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
- Likes953
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
Walmart's Agent Gateway announcement, reported by TechCrunch. Agent Profiles with per-order approval or spending limits roll out next month, and agents never see your payment info.
techcrunch.com/2026/10/21/wh…
Walmart now lets approved AI agents shop and buy for you, right as Amazon is blocking them.
best bit is returns still work when the agent screws up your order.
Alone at least hands you a satellite phone to tap out, solo founders just have Stripe emails at 3am...
The user said they accepted the 100%-off retention offer on the cancel screen and were still billed £16.67 in both September and October.
took ChatGPT's 'free month' to not cancel and still got charged twice, per one Plus user. retention offers are the new dark pattern.
Source: SpaceX Q3 2026 earnings release, filed with the SEC. Super Intelligence revenue was $7,560M vs $813M a year earlier (up 830%). Connectivity (Starlink) was $5,248M and Space was $1,767M. The combined comparison is our math. sec.gov/Archives/edgar/data/…
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…
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.
Two years of stealth and a homepage that says "intelligence layer" usually ends in an acqui-hire nobody announces.