AI agents, sales and SaaS economics, with the source under every number. One plain-English take per post. Free newsletter every Tuesday.
Your inbox, every Tuesday
Joined July 2019
- Tweets33.9K
- Following123
- Followers1.6K
- Likes952
Pinned Tweet
Follow for AI agents, sales and SaaS, with the source under every number.
Most days: short takes on the stories moving GTM budgets.
Tuesdays: NetNewWeekly, the week's biggest moves in 5 minutes. Free.
netnewweekly.substack.com
Claude Duet comes to you first and keeps working after you walk away.
Best line in the launch is Anthropic admitting it can still misjudge what's urgent.
Source: Anthropic's announcement on X. Claude Duet is an early research preview, waitlist only, for Pro and Max users in the US. xitter.cf/claudeai/status/211298…
theory going around that AI's "it's not X, it's Y" habit comes from 不是…而是, a pair Chinese kids drill in primary school.
I buy it.
Source: Daytona CEO Ivan Burazin's announcement on X, xitter.cf/ivanburazin/status/211…
We just raised a $60M Series B at a $1B valuation to build @daytonaio into the Agent Cloud.
@FirstMarkCap led the round, with all key existing investors and angels doubling down.
We're also thrilled to welcome the founders of some generational companies aboard, including @patrickc (Stripe), @tobi (Shopify), @AravSrinivas (Perplexity), @BrendanFoody (Mercor), @oliveur (Datadog), @adamdangelo (Quora) and @ericsyuan (Zoom)
We're a 35-person team. But that's about to change; we're hiring across the board, and we'd love for you to join us.
A tailored cover letter used to be proof someone cared about the job. Now it's a GitHub fork.
This open-source setup runs on Claude Code. It scores each job posting for fit and rewrites your CV and cover letter to match. It has over 62,000 stars (Verified, GitHub).
Its builder says it got him 20 first interviews from 69 applications, and 1 signed contract (Self-reported).
Source: the project's GitHub README and star count, github.com/MadsLorentzen/ai-…
Meta banned TikTok's ads in some markets, and Google looks like the one cashing in.
Since the ban, YouTube's share of TikTok's ad spend went from 9% to 17%. Pinterest went from 3% to 9%. App ad networks like Google's AdMob jumped from 19% to 58% (Reported, Sensor Tower).
Meta kept a rival off its apps and handed a chunk of that budget to YouTube.
Source: Business Insider, Sensor Tower allocation estimates, businessinsider.com/tiktok-p…
A shopping bot reads three things on your site: product data, prices and reviews.
That matters now because Meta's Muse assistant, launched in September, can buy things for people using Stripe's payment wallet. Amazon already blocked it over scraping concerns.
If your product data is messy, the bot picks someone else.
Source: Crypto Briefing on Muse and Stripe, cryptobriefing.com/stripe-me… and Channel Insider on Amazon's block, channelinsider.com/ai/news-m…
If you sell code that saves developers time, AI coding tools are now your biggest competitor.
Marc Lou's ShipFast, a code starter kit for launching startups, made $126,000 a month in 2024 by his own count (Self-reported). TrustMRR shows $1,993 for the last 30 days (Verified).
It still earned $1,272,892 in total (Verified). Template businesses get one big window, and it closes fast.
Source: Marc Lou's own post on X (Oct 20), xitter.cf/marclou/status/2112494… and ShipFast's verified Stripe revenue on TrustMRR, trustmrr.com/startup/shipfas…
ShipFast in 2023: $0/mo
ShipFast in 2024: $126,000/mo
ShipFast in 2025: $25,000/mo
ShipFast in 2026: $2,000/mo
This product changed my life.
The highs made me happy. The lows taught me more than I ever expected.
Thank you for everything, ShipFast ⚡️❤️
trustmrr.com/startup/shipfas…
Sources: HubSpot's announcement of seat-to-credit swaps and spending controls, 15 Oct 2026, hubspot.com/company-news/fle… . HubSpot's pay-per-result prices ($1 per recommended lead, $0.50 per resolved conversation, from 14 Apr 2026), hubspot.com/company-news/hub… . HeyReach $19M ARR, founder Nick Velkovski on X, 15 Oct, xitter.cf/nikolak47/status/21108… . $500K seed round (2021, for its earlier product Howitzer, led by Day One Capital), CEE Legal Matters, ceelegalmatters.com/countrie… . Microsoft agent accounts and mailboxes, Microsoft Copilot blog, 15 Oct, microsoft.com/en-us/copilot/… . Contentsquare separating AI agent traffic, 13 Oct, contentsquare.com/press/new-…
We just crossed $19M ARR with @heyreach_io, 20 days after crossing 18M!
✅ THE GOOD:
1. We are back to hypergrowth
- we are back to adding $1.5M+ MRR per month again. I was scared that we slowed down, but I guess it was just seasonality
2. Our US tour has been enormously profitable
- we sealed some amazing partnerships, and closed a ton of clients
3. I have a much better and bigger vision about what I wanna do
- I thought I wanna scale HeyReach to $30M ARR, and it's market cap is $40/50M max. But now I feel fueled more than ever to push it to $100M ARR (ofc, some product changes and new markets will be needed). I feel the hunger again.
4. We launched DFY services, and reached $50K MRR in the first month
- a project that I initially wanted to kill, that was Ilija's initiative, is growing like crazy. People who don't know how to do LinkedIn outbound are converting like crazy on our DFY offer
❌ THE BAD:
1. I'm feeling a bit outdated in our product positioning and marketing activities
- even tho we are growing fast af, I still feel we are outdated in our marketing tactics & our product positioning. Met and talked with other founders, and I'm amazed by the way they are approaching things. I'm under pressure to ride the "new wave" again.
2. Our partnerships approach needs to be rebuilt
- times have changed, and our partnerships approach needs a change too. will share more about this in the next posts, when I'm sure our new plan is nailed
....
...
..
.
Stay tuned, wild stuff are coming @ heyreach!
... and a new product launch next week 😉
