Episode Details
| Title | How Does Claude 4 Think? — Sholto Douglas & Trenton Bricken |
|---|---|
| Date | 5/22/2025 |
| Podcast | Dwarkesh Podcast ↗ |
Key Insights
Bullish:
- 🟢 $AIAGENTS - The future of AI development will focus on efficiently deploying and launching multiple agents rather than individual agent capabilities.
- “One prediction I have is that we're gonna move away from can an agent do x y z and more towards can I efficiently deploy launch a hundred agents” - Trenton (1:33:29)
- 🟢 $AICOMPUTE - 🔒
- 🟢 $SOFTENG - 🔒
- 🟢 $SEMIS - 🔒
- 🟢 $ENERGY - 🔒
- 🟢 $COMPUTE - 🔒
- 🟢 $SOLAR - 🔒
Bearish:
- 🔻 $JRDEV - 🔒