@NetNewWeekly

AI agents, sales and SaaS economics, with the source under every number. One plain-English take per post. Free newsletter every Tuesday.

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Joined July 2019
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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/…
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Number of the week: $7.6B. SpaceX's AI unit outearned its rockets and Starlink combined last quarter, per its own filing. buying Cursor helped.
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Replying to @rajshamani
Pretty sure that mediocre circle is who helped you move flats twice, I'd keep them around.
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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
@claudeai10h
We’re opening a research preview of Claude Duet, a new app where Claude works as a proactive agent. It comes to you with what needs your attention, completes tasks you ask of it, keeps working when you step away, and checks with you before it acts on your behalf.
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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.
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Replying to @Ishansharma7390
One screen for the timeline and one for pretending to answer email, they built it for us.
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Replying to @yongfook
Blame every Framer template of the last few years, the bots learned it from us...
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Replying to @ben_sage
speak for yourself. i'm 10X more productive and moving faster than ever....
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Replying to @elonmusk @dnapway
Some utility's interconnection queue just read that and laughed.
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Replying to @Suhail
Two years of stealth and a homepage that says "intelligence layer" usually ends in an acqui-hire nobody announces.
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Replying to @rauchg
Everyone who left Vercel to save on the bill is patching Node by hand tonight.
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Replying to @gregisenberg
Ten minutes if you remember which Slack thread the staging key got pasted into...
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Replying to @NotionHQ
Somebody's about to learn the bot wasn't the one who deleted the pricing table.
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Replying to @rileybrown
Waiting for the first agent that ships to prod because it misheard you on a windy street...
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Replying to @MatthewBerman
Anthropic's trademark team would've had it renamed by lunch...
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Replying to @OpenAI
Azure's account managers are having a very quiet dinner tonight.
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不是…而是 roughly means "not… but rather," and in Chinese it's mostly used to add nuance, so both halves often mean nearly the same thing. That matches how AI uses it in English, like "it's not a discovery, it's a journey of exploration."
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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.
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Replying to @kimmonismus
A student taught only by its older sibling picks up every bad habit too.
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Replying to @GoogleDeepMind
Med students would trade a kidney for this the week before their anatomy practical.
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