Dare Obasanjo - Latest News and Information
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Every morning
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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Tech/product leader who reads and cites earnings call transcripts; compares guidance and revenue trajectories to explain divergent market reactions.
I’m sure you’ve heard reports of the research study showing that open source developers using AI who thought they were more productive were actually -19% slower. That was in 2025. They reran the study earlier this year and developers are seeing a +18% productivity boost. Interestingly they think this undercounts the productivity boost from AI tools since many participants refused to code without AI. So the results don’t include the most AI-pilled developers.
I remember during the strikes where actors and writers wanted more money, I pointed out that streaming was in a bubble and was already unsustainable without raising costs by paying the talent more. People were really upset with me for not...
The end game for AI agents is companies making decisions like do we give a product team $200K to hire another developer or an extra $150K in Claude credits? It will be similar math to hiring contractors versus full timers. The...
OpenAI buying a podcast for a few hundred million and SpaceX IPOing for a $2 trillion feels like a wierdly localized form of ZIRP. https://www.wired.com/story/openai-acquires-tbpn-buys-positive-news-coverage/
Jack Dorsey argues that AI enables companies to eliminate layers of middle management as they only exist to pass information back and forth upper levels to frontline workers. Basically AI has access to all of the data and communications at the...
Some thoughts on how the role of PMs has evolved with the rise of AI. Being an AI-native PM isn't just about using AI tools, it’s about leveraging AI to both deepen and broaden the scope of the role. https://dareobasanjo.medium.com/the-ai-native-pm-product-management-with-superpowers-49bd8a6574ee
Woke up to news of supply chain attacks on NPM and Claude Code’s source code leaking…again. It seems the only tech jobs that AI with any job security are going to be software security jobs. It’s only going to get...
Marc Andreessen argues AI has created a Mexican standoff between developers, designers & PMs. PMs think they can now design and write code with AI. Coders think they no longer need designers or PMs. Designers know they can do the job...
Claude Code time savings of the day. Wrote a post at work giving guidance comparing various internal configurations of tools. A few commenters said the guidance was out of date as some tools had been updated. I asked Claude to 1. Review...
More evidence that the job market for white collar workers is in a bad place. New data shows 40% of white-collar workers who switched jobs at the end of 2025 took pay cuts of more than 10%. This is the highest...
This is a great movie. It tells two stories at once. The tale of the former molecular biologist, turned school teacher who wakes up on an interstellar spacecraft with amnesia and the backstory of how he got there. An amazing story...
Apple is abandoning its exclusive deal with OpenAI and will now allow other AI services to integrate with Siri and Apple Intelligence if their app is installed. It’s been a rough week for OpenAI.
The problem with the question of why AI productivity gains lead to layoffs instead of simply producing more is that you need demand to go with supply. Consider Epic Games who just had layoffs due to Fortnite engagement dropping. Shipping 10...
I’m convinced this may be the first time fans bully a movie studio into redesigning a live action character similar to what happened with Sonic the Hedgehog.
I thought Microsoft’s consumer version of Copilot was a flop but it seems the real concern is the business usage. Only 3.3% of Microsoft 365 customers have upgraded to paid versions of Copilot but that’s not the bad news. Recon Analytics...
