6 ms·

Claude Code is the ChatGPT moment repeated and awful news for software stocks

20 points by nadis 9mo ago

djmips 9mo ago
My opinion is that Claude Code is the first viable leverage of the LLM technology so comparing it to a 'ChatGPT moment' is odd to me.
- HNisCIS 9mo ago
  Analyst slop, he's trying to say that Claude code is like the moment that chatgpt was released and everyone went apeshit for AI. The future he's describing is vaguely plausible in a narrow set of use cases a decade from now but he needs to justify the paycheck so here we are.
skybrian 9mo ago
I do think coding agents are very important and will have widespread impact. But this article seems like rather vague hand-waving about the future?
- nadis 9mo ago
  I thought the concluding quote was the most interesting part but I also am not super versed in market prediction (I sort of assume it is hand-wavy in general?). I shared it because I was curious if folks with more insight might have better perspectives than I. But it also might just be too vague an article to effectively ground that kind of conversation - I'm not sure.
xnx 9mo ago
I see this with the disproportionate amount of hype around "Claude Code" specifically vs. AI coding in general. Eventually people realized that there was AI chat beyond the brand-name "Chat GPT" and that Gemini was just as good (and often better).
- nadis 9mo ago
  I tend to agree, although I do think Claude Code specifically is having a moment for AI for software development. There are a lot of similar products (OpenAI's Codex, Google's Gemini CLI, etc.) but none work quite as well - yet anyways. Sort of orthogonal to the potential market impact, which I personally am not really sure how to interpret.
z0r 9mo ago
Vague nonsense
- nadis 9mo ago
  What felt vague about it? Personally while I'm not sure how to interpret the potential market impact (or lack there of) I thought it was an interesting hypothesis, especially the quote at the end: > “One day, the successor to Claude Code will make a superhuman interface available to everyone. And if Tokens were TCP/IP, Claude Code is the first genuine website built in the age of AI. And this is going to hurt a large part of the software industry.” “I believe that all software must leave information work as soon as possible. I believe that the future role of software will not have much ‘information processing’, i.e., analysis. Claude Code or Agent-Next will be doing the information synthesis, the GUI, and the workflow. That will be ephemeral and generated for the use at hand. Anyone should be able to access the information they want in the format they want and reference the underlying data. What I’m trying to say is that the traditional differentiation metrics will change. Faster workflows, better UIs, and smoother integrations will all become worthless, while persistent information, a la an API, will become extremely valuable.”
throwup238 9mo ago
Get ready folks, another breathless hype wave incoming! Don't get me wrong, I somewhat agree that there's been a sea change with Opus 4.5 in the usefulness of Claude Code, but it stills goes off the rails at the drop of a hat in the dumbest and most frustrating ways. Actually trying to use it to develop even a nontrivial greenfield project from scratch requires carefully reviewing its code to make sure it stays on track.
- nadis 9mo ago
  > "Actually trying to use it to develop even a nontrivial greenfield project from scratch requires carefully reviewing its code to make sure it stays on track." Completely agreed!
deleted 9mo ago
[deleted]
kankerlijer 9mo ago
Perhaps journalists are just trying to make fetch^^^^^Claude happen, but I've noticed it popping up a bit more (The Atlantic): https://archive.is/6YvPh https://archive.is/6YvPh
- njhnjh 9mo ago
  [flagged]
  - kankerlijer 9mo ago
    Not at all, I just like to pay special attention to how the normies view AI. I have nothing to add to the debate over whether it's good, but I will adjust myself to its impact.
  - saagarjha 9mo ago
    You will find that people will take you more seriously if you don't try to claim that AGI is here.
    - njhnjh 9mo ago
      Have you used Claude? The writing is on the wall.
      - falloutx 9mo ago
        Dont bait people here. Claude is good but its not great, consumer is not gonna be able to generate GTA 6 any time soon. May be never
      - daliusd 9mo ago
        Claude is great, but you still need a developer to ripe the benefits. And it is not magic - I see productivity increase of about 30% in my team.
      - saagarjha 9mo ago
        I have.
njhnjh 9mo ago
[flagged]
falloutx 9mo ago
This article makes no sense. Wouldn't software companies make more money if Claude Code is good, as they have to pay less to the SDEs? Genuinely confused here.
- njhnjh 9mo ago
  why would you pay for software you can generate for free?
  - falloutx 9mo ago
    Try generating Figma through Claude Code before you can say that. Classic software is full of human ingenuity and replicating each feature looks easy on the surface, but when you get into it, it slowly becomes impossible. Note: Figma was just an example of a complex software.
    - njhnjh 9mo ago
      Figma is old-world technology. The future is on-demand LLM image generation.
      - falloutx 9mo ago
        > The future is on-demand LLM image generation. Why even generate an image then. Why don I just use dribbble / behance and pick the best design
  - SoftTalker 9mo ago
    So you're going to generate Quickbooks on the fly every time you need to make an accounting journal entry?
  - actsasbuffoon 9mo ago
    Why would you pay for a meal you could make at home? Because I have neither the time nor inclination to make it at home right now. I have other stuff I need to do.
- 9mo ago
sixtyj 9mo ago
This is really odd. They are incomparable in terms of the scope that these companies have. I have used all major tools: OpenAI (chat, api), Google Gemini (ai studio, api, cli, antigravity) and Claude (chat, code and api). Mostly for coding issues to solve. Claude Code gives usable results almost instantly for small scripts and it can go live. Gemini CLI tells me that it doesn't have this and that - and I have tried pushing Gemini to deliver production-quality code. No chance. I use the same style of coding instructions for all tools. But difference is in hours. I had a Claude session - result was in minutes, Gemini - hour and in many rounds. On the other side, Gemini Canvas is really powerful as it makes usable app/tool inside Gemini so you don’t have to know how to run Python or PHP. And OpenAI has very powerful chat. So all of them seem to have different focus groups…
- nadis 9mo ago
  I tend to agree, but was curious to hear others' thoughts. My background is more product / software, less market prediction and performance so I really wasn't sure what to make of this.
ls612 9mo ago
So I’m not proud to admit that for my recent work (which has been 90% data science stuff in Julia) I’ve been still just using Gemini via the webpage for coding and it’s pretty effective for me, what is the most user friendly way to get started with Claude Code? Is there a nice VSCode integration out there?
- falloutx 9mo ago
  Yes you can install it as a VSCode extension or use it from terminal. Effect is same. But for your use-case, I would think Gemini cli is better, since gemini does seem to excel in Data Analytics tasks for me.
  - waffletower 9mo ago
    Yes, admittedly, since the Gemini 3 release, I have switched to using Gemini 3 via Opencode and the Gemini CLI, largely.
- waffletower 9mo ago
  Claude Code is a command line CLI. There are many like it -- Opencode, aider, Gemini CLI -- you launch the CLI in a software project directory and ask it to code interactively. It can navigate source files and create them. I prefer the approach to Cursor, however, there is a vscode extension for Claude Code as well: https://code.claude.com/docs/en/vs-code https://code.claude.com/docs/en/vs-code
yellow_lead 9mo ago
> Just 3% of the time does SPY gain 1% while software stocks drop 5% in a month I would like to direct the author to a high school statistics class. https://en.wikipedia.org/wiki/Correlation_does_not_imply_causation https://en.wikipedia.org/wiki/Correlation_does_not_imply_cau...
- nadis 9mo ago
  Fair point!

20 points by nadis 9mo ago

My opinion is that Claude Code is the first viable leverage of the LLM technology so comparing it to a 'ChatGPT moment' is odd to me.

HNisCIS 9mo ago
Analyst slop, he's trying to say that Claude code is like the moment that chatgpt was released and everyone went apeshit for AI. The future he's describing is vaguely plausible in a narrow set of use cases a decade from now but he needs to justify the paycheck so here we are.

skybrian 9mo ago

I do think coding agents are very important and will have widespread impact. But this article seems like rather vague hand-waving about the future?

nadis 9mo ago
I thought the concluding quote was the most interesting part but I also am not super versed in market prediction (I sort of assume it is hand-wavy in general?). I shared it because I was curious if folks with more insight might have better perspectives than I. But it also might just be too vague an article to effectively ground that kind of conversation - I'm not sure.

xnx 9mo ago

I see this with the disproportionate amount of hype around "Claude Code" specifically vs. AI coding in general. Eventually people realized that there was AI chat beyond the brand-name "Chat GPT" and that Gemini was just as good (and often better).

nadis 9mo ago
I tend to agree, although I do think Claude Code specifically is having a moment for AI for software development. There are a lot of similar products (OpenAI's Codex, Google's Gemini CLI, etc.) but none work quite as well - yet anyways. Sort of orthogonal to the potential market impact, which I personally am not really sure how to interpret.

z0r 9mo ago

Vague nonsense

nadis 9mo ago
What felt vague about it? Personally while I'm not sure how to interpret the potential market impact (or lack there of) I thought it was an interesting hypothesis, especially the quote at the end: > “One day, the successor to Claude Code will make a superhuman interface available to everyone. And if Tokens were TCP/IP, Claude Code is the first genuine website built in the age of AI. And this is going to hurt a large part of the software industry.” “I believe that all software must leave information work as soon as possible. I believe that the future role of software will not have much ‘information processing’, i.e., analysis. Claude Code or Agent-Next will be doing the information synthesis, the GUI, and the workflow. That will be ephemeral and generated for the use at hand. Anyone should be able to access the information they want in the format they want and reference the underlying data. What I’m trying to say is that the traditional differentiation metrics will change. Faster workflows, better UIs, and smoother integrations will all become worthless, while persistent information, a la an API, will become extremely valuable.”

throwup238 9mo ago

Get ready folks, another breathless hype wave incoming! Don't get me wrong, I somewhat agree that there's been a sea change with Opus 4.5 in the usefulness of Claude Code, but it stills goes off the rails at the drop of a hat in the dumbest and most frustrating ways. Actually trying to use it to develop even a nontrivial greenfield project from scratch requires carefully reviewing its code to make sure it stays on track.

nadis 9mo ago
> "Actually trying to use it to develop even a nontrivial greenfield project from scratch requires carefully reviewing its code to make sure it stays on track." Completely agreed!

deleted 9mo ago

[deleted]

kankerlijer 9mo ago

Perhaps journalists are just trying to make fetch^^^^^Claude happen, but I've noticed it popping up a bit more (The Atlantic): https://archive.is/6YvPh https://archive.is/6YvPh

njhnjh 9mo ago
[flagged]
- kankerlijer 9mo ago
  Not at all, I just like to pay special attention to how the normies view AI. I have nothing to add to the debate over whether it's good, but I will adjust myself to its impact.
- saagarjha 9mo ago
  You will find that people will take you more seriously if you don't try to claim that AGI is here.
  - njhnjh 9mo ago
    Have you used Claude? The writing is on the wall.
    - falloutx 9mo ago
      Dont bait people here. Claude is good but its not great, consumer is not gonna be able to generate GTA 6 any time soon. May be never
    - daliusd 9mo ago
      Claude is great, but you still need a developer to ripe the benefits. And it is not magic - I see productivity increase of about 30% in my team.
    - saagarjha 9mo ago
      I have.

njhnjh 9mo ago

[flagged]

falloutx 9mo ago

This article makes no sense. Wouldn't software companies make more money if Claude Code is good, as they have to pay less to the SDEs? Genuinely confused here.

njhnjh 9mo ago
why would you pay for software you can generate for free?
- falloutx 9mo ago
  Try generating Figma through Claude Code before you can say that. Classic software is full of human ingenuity and replicating each feature looks easy on the surface, but when you get into it, it slowly becomes impossible. Note: Figma was just an example of a complex software.
  - njhnjh 9mo ago
    Figma is old-world technology. The future is on-demand LLM image generation.
    - falloutx 9mo ago
      > The future is on-demand LLM image generation. Why even generate an image then. Why don I just use dribbble / behance and pick the best design
- SoftTalker 9mo ago
  So you're going to generate Quickbooks on the fly every time you need to make an accounting journal entry?
- actsasbuffoon 9mo ago
  Why would you pay for a meal you could make at home? Because I have neither the time nor inclination to make it at home right now. I have other stuff I need to do.
9mo ago

sixtyj 9mo ago

This is really odd. They are incomparable in terms of the scope that these companies have. I have used all major tools: OpenAI (chat, api), Google Gemini (ai studio, api, cli, antigravity) and Claude (chat, code and api). Mostly for coding issues to solve. Claude Code gives usable results almost instantly for small scripts and it can go live. Gemini CLI tells me that it doesn't have this and that - and I have tried pushing Gemini to deliver production-quality code. No chance. I use the same style of coding instructions for all tools. But difference is in hours. I had a Claude session - result was in minutes, Gemini - hour and in many rounds. On the other side, Gemini Canvas is really powerful as it makes usable app/tool inside Gemini so you don’t have to know how to run Python or PHP. And OpenAI has very powerful chat. So all of them seem to have different focus groups…

nadis 9mo ago
I tend to agree, but was curious to hear others' thoughts. My background is more product / software, less market prediction and performance so I really wasn't sure what to make of this.

ls612 9mo ago

So I’m not proud to admit that for my recent work (which has been 90% data science stuff in Julia) I’ve been still just using Gemini via the webpage for coding and it’s pretty effective for me, what is the most user friendly way to get started with Claude Code? Is there a nice VSCode integration out there?

falloutx 9mo ago
Yes you can install it as a VSCode extension or use it from terminal. Effect is same. But for your use-case, I would think Gemini cli is better, since gemini does seem to excel in Data Analytics tasks for me.
- waffletower 9mo ago
  Yes, admittedly, since the Gemini 3 release, I have switched to using Gemini 3 via Opencode and the Gemini CLI, largely.
waffletower 9mo ago
Claude Code is a command line CLI. There are many like it -- Opencode, aider, Gemini CLI -- you launch the CLI in a software project directory and ask it to code interactively. It can navigate source files and create them. I prefer the approach to Cursor, however, there is a vscode extension for Claude Code as well: https://code.claude.com/docs/en/vs-code https://code.claude.com/docs/en/vs-code

yellow_lead 9mo ago

> Just 3% of the time does SPY gain 1% while software stocks drop 5% in a month I would like to direct the author to a high school statistics class. https://en.wikipedia.org/wiki/Correlation_does_not_imply_causation https://en.wikipedia.org/wiki/Correlation_does_not_imply_cau...

nadis 9mo ago
Fair point!