The skinny on what's happening in AI - straight from the previous live session:

Highlights

🌐 Claude Code Comes to the Web - No Terminal Required

Discussed at [00:00:17]

Claude Code is now available directly in your browser - just hit the "Code" button in Claude's sidebar. Available for Pro ($20/month) and Max ($200/month) users. You can even access it from your phone via the Claude app!

Kyle's take: This is massive, but Anthropic's messaging is terrible. "Delegate coding tasks without opening your terminal" - they're talking to developers who already know command line. Who…don’t need this!

But this changes everything for non-technical users! Previously, Claude Code required npm installs, Node.js dependencies, terminal knowledge, local host…

Now it's (almost!) as accessible as Lovable or Bolt. I built a workout tracker in minutes - persistent storage, timers, everything.

But I do wonder who this is for…for serious developers, this is nice-to-have. Hey, they can code on the toilet now! For vibe coders stepping up from Lovable? This is almost the bridge they needed. But still a little too technical…

The response will be muted because techies think they don't need it, while non-techies don't realise how exciting this is.

Source: Anthropic announcement

💰 "ChatGPT for Doctors" Hits $6 Billion Valuation

Discussed at [00:21:22]

OpenEvidence raised $200 million at a $6 billion valuation, just three months after raising at $350 million. The platform handles 15 million medical consultations monthly, trained on JAMA and New England Journal of Medicine.

Kyle's take: 

OK very cool and congrats to the team. That’s not what I want to discuss though. This seems to be literally a ChatGPT wrapper with RAG and fine-tuning. It's a vector database with medical journals and a chatbot interface. That's it.

You could build this in a weekend. But here's the thing: it doesn't matter. They have 15 million monthly consultations because doctors find it valuable. Most people don't know how to query ChatGPT for medical info, protect against hallucinations, or fine-tune models. By creating a specialised version, they hit $6 billion valuation

People will criticise it as "just a wrapper" - yeah, a $6 billion wrapper that actually helps people! This is the reminder: create something valuable and put it in the world. How you build it doesn't matter if users find it valuable. Not one iota.

Source: TechCrunch

🤝 Reid Hoffman: "Back the Good Guys in AI"

Discussed at [00:13:02]

LinkedIn co-founder Reid Hoffman explicitly called Anthropic "one of the good guys" alongside Microsoft, Google, and OpenAI. Notably absent: Meta and xAI.

Kyle's take: Battle lines are being drawn. xAI not releasing model cards is spitting in the industry's face - everyone else agreed to transparency about safety and guardrails. Grok allowing NSFW content, going "full fascist" sometimes - that's a choice.

I’d argue that OpenAI sits ambiguously in the middle. I think they are “goodies” but time will tell.

The main thing is that we need adult conversations about this. The anti-AI books like "If Anyone Builds It, We All Die" (great title) miss that we can't unilaterally regulate - if the West stops, China won't.

This is a humanity issue, not just San Francisco tech bros. Reid's right: extreme arguments brush away thoughtful discussion. We need nuance, not platitudes or alarm bells. Which, as humans, we are pretty terrible at!

Source: Reid Hoffman Twitter thread

Member Question: "What's your take on talk about the AI bubble?"

Kyle's response: Technology and investment are linked but separate. The dot-com crash killed Pets .com (investment bubble) but not the internet (technology survived).

We're seeing the same - Y Combinator's full of "Lovable for pets" copycats, dumb money everywhere. Financial correction? Probably. But AI's different from NFTs or blockchain - those were tech bubbles with low/no adoption.

ChatGPT alone has 800m users ~3 years, 10% of Earth. When companies crash, people think AI dies. Wrong. Like the internet post-2000, AI's too useful to disappear. The technology stays, the speculation goes.

This question was discussed at [00:08:58] during the live session.

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