Week in Product #485 🚀
SpaceX want to buy Cursor, OpenAI's GPT 5.5 and workspace agents, Gemini for Mac, Compare design tools, Building for non-human users, Claude Design hands-on & more
Hi folks 👋
Welcome to a new Week in Product!
🎰 The week in figures
$1T: Anthropic quietly hit a $1 trillion valuation (!!) on secondary markets, passing OpenAI
$60B: SpaceX preempted a $2B Cursor fundraise (at $50B valuation) with a $10B collaboration fee plus an option to acquire Cursor for $60B later this year
$10B: Bezos co-founded AI startup Project Prometheus raises $10B at $38B valuation for physical AI in manufacturing and aerospace, exploring a $100B fund
$400M: Polymarket, the prediction markets platform, is talking to investors to raise $400M in funding at a valuation of about $15B
271: Firefox fixed 271 vulnerabilities found by Claude Mythos
75%: Sundar Pichai noted that 75% of all new code at Google is now AI-generated and approved by engineers, up from 50% last fall
44% of online buyers start their journey in an LLM or split their search between AI tools and traditional search engines. The study also found 50% of online shoppers in the survey trust generative AI for initial research and product comparisons
16%: Adobe report reveals enterprise AI readiness gap: Only 16% of organizations have deployed agentic AI for customer support despite 78% planning full rollout within 18 months, with 75% citing data quality as top barrier
10%: Meta announced plans to lay off 10% of their workforce (around 8,000 people), while also leaving vacant 6,000 positions for which they were originally going to hire new staffers. The cuts are intended to help management “run the company more efficiently” and also, notably, “to allow us to offset the other investments we’re making” (referring to chips and data centers)
7%: Microsoft offers “voluntary retirement” to 7% (8.750) of employees
📰 What’s going on
Anthropic is investigating a possible breach of Mythos, which reportedly occurred in a third-party vendor environment. Mythos was shared only with major companies, including Amazon, Apple, Cisco, JPMorgan Chase, Nvidia, and now also Microsoft. MythosWatch gives you a live public ledger of 51+ entities with confirmed access
Gemini app launches on macOS: Google released a native desktop app for Mac (macOS 15+) with screen-sharing capability and Option + Space shortcut access, letting users get AI help on local files without switching windows
Google rolled out AI Overviews to Gmail for Workspace (ask natural-language questions about your inbox and get summaries pulled from multiple emails; on by default for Gemini customers), added generative AI features to Google Maps for enterprise (prompt-create realistic Street View scenes, Veo animation, satellite imagery analysis in BigQuery, pre-trained Earth AI models for detecting bridges and power lines), and made Workspace Intelligence turn AI into an office intern across Docs, Sheets, Gmail, and Chat
Google also launched Deep Research Max, a new autonomous research agent that topped benchmarks for web research, reasoning, and locating hard-to-find facts
OpenAI has released workspace agents: AI assistants that handle complex, ongoing tasks for teams. Powered by Codex, these agents run in the cloud and can execute multi-step workflows across connected tools and systems
OpenAI has released GPT-5.5, a model built for agentic work that can plan multi-step tasks, use tools, and check its own output with less supervision than previous versions. It handles coding, research, and document creation, and can navigate ambiguity without constant hand-holding. While more capable, GPT-5.5 matches GPT-5.4’s per-token latency and uses fewer tokens to complete tasks, making it both smarter and more cost-efficient for enterprise deployments. Rolling out to Plus, Pro, Business, and Enterprise users in ChatGPT and Codex, with API pricing set at $5 per 1M input tokens and $30 per 1M output tokens. Ethan Mollick brings a great review
OpenAI released ChatGPT Images 2.0, a new image model with thinking capabilities that can generate multiple images at once, render dense text accurately, and support aspect ratios from 3:1 to 1:3
OpenAI launched ChatGPT for Clinicians (free for verified US physicians) with advanced models, clinical search, reusable skills, CME credit, optional HIPAA, and more
Meta rolled out its Model Capability Initiative, tracking US employee keystrokes, mouse movements, and screen content on Google, LinkedIn, Wikipedia, GitHub, Slack and other approved apps to train AI agents on real office workflows, with "dystopian" internal backlash and no opt-out
Tim Cook will be stepping down as CEO of Apple and taking on the role of Executive Chairman. Senior VP of Hardware Engineering John Ternus will take over the top job. Under Cook, Apple’s market cap rose from $350B to a healthy $4T
Figma has released a new way to view Figma Make creations in the mobile app. For mobile product teams, this makes testing new prototypes on mobile, with swipes, clicks and other mobile native gestures, easier
Yelp is giving its AI Assistant chatbot a major upgrade, positioning it at "the center of the app experience" with the ability to answer questions, make recommendations, and handle bookings. The chatbot, which debuted in 2024 as a tool for hiring service professionals, will now span every category on Yelp through a new dedicated "Assistant" tab
GitHub has paused new Copilot sign-ups and tightened token limits, saying agentic, long‑running AI coding workflows now cost more in compute than fixed monthly fees cover
X shuts down Communities. Head of product Nikita Bier announced plans to terminate the feature, arguing that it’s under-used and plagued by spam: “Communities had a great vision, but they were used by less than 0.4% of users—yet contributed to 80% of spam reports, financial scams, and malware on X”
Lenny just expanded his Product Pass, so paid subscribers now get a free year of 25 tools (worth over $30K), including new additions like Cursor, Google AI Pro, Notion Business, Supabase, Fin + Intercom, and Gumloop. It’s a great deal (I’m making good use of it!), plus Lenny’s content is always top
📚 Good reads
The busyness trap. We cling to constant activity because it feels productive, but most of it doesn’t really move the needle. This piece by Anne-Laure Le Cunff breaks down why “crazy busy” is a cultural badge of honor, and how that masks shallow work and avoids the harder question of what truly matters. It offers four simple habits to help you reclaim focus and make space for deeper product thinking
Why MCP is becoming the backbone for serious AI agents. Anthropic argues that once agents move to the cloud and touch real production systems, ad‑hoc API hooks and CLIs stop scaling, and MCP becomes the shared protocol layer that actually holds everything together. They walk through patterns for designing “agent-friendly” MCP servers (intent-based tools, thin code-execution surfaces for huge APIs, rich UI semantics, standardized auth) and context-efficient clients (tool search, programmatic tool calling)
Explore and compare every design tool. This site curates 80+ modern design tools and regularly highlights new launches, especially around AI-native canvases and design-to-code workflows. A cool, living, watchlist of design tools and specs
Your product has a new user. It’s not human. Elena Verna explains how, as AI agents start using software via protocols like MCP, products must expose robust, well-documented, machine-friendly interfaces. B2B especially will split between “minimum lovable products” humans enjoy and infrastructure that agents rely on
🎧 Good listen/watch
How Anthropic Product teams moves faster than anyone else, with Cat Wu (Head of Product, Claude Code). Claude Code team ships “research preview” features constantly, keeping a standing launch room, and empowering ICs to take ideas all the way to production. PMs enable fast, daily experiments, and are comfortable orchestrating fleets of agents instead of doing the work themselves
What Claude Design is actually good for (and why Figma isn’t dead yet). Claire Vo walks through Claude Design, GPT Images 2.0, and Google’s DESIGN.md. Claude Design is brilliant for fast marketing pages, decks, and wild explorations, but Figma is still relevant for precise, collaborative design. For PMs, these tools are now legit for production-adjacent work, but you’ll quickly hit cost/credit limits and still need real design craft to land in your product
How to build for AI agents, and a Claude Code second brain. Ryan Wiggins (VP Product at Mercury) shows how to treat APIs and MCPs as the main “interface” for AI agents. He demos Mercury’s MCP for banking data, then walks through his Claude Code “second brain”
🧑💻 Worth learning
DESIGN.md: A new open standard for AI-generated UI. Design.md is a structured markdown spec that combines human-readable design rationale with machine-usable tokens, so agents can generate and update UIs while staying on-brand. A new CLI lets agents validate their changes (including accessibility checks) against the spec, and Design.md can become a shared contract between tools
🔧 Products to try
OpenAI launched Workspace Agents: five Codex-powered templates (Software Reviewer, Product Feedback Router, Weekly Metrics Reporter, Lead Outreach, Third-Party Risk Manager) deployable to ChatGPT or Slack, free until May 6, then metered
Claude's new everyday connectors hook AllTrails, Instacart, Audible, Booking.com, and TripAdvisor into your chat; find a hike, order groceries, book a trip, or pick an audiobook without leaving the window. Free with any Claude plan
Flipbook is an infinite visual browser created by Zain Shah, Eddie Jiao, and Drew Carr that generates pages entirely as images on demand. When you click anything in an image, the system generates a new image exploring that topic in deeper detail. No underlying HTML, code, or pre-built links; just AI-generated pixels that represent information retrieved from web searches and the model’s training knowledge. Free
👨💻 My work
Product in Spain: what’s in demand and what’s not. Second issue of my new Spanish publication, this time looking at the PM job market and the impact of AI
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 week ahead!
