Abhishek Mathur
783 posts

Abhishek Mathur
@AbhiMathur_
Product builder. All things tech. ML, blockchain, crypto, finance. Fun = snowboarding and wheat beers



By popular demand, Dispatch can now launch Claude Code sessions. Ask it to build, make, or improve something! To use it, update your Claude desktop app and make sure you have Code enabled.

We're shipping a new feature in Claude Cowork as a research preview that I'm excited about: Dispatch! One persistent conversation with Claude that runs on your computer. Message it from your phone. Come back to finished work. To try it out, download Claude Desktop, then pair your phone.

We just added /btw to Claude Code! Use it to have side chain conversations while Claude is working.





If I had to own any cloud/software stocks... then... cybersecurity is near the top of my list but right now I'm keeping exposure very light until we get through earning season then I can re-evaluate the landscape. I think cloud/software goes into 4 buckets... 1st bucket: these companies are going to zero or close to it (75-100% workforce reduction) 2nd bucket: these companies will be hurt by ai but not wiped out (50-75% workforce reduction), they will continue to struggle and might eventually get acquired or just turn into zombie companies 3rd bucket: these companies will use ai to enhance their offerings and provide increased value to customers, might even be able to raise prices, they'll still to do it with lower headcount because ai will make the remaining employees more productive (25-50% workforce reduction) 4th bucket: these companies will dominate with ai, massive value creation for customers/users, accelerating growth and margin expansion (0-25% workforce reduction) This is just me talking out loud however I've been thinking about this for months, first time putting it on twitter. Will adjust these buckets over time.






