Anthropic Files for IPO, Samsung Spyware Concerns | Diet TBPN

The gist

1. Anthropic's S-1 shows $67.2 billion in annualized revenue, up 45% quarter on quarter, and $131.7 billion in cash on hand.
2. Compute costs fell from 72% to 48% of revenue, operating margin went from -13% to 19%, and first-half capex was just $482 million.
3. A single class F golden share, held by the seven co-founders' LLC, carries 50.1% of voting power, raising succession questions the hosts puzzle over.
4. Ex-DoJ researchers at Cathedral got into Anthropic's systems in under 12 hours using AI agents, prompting one host to float a $20 billion government bug bounty.
5. A hacker found Samsung TVs track viewing habits with a neural network, and the hosts say they wish a simple dumb TV were for sale.