Why the Tech World Is Going Crazy for Claude Code | Odd Lots

In the AI industry, there's always a hot new thing. First it was ChatGPT. Then it was the image generators. There was the DeepSeek moment. In the latter half of last year, everyone was excited about how good Google's Gemini was. In January 2026, the new hot thing everyone is talking about is Claude Code. But of course, the AI models have been able to generate lines of code for a long time now. So what is it about Claude Code that has people so excited? Why is it that people are asking: "Is this AGI?" On this episode, we speak with Noah Brier, the co-founder of Alpehic, a consultancy firm that helps large organizations implement AI technology. Noah has been using the Large Language Models for longer than just about anyone, since before ChatGPT existed. He explains to us the evolution of AI-assisted coding, what Claude Code actually is, and why it is that traditional software firms have been getting destroyed in the stock market lately.

Chapters:
00:00:00 - Opening Pre-Show Banter
00:00:45 - Joe's AI Coding Journey
00:05:17 - Practical Applications and Capabilities
00:07:54 - Interview with Noah Breyer Begins
00:09:27 - AGI Discussion and Technical Evolution
00:11:07 - What is Claude Code?
00:17:23 - Memory and State Management
00:19:00 - Development Philosophy and Speed
00:20:48 - Claude Code vs. Competitors
00:24:53 - Impact on Engineering Workflow
00:26:58 - User Experience and Model Quality
00:30:30 - Future of Coding Literacy
00:34:02 - Corporate Impact and Hiring
00:36:21 - Threat to Software Industry
00:40:46 - Salesforce Case Study
00:44:38 - Economics and Pricing
00:48:36 - Ecosystem Lock-in Strategy
00:48:39 - Closing Conversation
00:50:33 - Conclusion
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