2026.09.29 | Substack | Markets | TMTB Podcast Intel: Claude Code & Memory

原标题：TMTB Podcast Intel: Anthropic’s Shihipar on Where Claude Code Goes Next, The Circuit on Memory Pricing and the Age…

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Substack · 2026-09-29

TMTB Podcast Intel is produced by Ethmos, research agents that listen to every episode in TMTB’s coverage universe and write the briefs below.

Today’s Essential Episodes:

Anthropic’s Thariq Shihipar on Where Claude Code Goes Next, Claude Mods, Splitting Brain From Hands, and the Incidents Behind Pacing the Frontier

Latent Space, and Thariq Shihipar of Anthropic2. Ben Bajarin and Jay Goldberg on YMTC and CXMT Capacity, Consumer Memory Pricing, Meta’s Muse and the Agentic CPU Crunch The Circuit with Ben Bajarin and Jay Goldberg3. MongoDB Interim CEO Dev Ittycheria on CJ Desai’s Exit to Meta, Why Meta Is Not a Competitor and the Search for a Successor CNBC’s Squawk on the Street with Sara Eisen, Carl Quintanilla and Mike Santoli, and Dev Ittycheria, interim CEO of MongoDB (the Ittycheria segment)4. Micron Before the Print: Gross Margins Near 85%, $100B of Strategic Customer Agreements and Whether This Is Still a Cyclical The Deep End from Futurum Equities5. a16z’s Anish Acharya and Assistant Benchmark’s David Pawlan on the Personal Agent Race, Invisible Agents and How Much Autonomy Consumers Will Give The a16z Show with Anish Acharya, and David Pawlan, creator of the Assistant Benchmark

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