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Claude Duet is Here: Anthropic's 24/7 AI Agent (48 Hour Test) · In the Loop AI

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It is finally here. Anthropic announced Claude Duet, their 24-7,
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always-on, persistent AI agent, which is meant to act like an assistant towards
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all your personal stuff and your work stuff.
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Now, to be honest, we've seen quite a few of these pop up recently.
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We've got GrokBot from Elon Musk, Muse from Meta, and we've got Dots from OpenAI,
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all across various different price ranges.
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And the big question is, where's Anthropic been? And to be honest,
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they've been pretty quiet when it comes to personal or consumer-facing products.
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They've always been focused on the enterprise stuff.
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But finally, we see what their personal agent looks like. And I got access to
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it, early access to it, for the last 48 hours.
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I've been playing around with it, and it's been amazing. And I'm keen to share
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my thoughts and insights into this pros versus cons, pricing,
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accessibility, and all of that.
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But what really makes me excited about these agents is the fact that it's becoming
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the new way to communicate with the internet. Typically, you and I would scroll
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on our phones, navigate to different apps, open up a web browser,
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type in an address, Google search, click links, scroll through buttons.
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It's confusing and annoying. Speaking to an AI agent and helping it navigate
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and do all the stuff for you is going to be where I think the future is headed.
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So these AI agents are very important to test. And finally, we have a new frontier one.
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Other things I'm going to be talking about in today's episode is going to be.
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Earnings. We've got MetaEarnings, Bloom Energy, and a bunch of other companies
1:21
that give us an insight into the heavy capex spending that we're gonna expect
1:25
in the markets going forwards, as well as new raises from OpenAI and DeepSeek.
1:30
Let's get into it on today's episode brought to you by Qualcomm.
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So Claude Duet, as I mentioned, is Anthropic's personal AI agent that they're giving towards you.
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Now, the difference between this and, let's say, regular Claude that you end
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up using every single day is that it's personally tailored for you and it's
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meant to be proactive. So let me explain what that means.
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It's meant to effectively kind of read your mind or understand what you might
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need to get resolved or solved the next day.
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So it works similarly to some of the other AI agents that we've reviewed on this show before.
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It is an instance of Claude, the model Claude AI, that has access to its own personal computer.
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Now, this personal computer looks like your laptop, but it lives in the cloud.
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And what it can do with that laptop is pretty much anything and everything that you can do.
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It can download apps. It can scroll through websites. It can see and watch videos.
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It can do pretty much anything you can do. And that's powerful because it could
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end up being a really helpful assistant that can take a load of work off of
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you, both on your personal and professional life.
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But also it could work 24-7, which means when you go to bed, this thing keeps going.
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It kind of reviews all the context learnings that it's had about you,
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and it improves, it self-improves over time.
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I actually wrote a tweet about this. Anthropics launches their own personal
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agent, which competes directly with Metamuse and OpenAI Dots.
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The reason why I say this is because it's built in a very similar way.
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But what Anthropics Claw Duet has as a distinct advantage is it's built off
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of your own context. One of my favorite experiences actually with this agent
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was onboarding, which barely existed at all.
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I just tapped into the app and it just popped up and said.
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Here's what I know about you. And the list that it gave me was very convincing
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because of course, it has access to all my Claude account data.
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So it's like being introduced to a really familiar old friend that you've known
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for decades and decades.
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And what I like about it is there's no real handholding that is required when
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it comes to interacting with this agent.
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And I find that pretty hilarious because my experience with Claude,
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I use like Fable 5.1 or whatever the latest models are, it's quite verbose.
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It keeps on talking and droning on at length. And listen, I appreciate the knowledge
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that it brings to me, but every single response is like an essay to read.
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And what I liked about using Meta Muse's product is that it was concise.
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That was the first thing that kind of like popped into my head.
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I was like, finally, just a succinct answer.
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Claude Duet is that for Anthropix product. And I think it does a fantastic job.
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But enough about that. Let me actually show you what I've been using it for
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and how it's been helpful to me. So I have it on my phone. I also have it as
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a desktop access as well.
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And I had this demo where I said, hey, can you map me a five mile walk through
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Manhattan streets in New York that I haven't done before and include maybe some
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weird sites along the way that's not so typical. So I do a lot of walking in
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the city, try and get my cardio in.
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And I am tired of passing the same neighborhood spots. And I just wanted a new route, something new.
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And also maybe some novel kind of like landmarks to see that a typical New Yorker
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that has been here for God knows how long wouldn't even know about,
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right? I like exploring.
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And what it went on to produce was basically an interactive map.
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I don't know what it's linked to. It's linked to Google, as I can see here.
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And I'm just kind of like, you can see it's easy to move through.
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And then it says, listen, And here's a uptown walk of roughly five miles through
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the top of Manhattan, where most people never go. Now, I want to point out a
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few things here that is different between this and regular Claude and all the
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other AI agents that I've used so far.
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It goes, I can't see your city strides map.
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So I picked the far north tip, which is the part you're least likely to have
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walked. Two things there.
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Pulled context that didn't live on Claude about City Strides.
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City Strides is a separate app that I use to track.
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It's my goal to walk every street in Manhattan. Good luck with me for that.
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But it realized that that app
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might have useful context and data towards answering this question for me.
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And I didn't tell her about City Strides. I haven't told Claude,
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my regular account, about it at all.
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But because it had access to my email account, it was able to have the necessary context about this.
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Now, you'll notice it says, I can't see your City Strides map.
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That's because I haven't logged it into an account. And there's a debate that
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I'll get into in a second about whether you want to give it access to it.
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But it's nice to know that it had that context so I could pick up maybe an idea
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about, hmm, maybe I will give you access to this so that you can give me a better answer and give me
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a path through streets that I haven't quite crossed, but would check off new
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points on my City Strides app. I thought that was pretty cool.
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The second thing here is I picked the far north tip, which is the part you're
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least likely to have walked.
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So it has context and awareness of where I've walked before.
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And what I like about that is it's orienting itself around where I am and giving
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me the best possible input to where I can have. It's intuitive and it's instinctive.
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And I haven't really seen this from any other personal AI agent,
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maybe Metamuse actually.
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But again, what I'm realizing is these agents are really dependent on the context
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and data. Now, I just got back from Japan and I am a Pokemon fan. I'll admit it.
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I enjoyed trading the cards as a kid.
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I've watched all the shows. I love it. And so what I've recently been getting
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into is collecting some of the older cards. It's very nostalgic.
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It's kind of like a fun hobby that I picked up.
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My fiance thinks it's a very expensive one, but hey, I'm just playing around.
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And I asked for what a Shadowless Charizard is going for right now.
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For those of you who aren't Pokemon connoisseurs, a Shadowless Charizard is
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a rare version of the original Shiny Charizard card. It's like one of the big
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Pokemon back in the olden games.
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And it pulled on recent sold prices. It gave me a rough range,
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but I didn't want a rough range. I wanted actual live listings to prove that
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I actually knew what data it was pulling on.
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And so I said, great, can you pull up any eBay listings and display them here?
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And it went on to do exactly that.
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And what I found was when I checked on the market rates online,
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that was exactly what it was meant to be.
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The next feature that I'm about to talk about, which is arguably the most exciting
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part about Claude Duet, makes it more valuable.
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And that feature is, it's incredibly proactive.
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And what I mean by that is it kind of reads your mind in advance in a way that
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I haven't really seen with any other personal AI agent, maybe bar Muse if I
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had to, you know, put a stake in the ground.
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Now, Claude Duet kind of has an insight unlike any other AI agent.
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And so what I mean by that is it gets access to like maybe your Gmail account
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or if you give it access to your Claude history, which is automatically baked
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into, which is actually quite valuable for it.
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And so it starts to suggest tasks or things that you might want it to help you do.
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And what I found is the big problem with AI in general, and for the majority
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of people actually, is it doesn't matter if there's a flashy new model that
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comes out if you don't know what to use it for.
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Now, the big flashy thing that's gone viral over the last six to nine months is coding.
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But 99% of the world don't code or know how it would be useful to them to code things.
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So they need to be kind of told, hey, you can use this to do A,
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B, and C now, which is like magic. And you never got access or were able to do that before.
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This is what Claude's personal agent Duet can do for 99% of the rest of the
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world and why I'm so excited about AI agents in general.
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So going back to the proactiveness, there's a tasks tab where you can basically
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tap into it and it shows you overnight as you've slept, when you wake up,
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things that it's thought about.
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It's learned about you, your habitual things. And it's like,
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hey, maybe you might want to cook up a cool dinner tonight. And I actually looked
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into a few recipes for you because you've talked about A, B,
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and C in your emails to your fiance or whatever that might be.
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And I think you might like this. and I actually decided to do the grocery shopping
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for you. It's actually in your Instacart thing. If you wanna click buy, go for it.
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If you don't, totally cool, I could just exclude this, but just being helpful for you.
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The other cool thing is from a professional standpoint, it's gotten really good
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at understanding the types of things that I want to learn about at different times of the day.
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So without prompting it, it gave me just kind of like a brief or a roundup in
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the morning about all the hottest things that's happened in AI.
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So the idea here is the proactiveness leads to a very familiar magical feeling
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where it's like, wow, how did you know that I wanted that? That's really cool.
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Yes, I didn't know you could help me do that. Help me do that thing.
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And so this proactiveness is to a level that I haven't seen compared to other
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AI agents. Let's, I guess, get into a bit of a comparison here.
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When I've been using Claude Duet and I compare it to GrokBot,
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Claude Duet is a really cool hybrid of personal AI agent versus work AI agent.
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So it kind of like balances both really well in a way that isn't too polarizing.
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It's not like I'm talking to like, you know, two different people.
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It's just a very uniform experience.
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When I use GrokBot, it is a much more work-oriented thing. They spin up a million
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bots to go work on a task for seven hours at a time. And that's all well and
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good, but I wouldn't really use it for all my personal stuff as it stands today.
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And then when I compare it to OpenAI's Dots, I think they're kind of gathering
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their feet underneath them right now. It's a good product, but it's been a slow
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rollout, limited release in terms of usage capacity. So I'll reserve my opinion on that one.
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And then very quickly on Metamuse, this is the most alike. And I've been using
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Metamuse for a lot of personal and professional stuff.
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I think that Metamuse has the winning seat when it comes to personal stuff.
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And it doesn't surprise me because Meta is known for building personalized social
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media products. That's their bread and butter.
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That's how they create some of their award-winning products.
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It doesn't surprise me that they're better at it than that.
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But when it comes to an all-round use agent, Claude Duet is pretty damn good.
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Now, what does it look like when it comes to pricing? This is a very important
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thing to discuss because some cases you don't want to be forking out hundreds
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of dollars for a brand new product. Do you need to get a new subscription?
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Blah, blah, blah, blah, blah. Now, Claude.
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Is in limited release right now for pro and max plan users. So the cheapest pro plan is $20 a month.
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The max plan comes in at around, I think, $200 a month, which is very extensive.
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But if you want to get access to this thing, if you have the $20 a month subscription,
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you should be able to sign up for a waitlist. And the idea here is Anthropic
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is going to roll this out to many, many more people over the coming days and weeks.
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Now, comparing this to the alternatives, Grogbot, I believe the cheapest accessibility
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point is also $20 a month. So it's competitive there.
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OpenAI's Dots is the most expensive. I think you need to be a max or their version
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of a max plan user, which is 150 to 200 bucks a month.
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I think OpenAI is struggling with compute right now, which is the reason why
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they're slow to roll it out.
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Hopefully, or I'm guessing the idea is that they roll this out to many more
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individuals that are actually gonna find a lot more use to a personal agent,
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which is probably the free slash lower $20 a month tier.
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But then the most competitive here is still Metamuse, which comes in at a price of $0.
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It's free to use. So if you're trying to debate whether you want to use a personal
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AI agent at all, go check out Metamuse and play around with that. If you want to...
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Familiarize yourself, you're kind of like, okay, cool, I really want to kind
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of like lean into this and really understand the magic of this thing.
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Go try out Claude Duet, sign up for that waitlist. It's a fantastic product.
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Now, of course, probably one of the red flags that you're voicing out aloud,
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and I can't quite hear you right now, but I'm guessing is how on earth can I
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trust Anthropic and Claude with this thing?
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Now, they haven't really given us insight into the architecture of how it's been built.
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But my intuition, my guess is they've built it similarly to how Meta has built
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Muse. Claude Duet runs its own virtual machine, which lives in the cloud.
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So this is the computer that I mentioned earlier. It can kind of like run,
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download, do whatever the hell it wants.
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And that should live in a secure box or sandbox, which Anthropic presumably
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doesn't really have access to it.
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Now, when it comes to passwords, when it comes to Claude Duet paying for things,
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when it comes to Claude Duet doing anything that would be considered major,
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like accessing an important file or writing something or clicking send.
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It won't do it without your explicit approval.
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And that's baked into the safeguards, as it says, and it was made in the announcement as well.
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Now, when it comes to sharing your passwords or seeing your passwords,
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I believe it doesn't actually have the capability of doing this,
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which is exactly the same experience that you have with MetaMuse as well.
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Then the final thing I'm gonna say about this is more of a wider thesis or observation
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that I'm having on personal AI agents in general.
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I think a lot of people will hear the term personal AI agent and think,
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ugh, I don't even know what that is. I don't even know why I would want to use
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that thing. Don't I just use my LLM chatbot?
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Won't I just use Google Gemini? Why the hell would I care about this thing?
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Personal agents are going to be the new way that you interact with the internet.
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Now that's a big statement because typically you would need to navigate through
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a browser or you would need to specify the device that you are going to interact with it on.
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And now you can just remove all that manual labor, the clicking,
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the scrolling, the, is it this page? Do I submit this document?
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Do I, is the information here or should I look there?
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And you just outsource it to this super intelligent being that is working in your favor.
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And that's the distinction between whether it is a regular clawed chat window
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and whether it's your own personal agent. It's trained off of your data and
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context and it self-improves over time.
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If you download Claude Duet now or any other personal agent,
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you start using it and you're thinking, oh, I don't really know how different
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this is from the regular chatbot version, wait a few weeks and give me an answer then.
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Because my experience using Metamuse versus using it three weeks later has been
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significantly different.
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So it's this new world where all the big frontier labs have realized that it's
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not just about the smartest model.
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It's not about plowing in billions of dollars in training the sexiest,
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smartest model that can solve all the mathematical problems in the world or
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code something from scratch in a few seconds.
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It's about what's more intuitively a better product experience.
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How can we get more people to engage with AI and actually get more use from them?
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Personal agents is the window to that world. And I would argue that my future vision is.
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We'll interact through these things. They'll go out and do all the buying,
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shopping, research, browsing for all of us so that we can just be left to,
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I don't know, use the internet for entertainment purposes, watching videos,
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interacting with our friends.
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It will automate all the other manual stuff for us, which I think is very cool.
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But the other thing is, imagine having an always-on version of yourself on the internet.
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That could sound a little bit dystopian, especially if it's kind of like a digital twin type thing.
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I'm still figuring out Now, my thoughts about that, because my mind instantly
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jumps to Black Mirror, if I'm being honest with you. And I'm like,
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I don't want to end up in a world where there's a digital version of me just living on the internet.
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But I think we're moving some steps towards that. And I don't necessarily think
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that would be a bad thing if it ends up making each of us.
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More productive or having a more enjoyable experience. And that was my whole
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takeaway with Metamuse, by the way.
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And I keep mentioning Metamuse, not because I love the product,
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although I do enjoy it a lot, but more so to point out that that's where I've
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had the most experience with.
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And I'm kind of like parlaying that into my Claude Duet experience,
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where I'm guessing I'm going to have in a few weeks time.
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But the idea here is that it's become a sort of default app that I now use.
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Which I haven't really seen in a long time. You know, we all use our email apps.
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We all end up going on the browser tool or whatever that might be.
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But what I found is these personal agent apps have taken up more of my time
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whilst giving me back more time.
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And what I mean by that is it takes up more of my time when I'm scrolling on
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my phone. I just go onto the app and I talk to it or whatever that might be.
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But it also reduces the time that I'm spending on other apps.
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So it's kind of like optimizing or making things more efficient or for whatever
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reason, I'm being more drawn to using that thing because it ends up being a better experience.
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And honestly, this could be quite dangerous or an insight into the competition
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that these businesses are going to face.
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What happens when you don't need to navigate to a website? What happens to advertisers
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when your eyeballs aren't going to be on Google search anymore on their sponsored
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link results? It's just going to be on your AI agent.
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These advertisers need to start then pitching these AI agents.
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I don't know. This deserves its own episode. And honestly, at this point,
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it's become its own episode. I know this was meant to be around it,
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but I don't know. I just, I enjoy talking about this stuff. Um,
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but yeah, that is called duet.
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Go and check it out. Okay. Because I've been talking for too long,
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I'm going to give myself room to speak about one more, one, maybe two more topics
18:53
very quickly, because I think it's important to raise and I don't want a week
18:56
to go by before I mention it.
18:58
So let's continue on today's episode brought to you by Qualcomm.
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So I saw this tweet that OpenAI is raising money.
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And that struck me as weird because I was like, aren't you going to be IPO-ing
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soon where you're going to be
19:13
raising a lot of money? Why are you raising money in the private sector?
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Turns out that's apparently what's happening and they're raising $30 billion.
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The rumor says that Kotu is leading it with some investors from the UAE and
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money is coming in or the money will be used to purchase extra compute,
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which is kind of the whole point about why I want to talk about this.
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The CapEx spending is getting absolutely insane. And we're seeing this not just
19:41
from OpenAI, but also DeepSeek.
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The Chinese adversaries or the big AI lab DeepSeek has been raising around $15 billion.
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I think they recently closed it at a, I think it was a $70 to $90 billion valuation.
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And I think the broader reason for this comes down to AI CapEx spending.
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And I want to address this for a moment because when I look at the markets,
20:05
we've been bleeding for a little bit now.
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It's not been too long, but it's been about like a week and a half,
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which given the absolute bull run that we've had over the last year and a half,
20:15
people are getting concerned.
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And they're questioning whether we are in a bubble and whether this thing is
20:19
going to pop anytime soon.
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My question is, are they taking on any leverage or financial risk to do all
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of these things. This is the largest amount of capital raise that we've seen
20:29
concentrated to such few companies.
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By the way, Elon Musk is still doing the same thing as well.
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I think even though SpaceX has gone public, he's also rumored to be raising
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another $40 billion to do the exact same thing, buy as much compute and GPUs as they can.
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The idea here is it's extremely concentrated on one specific sector for one specific thing.
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And that concerns a lot of people, I think rightly so, because we don't know
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or have enough proof yet that the compute will result in many great and major things.
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Now, if you ask the optimist guy in me, I'm like.
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This is going to result in an optimistic future, because I think AI is going
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to transform so many different things. But for the bears, for the critics,
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I completely see your point of view.
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And my take is, if these companies, specifically Anthropic, OpenAI,
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DeepSeek, are doing this on a levered basis where the credit financing is bad.
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Then this is something we need to keep an eye on.
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It is a big bet, but they don't have as much money to spend.
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They don't have billions of dollars in the cash account to spend versus some
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of the more mature companies.
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And I say that because Meta had their earnings as well.
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And without going into the entire earnings that Meta had, they're doing a stock
21:40
split for something known as class C shares, which is non-voting shares.
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But the idea here is they should be able to raise a heck ton more money to,
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you guessed it, spend on AI CapEx.
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And Meta from their quarterly earnings has finally gone into negative cash flow on their spending.
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Now, Meta has been the most aggressive spender, or Elon Musk probably beats
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suck, but the second most aggressive spender when it comes to acquiring GPUs
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and compute, for the same reason that I described.
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They believe that having more compute allows them to build a better AI model.
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And I would disagree with that if it weren't for Meta mounting the most impressive
22:16
comeback over the last 12 months, where they went from being the worst Frontier Lab provider,
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when they should have been one of the top to one of the near top Frontier Lab providers.
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And it's not because they have the best model yet. They're training multiple
22:30
big, big models, but they have one of the best AI products out there.
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One of my favorites, Metamuse, right?
22:35
So the idea here is there's just this race to coagulate and capture as much
22:41
compute as they can without necessarily knowing what the end product is going
22:46
to be. And I'm just going to call it out as what it is. It's a big...
22:50
It's a big risk. And intuitively, directionally, I think that we're going to
22:55
get somewhere good where AI is going to transform a lot of different sectors
22:59
that we can't even conceive of right now.
23:01
It's going to result in better materials being manufactured that will result
23:04
in physical infrastructures that are really cool.
23:06
It's going to solve a lot in medicine and science and physics and maths that
23:10
will unlock so much new innovation. But again, it's hard to believe or buy into
23:15
this when we can't even conceive what those tangible outputs are going to be.
23:21
The point I want to make around here is I want to call it out.
23:24
There's a lot of money being levered up to spend next year. 2027 is going to
23:28
be an insane year for CapEx spend.
23:31
It's breaching right now. The estimates from JP Morgan, I believe,
23:34
is like $1.2 trillion, just a loan on CapEx compute.
23:40
Majority of that is going to NVIDIA for their GPUs.
23:43
A bunch of that is also going to custom ASICs as well.
23:46
It's this very important moment in the buildout for AI that looks very different
23:54
to six months ago, where we were like, okay, they're spending a lot,
23:57
but we're not levered up or we're not borrowing at crazy rates.
24:01
And now we're starting to enter that territory. Now, I'm not calling this a
24:04
2008 financial bubble with CDS, credit default swaps.
24:08
I'm not saying this is the dot-com era bubble. But I just want to note that
24:12
we are at the tipping point and where we go from here is going to be very important.
24:16
Honestly, this deserves its own episode, but I've been speaking for too long,
24:19
so I'm going to shut up. But I hope you enjoyed this episode.
24:21
Go try out some of the personal AI agents. I enjoy them thoroughly.
24:24
So many new listeners and subscribers, welcome. It's so lovely to see you.
24:29
The support we've been seeing on some of our recent episodes has been amazing.
24:32
I've been loving all your comments.
24:34
I know some of you have been long-time listeners, but you haven't left a comment.
24:37
Leave a comment. It's always lovely to read them. And I reply to almost every
24:40
single one of them. I have no life. If you have any thoughts about things that
24:43
I haven't covered or you want to get my insights on, let me know.
24:46
But yeah, thank you so much for listening and I'll see you on the next episode
24:49
of In The Loop brought to you by Qualcomm.