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

Description

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 Watch Bloomberg Vodcasts: https://www.youtube.com/playlist?list=PLe4PRejZgr0MS0Tqk_zQl1LVVTdWuH2Di Watch more Odd Lots episodes: https://www.youtube.com/playlist?list=PLe4PRejZgr0OJbRzA6nWybYiThLJd_ouz Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Monday and Thursday for interviews with the most interesting minds in finance, economics and markets. Join the conversation: discord.gg/oddlots Subscribe to Bloomberg Podcasts: https://bit.ly/BloombergPodcasts Check out more Odd Lots: https://youtube.com/playlist?list=PLe4PRejZgr0MuA6M0zkZyy-99-qc87wKV Get the Odd Lots newsletter: https://www.bloomberg.com/account/newsletters/oddlots And for all things Odd Lots, visit https://www.bloomberg.com/oddlots #Investing #Markets #Finance #Bloomberg #Podcast #OddLots Visit us: https://www.bloomberg.com/podcasts For coverage on news, markets and more: http://www.bloomberg.com/video Visit our other YouTube channels: Bloomberg Television: https://www.youtube.com/@markets Bloomberg Originals: https://www.youtube.com/bloomberg