AMA Part 1: Is Claude Code AGI? Are we in a bubble? Plus Live Player Analysis

In this AMA episode, Nathan gives an update on his son Ernie’s cancer treatment and how frontier AI models are helping him navigate complex medical decisions. PSA for AI builders: Interested in alignment, governance, or AI safety? Learn more about the MATS Summer 2026 Fellowship and submit your name to be notified when applications open: https://matsprogram.org/s26-tcr. He reflects on whether Claude Opus 4.5 and Claude Code amount to AGI-level coding, sharing stories of hospital vibe coding apps for his family. You’ll hear his framework for getting real value from Gemini 3, Claude, and GPT 5.2 Pro, plus his take on AI bubbles, Chinese models, chip controls, and who the true live players are in today’s AI race.

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CHAPTERS:

(00:00) AMA intro format

(00:22) Ernie health update

(09:24) Claude 4.5 question (Part 1)

(09:29) Sponsors: MongoDB | Framer

(11:21) Claude 4.5 question (Part 2)

(13:21) Using AI for cancer

(19:48) AI value and skill

(22:10) Holiday coding projects (Part 1)

(22:15) Sponsor: Tasklet

(23:27) Holiday coding projects (Part 2)

(28:01) Claude code workflow

(32:03) Is Claude 4.5 AGI

(36:04) AI bubble or not

(41:22) VC froth examples

(46:09) Chinese models comparison

(55:29) H200 exports to China

(01:03:40) Google DeepMind strengths

(01:11:55) OpenAI strategy outlook

(01:22:51) Anthropic culture and strategy

(01:36:17) XAI promise and risks

(01:48:20) Meta and Microsoft

(01:52:29) Part two preview

(01:53:39) Outro

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