ANTHROPIC directional thesis
Sacks singles out Anthropic's Opus 4.5 and Claude Code as the breakout product everyone is going crazy over and projects it becomes the personal digital assistant in 2026, a named bet that Anthropic specifically is on the leading edge.
“the the the product that just came out recently that everyone's kind of going crazy over is the latest iteration of Claude Code, uh, which is, uh, powered by, uh, Anthropic's, uh, Opus 4.5 model, which seems to be a real breakthrough in in in coding... in 2026, you could see that that these types of of tools, again, started as coding assistance, but now they've become personal digital assistance. That could definitely happen this year.”19:19claim_id
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