate tasks like cleaning up desktop screenshots, and interact with computers through agents.
Claude Code came from Anthropic's focus on AI safety and the need to test models in real-world scenarios. It was built as a coding product because models excelled at coding, allowing users to learn about AI while improving safety.
The growth was driven by model improvements, particularly with Opus 4.5 and Opus 4.6, which significantly enhanced coding capabilities and led to more users adopting the tool.
Prompt injection is an attack where a model reads a malicious instruction from an external source, like a website, and follows it instead of the user's intent, potentially causing harm.
Claude Code uses alignment training, neural probes to detect injection in the model's neurons, and features like permission prompts or auto mode to ensure safety, making it resistant to such attacks.
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