Experimenting with AI vibe-coding

Summary

Deirdre Bosa demonstrates how she used Anthropic's Claude to build a functional earnings-analysis app with no technical experience, calling it a ChatGPT-like inflection moment for software investors. The app ranks recent Mag-7 earnings calls by executive evasiveness, with Meta/Zuckerberg most evasive and Microsoft least evasive. She also speaks with Replit CEO Amjad Masad, who argues that agent-ready platforms with APIs/MCP servers will thrive while closed companies disappear. The segment focuses on AI vibe-coding capabilities and sector implications rather than explicit stock picks.

• Deirdre Bosa experimented with Anthropic's Claude and vibe-coding tools.
• She built a functional earnings-analysis app from a few prompts without technical experience.
• The app ranks recent Mag-7 earnings calls by executive evasiveness.
• Meta/Zuckerberg scored most evasive; Microsoft scored least evasive.
• Deirdre framed the moment as a ChatGPT-like inflection for software investors.
• Replit CEO Amjad Masad said agent-ready, API/MCP-open platforms will survive and thrive.
• No explicit public-market trade recommendations were made.