Saturday, January 17, 2026

Claude -- January 17, 2026

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Maybe I'll add my own comments to this article later.  

See my post from November 1, 2025.  I'm pretty proud of this, that I picked Claude out early from all the rest. 

Link here

From the linked article:

They call it getting “Claude-pilled.”

It’s the moment software engineers, executives and investors turn their work over to Anthropic’s Claude AI—and then witness a thinking machine of shocking capability, even in an age awash in powerful artificial-intelligence tools.

Many coders spent their holiday breaks on a “Claude bender,” testing out the capabilities of the latest Anthropic model, Claude Opus 4.5, which they used within a desktop coding tool called Claude Code. Tech companies have been incorporating code-writing AI into their workflows for years, and prior models were often compared with a junior software developer. The buzz around Claude’s latest incarnation is something different.

Malte Ubl is chief technology officer at Vercel, which helps develop and host websites and apps for users of Claude Code and other such tools. He said he used the tool to finish a complex project in a week that would’ve taken him about a year without AI. Ubl spent 10 hours a day on his vacation building new software and said each run gave him an endorphin rush akin to playing a Vegas slot machine.

The Claude zeal has spread widely this month, even to non-engineers. Many took to social media to describe the process of building their first software program without ever having learned to code. And despite the “code” in the name, people are using Claude Code for everything from health-data analysis to expense-report compiling as well.

Some described a feeling of awe followed by sadness at the realization that the program could easily replicate expertise they had built up over an entire career.

“It’s amazing, and it’s also scary,” said Andrew Duca, chief executive of Awaken Tax, a cryptocurrency tax platform. Duca has been coding since he was in middle school. “I spent my whole life developing this skill, and it’s literally one-shotted by Claude Code.” 

That in red corroborates exactly what my son-in-law, an engineer has also said.  

Disclaimer -- Intergenerational Wealth Transfer -- Real Estate -- January 17, 2026

Locator: 49734WEALTH.  

Updates

January 17, 2026: link here to The Wall Street Journal 


 

Original Post

Intergenerational wealth transfer! Wow, wow, wow! Corient commercial this morning is now "reporting" that the intergenerational wealth transfer will be $124 trillion! That has been a recent story on the blog. The bigger story, not being reported: like everything else in life, this $124 trillion will not be evenly distributed across all income levels. 

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Disclaimer
Brief Reminder 

Briefly:

  • I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken.
  • I am inappropriately exuberant about the US economy and the US market.
  • I am also inappropriately exuberant about all things Apple. 
  • See disclaimer. This is not an investment site. 
  • Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. 
  • All my posts are done quickly: there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything.
  • If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. 
  • Many posts are not proofread for several days after they've been posted.  
  • Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market.
  • I am also inappropriately exuberant about all things Apple. 
  • And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution.
  • I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom.
  • And Oracle. 
  • Longer version here.


Beth: Nvidia's Vera Rubin NVL72 Rack -- Micron Memory -- Impossible To "Visualize" -- January 17, 2026

Locator: 4994INVDA.

Tag: Nvidia. 

Link here

In the thread

INTEL -- INTC -- P/E -- PEG -- January 17, 2026

Locator: 49940INTEL.

Tag: INTC.


 

 

ASML -- January 17, 2026

Locator: 49939ASML.

Link here