We’re back with all the Claude that's fit to Code. I continue to have great fun with it and find useful upgrades, but the biggest reminder is that you need the art to have an end other than itself. Don’t spend too long improving your setup, or especially improving how you improve your setup, without actually working on useful things.

The Efficient Market Hypothesis

Odd Lots covered Claude Code. Fun episode, but won’t teach my regular readers much that is new.

Bradly Olsen at the Wall Street Journal reports Claude [Code and now Cowork are] Taking the AI World By Storm, and ‘Even Non-Nerds Are Blown Away.’

It is remarkable how everyone got the ‘Google is crushing everyone’ narrative going with Gemini 3, then it took them a month to realize that actually Anthropic is crushing everyone, at least among the cognoscenti with growing momentum elsewhere, with Claude Code and Claude Opus 4.5. People are realizing you can know almost nothing and still use it to do essentially everything.

Are Claude Code and Codex having a ‘GPT moment’?

Wall St Engine: Morgan Stanley says Anthropic's ClaudeCode + Cowork is dominating investor chatter and [...]

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Outline:

(00:28) The Efficient Market Hypothesis

(01:57) Huh, Upgrades

(03:49) Obsidian

(04:33) New Tools

(04:57) Tool Search

(07:17) Out Of The Box

(08:48) Skilling Up

(12:01) The Art Must Have An End Other Than Itself Or It Collapses Into Infinite Recursion

(13:43) Safely Skip Permissions

(14:44) A Matter of Trust

(16:30) Code Versus Cowork

(18:14) Claude Cowork Offers Mundane Utility

(21:52) Claude Code Offers Mundane Utility

(23:32) Vibe Coding Requires Good Vibes

(24:06) Codex of Ultimate Vibing

(25:12) No Soup For You

(26:46) Server Overload

(28:17) Here's The Pitch

(29:12) The Lighter Side

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Narrated by TYPE III AUDIO.

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