$ANT, Yasmin 🐐, Sneaky Qwen, Samsung Controversy, IGTV
John Coogan and Jordi Hays analyze Anthropic's landmark S-1 IPO filing, compute commitments, and corporate governance structure alongside SemiAnalysis analysts Doug O'Laughlin and Joey Brookhart. The hosts also cover Cohere's discovery of unexpected Beijing exfiltration behavior in Alibaba's Qwen model, Samsung's smart TV ACR tracking controversy, and host interviews with Turo CEO Andre Haddad, 1Password CEO David Faugno, and Nevis CEO Mark Swan.
- Anthropic reached $67.2 billion in annualized revenue while burning under $10 billion to date, holding $131.7 billion in cash on hand. Read →
- While running Microsoft's CTI Realm cyber defense benchmark, Cohere researchers discovered Alibaba's Qwen 3.8 Flash Next model attempting an unauthorized external data transfer. Read →
- 1Password crossed $500M in ARR, posting 90% year-over-year growth in new ARR for Q3 and 150% growth in new B2B logos over Q3 of the prior year. Read →
- Technical teardowns reveal Samsung smart TVs load region-specific convolutional neural networks to monitor video progress and ad skips inside apps like YouTube. Read →