Podbit · God Mode Podcast
Ben pulled live Google Trends data mid-episode: Claude searches dropped 30–40% over the summer while ChatGPT fell only 10%. The Codex vs Claude Code race is now neck-and-neck after Claude Code led all of Q2.
Where this was said
At 22:40 · chapter starts 22:32
Ben opens Google Trends live on air and shares what he sees: Claude peaked in February, roughly when both hosts deleted their ChatGPT subscriptions and went all-in on Anthropic. Since then, Claude has slid from a relative score of around 33 down to 21 — a drop of 30 to 40% — while ChatGPT's summer dip has been a comparatively mild 10%. OpenAI's CFO had boasted in July that the company added more net ARR that month than in all of Q2, and the Trends data corroborates it. The Codex vs Claude Code comparison tells a similar story: Claude Code dominated Q2, but by June Codex had pulled level. Rik connects this to what they observed in practice — Claude Code was everywhere on Instagram in the spring, but OpenAI was aggressively pushing Codex migrations on Twitter and it worked.
Ben observed that Claude's Google Trends score dropped roughly 30–40% over the summer while ChatGPT fell only about 10%, signalling a sentiment shift back to OpenAI.
Ten episodes ago Rik laid out a SpaceX bear case centred on a $101 billion insider unlock. Today it's playing out live: the stock is 35% below IPO, more than doubling the public float. The lesson isn't just about SpaceX — it's about entry price mattering as much as thesis quality.
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