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Odd Lots

Why the Tech World Is Going Crazy for Claude Code

Odd Lots

Bloomberg

Business, News, News Commentary, Investing, Business News

4.52K Ratings

🗓️ 19 January 2026

⏱️ 60 minutes

🧾️ Download transcript

Summary

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 even 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.

Read more:
Meta Begins Job Cuts as It Shifts From Metaverse to AI Devices
AI Coding Startup Replit Nears Funding at $9 Billion Valuation

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Transcript

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0:47.9

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0:50.3

Podcasts, Radio News.

1:06.8

Music. Podcasts Radio News Hello and welcome to another episode of the Odd Lots podcast.

1:08.1

I'm Joe Wisenthall.

1:09.3

And I'm Tracy Allaway.

2:02.2

So Tracy, you're cool like if I like, you know, just start doing this part-time as I like build out my software business, right? Like, you're cool about that, right? I was going to say, I've been thinking about AI and productivity. And so far, your productivity has gone down, Joe. No. Because instead of doing odd thoughts things, you're coding your own software. Except that I'm creating content for the Odd Lots newsletter about coding, and that is productivity accretive. Debatable. Debatable. But you're cool with that. You're cool with, like, me, like, I'm just going to, like, check in part-time on Odd Lots when we have a recording. No, of course not. Okay, good. Good. Good. That's the right answer. I want you to be really sad. But, like, like, a few other people, you know, I have, like, caught the sort of, like, bug of, like, AI coding, and I'm totally blown away. I've, like, played with it from the big, I started playing around with it last year. But then over the holidays,

2:03.7

and I've been writing about this in the newsletter,

2:01.5

suddenly like my Twitter feed is like,

2:05.4

Claude Code, Claude Code. I had you just cursor before, which I was very impressed by at the time.

2:11.8

And so when I got home from vacation, one of the first things I did is like figure out how to

2:16.4

install Claude Code on my computer. And I was like, oh, I am like hooked. This home from vacation, one of the first things I did is like figure out how to install cloud code

2:17.6

on my computer. And I was like, oh, I am like hooked. This is actually like, I see why half my

2:24.9

Twitter feed is just like people posting about this. All right. So I have to say I have not

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