News: 0180749114

  ARM Give a man a fire and he's warm for a day, but set fire to him and he's warm for the rest of his life (Terry Pratchett, Jingo)

Claude Code is the Inflection Point (semianalysis.com)

(Saturday February 07, 2026 @11:34AM (msmash) from the pushing-the-limits dept.)


About 4% of all public commits on GitHub are now being [1]authored by Anthropic's Claude Code , a terminal-native AI coding agent that has quickly become the centerpiece of a broader argument that software engineering is being fundamentally reshaped by AI.

SemiAnalysis, a semiconductor and AI research firm, published a report on Friday projecting that figure will climb past 20% by the end of 2026. Claude Code is a command-line tool that reads codebases, plans multi-step tasks and executes them autonomously. Anthropic's quarterly revenue additions have overtaken OpenAI's, according to SemiAnalysis's internal economic model, and the firm believes Anthropic's growth is now constrained primarily by available compute.

Accenture has signed on to train 30,000 professionals on Claude, the largest enterprise deployment so far, targeting financial services, life sciences, healthcare and the public sector. On January 12, Anthropic launched Cowork, a desktop-oriented extension of the same agent architecture -- four engineers built it in 10 days, and most of the code was written by Claude Code itself.



[1] https://newsletter.semianalysis.com/p/claude-code-is-the-inflection-point



The things must really be getting desperate (Score:5, Insightful)

by Mr. Dollar Ton ( 5495648 )

in "AI" land if someone's paying for these ridiculous advertisements.

Re:The things must really be getting desperate (Score:5, Interesting)

by burtosis ( 1124179 )

> in "AI" land if someone's paying for these ridiculous advertisements.

Yep, it’s like saying all products have been designed by AI for 50 years because humans have been using CAD models, CNC, and database like inventories. Without humans in the loop none of them would useful at all, just like coding with any “AI” agents so far through a single prompt. The bubble surface tension is holding in a critical amount of hot air and the upwards pressure is causing the surface to erode and evaporate even faster which is why news outlets are reporting on the AI stock sell off as fears over AI replacing all coding tasks because someone has a need they can vaguely describe. It’s a multiplier of human productivity, not the dream of end stage capitalists who want to replace and dispose of the working class.

Re: The things must really be getting desperate (Score:2)

by Mr. Dollar Ton ( 5495648 )

Truth.

Re: (Score:1)

by BitCortex ( 8543853 )

> Yep, it’s like saying all products have been designed by AI for 50 years because humans have been using CAD models, CNC, and database like inventories. Without humans in the loop none of them would useful at all, just like coding with any “AI” agents so far through a single prompt.

Exactly, and it goes back much farther. The first assemblers were seen as the end of programming, and then compilers, structured languages, 4GLs, expert systems, CASE tools, model-driven approaches, low-code platforms, visual app builders, etc. People have been predicting the end of programming since literally the beginning of programming.

> It’s a multiplier of human productivity, not the dream of end stage capitalists who want to replace and dispose of the working class.

Dammit, you get it!

Re: (Score:1)

by caseih ( 160668 )

Have you actually used Claude Code?

Re: (Score:3)

by Mr. Dollar Ton ( 5495648 )

Yes, it is not really much different from any other garbage generator out there.

Re: The things must really be getting desperate (Score:1)

by gh_slashdot ( 1337187 )

This means âoeno,â he hasnâ(TM)t used it.

Re:Short-term Analysis Hype FTL (Score:5, Funny)

by haruchai ( 17472 )

"anything you can do, I can do butter"

i guess we're toast

Re: (Score:2)

by burtosis ( 1124179 )

> "anything you can do, I can do butter" i guess we're toast

When the victim lying prone, mortally wounded, was approached by rescuers they were motioned to come close to their face. Upon seeing them draw in, the final gasping breath was “I can’t believe it’s not butter”

Will make the experienced developer more effective (Score:5, Informative)

by simlox ( 6576120 )

And make inexperienced ones produce more crap. I tried it a little and it could really speed things up, but it is like outsourcing to junior developer, except it is much faster and cheaper. In general it is good at scrabing examples, produce templates code, fixing some bugs, but it makes quite a few mistakes.

Re: (Score:2)

by phantomfive ( 622387 )

> but it is like outsourcing to junior developer, except it is much faster and cheaper

When people say, "I outsourced to a junior developer" it's a strong sign they are talking BS.

No one ever talked about outsourcing to a junior developer before AI code was a thing.

Re: Will make the experienced developer more effec (Score:3)

by BlueKitties ( 1541613 )

No, but they "gave grunt work to the code monkeys." People have become a bit more hesitant to use language like that these days, so they just say junior developer.

Re:Will make the experienced developer more effect (Score:5, Insightful)

by Carcass666 ( 539381 )

> And make inexperienced ones produce more crap. I tried it a little and it could really speed things up, but it is like outsourcing to junior developer, except it is much faster and cheaper. In general it is good at scrabing examples, produce templates code, fixing some bugs, but it makes quite a few mistakes.

Agreed. There are some things that I find pretty annoying about it that you have to tell it explicitly not to do. For example, pulling in really old versions of NPM or Python packages. It has a propensity to not know when it is correct or incorrect, or perhaps, it it is unable to share its level of uncertainty. Most of these things can be mitigated by updating and refining Claude's prompting.

I think there are some things those of us clutching our pearls at the thought of all of the AI slop ought to keep in mind:

We are not all writing air traffic control systems or medical device firmware. There is an awful lot of "enterprise software" that is not much more than database CRUD and visualization. People are not going to die if that software is not using the most efficient data types, etc.

Will somebody five years from now pick up your AI generated software and not know what to do with it? Possibly, but mostly only if you are not taking the time to generate unit and integration testing as well as documentation, and there is now basically no excuse now to skip doing either.

Senior developers should be spending more of their time thinking about the architecture and use cases of their applications, and less time thinking about whether HashMap or FxHashMap is more efficient in a given scenario.

If we are being honest, there is already a bunch of slop in our industry. Junior (or just bad) devs copying/pasting from StackOverflow... Shortcuts taken during unreasonable deadlines... Stuff we just aren't told or don't know... Software development has been in a race to the bottom for a while now.

Most of the furniture in my home is not hand-made by Amish carpenters, it is machine milled and partially assembled by cheap labor. It is not as good and will not last generations as hand-crafted furniture, and that is okay. For better and for worse, a lot of SMB executives look at software the same way (at least until it doesn't work), they want "good enough" software that works until the next merger or acquisition, so they can cash out and go on to the next thing. They are not intersted in paying for software built using hand-built assembler (SpinRite - we miss ya').

The good news is that there are things we can do, and if we get good at them, AI can do the mundane bits and software engineering will still be a thing. We get better at Specification and Test driven development. We review the hell out of the code AI generates and make sure our linting and bench-marking tools are up to snuff. We get really good at authoring prompts that keeps AI tools within the guardrails. And yes, we keep AI away from the really critical stuff, at least for now...

Four Percent? (Score:4, Insightful)

by SlashbotAgent ( 6477336 )

Hyping 4% sounds like a scammer hyping shit coins and NFTs.

I fully expect an increase, but this article is pure spam/hype.

Re: (Score:2)

by znrt ( 2424692 )

> Hyping 4% sounds like a scammer hyping shit coins and NFTs.

hey, it's not an ordinary 4%. it's an inflection point 4%!

> this article is pure spam/hype.

like almost every other article here. but it pays msmash's salary so we can keep enjoying this formerly venerable news site and crack jokes at the asinine nonsense that msmash gets paid for posting these days. just relax, take it all in and feel the time passing, worlds colliding in the far distance. what's not to like?

Re: (Score:2)

by ArchieBunker ( 132337 )

4% seems like a substantial number given how many git hosted projects there are.

Claude Code is good (Score:3)

by GeekWithAKnife ( 2717871 )

In fact once you understand how to use it most effectively then it's quite impressive...BUT it still occasionally rewrites your entire code base for to fix a button or introduces environment breaking changes for a new feature etc. if you don't know how to code it's a god send.

Re:Claude Code is good (Score:5, Insightful)

by twdorris ( 29395 )

> if you don't know how to code it's a god send.

I contend just the opposite. I'd be terrified to watch someone that doesn't know how to code use claude code for the very reasons you mentioned. It's going to do amazing stuff most of the time and really stupid stuff periodically. To pick up on that stupid stuff, knowing how to code and conscientiously reviewing changes with that background knowledge is the only way to get those impressive results.

Re: (Score:2)

by ArchieBunker ( 132337 )

I use claude as a tool to get things done. I’m more concerned about solving the problem than understanding with the intricacies of 8051 assembly code.

Assuming, is bad. (Score:2, Insightful)

by Anonymous Coward

> ..if you don't know how to code it's a god send.

Imagine society continuing to abuse this excuse in every other aspect of your life.

If the mechanic doesn't really know how to change the brakes on your car, it's a god send.

If your doctor doesn't really know how to do that surgery on you, it's a god send.

Oh, you'll be sending to a God alright. Perhaps quite prematurely.

> BUT it still occasionally rewrites your entire code base for to fix a button or introduces environment breaking changes for a new feature etc.

Being completely dismissive of this is what enables CxOs to assume a 12-year old that can text to the AI godz faster than every seasoned programmer, is good enough to replace them. Every t

Re: (Score:3)

by bjoast ( 1310293 )

> BUT it still occasionally rewrites your entire code base for to fix a button

I think that's how it should work in many situations. Iterating on code is not strictly necessary when you have agents that can reason about and output thousands of lines of code in minutes. Any new requirement has the potential to result in architecture-breaking changes that may be best solved through a complete rewrite. What happens with the code in the implementation may not, in a completely spec-driven scenario, be relevant at all assuming no human developers are expected to work on it.

Re:Claude Code is good (Score:5, Insightful)

by dj.delorie ( 3368 )

In my experience... if I ask Claude to help with something that's my strong point (like my core coding), it's like training a junior programmer, and I can solve my problems faster myself. But... when I need something outside my core expertise, like helper programs, wrappers, or interfaces to other technologies I'm not familiar with, it's a very fast way to get 95% of the way there without wasting time climbing the learning curve myself for a one-time need.

Like any tool, you have to know when to use it and when not to, and what its strengths and weak points are.

Re: (Score:3)

by Tony Isaac ( 1301187 )

GitHub Copilot the same. It can leverage Claude and lets you review every change. And I find that I *do* have to review every change. It often makes weird, inconsistent, and even plain wrong changes. Sometimes it wants to remove functions that are outside the scope of my prompt, even if those functions are being used. But I do find the tool very much a time-saver.

So Claude is a great point of attack (Score:4, Insightful)

by Alain Williams ( 2972 )

A rich $EvilEntity that is able to compromise Claude and get it to insert remote exploitable bugs it could do a great deal of damage. Especially if Claude is used by programmers who are inexperienced or too lazy to check its code.

The worst metric (Score:4, Insightful)

by thecombatwombat ( 571826 )

I mean for decades every developer has known number of commits or lines of code is a horrible metric.

I have to wonder how much it is like last year, there was a similar story on /. about how Github said something like 90% of users had tried copilot. But then you read the article and realize that means how many had clicked the link they had repeatedly thrown on the front page for every single Github user, the metric was flat out a lie.

Claude *is* a game changer. It and tools like it are here to stay, but this can still be a hype piece, and I'm pretty sure it is.

Upton Sinclair has enetered the chat (Score:2)

by ihadafivedigituid ( 8391795 )

“It is difficult to get a man to understand something, when his salary depends upon his not understanding it!”

What I've found... (Score:2)

by OpenSourced ( 323149 )

Aside from the problems that other mention, I have found that, while it can solve a problem, and the code works, many times it doesn't choose the best solution.

I wanted some code to edit a database table, and there was in the framework a grid control that did it practically all, with basically one hundred lines of code. But the AI didn't choose it, but some other control that required lots more of code, and the associated difficulties when modifying or expanding it. The grid control was relatively new, so p

The usual anti-AI negativity (Score:3)

by ZipNada ( 10152669 )

I have to think that most people posting here don't use Claude for coding, or at least not recently. It is amazingly effective, and has steadily and noticeably improved month over month. From the article (which many apparently didn't bother to read);

"Provide Claude (the CLI) an input such as a spreadsheet, a codebase, a link to a webpage and then ask it to achieve an objective. It then makes a plan, verifies details, and then executes it."

And that's what it does. It can describe in detail what it would accomplish and write it out in a document for you to review. You can make revisions to the document directly or just tell it what to change. You can tell it to implement things in phases so you can check for correctness step by step. The code quality is usually quite good, and if there are bugs you can just paste in the error messages and it will fix them.

This not a bad thing, it is empowering. An average programmer turns into a 10x. An excellent programmer becomes a 100x. What's not to like?

And yet (Score:1)

by BloomFilter ( 1295691 )

And yet, most AI code developers I know professionally and personally, are switching to OpenAI's Codex because the quality of tooling and results are on par, but the costs are FAR less.

It's ten o'clock; do you know where your processes are?