Goldman restricts Claude Code to its 12,000 engineers; Marcus weighs in

GaryMarcus · x · 2026-11-10

Gary Marcus relays and comments: after a productivity and risk review, Goldman Sachs now limits Anthropic's Claude Code and Microsoft's GitHub tools to its 12,000 engineers, pulling access from traders and bankers who had used them to track client flows and model market moves — just months after Goldman's tech chief publicly praised what traders built with AI, even as Goldman works on Anthropic's IPO.

Marcus's take: the call is defensible — company-wide rollout sent usage soaring but actual productivity gains are murky, and on a trading desk one bad script can cost millions. Much of Anthropic's growth came from "because the boss said so" deployments; Apple capped its usage too.

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