Hi friends 👋
Welcome to a new Week in Product!
🎰 The week in figures
$30T: Anthropic expects its own potential revenue to exceed $30 trillion (with a T)
$30B: Perplexity is raising an equity round at a $30B+ valuation, with Nvidia in talks to invest
$16B: Oura is reportedly looking at a US IPO as early as September. This would potentially value the wearable at $16B
$12.9B: Nvidia reportedly agreed to acquire Hugging Face for $12.9B, bringing a leading open-source AI platform under the chipmaker’s control and extending its reach from infrastructure into models and developer software
$3B: Lambda, the AI cloud provider is in talks to raise up to $3B in a pre-IPO round from an undisclosed lead investor, funding expansion before a potential 2027 listing
$1.77B: Shein is seeking $1.77B in a Hong Kong IPO at a roughly $27B valuation, less than one-third of its 2022 peak
$1.12B: Kalshi, the New York-based prediction-market operator, raising roughly $1.12B since April, including its previously announced $1B Series F round
$500M: Temporal is in talks for a $500M raise at $12B+, doubling its February mark, as AI agents lean on its workflow reliability layer to run
$156M: Socure, a provider of identity-verification and fraud-prevention technology, raised $156M and acquired identity-orchestration platform Fravity
$140M: Alice, the Israeli startup protecting AI models from misuse and rogue behavior, raised $140M
20M: OpenAI pushes ChatGPT Work to 20M users. Desktop agent now handles email, calendar, Slack, and multistep projects across departments, burning $65 in tokens for four days of casual use on a $20/month subscription
100K: Robinhood’s agentic trading feature surpassed 100,000 customer accounts in its early weeks, with users trading millions of dollars daily in equities and options
500: Amazon said Prime Air drone delivery will expand to nearly 500 U.S. cities and towns by the end of 2026
$399: Hugging Face unveiled Microduck, a $399 open-source robot developers can train in simulation and deploy in the real world, making physical AI experimentation cheaper, cuter, and more accessible
78%: New research from Twilio shows a massive 78% of users have tried to bypass AI Agents and speak to a human instead during customer support user journeys
75%: Ramp’s internal coding agent, Inspect, now handles 75% of merged pull requests at the company in under a year, running “multiplayer by default” with no opt-out
30%: Moonshot AI is in talks to let Microsoft, Amazon and Google host Kimi K3 for a 30% revenue share
11%: Anthropic's flagship model Fable 5 pulled in just 11% of corporate AI spending two months after launch, as businesses defaulted to cheaper tools like OpenAI's GPT-5.6, per data from 70,000 companies
💰Q2 earnings
Nvidia posted Q2 revenue of $96.2B, beating estimates, guided Q3 revenue as high as $110.1B. One analyst pencils in a $13T market cap
📰 What’s going on
OpenAI, Anthropic, AWS, Microsoft, and 100+ organizations left warnings that critical infrastructure has only months to prepare for cheaper, more accessible AI-enabled cyberattacks
Claude Cowork got a built-in browser, letting Claude open sites, click, type, and fill out forms directly in a side panel while you watch
Claude's memory now works the same across chat and Claude Cowork, carrying your context everywhere you work with Claude
Salesforce and Anthropic launch "Claudeforce" integration. The partnership marks the first time Salesforce has added its "force" suffix to another company's product, with 37 pre-built sales skills allowing Claude users to compose emails and update records directly
Apple Sept 9th event: expected to unveil its first foldable iPhone alongside the iPhone 18 Pro + New Mac mini with M6 ($899) or M5 Pro ($1,699 + Mac Studio M5 Ultra($5,499) + A leak says Apple Watch Series 12 will revive the ceramic case
Google has launched the ability to load purchased ebooks directly into Gemini Notebook for grounded Q&A, summaries, quizzes and audio overviews, launching with 100,000+ books
Google’s Gemini Omni 1.1 Flash can now extend AI-generated video scenes up to 40 seconds and upscale to 4K.
Google Cloud launched Gemini Enterprise for Legal and Financial Services, with Deutsche Bank and Cleary Gottlieb as early partners
Meta plans to launch consumer AI agent Hatch within weeks, as it fights OpenAI and Anthropic in the agent development race
AI noise at Meta. Internal Meta data showes that AI code changes are up 220%, but features reaching users only up 36%, while major technical incidents spiked 40% from unchecked AI agents performing "large-scale, disruptive actions." Meta also scrapped a planned second wave of AI-driven layoffs
Amazon (AWS) launched AgentCore Payments to general availability, integrating with Coinbase and Stripe to let agents pay for APIs, content, data feeds, and even other agents, with built-in spending limits and observability
Grok Bot can now pay for things online following a new integration with Stripe
Perplexity and NVIDIA launched Portable Computer, a fully local AI agent (that completes tasks, not just chats) with zero token costs
Uber introduced live video streaming for parents to monitor teen riders during trips, using the driver’s selfie camera. Both driver and teen are notified when a parent views the stream, and video is deleted after the ride ends. It’s already live in nine markets, with nationwide US rollout expected in coming weeks
🤖 Futurism
China put nearly 50 humanoid traffic robots across about 8 cities, where they can flag helmet and traffic violations but have no arrest powers
A new estimate puts a theoretical maximum on human lifespan at around 200, measured against record-holder Jeanne Calment
WSU developed a 3D-printed electronic skin for prosthetics that senses pressure and temperature at high resolution
📚 Good reads
AI robot tax. Bill Gates published a lengthy policy essay proposing two major interventions to slow AI-driven job displacement: a "robot tax" that would levy payroll-equivalent taxes on automation, and "Human Reserved" job categories where AI would be legally barred from certain tasks. The proposals target labor market impacts by directly changing the economics of replacing workers with machines
Invisible interfaces reshape how we design products. Felix Haas explains how AI agents are becoming the users of our apps, where backend protocols become more important and human experience turns conversational. Design expands into voice, governance, and brand-as-connective-tissue, he argues
AI as researcher-in-the-loop. Jennifer Bowie argues that since everyone’s already using AI to do research, UX teams need researcher-led governance (vs researcher-free automation). Her model proposes AI Librarians and AI Personas that democratize quick insights but vet sourcing, confidence scores, and humans-in-the-loop based on risk and uncertainty
🎧 Good listen/watch
[Video Podcast] How to build a company OS with Hermes and OpenClaw. A guide on how to turn Claude-style “company OS” ideas into a production-grade AI chief of staff that lives in Slack/Telegram, runs 24/7, and self-improves
[Video Podcast] What’s real (and hype) in Grok Bot. Claire Vo stress-tests Grok Bot, Grok 4.6, and Cursor Origin. Multi-account connectors seem a real unlock
[Podcast] How Anthropic interviews. Marc Baselga and Ben Erez explain how Anthropic runs a no‑exceptions culture interview that every candidate, across every function, must pass
🧑💻 Worth learning
[Video] ChatGPT vs Claude vs Grok vs Gemini: the best AI by use case. Peter Yang compares ChatGPT, Claude, Grok, and Gemini across 10 everyday PM tasks, calling out where each model performs best. Also adds how assembling a personal AI system (an AI chief of staff plus an advisor) can handle email, calendar, and recurring workflows
🔧 Products to try
tare reads your Claude Code usage logs and tells you exactly where your tokens went and why you hit your limit; free to try (open source)
USB lets you write one AI skill and install it into 16 different coding assistants, including Claude Code and Cursor, with a single command; free to try (open source)
Mnemosyne gives your AI coding assistant a persistent memory that survives between sessions, storing everything as readable notes in an Obsidian vault you can browse yourself; free to try (open source)
That’s all 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 start to your week!
