Exploring Claude's Mobile Feature Set

**SPEAKER_1** (0:00)
Anthropic is finally letting Claude Co-work go to your mobile device, your phone on the Claude app. You've probably noticed you can get Claude Code over there, but Claude Co-work was missing, so they're going to be releasing that soon. DeepSeek is planning their own inference chips to basically cut NVIDIA and Huawei out of the deal for them. They're trying to get around them, and they rely on them heavily.
SK Hynix is planning a $28 billion US IPO or listing, because the demand for their memory has made a 260% stock jump for them, so this company is growing like crazy.
Solos is launching AirGo A6. These are smart glasses. They're only 19 grams, and essentially they're smart glasses with voice AI, but there is no camera in them. Vercelles Guirom Rauch is betting on splitting AI models from agents, so he thinks that you're going to get more bang for your buck and more efficiency if you actually take the AI model away from the agent and have these as two separate things. In completely unrelated news, I got a text today from my city in North Carolina that said that we are in a drought, and I'm only allowed to water my lawn if my house number is even every other day of the week. And then it has proceeded to rain all day long. I'm not sure if we were supposed to be saving water so the AI data centers don't run out, but I think we have enough rain now that drought might be officially over. Okay, I was super excited. Maybe the most excited I've been in a while. Anthropic has just allowed Claude Co work to go on your mobile device, on the Claude app on your phone. Previously, it was only on your desktop computer, and it was actually pretty annoying because if you were doing something with Claude code, you could remote control it from your phone, although it had some limitations, one of them being I found I had all the permissions were set the same way from my phone, so I still had to keep approving things over and over again, like the olden days, which is kind of brutal. But I'm really excited because now you can fire something off on your computer, leave, and you can keep iterating with Claude co-work on your phone, and I think it's actually gonna be able to take control of your computer still and do stuff. So this is actually insanely useful for so many things. At the same time, Claude has also published a list of what people are using Claude co-work for. So in case you need any ideas or you're curious, there's one graph in particular, they said, that 33% of people are using Claude co-work for business processes and operations. 16% are using it for content creation and copywriting. And only 8.7%. So basically like 9% are using it for software development. I actually use it for software development a lot, but I kind of toggle between Claude co-work and Claude code. There's like pros and cons to both of them. I find if I'm doing something where I need to be like logging in on the browser to stuff and clicking around and grabbing files off my computer, I'm going to use Claude co-work.
If I'm doing something that's more in like making pushes to my GitHub and stuff, I'm going to use Claude code. So anyways, there's pros and cons. And I will say the biggest pro with Claude code is that you just get way more mileage out of it. I burned through all my Claude co-work credits. I actually made a new Claude Max account just because I didn't want to run out of all my Fable credits, which shout out also Claude.
Claude said that they're extending Fable five, the use inside of the Claude app. If you have like a Claude Max subscription, they're extending it to the 12th. They're supposed to end today on the 7th, but they're extending it to the 12th. So if you have Claude, you're going to get way more Fable five. Now the problem is, if you're anything like me, you burn all of your Fable five credits already. I made a new account yesterday, and I have officially burned through all of my weekly credits already. So that's definitely a problem. I'm trying to work on that, and I have to wait till tomorrow, Wednesday before it reset. The next things that people are using Claude for is DevOps and Infrastructure, 7%, Research and Intelligence, 6.4%, Data Analysis and Business Intelligence, 5.8%, Document Processing and Extraction, 4%, Sales and Revenue Operations, 4%, and then everything else is about 14%.
So the biggest thing is Business Process and Operations, Content Creation, and Copywriting. That is basically 50% of what everybody is using it for. I know you'll be able to do all of that from your phone, which is a huge unlock. It's also on 24-7, so you can actually give it a task on your phone and then go to bed and it's done in the morning, which is really nice. I think I've had issues in the past when working with this similar type of software from my phone, where if you turn your phone screen off, then it stops running, which is bad. So anyways, it's always on. It's from your phone. This will be fantastic. It is launching today. It is in beta and it is for Max Plan subscribers. If you're paying $100 a month, it's also going to roll out to the pro users at $20 a month later on. Coworks demo that they showed with this basically showed pulling data from email, Slack and a bunch of different meeting transcripts and was writing a document, drafting emails and it was all doing that from your phone, which is really cool. But it was using your computer to like your desktop to do all those things. It was just pretty sweet. DeepSeek, the popular Chinese LLM, is going to be designing their own chips to run inference. This is something that essentially are doing to get away from relying on NVIDIA and of course, their big competitor Huawei over in China, which currently dominates about half of China's data center chip market. What I will say is that inference chips are cheaper and faster to iterate on than training chips. So that's kind of DeepSeek's something that's going to help their own profit margin on every response that their model is actually generating. Alibaba and Baidu are both kind of pushing for similar custom chips. OpenAI Broadcom have released their own inference chip, which is called Jalapeno. As far as the timeline goes, custom accelerators typically take about 3 to 5 years from design to production shipment, and DeepSeek, they haven't said, you know what, any of their Foundry partners, they haven't said anything about their timeline, they haven't said anything about their performance targets. So while they are starting to develop this, I don't think we're going to see it anytime very soon. SK Hynix is going to be selling shares on the US stock market this week. They're raising about $28 billion, and they're letting anyone in the United States get access to the world's second largest memory chip maker. This is the first time this is happening, and if you remember my last episode, Samsung, SK Hynix, and one company out of Idaho are basically the only three people that can mass produce these custom memory chips for AI training at scale. This listing in particular is going to, I mean, they're really just trying to capitalize on the fact that in the last couple months, their stock has surged 260%. All of this is because of AI data centers, which desperately need high-speed memory chips to train and run AI models. SK Hynix is going to sell 17.8 million shares, and a lot of people are calling this entire situation ramageddon because when they came out with their first quarter revenue, they're up about 200% year over year, just because all of the AI workloads have this massive shortage of RAM. And if you take into account Samsung and everything going on there, SK Hynix and Samsung are both spending over $550 billion to build new memory factories. This is one of the largest coordinated equipment investments in semiconductor history. So they're working together, and there is a massive investment that is going in right now.