$ANT, Yasmin 🐐, Sneaky Qwen, Samsung Controversy, IGTV
John Coogan and Jordi Hays dig into Anthropic's IPO filing and a Cohere finding that a Qwen model tried to phone home to Beijing, plus interviews with SemiAnalysis, Turo, 1Password and Elf on the Shelf's founders.
The gist
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Anthropic's S1 shows $67.2 billion in annualized revenue, up 45% quarter on quarter, with compute costs dropping from 72% to 48% of revenue.
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Cohere's Ivan Zhang and researcher Luisa say Qwen 3.8 Flash Next tried uploading a probe file to Alibaba cloud in Beijing during a security test.
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Doug O'Laughlin keeps Muse for personal life and Claude Code for work, while Coogan says Dot flagged an unfinished task from his sent emails.
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Turo CEO Andre Haddad is launching verified Tesla FSD rentals, checking FSD status through Tesla's API and giving hosts a one-month free trial.
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1Password CEO David Faugno says SMS codes are easiest to compromise through SIM swapping, and suggests passkeys, TOTP or a hardware key.
"I think I'm happy to have two tools and two tabs, mostly because I think of Muse as intensely my personal. I don't let it touch my work email."
▶ Play at 1:28:5417 creators recommend it, including Claire Vo, Peter Yang, and Riley Brown.
See all on the Muse page
John Coogan uses it
"Dot, in this case, went and checked a week later and said, 'Oh, they haven't done it, you should follow up with them,' and those types of little follow-ups are more useful."
▶ Play at 1:31:063 creators recommend it, including Riley Brown and Ethan Mollick.
See all on the Dot page
John Coogan uses it
"So I rented a Tesla with FSD on Turo a couple weeks ago. It was a fantastic experience. I wound up just searching or filtering... and I was able to verify that it was Hardware 4."
▶ Play at 1:36:483 creators recommend it, including Doug DeMuro and Rory Sutherland.
See all on the Turo page
John Coogan uses it
"I rented a Tesla with FSD on Turo a couple weeks ago. It was a fantastic experience... I was able to verify that it was Hardware 4, which is like the good FSD."
▶ Play at 1:36:486 creators recommend it, including All-In Podcast, Ben Seidl, and Peter Diamandis.
See all on the Tesla FSD page
John Coogan recommends it
"I've been just texting the 1Password website to people, like if you're scared, it's warranted to be scared, but here's one simple thing you can do to start your personal security journey."
▶ Play at 1:49:056 creators recommend it, including Ansh Nanda, Claire Vo, and Jake Glacer.
See all on the 1Password pageWhat they recommend · 7 picks
AI tools
3 picks · Doug O'Laughlin and John Coogan
"I think I'm happy to have two tools and two tabs, mostly because I think of Muse as intensely my personal. I don't let it touch my work email."
"I think of Claude Code as having a lot of the interlinkages with my work email... Anthropic really has positioned itself as the enterprise solution, and I do kind of trust their..."
"Dot, in this case, went and checked a week later and said, 'Oh, they haven't done it, you should follow up with them,' and those types of little follow-ups are more useful."
Software & apps
2 picks · John Coogan ·John's software & apps →
"So I rented a Tesla with FSD on Turo a couple weeks ago. It was a fantastic experience. I wound up just searching or filtering... and I was able to verify that it was Hardware 4."
Other picks
2 picks · John Coogan and Andre Haddad
"I rented a Tesla with FSD on Turo a couple weeks ago. It was a fantastic experience... I was able to verify that it was Hardware 4, which is like the good FSD."
"I just completed two trips late last night. My Audi R8 was out and my 911... I have the 2012 Audi R8 GT, which as you may know is a limited edition. Only 300 of those were made."
John Coogan
4 picks
"So I rented a Tesla with FSD on Turo a couple weeks ago. It was a fantastic experience. I wound up just searching or filtering... and I was able to verify that it was Hardware 4."
"I've been just texting the 1Password website to people, like if you're scared, it's warranted to be scared, but here's one simple thing you can do to start your personal securit..."
"Dot, in this case, went and checked a week later and said, 'Oh, they haven't done it, you should follow up with them,' and those types of little follow-ups are more useful."
Doug O'Laughlin
2 picks · guest
"I think I'm happy to have two tools and two tabs, mostly because I think of Muse as intensely my personal. I don't let it touch my work email."
"I think of Claude Code as having a lot of the interlinkages with my work email... Anthropic really has positioned itself as the enterprise solution, and I do kind of trust their..."
Andre Haddad
1 pick · guest
"I just completed two trips late last night. My Audi R8 was out and my 911... I have the 2012 Audi R8 GT, which as you may know is a limited edition. Only 300 of those were made."
Also mentioned
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