Week in Product #474 🚀
GPT-5.3 uses computers like humans, Waymo raises $16B, SpaceX-xAI merge, Meta's AI performance reviews, Claude for Excel, iPhone 20 goes buttonless, Meta Vibes app & more
Hi friends 👋
Welcome to a new Week in Product!
🎰 The week in figures
$1.25T: SpaceX and xAI merged in the largest private corporate merger in history, ahead of a planned June IPO
$16B: Waymo raised $16B (!!) at $110B valuation. 20M+ trips and $350M ARR
750M: Google’s Gemini app hit 750M monthly active users
$500M: ElevenLabs raised $500M to further expand voice AI tech, boosting its valuation to $11B
$300M: Skyryse raised Series C at $1.15B valuation for its SkyOS flight operating system, nearing FAA certification
$285B were wiped from software stocks in the “SaaSpocalypse” after Anthropic released legal automation plugins for Claude Cowork
$255M: Fundamental, the AI data startup, raised $255M Series A at $1.2B valuation. Its new model, Nexus, is used for data analysis by Fortune 100 clients and AWS
$200B: Amazon’s projected 2026 AI capex, leading all Big Tech in the infrastructure spending race
$125M: Resolve AI raised $125M Series A at a $1B valuation. Automates site reliability engineering using AI
$124M: Varo Bank raised Series G to expand its digital banking and lending platform
15M: Microsoft 365 Copilot paying users. At $30/seat, Microsoft is generating billions annually from AI add-ons
1M tokens: Claude Opus 4.6’s new context window size, enabling reasoning across entire codebases or document sets
💰 Q4 earnings
Alphabet: Revenue: $113.8B, +15% YoY | Profit: $34.5B (EPS $2.82), +30% YoY. Annual revenue crossed $400B for first time. Google Cloud up 48%. YouTube surpassed $60B annual revenue
Amazon: Revenue: $213.4B, +12% YoY | Profit: $21.2B net income, In line with estimates. AWS grew 24% YoY. Strong holiday season. Announced $2B investment in Anthropic
Uber: Revenue: $14.4B, +20% YoY | Profit: EPS $0.71 (missed $0.80 estimate), -11% vs expectations. Delivery revenue surged 30% to $4.9B. Gross bookings $54.1B. Plans AV trips in 15 cities by end of 2026
📰 What’s going on
Amazon has rolled out Alexa+ to all US users, offering its next-generation AI assistant for $19.99/month or included at no extra cost for Prime members, making it the company’s most aggressive push yet into conversational AI. The upgraded assistant works across Echo devices, a new Alexa.com web interface, and the mobile app, with capabilities including AI-powered shopping, restaurant reservations, family calendar coordination, and complex topic summaries
Anthropic and OpenAI both dropped flagship AI models on the same day. Claude Opus 4.6 features a 1M token context window and introduces “agent teams” in Claude Code: multiple AI agents splitting up tasks and working in parallel. Meanwhile, OpenAI’s GPT-5.3-Codex is 25% faster, scores SOTA on SWE-Bench Pro, and can use a computer like a human (64.7% on OSWorld). GPT-5.3 helped build itself by debugging its own training runs
Anthropic has added some new integrations to Claude. Cowork now supports Google Drive integrations which means you can use it to work directly on Google apps like Gmail, Calendar and Docs. Plus, you can now connect your Slack channels to Claude to draft messages, send messages and create canvases that can be shared in specific channels
Anthropic released Claude for Excel. Ask why a number changed, where an error comes from, or how a model flows across tabs. Debug formulas, run scenario analysis, extend financial models
OpenAI launched Frontier, an end-to-end platform for enterprises to build and manage AI agents
OpenAI launched Prism, a collaborative workspace for scientists. Prism unifies scientific writing in one browser-based environment. GPT-5.2 works inside the document with full awareness of equations, citations, and structure
Perplexity launched Model Council, a mode that runs 3 AI models in parallel for improved accuracy
The iPhone 20, expected in September 2027, is planned to include an all-glass design without physical buttons, hidden cameras, and a 2nm chip
Apple launched Xcode 26.3 with full Claude Agent SDK integration for autonomous coding. Includes visual verification: Claude can capture Xcode Previews, see what the interface looks like, identify issues, and fix them autonomously. Millions of iOS developers now have an AI copilot built directly into their IDE
Meta began testing a standalone app for Vibes, its AI-generated short-form video feed, positioning it as a more direct competitor to OpenAI's Sora app
Meta officially tied employee performance reviews to AI usage. Performance reviews and bonuses are now closely tied to how effectively employees use AI. An internal tracker called Checkpoint pulls data from tools and systems. For engineers, it measures AI-generated code, error rates, and 200+ other metrics. Top performers get up to 300% bonus multipliers
Reddit said AI-powered search could be its next major revenue driver. Weekly active users of Reddit Answers grew from 1M to 15M over 2025. YouTube has also overtaken Reddit as the leading source for citations in LLM search results
Windsurf launched Arena Mode for coding model A/B testing. Users can rate coding model outputs and earn free tokens. Claude is wiping the floor
📚 Good reads
How to build AI product sense, by Tal Raviv and Aman Khan (via Lenny). The authors spent 100+ hours building a hands-on tutorial using Cursor to help non-technical folks develop genuine intuition about AI products. They explain the value of moving away from consumer-grade UIs and into AI coding agents to truly understand what’s feasible. 100% worth a read
Context rot: why AI gets worse the longer you chat. Teresa Torres explains how, as conversations with AI grow longer, context quality degrades. She shares practical ways to get around that challenge
Your secret weapon isn’t AI. David Pereira argues that the real edge for PMs isn’t AI skills, but ruthless control of their attention. Deeply understanding customer problems and shipping value is still what needs most of your attention. Plan your week, block focused time, cap AI-learning time, and make sure you decide where your attention goes. Don’t let Slack, email, or LinkedIn decide for you.
🧑💻 Worth learning
A Claude Code guide for designers (and PMs!). Felix Lee built his personal website with an AI chat widget without writing a line of code. This comprehensive guide covers installation, terminal basics, GitHub commits, Vercel deployment, and even adding authentication and databases. Step-by-step with screenshots
How to use MCPs to automate meeting prep, CRM updates, and feedback synthesis. Reid Robinson reframes MCPs as ‘app connectors for your AI’ and shows how Claude Projects + Zapier can automate the most hated PM work. “If you could run ChatGPT in your sleep, what would you have it do?” Detailed workflow walkthroughs included
Openclaw guide by Aakash Gupta. A practical guide to setting up and using OpenClaw, the open-source AI agent that went viral. Includes 5 high-impact PM use cases, and also covers security risks, which are significant
🔧 Products to try
Claude Product Management plugin. PM use cases: Feature specs & PRDs, Roadmap planning, Stakeholder updates, User research synthesis, Competitive analysis
OpenClaw: The open-source AI assistant that exploded across the internet last week. Run a personal AI agent on your Mac or virtual machine that orchestrates Claude, GPT, Gemini and more. Free and open-source. Requires API keys for LLM providers. | PM use case: Automate CRM updates, meeting prep, competitor monitoring, and email triage
Grok Imagine API: xAI’s video generation model that’s now being called the new leader (supplanting Google’s Veo 3). Generates videos from text or images with native audio and lets you edit them by typing. $4.20/minute of generated video. | PM use case: Generate product demos, marketing videos, and explainer content without a production team
Granola MCP: Official MCP Server for Granola meeting notes. Hook your AI-organized meeting notes directly into your agentic workflows. Perfect for ‘we talked about this in a meeting, but can’t remember the details’ use cases. Free tier available with Granola. | PM use case: Connect meeting context to your AI agents for follow-up tasks and decision tracking
Pandada: Upload any file, ask questions in plain language, get instant charts. Data analysis without formulas or code. #1 on Product Hunt this week. Free to try. | PM use case: Quick data analysis and visualization for stakeholder presentations
That’s a wrap for this week.
Feel free to drop your comments/questions/feedback. Would love to hear what you’d like to see more about in WiP, so I can make it better for you!
Have a great weekend.
