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PredictionVideo · 59:30 — 61:00

Anthropic's Claude/Cloud Tag has already cracked the hard 'zero-to-one' problem of a shared-context multiplayer AI, which means SaaS software will progressively melt away as the model itself becomes the connective tissue of the enterprise.

Pash argues that Cloud Tag represents solving the genuinely hard 'zero-to-one' multiplayer AI problem (shared context, independent threads), and that scaling this from one-to-n is the easy part — implying SaaS businesses are about to be hollowed out. ✦ AI generated

Pash · The Cognitive Revolution · 2026-07-02 · original ↗

starts at this moment · 59:30

Claude tag is the beginnings of that, right? Like I I've had this vision for for a while. Claude tag is the like they've solved multiplayer. They can they've solved like a able to handle independent threads, able to manage cont like large amounts of context. Now it's a question of just getting it better and better. They've solved they've solved the zero to one problem on multiplayer.

verbatim transcript · starts at 59:30

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59:30why I've been like, you know, I've been really like cla tag is excellent because cloud tag is the beginnings of that, right? Like I I've had this vision for for a while. Claude tag is the like they've solved multiplayer. They can they've solved like a able to handle independent threads, able to manage cont like large amounts of context. Now it's a question of just getting it better and

59:49better. They've solved they've solved the zero to one problem on multiplayer. Now the problem is the the the the one to n and the one to n as Peter the points out is actually easier than the zero to one. The zero to1 problem is the hard problem. Um and I think this hasn't been very well recognized in in I think generally uh Andre Karpati you know made

60:12a post and people are like oh look now now he's promoting Slack like you know you join you join uh you know you're one of the greatest AI people in history and you join Anthropic and all of a sudden you're an influencer for SAS right and they really dislike that anthropic is coming into SAS because SAS is where the Easy money for tech people have have been like consumer you go in you get hit

60:39on the head a couple of times when you're young you come out you do SAS and SAS has been like stable and you've been able to make money anthropic is coming for all of SAS right now because all of SAS melts away as the model as the model becomes the connective tissue of the enterprise all of SAS mel melts away and I think people are still having like

60:58Alex Karp are having their having trouble like wrapping their minds around what's going to and the pace at what's going to happen. I I didn't expect to see claw tag so soon. I thought it would be two or three years from now. And so things are actually happening way way faster and Anthropic is like downplaying it like downplaying it so much like they put out a tweet and they're like promoting it

61:22like a SAS pro like how could you how could you I you could have something if you solve the one to end problem you could have something like a claw tag running US government like it's the same it's the same thing it's a singleton which runs for multiple people and has has a shared context and can keep the threads separate and can follow the rules set. It's the same thing. They

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