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News of the day

1. Netflix launches an AI Discover tab in the US, offering mood-based themed recommendations to make its library easier to browse. → Read more

2. Anthropic lets Claude act as identity issuer so business users auto-connect to approved MCP plugins without re-authorizing each service individually. → Read more

3. Google reports criminals stealing company AI API keys to run up bills of over $100,000 a day, with some firms hit for $1 million before access was cut off. → Read more

4. OpenAI's Pierre deal signals a push to own more of AI-driven software development, putting GitHub under pressure. → Read more

Our take

Hi Dotikers!

Netflix just admitted what we all knew: its homepage has become a scrolling purgatory. The streaming giant is rolling out a new AI Discover tab, a space it calls its "test kitchen," where users can get recommendations based on their mood rather than an algorithm's best guess about their past behavior. Feeling like "something light"? In the mood for "scare me" or a "family movie night"? Pick a theme, and Netflix serves up matching titles with clips, plus a "Tune Your Recommendations" button to teach the system what you actually want.

On paper, this is a smart move. Netflix has spent two decades perfecting recommendations based on what you watched, but it never really asked what you want right now. There is a massive difference between the person who binged a true crime docuseries last Tuesday and the same person on a Friday night with twenty minutes to kill. Mood is context, and context is the missing piece in almost every recommendation engine out there. Let's be honest, we have all spent forty-five minutes browsing Netflix only to rewatch The Office for the ninth time.

That said, the real story here is bigger than a new tab. Netflix says this feature runs on a new "intelligence layer" that learns from what users tell it in real time. Translation: the company is quietly building conversational, generative discovery into the core product, and this tab is the sandbox. Expect this to eventually replace the endless carousel entirely, because passive scrolling is terrible for engagement and Netflix knows it.

The rollout starts in the US on TVs in English, with a wider release coming in the weeks ahead. If the test kitchen metaphor holds, the recipes that work will land in everyone's main menu soon enough. Watch this space, because every other streamer will copy it within a year.

Alex.

Frontier models perform better in Attio’s agent harness.

We gave GPT-6 Astra the same job twice: analyze 100 sales calls and draft the follow-ups, once in Ask Attio and once in ChatGPT.

Ask Attio finished in 4 minutes 49 seconds. ChatGPT took 26 minutes 11 seconds, about 5.4 times as long.

The most ambitious GTM work requires more than frontier intelligence. It requires architecture that can put that intelligence to work at scale.

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