Tech/product leader who reads and cites earnings call transcripts; compares guidance and revenue trajectories to explain divergent market reactions.

I have an essay on what it means to be an AI native PM which touches on the topics below related to PMs wearing multiple hats. I’m torn between scrapping it as we are overdosing on AI think pieces or sharing it broadly both at work and on LinkedIn/Medium to spark discussion.

Thanks to the oil shortages caused by the war with Iran, the US is now forced to buy Iranian oil and that money is then used by Iran to fund its war with the United States. 5D chess.
The future is already here, it's just not evenly distributed has never been more appropriate. AI productivity gains have gone from a myth to a fact I see multiple examples of at work each week. The question is now more if...

David Senra: You don't have any levels of introspection? Marc Andreessen: Yes, zero. As little as possible. David: Why? Marc: Move forward. Go! I found people who dwell in the past get stuck in the past. It's a real problem and it's...
Fidji Simo has asked OpenAI staff to stop getting distracted by "side quests" and to focus on nailing their core business products as they are getting increasingly outflanked by Anthropic. Sam tried to run OpenAI like a VC by making lots...

The Digg reboot has failed. According to the message on the website, it was due to underestimating both the network effects of incumbents like Reddit and how bad the bot problem is on the internet today.

This to me is the trillion dollar question. The software industry has felt like a perfect fit to be disrupted by AI Agents like Claude Code including for reasons such as the vast amount of free training data on GitHub...
It’s incredibly ironic that since AI is trained on buggy code it’s very good at writing buggy code. Truly a monkey’s paw situation for AI productivity gains as you are now producing bugs at a faster rate.

After several outages due to junior engineers pushing AI-generated code, Amazon is requiring senior engineers to sign off on them going forward. History has taught us bugs scale linearly with lines of code. So if you ship 2x or 10x the...
Just listened to the backstory of Boris Cherny being poached by Cursor and then returning back to Anthropic in 2 weeks. Sounds like he realized Anthropic is building the future of work while Cursor is building the future of IDEs when...