Discussion

• @dylan522p Dylan Patel on x

  4% of GitHub public commits are being authored by Claude Code right now. At the current trajectory, we believe that Claude Code will be 20%+ of all daily commits by the end of 2026. While you blinked, AI consumed all of software development. Read more 👇 https://newsletter.semiana…

• @jayhawkjeff @jayhawkjeff on bluesky

  I think Claude Code is amazing and I think this will end poorly.  [embedded post]

• @_sholtodouglas Sholto Douglas on x

  2% to 4% in a month. Ludicrous. [image]

• @erikbryn Erik Brynjolfsson on x

  Slowly at first, and then suddenly.

• @kevinroose Kevin Roose on x

  this chart feels like the those stats at the beginning of covid. “who cares about 400 cases in seattle? and why are all the epidemiologists buying toilet paper?”

• @tszzl Roon on x

  @SemiAnalysis_ last half of this article is poor analysis: - makes assertion that 5.2 token inefficiency ruins long horizon planning? and yet it tops the METR chart for long horizon planning? half baked - counts NPM downloads as authoritative when Claude code numbers hugely infla…

• @gilgnyc Gil on x

  I don't write any code manually. Everything is generated by Codex or Claude Code. At a certain point, you're taking a higher risk to allow humans to code than a machine.

• @dkthomp Derek Thompson on x

  for me the odds that AI is a bubble declined significantly in the last 3 weeks and the odds that we're actually quite under-built for the necessary levels of inference/usage went significantly up in that period basically I think AI is going to become the home screen of a

• @scaling01 @scaling01 on x

  SemiAnalysis: “It [Claude Code] is set to drive exceptional revenue growth for Anthropic in 2026, enabling the lab to dramatically outgrow OpenAI.” [image]

• @semianalysis_ @semianalysis_ on x

  Claude Code is the Inflection Point, What It Is, How We Use It, Industry Repercussions, Microsoft's Dilemma, Why Anthropic Is Winning. https://newsletter.semianalysis.com/ ...

• @rauchg Guillermo Rauch on x

  Claude-using teams on @vercel: ▪️ generated 12.8% of deployments last week ▪️ ship 7.6x more often than non-Claude teams ▪️ growing deployments at 14% WoW

• @sarthakgh Sar Haribhakti on x

  “4% of GitHub public commits are being authored by Claude Code right now. At the current trajectory, we believe that Claude Code will be 20%+ of all daily commits by the end of 2026.” “The cost of Claude Pro or ChatGPT is $20 dollars a month, while a Max subscription is $200

• @stevesi Steven Sinofsky on x

  When we built the C++ app framework for building Windows Apps (called MFC, codename AFX) in 1990, one of the first things we did was make sure to stamp client executables with __AFXAPP so we could see. A proud moment a short time later was seeing that stamp on Mosaic. :-)

• @binarybits Timothy B. Lee on x

  It seems obvious to a lot of people that something amazing is going to happen when this chart reaches 50% or 90% or whatever. But “authored by Claude Code” doesn't mean no human was involved. Claude code is an important new tool but it's not more than that.

• @bricked_trades @bricked_trades on x

  This is exactly what happened with Deepseek last year. Fear of cost/token going down ≠ less demand for advanced compute Fear of AI agents being cheaper to run vs humans ≠ less demand for infrastructure layer software Long usage based bill companies $DDOG $NET $PANW $CRWD $RBRK [i…

• @jakehalloran1 Jake Halloran on x

  this graph is actually breaking my brain with how much of a bubble i was in until literally last month lol i knew it was a bubble obviously but also, lol, lmao