Week in Product #473 🚀

Q4 earnings, AI browsers compared, Openclaw craze and social media for its bots, Claude's interactive tools, Writing as a leverage, YouTube fights AI slope, OpenAI's social network & more

Hi friends 👋

Welcome to a new Week in Product!

🎰 The week in figures

$100B: OpenAI working on a $100B funding round, with $50B coming form Amazon

$5.2B: CapitalOne acquired Brex for $5.2B

$3B: Music publishers sued Anthropic for $3B, alleging it pirated 20,000+ songs to train Claude

$2B: Apple acquired Israeli AI startup Q.ai for ~$2B, gaining 'silent speech' technology. Q.ai's technology reads facial micro-movements for potential AirPods and Vision Pro integration. This is Apple's second-largest acquisition after Beats

$1B: Waabi, the Canadian startup focused on self-driving tech for trucks, just raised $1B to help them expand into the robotaxi space

$100M+: Granola just closed a funding round of at least $100M, at a valuation over $1B

11.7M: YouTube removed top AI ‘slop’ channels with 11.7M combined subscribers. CuentosFascinantes (5.9M subscribers, 1.2B views) and Imperio de Jesus (5.8M subscribers) were the major ones deleted

16K: Amazon laid off 16,000 corporate employees, citing AI-driven automation. CEO Andy Jassy said AI will mean ‘we will need fewer people doing some of the jobs.’ This is Amazon’s second major cut in just 3 months

$7.99: Google launched a $7.99/month AI Plus plan in the US and 35+ other countries that includes Gemini 3 Pro, NotebookLM, Flow's AI filmmaking tools, and 200GB storage

98%: Google DeepMind's AlphaGenome can now read 98% of your genome that scientists couldn't understand. The model reads up to 1M DNA letters at once and predicts what happens when you change even one. It correctly identified cancer-driving mutations, potentially unlocking diagnoses for rare genetic diseases that have stumped medicine for years

💰 Q4 earnings

• Netflix (Q4 2025, Jan 20). Revenue: $12.05B, +18% YoY | Profit: $1.87B (EPS $0.56), +30% YoY. Crossed 325M paid subscribers globally. Ad revenue tripled to $1.5B. 2026 guidance: $51B revenue, 31.5% operating margin

• Intel (Q4 2025, Jan 22). Revenue: $13.7B, -4% YoY | Profit: -$600M loss (EPS -$0.12), widened from -$100M. Data Center & AI up 9% to $4.7B. Client Computing down 7% to $8.2B. Beat expectations despite supply shortages. Q1 guidance: $12.2B revenue, break-even EPS

• Meta (Q4 2025, Jan 28). Revenue: $59.89B (FY: $201B), +24% YoY | Profit: $28.3B (EPS $8.88), +8% beat vs estimates. DAU: 3.58B (+7% YoY). Ad impressions up 18%, price per ad up 6%. 2026 capex guidance: $115-135B (nearly 2x 2025). Zuckerberg: ‘advancing personal superintelligence’ in 2026

• Microsoft (Q2 FY2026, Jan 28). Revenue: $81.3B, +17% YoY | Profit: $38.5B GAAP (EPS $5.16), +60% YoY (includes $7.6B OpenAI gains). Azure grew 39% (slowing from 40%). Microsoft Cloud hit $51.5B (+26%). Shares fell 7% on slowing cloud growth despite beat

• Tesla (Q4 2025, Jan 28). Revenue: $24.9B (FY: $94.8B), -3% YoY (first annual decline) | Profit: $840M (EPS $0.50 adj), -61% YoY. Energy business standout: $12.8B (+27% YoY). Announced end of Model S and Model X production. Invested $2B in xAI. Optimus Gen 3 coming this quarter. Gross margin improved to 20.1%

• IBM (Q4 2025, Jan 28). Revenue: $19.7B, +12% YoY | Profit: Free cash flow $14.7B for year. Software up 14% to $9B. Gen AI book of business exceeded $12.5B. 2026 guidance: 5%+ revenue growth, $1B more free cash flow. 110th consecutive year of dividends

• ServiceNow (Q4 2025, Jan 28). Revenue: $3.57B (FY: $13.28B), +20.5% YoY | Profit: $401M (EPS $0.92 adj), +4% YoY. Subscription revenue up 21% to $3.47B. Acquired Moveworks for agentic AI. Expanded Anthropic partnership. 2026 guidance: 21% subscription growth

• Apple (Q1 FY2026, Jan 29). Revenue: $143.8B (record), +16% YoY | Profit: $42.1B (EPS $2.84), +19% YoY. iPhone revenue surged 23% to $85.3B (iPhone 17 strength). Services hit $26.3B (+14%). China sales up 38% to $25.5B. Gross margin 48.2%. Q2 guidance: 13-16% growth

Coming up

• Alphabet/Google (Feb 4): Expected EPS $2.62. Q3 was first $100B quarter. Search and YouTube growth of 15%

• Amazon (Feb 5): Expected EPS $1.96. AWS expected at $34.9B. Capex may exceed $150B in 2026

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📰 What’s going on

OpenAI is developing a social network using biometric verification methods like iris scanning to eliminate bots

Claude launched ‘interactive tools’ letting users control apps like Amplitude, Asana, Slack, and Figma directly inside chat. Asana’s CPO called it ‘a fundamental shift in how people use software.’ With Anthropic dominating enterprise API market at ~40% share, Claude is well-positioned to become the de facto workplace AI

Microsoft rolled out Agent Mode for Excel, letting Copilot create workbooks, perform scenario modeling, and generate formulas. Users can switch between OpenAI and Anthropic models. Excel can now create pivot tables, charts, and complete data analysis through natural language

Google introduced Agentic Vision in Gemini 3 Flash, allowing the model to actively inspect images by planning steps, zooming into details, and running code to ground answers in visual evidence rather than static guesses

Chrome launched agentic 'auto-browse' features with deeper Gemini integration. The browser can now shop, find coupons, fill forms, and collect information across tabs autonomously. Deep Workspace integration lets it synthesize content from Docs/Sheets and send via Gmail. Rolling out to AI Pro and Ultra subscribers

Google also launched Project Genie, letting users walk inside AI-generated 3D worlds (needs Ultra plan subscription). Type a text prompt, and Genie builds an explorable environment around you in real-time at 20-24fps. Each 'world' only lasts 60 seconds due to compute costs. DeepMind sees world models as training grounds for robots

Cloudflare launched Moltworker, an open-source platform to run AI agents in the cloud starting at $5/month. The tool lets users run Moltbot without dedicated hardware like Mac minis. Looks like cloud providers are moving to capture growing demand for self-hosted agent tooling

eBay is banning external autonomous "agentic AI" shopping bots for now, citing fraud and system‑abuse risks

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📚 Good reads

[Podcast] Marc Andreessen: The real AI boom hasn’t even started yet, by Lenny Rachitsky. Job loss fears are ‘totally off base;’ even if AI triples productivity, we’d only return to 1870-1930 change rates. There’s a ‘Mexican standoff’ between PMs, designers, and engineers where each thinks they can replace the other two. His career advice: ‘Don’t be fungible:’ combine 2-3 skills and you’re irreplaceable

Writing as a leverage, by Anne-Laure Le Cunff. Writing is one of the few tools that can reliably change how you think. It forces you to commit to a line of thought and to turn half-formed ideas into something you can examine. In a time when we are delegating a lot of our writing to AI, making room for intentional writing is key to help you develop your thinking, and even to understand yourself better

AI Agent browsers: Should you use one? ChatGPT Atlas vs Perplexity Comet vs Arc Dia, by Aakash Gupta. After hundreds of hours testing: Atlas wins for complex multi-page research, Comet for real-time speed, and Dia for workflow automation. The 8 best PM use cases with exact prompts included

The adolescence of tech: Anthropic CEO’s essay on AI’s next 1-5 years, by Dario Amodei. AI will ‘test who we are as a species.’ 50% of entry-level white collar jobs could be eliminated in 1-5 years. Amodei proposes progressive taxation targeting AI firms and philanthropic pledges

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🧑‍💻 Worth learning

Claude Code <> Notion coworking. Hannah Stulberg shows how to hook Claude Code up to Notion via MCP, so you can draft locally in markdown, then sync to a shared Notion database without copy‑paste or version hell. Hannah walks through connecting the Notion server, designing a simple tracking database, and setting up the most important commands. Claude Code is becoming more and more “the” workspace, which you can setup to talk to the rest of its ecosystem. I recommend checking Hannah’s previous posts for setting and getting started with Claude Code

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🔧 Products to try

Openclaw (previously Moltbot, previously Clawdbot): An open-source AI assistant exploded across X this week. Unlike cloud-locked ChatGPT or Claude, Moltbot lives on your hardware (or a $5 AWS instance). It controls your browser, executes terminal commands, installs skills, and acts autonomously. Moltbot’s memory system is basically just Markdown text files in Finder. When Moltbot can’t do something, you just ask it to build the capability. This is a mini version of what “recursive self-improvement” looks like in practice: agents that modify themselves based on your needs, no developer required. I recommend to listed to this podcast episode on how things can go wrong before you get too deep into Openclaw

and the bots are getting social on Moltbook. Clever fans created the social media platform Moltbook, where bots can get to know one another and share information. The only way to access Moltbook is, you guessed it, teaching your OpenClaw bot a new skill which registers an account. It’s organized like Reddit, and full of genuinely interesting insights and observations for both machines and human beings

Grok Imagine generates videos from text or images with native audio and lets you edit them by typing "add fog" or "restyle as anime" (ranked #1 for quality/speed/cost). $4.20/min, because of course

Superagent from Airtable answers complex business questions by coordinating specialist agents in parallel—$20/month to $200/month

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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.