Ben Broch

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Anthropic train Opus 4.7, so they know exactly how the model thinks, they know what it's good at, what context window tricks make it work as well as it could. They ship Claude Code — their own harness — and then Cursor, a third party with no privileged access, they're able to extract more performance from Opus than Anthropic does.

Ben Broch

Codex beats Claude Code, Stripe launche…

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It's incredibly reckless in this world to not learn AI.

Ben Broch

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Maybe the harness is just genuinely kind of a different discipline than model training. I think Cursor, they've been at this battle for years now, since 2022 when they were founded, where they're trying to figure out every last detail about the developer experience, whereas Anthropic and OpenAI are really focused on building the best models.

Ben Broch

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Cursor pays huge sums to OpenAI and Anthropic for all this inference, but now they're competing for the layer that those labs have wanted to dominate.

Ben Broch

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Initially, there was AWS and Azure, where you would host your product on one of these cloud providers, but then something called Snowflake came out, and Snowflake made it super simple for you to say, today, you know what, guys? I don't really feel like being on AWS anymore. I'm gonna move over to Azure. Cursor is letting you just click that little toggle button and say, alright. Don't think I like GPT 5.5 anymore. I'm gonna go straight over to Anthropic's Claude models.

Ben Broch

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For the last three years, the reality is that there's been a flat AI subscription cost. But secretly, what was happening is there was a wealth transfer from light users to power users — from basically the VC investors to all of us.

Ben Broch

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Phantom is a brand more than Jupiter. You know, Solana is the most well known out of all because it's the currency, but it's almost like a commodity flowing throughout this ecosystem. But Phantom is the thing where so many different types of consumers are touching that product.

Ben Broch

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SpaceX is an n of one. It's the only company that is in this space that is going to be able to do all of these different types of things, barring Elon, you know, something terrible happening to him.

Ben Broch

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Elon is betting that SpaceX is gonna be able to send a thousand times more than today's terawatt compute, but he's gonna launch that into space. It's mind blowing.

Ben Broch

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This is extremely aligned. It's getting people to Mars, and it's getting AI data centres in space, both of which will unlock this overarching goal that Elon now has for all of his companies — abundance.

Ben Broch

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Stripe has access to all of my data when it comes to purchasing. Stripe probably has the best sense of how profitable my businesses are, more than just about anything else. They can probably closely forecast what my revenue would be at two, three, four months out, probably even better than I know myself.

Ben Broch

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The seven companies are SpaceX, OpenAI, Google, NVIDIA, Reflection, Microsoft, and AWS. Notably, Anthropic is off that list.

Ben Broch

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Technology

Cursor beats Claude Code on Opus 4.7

Codex beats Claude Code, Stripe launched the AI bank & Spac… · May 1, 2026

A third-party harness with no privileged access outperforms Anthropic's own Claude Code when running Anthropic's Opus 4.7 model.

0:07 – 0:50

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Technology

Cursor founded in 2022

Codex beats Claude Code, Stripe launched the AI bank & Spac… · May 1, 2026

Cursor has been perfecting the developer experience since 2022, giving it years of institutional knowledge across multiple models.

2:30 – 2:55

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Technology

Global data-centre capacity: 0.1 TW

Codex beats Claude Code, Stripe launched the AI bank & Spac… · May 1, 2026

Current global data-centre compute capacity sits at approximately 0.1 terawatts, making Elon's 100-terawatt compute target 1,000 times today's total.

1:10:13 – 1:10:50

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Government

Dept of War: 7 AI partners, Anthropic excluded

Codex beats Claude Code, Stripe launched the AI bank & Spac… · May 1, 2026

The US Department of War named seven AI partners — SpaceX, OpenAI, Google, NVIDIA, Reflection, Microsoft, and AWS — notably omitting Anthropic.

1:19:20 – 1:20:10

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Government

Dept of War: 1.3M users, tens of millions of prompts

Codex beats Claude Code, Stripe launched the AI bank & Spac… · May 1, 2026

Over 1.3 million Department of War personnel have used the AI platform, generating tens of millions of prompts and hundreds of thousands of agents in only five months.

1:20:37 – 1:21:10

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Science

Human genome project: 13 years, 92% complete

Codex beats Claude Code, Stripe launched the AI bank & Spac… · May 1, 2026

The original Human Genome Project took 13 years to sequence the genome and only achieved 92% completion of the sequence.

1:16:56 – 1:17:30

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