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.
Deep Dive
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
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.