Claude Code Killed the AI Bubble

The AI Daily Brief analyzes the shift in perception surrounding AI's potential, arguing that recent advancements, particularly Claude Code, signal a move from hype to tangible impact. It highlights Semianalysis's report, noting Claude Code's rapid adoption and potential to revolutionize software development and information work. The discussion emphasizes the decreasing cost of AI intelligence and its implications for enterprise software, suggesting a "SaaSpocalypse" due to AI's ability to automate tasks previously requiring human effort. Quotes from industry figures illustrate a growing consensus that AI is becoming integral to white-collar work, despite challenges in enterprise integration and profitability concerns. The episode concludes by suggesting that the focus is shifting towards the need for increased compute to support AI's expanding role.