Newsletter
AI is making hardware expensive. Software is next.
AI infrastructure demand is already leaking into hardware prices through memory and storage. The next shock may be the AI subscriptions companies are building workflows around.
Riya Katiyar
Newsletter
Stop Prompting. Start Delegating.
AI agents are moving from chat windows into real workflows. PMs now need to design delegation: memory, permissions, evaluation, orchestration, and accountability.
Newsletter
The Next AI Product Skill Is Designing the Loop
The next AI product advantage will not come from another AI button. It will come from designing the loop that turns model output into better work over time.
Newsletter
The Next AI Moat Is What the Product Is Allowed to Know
Model quality still matters. But the products that win will be the ones with the deepest context, the most useful memory, and the clearest permission layer around what agents can know and do.
Newsletter
AI Agents Are More Than Features. They Are a New Operating Model for Work.
AI agents are moving from demos into the operating layer of work. The product opportunity is designing how humans, agents, context, permissions, reviews, accountability, and economics work together.
Newsletter
Frontier Models Set the Ceiling. Local Models Set the Economics.
The next AI strategy question is not just which model is best. It is which model is economically right for this workflow.
Newsletter
Shopify’s River: The AI Agent as Organizational Memory
Shopify’s River shows why the next internal AI-agent advantage may come from making work visible, searchable, and reusable.
Newsletter
Claude Code Is Becoming a Workflow-Control Layer
Claude Code’s /goal, hooks, checkpoints, and agents show where AI coding tools are heading: from chatbots to governable workflow-control layers.
Newsletter
When Compute Becomes Product Strategy
Why the future of AI products is not one giant model everywhere, but a hybrid intelligence stack of frontier models, SLMs, open models, routing, and evals.
Newsletter
How Product Managers Should Learn AI: Operators First, ML Later
A practical 30-day guide for PMs learning AI: operate on real work first, brief models well, add context, test quality, and ship safe AI features.
AI
200,000 Vibe-Coded Projects Launch Every Day. Almost None Get Customers.
Everyone is celebrating how fast you can build. Nobody is asking whether you should.
Newsletter
The Agent Bottleneck Isn't AI - It's Product Management
Zapier says it has 800+ AI agents deployed internally, more than its employee count, and 89% AI adoption across all employees. Postman says its Agent Mode can save developers up to 1,150 hours per year. Cogent says customers have cut the time critical vulnerabilities stay open by 97%. The