Tara Seshan leads product for Codex and ChatGPT Work at OpenAI (alongside previous podcast guest Andrew Ambrosino, who’s her engineering manager). Before OpenAI, Tara spent over six years at Stripe, where she joined as one of the first five product managers. She went on to lead product for Watershed, which Time magazine named one of the best inventions of 2022, and she is also a founder and Thiel Fellow. Most personally meaningful to me: Tara is one of the three inaugural Lenny’s Newsletter Fellows, a program I ran a couple of years ago to spotlight the most exciting up-and-coming product leaders.

In our in-depth conversation, we discuss:

1. The shift from “rowing” to “steering,” and why human judgment and ambition will become differentiators as AI takes on execution

2. How OpenAI thinks about building for model capabilities two to three months out

3. OpenAI’s best internal memes, such as “Is this maximally accelerated?” and “Are you mainlining it yet?”

4. Why ambition is the new bottleneck for companies, and why elevating others’ ambitions is now the key part of the PM job

5. Writing as thinking vs. writing as reporting

—

Brought to you by:

WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and more

Mercury—Radically different banking, now with Command

—

Where to find Tara Seshan:

• X: https://x.com/tarstarr

• LinkedIn: https://www.linkedin.com/in/tarstarr

• Newsletter: https://substack.com/@taraseshan

—

Where to find Lenny:

• Newsletter: https://www.lennysnewsletter.com

• X: https://twitter.com/lennysan

• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/

—

In this episode, we cover:

(00:00) Introduction

(02:18) What makes OpenAI’s culture so different

(06:42) Why AI product strategy is all about fast experimentation

(09:02) How the PM role is changing

(10:50) The shift from rowing to steering

(15:35) What changes when agents become coworkers

(20:05) Why ambition matters more than ever

(26:39) Building products for models that do not exist yet

(29:21) How ChatGPT’s Chat and Work modes differ

(34:01) How OpenAI ships so quickly at scale

(39:14) The vibe shift happening inside Codex

(42:20) Why traditional roles are beginning to blur

(45:59) Where humans will continue to provide unique value

(48:20) How Tara uses AI in her own work

(51:38) The magic of the /visualize command

(52:39) Writing to think versus writing to report

(57:10) How to use AI without losing your ability to think

(01:00:15) Tara’s biggest lesson from Sutter Hill

(01:04:16) ChatGPT’s site output

(01:05:01) Why knowledge work is becoming more like coding

(01:07:55) Lightning round and final thoughts

—

Referenced:

• Codex: https://chatgpt.com/codex

• ChatGPT Work: https://openai.com/chatgpt-work

• Stripe: https://stripe.com

• Watershed: https://watershed.com

• Thiel Fellowship: https://thielfellowship.org

• Meet your Lenny’s Newsletter Fellows: https://www.lennysnewsletter.com/p/meet-your-lennys-newsletter-fellows

• The rituals of great teams | Shishir Mehrotra of Coda, YouTube, Microsoft: https://www.lennysnewsletter.com/p/the-rituals-of-great-teams-shishir

• The nature of product | Marty Cagan, Silicon Valley Product Group: https://www.lennysnewsletter.com/p/the-nature-of-product-marty-cagan

• Product management theater | Marty Cagan (Silicon Valley Product Group): https://www.lennysnewsletter.com/p/product-management-theater-marty

• Patrick Collison’s examples of fast projects: https://patrickcollison.com/fast

• Inside ChatGPT: The fastest-growing product in history | Nick Turley (Head of ChatGPT at OpenAI): https://www.lennysnewsletter.com/p/inside-chatgpt-nick-turley

• Andrew Ambrosino on X: https://x.com/ajambrosino

• Tyler Cowen’s website: https://tylercowen.com

• OpenAI’s CPO on how AI changes must-have skills, moats, coding, startup playbooks, more | Kevin Weil (CPO at OpenAI, ex-Instagram, Twitter): https://www.lennysnewsletter.com/p/kevin-weil-open-ai

• “Chop wood, carry water” quote: https://buddhism.stackexchange.com/questions/15921/what-is-the-meaning-of-the-zen-quote-before-enlightenment-chop-wood-carry-wat

• 4 questions Shreyas Doshi wishes he’d asked himself sooner | Former PM leader at Stripe, Twitter, Google: https://www.lennysnewsletter.com/p/shreyas-doshi-live

• Alan Kay: https://en.wikipedia.org/wiki/Alan_Kay

• Brie Wolfson on X: https://x.com/zebriez

• The playbook for building high-talent-density teams | Adam Ward, Head of Talent at Cursor: https://www.lennysnewsletter.com/p/the-playbook-for-building-high-talent

• Building product at Stripe: craft, metrics, and customer obsession | Jeff Weinstein (Product lead): https://www.lennysnewsletter.com/p/building-product-at-stripe-jeff-weinstein

• Sutter Hill Ventures: https://shv.com

• Snowflake: https://www.snowflake.com

• Mike Speiser on LinkedIn: https://www.linkedin.com/in/mikespeiser

• Footnotes and Tangents: https://footnotesandtangents.substack.com

• The Power Broker Book Club: https://www.robertcaro.org/copy-of-six-books-six-ny-times-book

• The Odyssey: https://www.imdb.com/title/tt33764258

• Rashomon: https://www.imdb.com/title/tt0042876

• Akira Kurosawa: https://en.wikipedia.org/wiki/Akira_Kurosawa

• Kevin Kwok on LinkedIn: https://www.linkedin.com/in/kevinakwok

• The Work You Do, the Person You Are: https://www.newyorker.com/magazine/2017/06/05/toni-morrison-the-work-you-do-the-person-you-are

• Ari Weinstein on X: https://x.com/AriX

• Sky: https://sky.app

• Dylan Field live at Config: Intuition, simplicity, and the future of design: https://www.lennysnewsletter.com/p/dylan-field-live-at-config

—

Recommended books:

• Barbarian Days: A Surfing Life: https://www.amazon.com/dp/0143109391

• Anna Karenina: https://www.amazon.com/Anna-Karenina-LEO-TOLSTOY/dp/8175993421

• The Power Broker: https://www.amazon.com/dp/0394720245

• War and Peace: https://www.amazon.com/War-Peace-Leo-Tolstoy/dp/8175992832

• Wolf Hall: https://www.amazon.com/dp/0312429983

—

Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.

—

Lenny may be an investor in the companies discussed.

Roman Ugarte helped incubate and build Grok Bot, the popular new knowledge-work agent from SpaceXAI. A small, isolated team took it from first line of code to a working internal product in four weeks, and to a hugely successful public launch just three weeks later. Before Grok Bot, Roman led Growth at Cursor, where he helped scale the company from 15 people to over 1,000 before its acquisition by SpaceX.

In our in-depth conversation, we discuss:

1. The origin story of Grok Bot

2. The key decision to build it from scratch instead of adding it to Cursor

3. Why the team personally onboarded nearly 300 of its first users

4. The two early product decisions that made Grok Bot so successful

5. Their “colleague-pilled” product philosophy

6. Roman’s advice on moats, and what has allowed Cursor to keep winning in the most competitive market in the world

—

Brought to you by:

WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and more

Mercury—Radically different banking, now with Command

—

Episode transcript: https://www.lennysnewsletter.com/p/how-we-built-grok-bot-in-a-month

—

Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0

—

Where to find Roman Ugarte:

• X: https://x.com/romanugarte_

• LinkedIn: https://www.linkedin.com/in/romanugarte

• Website: https://x.ai

—

Where to find Lenny:

• Newsletter: https://www.lennysnewsletter.com

• X: https://twitter.com/lennysan

• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/

—

In this episode, we cover:

(00:00) Introduction

(02:09) The origin story: building from scratch in one month

(08:40) Why Grok Bot was built as a separate product

(11:20) Manually onboarding a couple hundred people

(14:29) Hiding internal mechanics from users

(18:41) Timeline from beta to public launch

(19:14) Unshipping features and simplifying

(23:50) Early use cases and feedback

(26:50) Product philosophy: “Grok Bot can now”

(30:02) Cloud-first architecture

(33:12) The fresh-start advantage

(35:54) The vision: a true team of AI colleagues

(39:20) The “colleague-pilled” framework

(42:36) Work versus personal: one product or two?

(47:14) Long-lived agents, persistent memory, and the computer abstraction

(51:04) Grok Bot as an always-on infovore and chief of staff

(53:35) How fast the team moves and what preserves the startup feeling

(58:20) SpaceXAI pillars

(1:00:44) The first 90% vs. the last 10%

(1:03:30) Moving fast at scale

(1:06:40) How Cursor kept winning in the most competitive market in the world

(1:10:04) Company values: “deleting the product” and “just do the thing”

(1:11:45) Moats: discovered, not planned

(1:15:11) Tips for new users and power users

(1:18:00) Lightning round and final thoughts

—

References: https://www.lennysnewsletter.com/p/how-we-built-grok-bot-in-a-month

—

Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.

—

Lenny may be an investor in the companies discussed.

Molly Graham is back for round two, and this one is even more powerful. Molly has spent more than 20 years helping organizations and the humans inside them navigate growth and change. She’s held leadership roles at Google, Facebook, Quip, and the Chan Zuckerberg Initiative and is the host of TED’s WorkLife podcast (which she took over from Adam Grant). She also runs Glue Club, a leadership community for senior operators, and writes a popular newsletter called Lessons.

In our in-depth conversation, we discuss:

1. Why Molly’s famous “give away your Legos” career advice no longer holds true in an AI world

2. The grief, loneliness, and burnout sweeping through the tech industry right now

3. Why delegating to AI is fundamentally different from delegating to a human

4. The fear narrative around AI job displacement, and why it’s overblown

5. Which Legos you should never give to AI

6. What the best managers are doing right now

—

Brought to you by:

WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and more

DX—Engineering intelligence for the AI era

—

Episode transcript: https://www.lennysnewsletter.com/p/the-grief-loneliness-and-burnout

Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0

Highlights: https://lennyspodcast.com/mostreplayedmoments

—

Where to find Molly Graham

• X: https://x.com/molly_g

• LinkedIn: https://www.linkedin.com/in/mograham

• Substack: https://mollyg.substack.com

• Website: https://glueclub.com

—

Where to find Lenny:

• Newsletter: https://www.lennysnewsletter.com

• X: https://twitter.com/lennysan

• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/

—

In this episode, we cover:

(00:00) Molly Graham returns

(03:34) What is “Give away your Legos”?

(05:44) The origin story: Google, Facebook, and rapid scale

(11:27) What still holds true in an AI world

(18:13) Engineering’s identity shift: from rowing to steering

(22:09) Loneliness and the collapse of team structure

(24:06) The centaur and the reverse centaur

(25:36) The fear narrative: AI-branded layoffs and overblown doom

(29:20) Survey data: burnout is up to 55%, but half of people are thriving

(35:07) Cleaning up AI slop

(40:01) What’s actually different: delegating to AI vs. giving Legos to a human

(42:02) Why every worker is now a manager, whether they want to be or not

(49:07) Why giving things away creates space for new opportunities

(55:27) Advice for people in the age of AI

(59:38) What Legos you should never give away

(01:03:12) The human sandwich: vision at the top, AI in the middle, humans at the end

(01:05:00) Holding on to the things you love: grief, funerals, and what comes next

(01:09:39) Slow takeoff: why you’re not too late

(01:13:32) The most important skill to build right now

(01:18:58) A message for managers and leaders

(01:24:17) Key takeaways

(01:31:42) Final thoughts

—

References: https://www.lennysnewsletter.com/p/the-grief-loneliness-and-burnout

—

Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.

—

Lenny may be an investor in the companies discussed.

https://clearmeasure.com/developers/forums/

Private equity is navigating one of its most challenging value creation environments in years, and winning firms are using M&A integration as a competitive weapon. Brian Dinneen and Matthew Maloney join us to discuss three high-impact integration strategies that leading sponsors are using to overcome these headwinds, based on their recent article.

Related insights

How private equity is using M&A integrations to overcome headwinds

Unlocking full potential: Five practices reshaping PE value creation

2026 Global Private Markets Report: Private equity−clearer view, tougher terrain

Beating the odds: How private equity firms can improve exit prospects

Transforming value creation in private equity portfolio companies (podcast)

Private Capital at McKinsey

Support the show: https://www.linkedin.com/showcase/mckinsey-strategy-&-corporate-finance/

See www.mckinsey.com/privacy-policy for privacy information

Matt LeMay thought product teams had finally outgrown the feature factory. Then AI handed everyone a faster conveyor belt.Matt is a product consultant and author who has worked with Google, Spotify, and MailChimp. His book Impact-first Product Teams gave a name to what happens when teams optimize for safe, visible output: the Low-Impact Death Spiral. AI, he argues, is accelerating it.What you'll hear:- Why low-impact work compounds: every harmless little feature raises the cost of doing impactful work later- The rhinestone problem: decorate the car long enough and you can't open the hood anymore- Discovery theatre: how AI lets teams simulate discovery without learning anything- Why "trust is a feeling" and can't be automated- An actual impact-first AI story: how MailChimp's team reframed its subject line helper after qualitative researchLinks:Matt's website: https://mattlemay.comMatt on LinkedIn: https://www.linkedin.com/in/mattlemay/Impact-first Product Teams: https://www.amazon.com/Impact-first-Product-Teams-Success-Indispensable/dp/B0DVH4R3QJMore episodes & all platforms: https://stellarwork.start.pageNewsletter: https://substack.com/@stellarworkHost: Ben, founder of Stellar Work

Andrew Ambrosino leads development of the Codex desktop app at OpenAI. Nearly 100% of OpenAI employees—not just engineers—now use Codex weekly. A lifelong builder with a background spanning engineering, design, product management, and founding companies, he is now responsible for turning the Codex desktop experience into what he calls “the best desktop app that has ever existed, full stop.”

In our in-depth conversation, we discuss:

1. Why AI has completely flipped the product development process

2. What “taste” really means as a professional skill, and why it is emerging as the most valuable capability in an AI-first workplace

3. Why Andrew believes the Codex app would have failed if they launched it last November (vs. in February)

4. The “zone defense” model for how product managers at OpenAI operate when everyone can build anything

5. How roles are collapsed on Andrew’s team, and why eliminating the concept of roles entirely is a big mistake

6. How Andrew uses Codex to run his own workflows

7. The vision for a home base that coordinates work across ChatGPT, Codex, and the tools people already use.

—

Brought to you by:

WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and more

Mercury—Radically different banking, now with Command

—

Episode transcript: https://www.lennysnewsletter.com/p/openais-codex-lead-on-the-new-shape

—

Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0

—

Where to find Andrew Ambrosino:

• X: https://x.com/ajambrosino

• LinkedIn: https://www.linkedin.com/in/ajambrosino

• Website: https://ambrosino.io

—

Where to find Lenny:

• Newsletter: https://www.lennysnewsletter.com

• X: https://twitter.com/lennysan

• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/

—

In this episode, we cover:

(00:00) Introduction to Andrew Ambrosino

(02:30) How AI is changing the shape of product work

(06:32) When to use documents vs. prototypes

(10:25) What “taste” actually means

(12:06) Why AI is still bad at design

(16:18) Is the design process really dead?

(21:35) What the design process looks like on the Codex team

(23:41) Are product functions disappearing?

(27:22) Team structure

(30:12) IC vs. management

(31:37) Planning roadmaps

(35:16) Building features that don’t work yet

(38:13) The ambition problem: when you’re too AGI-pilled

(39:17) The latest frontier: loops and autonomous development

(52:05) How Andrew uses Codex to automate his entire job

(46:52) The power of computer use and browser automation

(49:10) Will we run all our SaaS apps inside Codex?

(52:05) The future vision for Codex

(57:20) The videographer who built a Premiere Pro extension with Codex

(59:30) Failure corner

(1:01:50) Lightning round

(1:07:03) BTS: How our producer uses Codex for editing

—

References: https://www.lennysnewsletter.com/p/openais-codex-lead-on-the-new-shape

—

Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.

—

Lenny may be an investor in the companies discussed.

Noam Segal is a longtime research leader across Airbnb, Meta, Twitter, Zapier, Intercom, and Figma, a certified coach, AI builder, and my community research lead. Together, we run the annual Tech Worker Sentiment Survey, now in its second year and one of the largest of its kind: a quantitative study of how people in tech actually feel about their jobs, AI, burnout, and the future of their careers. This year’s survey captured responses from thousands of workers across product, engineering, design, research, marketing, data, and sales, and the results are striking.

In our in-depth conversation, we discuss:

1. Why AI has split the tech workforce almost exactly in half—one half that’s thriving, another that’s shaken

2. The four emotional archetypes defining tech workers right now (the Energized, the Conflicted, the Disoriented, and the Resentful)

3. Why burnout has jumped an alarming 11 points in a single year

4. Why nobody in tech would recommend their job to someone entering the industry today

5. The #1 fear in tech right now (it’s not job loss to AI)

6. Why managers are the single biggest lever for employee well-being

7. Concrete advice for what employees and leaders can do right now

—

Brought to you by:

WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and more: https://workos.com/lenny

Mercury—Radically different banking, now with Command: https://mercury.com/command?utm_source=lennys&utm_medium=sponsored_newsletter&utm_campaign=26q3_brand_campaign

—

Episode transcript: https://www.lennysnewsletter.com/p/how-tech-workers-actually-feel-about

—

Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0

—

Where to find Noam Segal:

• X: https://x.com/noamseg

• LinkedIn: https://www.linkedin.com/in/noamsegal

—

Where to find Lenny:

• Newsletter: https://www.lennysnewsletter.com

• X: https://twitter.com/lennysan

• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/

—

In this episode, we cover:

(00:00) Introduction to Noam Segal

(02:34) About the survey: methodology and scope

(06:04) The core finding: AI has split the tech workforce in half

(13:03) The AI identity stance

(14:40) The four archetypes: Energized, Conflicted, Disoriented, Resentful

(19:35) Burnout is surging (and why shipping faster is making it worse)

(22:53) A glimmer of hope

(24:55) Layoff worries

(29:15) The career recommendation NPS score

(36:45) The ladder metaphor: rungs disappearing beneath our feet

(45:14) AI is making us faster, not better

(52:53) The #1 fear: being squeezed to do more for the same pay

(55:55) The emotional landscape and “smiling exhaustion”

(01:01:02) Designers and researchers: the most negative group two years running

(01:06:27) Who’s happiest

(01:12:18) Managers: the single biggest lever on well-being

(01:18:47) The industry is “chaotic”

(01:24:53) What employees and leaders can do right now

(01:31:32) AI guilt and closing thoughts

—

Referenced:

• How tech workers are feeling in 2026: a workforce splitting in two: https://www.lennysnewsletter.com/p/how-tech-workers-are-feeling-in-2026

• How tech’s most resilient workers handle burnout: https://www.lennysnewsletter.com/p/how-techs-most-resilient-workers

• Please stop the AI Confidence Theater: https://www.elenaverna.com/p/please-stop-the-ai-confidence-theater

• Velocity over everything: How Ramp became the fastest-growing SaaS startup of all time | Geoff Charles (VP of Product): https://www.lennysnewsletter.com/p/velocity-over-everything-how-ramp

• NPS Is The Worst: https://www.npsistheworst.com

• The Terminator: https://www.imdb.com/title/tt0088247

• Skynet: https://terminator.fandom.com/wiki/Skynet

• Inside Devin: The world’s first autonomous AI engineer that’s set to write 50% of its company’s code by end of year | Scott Wu (CEO and co-founder of Cognition): https://www.lennysnewsletter.com/p/inside-devin-scott-wu

• Devin: https://devin.ai

• An AI state of the union: We’ve passed the inflection point, dark factories are coming, and automation timelines | Simon Willison: https://www.lennysnewsletter.com/p/an-ai-state-of-the-union

• Redeploying Fable 5: https://www.anthropic.com/news/redeploying-fable-5

• Why half of product managers are in trouble | Nikhyl Singhal (Meta, Google): https://www.lennysnewsletter.com/p/why-half-of-product-managers-are-in-trouble

• Inside Linear: Building with taste, craft, and focus | Karri Saarinen (co-founder, designer, CEO): https://www.lennysnewsletter.com/p/inside-linear-building-with-taste

• Building beautiful products with Stripe’s Head of Design | Katie Dill (Stripe, Airbnb, Lyft): https://www.lennysnewsletter.com/p/building-beautiful-products-with

• The design process is dead. Here’s what’s replacing it. | Jenny Wen (head of design at Claude): https://www.lennysnewsletter.com/p/the-design-process-is-dead

• OpenAI Codex lead on the new shape of product work | Andrew Ambrosino: https://www.lennysnewsletter.com/p/openai-codex-lead-on-the-new-shape

• Elon Musk: ‘Chances are we’re all living in a simulation’: https://www.theguardian.com/technology/2016/jun/02/elon-musk-tesla-space-x-paypal-hyperloop-simulation

—

Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.

—

Lenny may be an investor in the companies discussed.

Elizabeth Stone is the Chief Product and Technology Officer (CPTO) at Netflix, where she oversees Engineering, Product, and Design. Since her first appearance on the podcast two years ago—which remained my second-most-popular episode for more than a year—she has expanded her role to lead product, in addition to engineering. Before Netflix, Elizabeth was VP of Science at Lyft, Chief Operating Officer at Nuna, an economist at Analysis Group, and a trader at Merrill Lynch.

In our in-depth conversation, we discuss:

1. Why “systems thinking” is now the most important skill she looks for

2. How to manage the flood of AI-generated output without losing quality or signal

3. How Netflix thinks about AI fluency as a universal expectation rather than a level-specific skill

4. What “excellence as an operating system” means

—

Brought to you by:

WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and more: https://workos.com/lenny

Mercury—Radically different banking, now with Command: https://mercury.com/command?utm_source=lennys&utm_medium=sponsored_newsletter&utm_campaign=26q3_brand_campaign

—

Episode transcript: https://www.lennysnewsletter.com/p/netflix-cpto-on-ai-and-the-future

—

Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0

—

Where to find Elizabeth Stone:

• LinkedIn: https://www.linkedin.com/in/elizabeth-stone-608a754

—

Where to find Lenny:

• Newsletter: https://www.lennysnewsletter.com

• X: https://twitter.com/lennysan

• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/

—

In this episode, we cover:

(00:00) Introduction

(02:25) AI and role confusion: the storming phase before the forming phase

(07:36) How roles have changed in the past two and a half years

(11:55) Will functions survive? The case for craft specialism

(13:26) What Netflix is hiring more of—and less of

(17:22) Why systems thinking is the rising skill across every function

(20:20) Is the design process dead?

(22:08) Skills trending down

(28:33) AI fluency and Netflix’s career ladder overlay

(31:00) AI use cases beyond coding

(35:12) Netflix’s AI history

(38:36) Excellence as an operating system

(41:11) The pillars of the excellence OS

(46:41) The keeper’s test—and why it’s mostly a positive conversation

(50:21) Attracting top talent in the age of frontier AI labs

(52:54) Junior talent, craft mastery, and the mentorship question

(56:25) Where engineering goes in 5 to 10 years

(59:45) The future of entertainment: beyond film and TV

(1:02:18) AI in Hollywood: Netflix’s creator-enablement position

(1:06:15) Lightning round and final thoughts

—

Referenced:

• How Netflix builds a culture of excellence | Elizabeth Stone (CTO): https://www.lennysnewsletter.com/p/how-netflix-builds-a-culture-of-excellence

• Brian Chesky’s new playbook: https://www.lennysnewsletter.com/p/brian-cheskys-contrarian-approach

• The design process is dead. Here’s what’s replacing it. | Jenny Wen (head of design at Claude): https://www.lennysnewsletter.com/p/the-design-process-is-dead

• Claude Code: https://www.anthropic.com/product/claude-code

• Claude Cowork: https://www.anthropic.com/product/claude-cowork

• Netflix’s “Keeper Test” and Why You Need It | Lorne Rubis: https://www.highlights.lornerubis.com/2015/08/the-netflix-keeper-test-and-the-courage-to-take-it

• Innovation for Filmmaking, By Filmmakers: Why InterPositive Is Joining Netflix: https://about.netflix.com/en/news/why-interpositive-is-joining-netflix

• InterPositive: https://weareinterpositive.com

• Netflix Prize: https://en.wikipedia.org/wiki/Netflix_Prize

• Quarterback on Netflix: https://www.netflix.com/title/81482895

• The Bill Simmons Podcast on Netflix: https://www.netflix.com/title/82186214

• Spencer Pratt on Instagram: https://www.instagram.com/spencerpratt

• Salman Rushdie’s Substack: https://salmanrushdie.substack.com

• Remarkably Bright Creatures on Netflix: https://www.netflix.com/title/81911351

• Eight Sleep: https://www.eightsleep.com

• Tour de France: https://www.letour.fr/en

—

Recommended books:

• Thinking in Systems: https://www.amazon.com/Thinking-Systems-Donella-H-Meadows/dp/1603580557

• Into Thin Air: A Personal Account of the Mt. Everest Disaster: https://www.amazon.com/Into-Thin-Air-Personal-Disaster/dp/0385494785

• Liar’s Poker: https://www.amazon.com/Liars-Poker-Norton-Paperback-Michael/dp/039333869X

—

Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.

—

Lenny may be an investor in the companies discussed.

Dianne Penn is Head of Product for Anthropic’s AI Research and Labs teams. She joined in 2023 as Anthropic’s first technical product manager, when the entire product team was five engineers, and has since helped ship every model from Claude 2 through Fable, and helped incubate Claude Code, MCP, Skills, computer use, tool use, and reasoning. Before Anthropic, she helped build Alexa’s AI at Amazon and, before that, traded high-yield bonds at JP Morgan Chase.

In our in-depth conversation, we discuss:

1. What Anthropic’s early days were like

2. The inflection points that turned Anthropic from an underdog into the fastest-growing company in history

3. How exactly Claude got so good at coding

4. The eval-driven development loop her team is pioneering

5. How to find joy in AI when everything is moving this fast

6. Why Claude’s willingness to push back is key to its success

7. Where human judgment remains irreplaceable

—

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Episode transcript: https://www.lennysnewsletter.com/p/anthropics-first-technical-pm-on

—

Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0

—

Where to find Dianne Penn:

• LinkedIn: linkedin.com/in/dianne-na-penn

—

Where to find Lenny:

• Newsletter: https://www.lennysnewsletter.com

• X: https://twitter.com/lennysan

• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/

—

In this episode, we cover:

(00:00) Introduction

(02:31) Early Anthropic days

(08:55) Big milestones

(13:50) Inside the exponential

(20:02) Token maxing

(23:30) Anthropic Labs and the incubation model

(27:30) How the research role works

(31:35) How to become a top researcher

(35:18) Frontier model safeguards

(39:38) Hiring in the AI era

(44:16) Building an eval set

(47:48) Evals vs PRDs

(49:55) The importance of hands-on leadership

(52:46) Finding joy in AI

(58:10) How Dianne uses Claude

(01:01:05) Avoiding overreliance on AI

(01:03:50) The constitution that makes Claude better

(01:07:11) AI writing and verification

(01:11:40) Where human brains will continue to be valuable

(01:14:10) Navigating AI with kids

(01:16:26) Alignment, the future of the PM role, and burnout

(01:21:54) Lightning round and final thoughts

—

Referenced:

• Anthropic: https://www.anthropic.com

• Golden Gate Claude: https://www.anthropic.com/news/golden-gate-claude

• Dario Amodei’s website: https://darioamodei.com

• Scaling Laws and Interpretability of Learning from Repeated Data: https://www.anthropic.com/research/scaling-laws-and-interpretability-of-learning-from-repeated-data

• Tokenmaxxing: How Top Builders Use AI To Do The Work Of 400 Engineers: https://www.ycombinator.com/library/Pa-tokenmaxxing-how-top-builders-use-ai-to-do-the-work-of-400-engineers

• Garry Tan on X: https://x.com/garrytan

• Anthropic co-founder on quitting OpenAI, AGI predictions, $100M talent wars, 20% unemployment, and the nightmare scenarios keeping him up at night | Ben Mann: https://www.lennysnewsletter.com/p/anthropic-co-founder-benjamin-mann

• Anthropic’s CPO on what comes next | Mike Krieger (co-founder of Instagram): https://www.lennysnewsletter.com/p/anthropics-cpo-heres-what-comes-next

• Introducing Labs: https://www.anthropic.com/news/introducing-anthropic-labs

• Louis CK | about airplane Wi Fi: https://www.youtube.com/watch?v=me4BZBsHwZs

• What happens after coding is solved? | Fiona Fung (Manager of the Claude Code and Cowork Teams): https://www.lennysnewsletter.com/p/building-the-most-ai-pilled-engineering

• The Anthropic Hive Mind: https://steve-yegge.medium.com/the-anthropic-hive-mind-d01f768f3d7b

• How to build a company that withstands any era | Eric Ries, Lean Startup author: https://www.lennysnewsletter.com/p/how-to-build-a-company-that-withstands

• Fallout on Prime Video: https://www.amazon.com/dp/B0CN4GGGQ2

• Fallout (video game): https://fallout.bethesda.net

• Claude Tag: https://www.anthropic.com/news/introducing-claude-tag

—

Recommended books:

• Crucial Conversations: Tools for Talking When Stakes Are High: https://www.amazon.com/dp/0071771328

• How to Raise an Adult: Break Free of the Overparenting Trap and Prepare Your Kid for Success: https://www.amazon.com/How-Raise-Adult-Overparenting-Prepare/dp/1627791779

• Incorruptible: Why Good Companies Go Bad... and How Great Companies Stay Great: https://www.amazon.com/dp/B0FWZZBPZB

—

Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.

—

Lenny may be an investor in the companies discussed.

Tom Verrilli is the chief product officer at Whatnot, a live shopping platform that’s become the fastest-growing U.S. marketplace business in history, with over $8 billion in GMV. Before joining Whatnot, Tom was CPO at Twitch and director of product growth at Twitter (during one of the most turbulent periods in the company’s history).

In our in-depth conversation, we discuss:

1. Why Whatnot’s product team was founded on the premise “we regret that product management exists”

2. How AI is reshaping the PM role

3. What Tom looks for when hiring PMs

4. The shift toward senior ICs doing the work

5. How AI has transformed data science at Whatnot

6. Tom’s “play the accordion” mental model

7. Why “hire great people and get out of their way” fails

8. His biggest lessons from his time at Twitter

—

Brought to you by:

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—

Episode transcript: https://www.lennysnewsletter.com/p/this-cpo-regrets-that-product-management

—

Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0

—

Where to find Tom Verrilli:

• X: https://x.com/tdrobbo

• LinkedIn: https://www.linkedin.com/in/tom-robertson-042

—

Where to find Lenny:

• Newsletter: https://www.lennysnewsletter.com

• X: https://twitter.com/lennysan

• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/

—

In this episode, we cover:

(00:00) Introduction

(02:40) “We regret that product management exists”: what it means and why

(08:30) When specialization makes sense, and when it doesn’t

(15:20) How Whatnot structures its PM org

(17:28) What 31,832 PM applications revealed about the function

(19:40) How to develop systems thinking

(22:10) The shift to senior ICs doing IC work

(32:26) Advice for PMs struggling in today’s market

(35:22) How AI has transformed work at Whatnot

(41:14) The data scientist problem

(42:48) Which roles are trending up and down

(44:48) What the product team of the future looks like

(46:29) Why core PM skills are the most durable in an AI world

(49:23) How to get the most out of the people you hire

(53:32) Navigating the CPO-founder relationship

(57:34) Advice for aspiring CPO’s

(59:16) How to know when to stand firm and when to step back

(01:01:38) Play the accordion: balancing strategic vision with fast iteration

(01:06:35) Agentic commerce vs. live commerce

(01:09:46) Lessons from Twitter

(01:13:07) Failure corner

(01:15:45) Lightning round and final thoughts

—

Referenced:

• Whatnot: https://www.whatnot.com

• Building, and Whatnot: https://www.linkedin.com/pulse/building-whatnot-tom-verrilli-bwkdc

• Twitch: https://www.twitch.tv

• Why Netflix is betting on systems thinkers—not specialists—in the AI era | Elizabeth Stone (CPTO): https://www.lennysnewsletter.com/p/netflix-cpto-on-ai-and-the-future

• Peter Bailis on LinkedIn: https://www.linkedin.com/in/pbailis

• Mike Krieger on LinkedIn: https://www.linkedin.com/in/mikekrieger

• Anthropic’s CPO on what comes next | Mike Krieger (co-founder of Instagram): https://www.lennysnewsletter.com/p/anthropics-cpo-heres-what-comes-next

• Ben Kus on LinkedIn: https://www.linkedin.com/in/benkus

• Henry Shi on LinkedIn: https://www.linkedin.com/in/henrythe9th

• Hex Threads: https://hex.tech/product/threads

• Product management theater | Marty Cagan (Silicon Valley Product Group): https://www.lennysnewsletter.com/p/product-management-theater-marty

• Grant LaFontaine on LinkedIn: https://www.linkedin.com/in/grantlafontaine

• Logan Head on LinkedIn: https://www.linkedin.com/in/logan-head

• Emmett Shear on LinkedIn: https://www.linkedin.com/in/emmettshear

• Kara Swisher on X: https://x.com/karaswisher

• Jeff Bezos: Amazon and Blue Origin—Lex Fridman Podcast: https://www.youtube.com/watch?v=DcWqzZ3I2cY

• Star City on AppleTV+: https://tv.apple.com/us/show/star-city/umc.cmc.2l8p785osmtmiyk64bh6tfde1

• For All Mankind on AppleTV+: https://tv.apple.com/us/show/for-all-mankind/umc.cmc.6wsi780sz5tdbqcf11k76mkp7

• Service NSW Mobile App: https://www.service.nsw.gov.au/services/service-nsw-mobile-app

• Rudyard Kipling: https://en.wikipedia.org/wiki/Rudyard_Kipling

• E-fish.com: https://www.e-fish.com

—

Recommended books:

• The Hard Thing About Hard Things: Building a Business When There Are No Easy Answers―Straight Talk on the Challenges of Entrepreneurship: https://www.amazon.com/dp/0062273205

• The Purpose Driven Church: Every Church Is Big in God’s Eyes: https://www.amazon.com/dp/0310201063

• Babel: Or the Necessity of Violence: An Arcane History of the Oxford Translators’ Revolution―An Historic Fantasy of Dark Academia: https://www.amazon.com/Babel-Necessity-Violence-Translators-Revolution/dp/0063021439

—

Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.

—

Lenny may be an investor in the companies discussed.

Adam Ward is the Head of Talent at Cursor, one of the fastest-growing developer tools in history. Before joining Cursor, he founded Growth by Design, an independent recruiting and talent strategy firm that helped build teams at the most ambitious AI and technology companies in the world. Adam has spent more than 20 years building elite, high-talent-density teams across the industry and is widely regarded as one of the most effective and creative recruiters in tech.

In our in-depth conversation, we discuss:

1. Inside today’s “tale of two cities” talent market

2. Why the traditional recruiting funnel—what Adam calls the “funnel of doom”—leads to mediocre hires

3. Adam’s three-step playbook: scoping, mapping, and relentless pursuit

4. The worst question to ask when sourcing great talent

5. The rise of the forward deployed engineer—and how to become one

6. The biggest mistake founders make when hiring their first recruiter

—

Brought to you by:

WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and more

Mercury—Radically different banking, now with Command

—

Where to find Adam Ward

• X: https://x.com/wardadamp

• LinkedIn: https://www.linkedin.com/in/adampward

—

Where to find Lenny:

• Newsletter: https://www.lennysnewsletter.com

• X: https://twitter.com/lennysan

• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/

—

In this episode, we cover:

(00:00) Introduction

(03:01) The state of the hiring market

(06:41) What roles are trending up and what roles are trending down

(11:25) The three-step hiring framework that changes everything

(21:58) Getting the right people to actually respond

(25:42) Keeping talent a top priority

(29:16) Inside Cursor’s recruiting operation

(32:19) How to relentlessly pursue top talent

(35:42) “Caring is free”

(38:33) The conversation most companies underestimate

(39:19) Rethinking the atomic unit of a search

(40:12) Other recruiting tactics

(45:04) What the on-site is really for

(49:35) The importance of work trials

(53:10) The offer stage

(57:53) Negotiations and comp

(01:01:50) The details that actually close the deal

(01:07:23) What it’s like working with an exec team who values recruiting

(01:09:42) Talent density

(01:11:18) The first recruiting hire most founders get wrong

(01:15:00) Building incredible teams

(01:18:12) The time between offer and acceptance

(01:19:48) What’s next for the recruiting function

(01:21:00) Lightning round

—

Referenced:

• Cursor: https://cursor.com

• Trilogy: https://trilogy.com

• Brie Wolfson on LinkedIn: https://www.linkedin.com/in/brie-wolfson-17758724

• Inside Cursor: https://colossus.com/article/inside-cursor

• SpaceX: https://www.spacex.com

• Joe Gebbia’s website: https://joegebbia.com

• The rise of Cursor: The $300M ARR AI tool that engineers can’t stop using | Michael Truell (co-founder and CEO): https://www.lennysnewsletter.com/p/the-rise-of-cursor-michael-truell

• The Pitt on HBO Max: https://www.hbomax.com/shows/pitt-2024/e6e7bad9-d48d-4434-b334-7c651ffc4bdf

• The Bear on Hulu: https://www.hulu.com/series/the-bear-05eb6a8e-90ed-4947-8c0b-e6536cbddd5f

• Granola: https://www.granola.ai

• Wispr Flow: https://wisprflow.ai

• 11 products I love, free for a year—the biggest Product Pass expansion in 2 years: https://www.lennysnewsletter.com/p/productpass-summer2026launch

• How to debug a team that isn’t working: the Waterline Model: https://www.lennysnewsletter.com/p/how-to-debug-a-team-that-isnt-working

• The high-growth handbook: Molly Graham’s frameworks for leading through chaos, change, and scale: https://www.lennysnewsletter.com/p/the-high-growth-handbook-molly-graham

—

Recommended books:

• Emotional Intelligence: Why It Can Matter More Than IQ: https://www.amazon.com/dp/055338371X

• High Growth Handbook: Scaling Startups from 10 to 10,000 People: https://www.amazon.com/High-Growth-Handbook-Elad-Gil/dp/1732265100

• Scaling People: Tactics for Management and Company Building: https://press.stripe.com/scaling-people

—

Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.

—

Lenny may be an investor in the companies discussed.

Sonali Varde, Senior Software Engineering Manager at LinkedIn, joins host Kanchan Shringi to discuss how AI is changing the role of the engineering manager. They explore how AI is showing up in day-to-day management work, including operational reviews, planning, communication, workflow automation, and preparation for leadership discussions.

The conversation looks at how engineering teams are adopting AI tools and agents, what kinds of skills and practices are becoming more important, and how managers can think about context, review, testing, and operational rigor as AI-assisted development becomes more common. They also discuss how AI affects coaching, performance conversations, hiring, onboarding, team composition, and collaboration with peers and leadership. The episode considers both the opportunities and limits of AI for engineering management, with attention to human judgment, curiosity, ownership, and the continuing importance of technical and organizational understanding.

Richard Rumelt is a legend in the world of strategy. He’s the author of Good Strategy/Bad Strategy and The Crux: How Leaders Become Strategists, both of which are often recommended by guests on this podcast. From his early days teaching in Iran at a Harvard-sponsored business school to teaching at Harvard Business School itself to over four decades teaching at UCLA’s Anderson School of Management, Richard’s impact resonates globally. His strategic insights are sought after by major corporations including Microsoft, Shell, Apple, AT&T, Intel, and Commonwealth Bank and by governmental organizations such as the U.S. Army Special Operations Command. In this episode, we discuss:

• The essential components of a good strategy

• The importance of coherence in strategy

• Common pitfalls that create a bad strategy

• How “power” plays into strategy, and common sources of power

• The value of knowing history when developing effective strategies

• Why a strategy should simply be called an “action agenda”

• The need for one decider in an organization

—

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—

Find the full transcript at: https://www.lennysnewsletter.com/p/good-strategy-bad-strategy-richard

—

Where to find Richard Rumelt:

• Email: richard@generalimagination.com

• LinkedIn: https://www.linkedin.com/in/richard-rumelt-18520828/

• Website: https://thecruxbook.com/

—

Where to find Lenny:

• Newsletter: https://www.lennysnewsletter.com

• X: https://twitter.com/lennysan

• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/

—

In this episode, we cover:

(00:00) Richard’s background

(04:29) What is a strategy?

(06:23) The essential components of a good strategy (the “kernel”)

(15:04) An example of good strategy

(16:55) Bad strategy

(25:17) The importance of focus and power

(28:19) Identifying and utilizing power

(34:38) Types of power

(41:13) Implementing power

(48:15) The importance of historical knowledge

(55:23) How to write an action agenda

(01:02:47) The crux

(01:10:40) Challenges to executing a strategy

(01:15:44) The need for a decider

(01:20:39) Strategy for startups

(01:26:04) Richard’s “value denials” exercise

(01:31:01) Closing thoughts

(01:33:57) Lightning round

—

Referenced:

• China’s Xi says ‘reunification’ with Taiwan is inevitable: https://www.cnbc.com/2023/12/31/chinas-xi-says-reunification-with-taiwan-is-inevitable.html

• The Crux: How Leaders Become Strategists: https://www.amazon.com/Crux-How-Leaders-Become-Strategists/dp/1541701240

• Good Strategy/Bad Strategy: The Difference and Why It Matters: https://www.amazon.com/Good-Strategy-Bad-Difference-Matters/dp/0307886239

• Fundamental Issues in Strategy: A Research Agenda: https://www.amazon.com/Fundamental-Issues-Strategy-Research-Agenda/dp/0875843433/

• Strategy, Structure, and Economic Performance: https://www.amazon.com/Strategy-Structure-Economic-Performance-Richard/dp/0875841090

• There’s more than the CIA and FBI: The 17 agencies that make up the U.S. intelligence community: https://www.latimes.com/nation/la-na-17-intelligence-agencies-20170112-story.html

• Programme for International Student Assessment: https://www.oecd.org/pisa/

• Gerstner: Changing Culture at IBM—Lou Gerstner Discusses Changing the Culture at IBM: https://hbswk.hbs.edu/archive/gerstner-changing-culture-at-ibm-lou-gerstner-discusses-changing-the-culture-at-ibm

• Marvin Lieberman on LinkedIn: https://www.linkedin.com/in/marvin-lieberman-2a6b72/

• S&P 500: https://www.spglobal.com/spdji/en/indices/equity/sp-500/#overview

• Battle of Tora Bora: https://en.wikipedia.org/wiki/Battle_of_Tora_Bora

• Milton Friedman: https://en.wikipedia.org/wiki/Milton_Friedman

• The Louvre: https://www.louvre.fr/en

• How does SpaceX build its Falcon 9 reusable rocket?: https://www.sciencefocus.com/space/how-does-spacex-build-its-falcon-9-reusable-rocket

• Charles Darwin: History’s most famous biologist: https://www.nhm.ac.uk/discover/charles-darwin-most-famous-biologist.html

• Donald Rumsfeld: https://www.defense.gov/About/Biographies/Biography/Article/602800/

• Bush: The Decider-in-Chief: https://www.cbsnews.com/news/bush-the-decider-in-chief/

• Woodrow Wilson: https://www.whitehouse.gov/about-the-white-house/presidents/woodrow-wilson/

• How the Sinking of Lusitania Changed World War I: https://www.history.com/news/how-the-sinking-of-lusitania-changed-wwi

• Nokia: https://www.nokia.com/

• The Rise and Fall of Nokia: https://www.hbs.edu/faculty/Pages/item.aspx?num=46041

• Salesforce: https://www.salesforce.com/

• These New Windows Let the Summer Breeze In, But Block the Street Noise: https://www.smithsonianmag.com/smart-news/these-new-windows-let-the-summer-breeze-in-but-block-the-street-noise-7906121/

• Stop it! (Bob Newhart): https://www.youtube.com/watch?v=jvujypVVBAY

• The Innovator’s Dilemma: The Revolutionary Book That Will Change the Way You Do Business: https://www.amazon.com/Innovators-Dilemma-Revolutionary-Change-Business/dp/0062060244

• Playing to Win: How Strategy Really Works: https://www.amazon.com/Playing-Win-Strategy-Really-Works/dp/142218739X

• Steve Jobs: https://www.amazon.com/Steve-Jobs-Walter-Isaacson/dp/1982176865

• Only the Paranoid Survive: How to Exploit the Crisis Points That Challenge Every Company: https://www.amazon.com/Only-Paranoid-Survive-Exploit-Challenge/dp/0385483821

• Titan: The Life of John D. Rockefeller, Sr.: https://www.amazon.com/Titan-Life-John-Rockefeller-Sr/dp/1400077303/

• Yellowstone on Paramount+: https://www.paramountnetwork.com/shows/yellowstone

• Smart telescopes: https://milehighastro.com/collections/smart-telescopes

• Cassandra Clare: https://cassandraclare.com/

—

Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.

—

Lenny may be an investor in the companies discussed.

Richard Rumelt is a legendary strategy pioneer and author of The Crux and Good Strategy Bad Strategy. In this episode, Rumelt dismantles traditional "strategic planning," arguing it is often merely a financial budget masquerading as actual business strategy. 

He emphasizes that true strategy is problem-solving rooted in rigorous diagnosis. Discover how to identify the crux while breaking through unconscious constraints to achieve coherent, highly impactful, and addressable strategic organizational action. 

If your leadership is discussing which AI tool to buy, they are having the wrong discussion.Barbara Lampl has built and fixed data and AI strategies for over 20 years. Behavioral mathematician, known on LinkedIn as AI Babsi. Her diagnosis of failed AI adoption is blunt: organizations refuse to redesign their processes, and the knowledge that actually runs the business was never written down.What you'll hear:- Why every process needs touching before an LLM goes near it- How to capture tribal knowledge before your experts retire, and why exit interviews never work- RAG as an umbrella term: when vectors are enough, when you need a graph, and the six-month trade-off between them- The token math of file formats: PowerPoint costs a factor of 9 to 13, markdown wins- Her take on the Claude Fable 5 re-rollout and why Europe has no Anthropic of its own- The first step for a leadership team stuck in tool discussions: C-level trainingLinks:Barbara on LinkedIn: https://www.linkedin.com/in/barbaralampl/The Data AI Institute: https://www.data-ai-institute.comMore episodes & all platforms: https://stellarwork.start.pageNewsletter: https://substack.com/@stellarworkHost: Ben, founder of Stellar Work

The New New Thing by Michael Lewis is the story of entrepreneur and computer scientist Jim Clark, the heady days of the 1990s .com bubble, and the companies he started. Namely, Silicon Graphics, Netscape, and Healtheon. Written in 1999, it captures a particular era in Silicon Valley, including the unbridled enthusiasm of venture capitalists and startup-stock compensated software engineers thinking they can change the world at every turn. In this episode we’ll discuss the book, the time, the place, and the man, Jim Clark.

Show Notes

• The New New Thing via Amazon
• S4E3 How The Internet Happened with Brian McCullough via Business Books & Co.

Follow us on X, Facebook, and YouTube.

Edited by Giacomo Guatteri

Find out more at https://businessbooksandco.com

Read transcript

This episode covers the unique way Larry Ellison thinks.

I spent over 40 hours reading (and rereading) this book on Ellison written by Matthew Symonds. ⁠

I then spent several days editing down 40 pages of notes into a one-hour nonstop stream of Larry Ellison's ideas.

Episode sponsors:

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Kelly Johnson’s “14 Points” read like a SpaceX operations manual — 60 years before SpaceX was founded. Kelly Johnson created Skunk Works, which he defined as: “A concentration of a few good people solving problems far in advance—and at a fraction of the cost—of other groups by applying the simplest, most straightforward methods possible to develop and produce new projects. All it is really is the application of common sense to some pretty tough problems.”

Kelly Johnson was a great engineer and system builder with genius for organizational design. His autobiography which he wrote when he was 75 years old is full of hard-earned wisdom from his 44 year career.

This episode is what I learned from reading Kelly: More Than My Share of it All by Kelly Johnson.

Made possible by: Ramp: https://ramp.com Axon by Applovin: https://axon.ai/founders Vanta: ⁠https://vanta.com/founders⁠

What I learned from reading Zero to One: Notes on Startups, or How to Build the Future by Peter Thiel and Blake Masters (for the 3rd or 4th time)

Made possible by: 

• Ramp: ⁠https://ramp.com⁠ 

• Applovin: ⁠https://www.applovin.com/⁠ 

• Vanta: ⁠https://vanta.com/founders

Hur förändrar AI Sveriges framtida konkurrenskraft och vad krävs för att hamna på rätt sida av utvecklingen?

I detta liveavsnitt från Almedalen möter Linda Palmgren och Per Schlingmann Helena Kaiser de Carolis, vd för PwC Sverige, och Judith Wolst, författare till Framtidig. Med utgångspunkt i PwC:s nya AI Jobs Barometer och boken Framtidig diskuteras hur AI förändrar arbetsmarknaden, ledarskapet och företagens konkurrenskraft. Ett samtal om framtidens jobb, mänskliga styrkor och hur Sverige kan ta en ledande position i AI-eran. 

Hosted on Acast. See acast.com/privacy for more information.

"Adding manpower to a late software project makes it later." Fred Brooks skrev det 1975. Det är 50 år sedan. Chefer gör det fortfarande varje vecka. Vi läser upp ett Reddit-inlägg från r/ExperiencedDevs där en utvecklare beskriver exakt det scenariot – tre veckor efter deadline, tre nya utvecklare kastade in i projektet, och nu spenderar originalteamet halva sin tid på att förklara beslut de fattade för åtta månader sedan. Vi pratar om varför det fortsätter hända, när det faktiskt kan vara rätt att lägga till folk, och vad man bör göra istället. 

Vi hinner också med kapprusningen mellan Claude Code och Codex – hur Anthropic höjde sina veckovisa limits med 50 % och OpenAI svarade med två gratis månader till enterprises som byter inom 30 dagar, allt inom samma vecka.

🤓 Svårighetsnivå: 1/5

🔗 Länkar:

• lobste.rs
• Reddit-tråd: r/ExperiencedDevs — the fastest way to slow down a project is to add more developers to it
• Fred Brooks: The Mythical Man-Month (1975)
• Anthropic: Higher usage limits for Claude and a compute deal with SpaceX
• CNBC: Anthropic, SpaceX announce compute deal that includes space development
• Fortune: Anthropic grew 80-fold in a single quarter. Now it's renting Elon Musk's data center to cope
• PCWorld: Anthropic doubles Claude Code limits, thanks to a deal with SpaceX
• Data Center Dynamics: Anthropic to use all of SpaceX-xAI's Colossus 1 data center compute
• 9to5Google: Claude Code is getting higher usage limits, doubled for most users

💬 Ställ en anonym fråga eller insändare som vi kan ta upp i podden!

💌 Håll kontakten med oss:

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hello@developerspodcast.com

https://www.developerspodcast.com

Om du gillar podden får du gärna stötta oss genom att köpa vår merch, bli en Patreon, subscriba till podden eller skriva en recension!

Today’s episode

Product teams have figured out AI for engineering. The PMs are using Claude. The engineers are in Cursor. If you’ve been reading this newsletter from the start, you’ve seen how the top 1% are using AI to 10x their output.

But there are still teams at companies like Adobe, teams in sales, customer success, finance, who don’t have access to any of these tools. You ask them what AI to use for their next task, and you get a blank stare.

That gap is the real problem. And it compounds every day.

Jiaona Zhang “JZ” has built the fix. She is the CPO at Laurel, which just raised $100M in Series C, and she has led product at Airbnb, Dropbox, Webflow, and WeWork. Today she runs a product team that ships frontend and backend features end to end, without any engineering handoff.

In this episode, she screen-shares everything. Laurel’s full Company OS built in GitHub, with skill files for every function from CS to legal to finance. The playbook to agent pipeline that turned 50-page docs into automated workflows. The daily Slack briefing that tells every person exactly what to do and which skill to use when. And a ton more.

This is one of the densest episodes I’ve ever recorded. The knowledge per minute is as high as it gets.

Don’t miss.....

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Bolt - Ship AI-powered products 10x faster

Pendo - The #1 software experience management platform

Product Faculty - Get $550 off their #1 AI PM Certification with code AAKASH550C7

Customer.io - Send smarter messages using your product data

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If you want access to my AI tool stack - Dovetail, Arize, Linear, Descript, Reforge Build, Relay.app, Magic Patterns, Speechify, Bolt.new and Mobbin - become an annual subscriber ($150), and grab Aakash’s bundle.

If you want access to my AI PM customizations - PM OS, Job Search OS, and Prompt Library - become a founding subscriber ($250).

----

Key Takeaways:

1. Every company has a 1% who are AI-native and a 99% who do not know what to use when. The Company OS closes that gap by encoding the 1%'s workflows into skills that anyone can use when they open Claude.2. Build the ontology before you build the OS. Map every team's work to categories and tasks first. Color-code what should get more human time vs what gets automated. The OS is built from that work map.3. Even the friction of going to a different interface kills adoption. A separate agent tool in a new tab will not get used consistently. Deliver skills and automations inside Slack and email, where people already are.4. When AI adoption is everyone's responsibility, it is no one's responsibility. Dedicate one person full-time to AI Operations. Start with one person who demonstrates value. Every other function will want their own version within months.5. The Company OS turns a 50-page playbook into a set of agents. Write the playbook first. Then audit it. What requires a human? What can be automated? Build the skill files from what remains.6. The captain model replaces the handoff chain. Every feature has one owner end-to-end. The captain is whoever has the most critical skill for that feature's hardest problem.7. PMs at Laurel ship front-end and back-end features. Not just growth experiments or copy changes. Core product features deeply integrated with billing systems and time entry logic. One PM who identifies as a designer shipped one of these end-to-end last month.8. JZ went from hundreds of reports to 5 PMs and 4 designers. They ship more than ever. Adding people adds coordination cost. In a world where one PM can take a feature from discovery to production in a day, large teams cancel out their own capacity gains.9. The new PM interview is a screen share. JZ asks every candidate to show their actual screen. In 60 seconds she knows their level of AI skills.10. The PM fundamentals never changed. Problem space first. Know why and for whom you are building before you build. The speed changed dramatically. What you are supposed to be doing at the heart of it did not.

----

Related content

Podcasts:

How a VP Uses Claude Without Producing Slop - YouTube | Spotify | Apple

How to Build a Team OS in Claude Code - YouTube | Spotify | Apple

How to Become a Builder PM - YouTube | Spotify | Apple

Newsletters:

I spent the last week building an OS in Claude Code

I spent 100s of hours building a PM OS for you

How to build product strategy in the age of AI

----

Where to find Jiaona Zhang

LinkedIn - https://www.linkedin.com/in/jiaona/

Reforge - https://www.reforge.com/profiles/jiaona-zhang

Laurel - https://www.laurel.ai/

Where to find Aakash:

X - https://x.com/aakashgupta

LinkedIn - https://www.linkedin.com/in/aagupta/

Newsletter - https://www.news.aakashg.com

---

PS. Please subscribe on YouTube and follow on Apple & Spotify. It helps!

If you want to advertise, email productgrowthppp at gmail.

This month we read How to Win Friends and Influence People by Dale Carnegie. First published in the 1930s, How to Win Friends and Influence People is one of the most popular self-help books of all time. Carnegie’s suggestions for how to achieve the title’s objective are largely based on anecdotal wisdom, but the anecdotes are numerous and often hard to argue with. While some of the advice is old-fashioned, and much of it is common sense, the vast majority of the outlayed principles have stood the test of time. In this episode we systematically discuss every major principle in the book and explain how they have applied in our own lives.

We apologize about some minor audio issues in this episode.

Show Notes

• How to Win Friends and Influence People by Dale Carnegie via Amazon

Follow us on Twitter @BusinessBooksCo and join our Amazon book club.

Edited by Giacomo Guatteri

Find out more at https://businessbooksandco.com

Read transcript

The Lean Startup by Eric Ries is a modern management classic. It's about bringing the scientific method to the forefront at the start of a new enterprise. Instead of following a classic waterfall development methodology, Ries emphasizes the importance of building quick MVPs that are easily testable based on actionable metrics. Although just a dozen years old, The Lean Startup philosophy has already gone from controversial to common wisdom. In this episode we’ll break down the key ideas and terminology that the book has popularized.

Show Notes

• The Lean Startup by Eric Ries via Amazon

Follow us on Twitter @BusinessBooksCo and join our Amazon book club.

Edited by Giacomo Guatteri

Find out more at https://businessbooksandco.com

Read transcript

The Presentation Secrets of Steve Jobs: How to Be Insanely Great in Front of Any Audience by Carmine Gallo is a self-help book for anyone who regularly makes presentations. Whether you're an executive, analyst, marketer, or teacher this book will help you improve the impression you make on an audience. By utilizing the legendary keynotes of Steve Jobs as a model, the book presents tips, tricks, and technical techniques to make better slides, tell a better story, and captivate any crowd. We are pleased to be joined by the author of The Presentation Secrets of Steve Jobs, Carmine Gallo.

Show Notes

• The Presentation Secrets of Steve Jobs by Carmine Gallo via Amazon
• Carmine Gallo's Website
• Carmine Gallo on X
• Carmine Gallo on LinkedIn

Follow us on Twitter @BusinessBooksCo and join our Amazon book club.

Edited by Giacomo Guatteri

Find out more at https://businessbooksandco.com

Read transcript

First released in 2018, Atomic Habits by James Clear has quickly become one of the best-selling self-help books of all-time. Clear meticulously studied the psychology and practical side of forming good habits and eliminating bad habits. He then created an easy-to-read how-to manual that can be applied to just about any habit. We discuss the book's key takeaways and how they apply to our careers and personal lives.

Show Notes

• Atomic Habits by James Clear via Amazon
• Atomic Habits Website

Follow us on X @BusinessBooksCo and join our Amazon book club.

Edited by Giacomo Guatteri

Find out more at https://businessbooksandco.com

Read transcript

Glem alt, hvad du troede, du vidste om at "chatte" med en AI. Vi er trådt ind i en ny æra: agenternes tidsalder. I ugens afsnit af Revolutionen forklarer værterne David Guldager og Anders Bæk, hvorfor AI-agenter er det mest markante paradigmeskifte siden internettets fødsel. De er ikke længere bare svarmaskiner, men aktive assistenter, der kan automatisere komplekse opgaver, organisere dine filer og endda styre dele af din virksomhed.

Denne revolution kommer dog med en pris. Værterne dykker ned i, hvorfor AI-industrien bevæger sig væk fra billige abonnementer og over mod en model, hvor du betaler for præcis det, du bruger. Det betyder, at AI bliver en markant større post på budgettet for de fleste virksomheder.

Samtidig lurer en ny generation af ultra-kraftfulde AI-modeller i kulissen – modeller så avancerede, at de er blevet kaldt "farlige" og underlagt restriktioner. Hvad betyder det for os i Europa, hvis amerikanerne får adgang til teknologi, vi kun kan drømme om? Endelig afdækker episoden, hvordan AI-selskabernes enorme sult efter computerchips skaber en global mangel, der snart vil gøre din næste computer, smartphone eller spillekonsol mærkbart dyrere.

Show notes

- Paradigmeskiftet med AI-agenter: Fra reaktive chatbots til proaktive, opgaveløsende agenter.
- OpenAI's nye studie: Brugen af AI-agenter (via Codex) er femdoblet og overhaler traditionel kode-generering.
- Hvad er en "ægte" AI-agent? Diskussion om forskellen på agenter som Claude a la carte og Codex, og Microsofts mere simple "Copilot Agents".
- Konkrete use cases:
    - David Guldagers "second brain" i virksomheden ai-savvy.
    - En agent, der automatisk sorterer og prioriterer beskeder i skoleplatformen Aula.
- Den nye AI-økonomi: Skiftet fra faste abonnementer (all-you-can-eat) til pay-per-use, hvilket vil gøre avanceret AI-brug markant dyrere.
- De "farlige" AI-modeller:
    - Anthropic's Fable 5 (Mythos).
    - OpenAI's ChatGPT 5.6 Cyber.
    - Diskussion om mulig ulige adgang mellem USA og Europa.
- Den globale chipkrig:
    - AI-selskaber støvsuger markedet for hukommelseschips.
    - Selskaber som Micron og SK Hynix oplever enorm vækst.
    - Konsekvensen: Prisstigninger på forbrugerelektronik (smartphones, spillekonsoller, etc.).
    - Tim Cooks udtalelse om de største prisstigninger i 40 år.
- OpenAI's egen chip: Lanceringen af "Jalapeño", en inference-chip udviklet med Broadcom for at reducere afhængigheden af Nvidia og potentielt sænke omkostningerne.

Eric Ries is the author of The Lean Startup, a book that reshaped how a generation of founders think about building companies. His new book, Incorruptible, explains how successful companies are destroyed by failing to protect what makes them valuable, and how to change it.

In our in-depth conversation, we discuss:

1. Why 80% of venture-backed founders are ousted within three years of going public

2. The governance structures that protect companies like Anthropic, Costco, and Novo Nordisk

3. The simple legal filing that takes two pages and could save your company

4. Financial gravity: why successful companies predictably get corrupted into mediocrity

5. Why mission-aligned companies like Anthropic reap major benefits from protecting their mission through governance

6. Why success won’t protect you—it instead makes you a bigger target

—

Brought to you by:

WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and more: https://workos.com/lenny

Vanta—Automate compliance, manage risk, and accelerate trust with AI: https://vanta.com/lenny

—

Episode transcript: https://www.lennysnewsletter.com/p/how-to-build-a-company-that-withstands

—

Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0

—

Where to find Eric Ries:

• X: https://x.com/ericries

• LinkedIn: https://www.linkedin.com/in/eries

• Website: https://www.incorruptible.co

• Newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://news.theleanstartup.com/

• Podcast:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://ericriesshow.com

• YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@theericriesshow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

—

Where to find Lenny:

• Newsletter: https://www.lennysnewsletter.com

• X: https://twitter.com/lennysan

• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/

—

In this episode, we cover:

(00:00) Introduction to Eric Ries

(02:26) Introducing Incorruptible

(06:26) Protecting what you’ve built

(11:35) Why founders get ousted

(14:58) Too early, too late

(19:32) The blueprint: ethos plus integrity

(20:49) Novo Nordisk’s 100-year governance fortress

(26:41) The Vectura Group and Philip Morris

(33:16) The “harder is easier” principle

(37:22) Cloudflare’s mission emergence story

(42:43) Groupon’s email frequency death spiral

(45:37) How to define your purpose

(51:09) Mission-driven vs. mission-hopeful companies

(54:46) Integrity: structural and personal

(57:47) Shareholder primacy: the 40-year-old “natural law”

(01:00:04) Public benefit corporations: the easiest protection

(01:04:24) Downsides and objections

(01:06:08) The Anthropic example: fastest-growing company ever

(01:08:39) The torchbearers in every organization

(01:10:37) The culture bank: deposits and withdrawals

(01:12:28) OpenAI and Anthropic governance

(01:16:21) Mission guardians explained

(01:18:29) Spiritual holding companies

(01:21:53) The founder control trap

(01:25:25) Three things to do this week

(01:30:10) AI alignment and human alignment

(01:34:00) Conway’s law: org charts in architecture

(01:37:31) Book resources and farewell

—

References: https://www.lennysnewsletter.com/p/how-to-build-a-company-that-withstands

—

Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.

Lenny may be an investor in the companies discussed.

Dan Shipper is the co-founder and CEO of Every, a media and software company that’s become a living laboratory for the future of work. Everyone at his company of about 30 people is an AI early adopter; from editors to ops people, they use AI to do much of their work, giving Every a unique lens into where the world is heading. A year ago on this show, Dan predicted that people were sleeping on Claude Code for nontechnical work, which proved to be remarkably prescient. Today he’s back with another set of calls: the SaaS apocalypse is dumb, CLIs are over, the forward deployed engineer is the most valuable new hire, and the only thing you need to do to stay employed is ride the models.

Dan’s predictions:

1. The future of work will happen inside Codex or Claude Code.

2. Every company will have one “super-agent” inside their Slack that every employee talks to regularly.

3. SaaS is not dead—in fact, Dan is bullish on SaaS stocks. His contrarian take: “I would buy SaaS stocks right now.”

4. SaaS economics will shift: users will bring their own AI tokens into apps, which actually improves SaaS margins.

5. PMs will thrive in the AI era.

6. Full-stack designers will become superheroes.

7. The AI job apocalypse is not happening.

8. Forward deployed engineer is the new most essential role.

9. CLIs are over.

10. Automation is a lie.

11. We will read way more AI-generated writing and we will like it.

12. We’ll be building software for humans and agents to use together.

—

Brought to you by:

WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and more: https://workos.com/lenny

Vanta—Automate compliance, manage risk, and accelerate trust with AI: https://vanta.com/lenny

—

Episode transcript: https://www.lennysnewsletter.com/p/the-ai-paradox-dan-shipper

—

Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0

—

Where to find Dan Shipper:

• X: https://x.com/danshipper

• LinkedIn: https://www.linkedin.com/in/danshipper/

• Podcast: https://every.to/podcast

• Website: https://danshipper.com

—

Where to find Lenny:

• Newsletter: https://www.lennysnewsletter.com

• X: https://twitter.com/lennysan

• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/

—

In this episode, we cover:

(00:00) Introduction to Dan Shipper

(02:56) Dan’s unique position living in the AI future

(09:17) How the way we work will change in the coming year

(16:39) The case for general agents

(18:08) Codex and Claude Code as the new operating system for work

(25:39) How Cursor fits in

(27:42) How this changes what SaaS companies should build

(31:13) Why CLI is already over

(33:34) Two agents are better than one

(36:22) Why Dan is bullish on SaaS stocks

(39:01) Why automation doesn’t reduce human work

(47:00) The value of human-written code

(48:36) Quick recap

(50:15) How work is changing

(56:17) Why data scientists are drowning in bad analysis

(58:24) Which product/tech roles are least changed by AI

(1:02:17) We will read way more AI-generated writing and we will like it

(1:08:28) Why product managers will dominate the AI era

(1:11:05) Full-stack designers are the other big winners

(1:13:11) The AI job apocalypse won’t happen

(1:16:00) How to “ride the models” to stay relevant

(1:21:02) Final predictions and advice

(1:25:24) Lightning round

—

References: https://www.lennysnewsletter.com/p/the-ai-paradox-dan-shipper

—

Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.

—

Lenny may be an investor in the companies discussed.

Benedict Evans is an independent analyst and former partner at Andreessen Horowitz, where he spent years as their in-house “thinker” tracking the most important technology trends. For the past six years, he’s been publishing deeply researched presentations on where tech is heading, most recently focused on AI’s transformation of the economy. His work is read by founders, investors, and operators trying to make sense of a noisy field. His most controversial opinion: AI is as big a deal as the internet or mobile—and only as big.

In our in-depth conversation, we discuss:

1. Why we’re in “1997” for AI—early, exciting, and deeply uncertain about what comes next

2. Where value will actually accrue in the AI stack

3. The anti-AI backlash, and where it may lead

4. The surprising boom in consulting and professional services at AI companies

5. Why distribution is becoming the ultimate moat as software gets easier to build

6. Why the right question about your job isn’t “What percent can AI do?” but “Is this a task or a job?”

7. Why things will probably be okay—and what you need to do to prepare

—

Brought to you by:

WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and more: https://workos.com/lenny

Vanta—Automate compliance, manage risk, and accelerate trust with AI: https://vanta.com/lenny

—

Episode transcript: https://www.lennysnewsletter.com/p/a-rational-conversation-on-where

—

Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0

—

Where to find Benedict Evans:

• LinkedIn: https://www.linkedin.com/in/benedictevans

• Newsletter: https://www.ben-evans.com/newsletter

• Website: https://www.ben-evans.com

—

Where to find Lenny:

• Newsletter: https://www.lennysnewsletter.com

• X: https://twitter.com/lennysan

• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/

—

In this episode, we cover:

(00:00) Introduction to Benedict Evans

(02:19) What people aren’t pricing in about AI’s impact

(06:24) Why we’re in the 1997 moment of AI

(09:44) The unexpected boom in professional services and consultants

(17:44) Why distribution is becoming the ultimate moat

(23:17) The coming job transformation: what’s real vs. panic

(27:33) Why AGI definitions keep shifting

(38:11) Where value will accrue: models vs. applications

(42:55) Distribution wars: Google, Meta, Apple, and OpenAI

(48:12) The anti-AI sentiment and backlash

(53:11) How to raise kids in an AI future

(58:27) What jobs to steer toward or away from

(59:20) The question nobody’s asking about AI

(1:06:25) How to be successful in this coming future

(1:08:43) AI corner

(1:11:43) Lightning round

—

Referenced: https://www.lennysnewsletter.com/p/a-rational-conversation-on-where

—

Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.

—

Lenny may be an investor in the companies discussed.

Mark Pincus founded Zynga—the company behind Words With Friends, FarmVille, and Zynga Poker—and has arguably created more hit consumer products than anyone in history. At Zynga, eight of 10 major game launches became massive hits, reaching over a billion players. Over the past five years, Mark has been synthesizing everything he’s learned about building successful consumer products and turning it into a book, Life at the Speed of Play, which comes out on June 23. This is the first interview he’s done about the book.

In our in-depth conversation, we discuss:

1. His “Proven, Better, New” framework: copy what’s proven, make it better so that 10 out of 10 people say “f*ck yes, I’ll use this”—then add something new

2. Why being less ambitious is the path to the most ambitious ideas

3. His rule of thumb that your instincts are right 95% of the time, but your ideas are wrong 75% of the time

4. “Kill hope before hope kills you”

5. How to raise kids in the age of AI

—

Brought to you by:

WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and more

Vanta—Automate compliance, manage risk, and accelerate trust with AI

—

Episode transcript: https://www.lennysnewsletter.com/p/the-common-pattern-behind-successful

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Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0

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Where to find Mark Pincus:

• X: https://x.com/markpinc

• LinkedIn: https://www.linkedin.com/in/markpincus

• Website: https://www.lifeatthespeedofplay.com

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Where to find Lenny:

• Newsletter: https://www.lennysnewsletter.com

• X: https://twitter.com/lennysan

• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/

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In this episode, we cover:

(00:00) Introduction to Mark Pincus

(02:46) The Proven Better New framework overview

(07:29) Earning the right to innovate

(08:30) What “better” really means

(12:03) Quick summary of the framework

(12:40) Examples of the framework in action

(13:30) How to use proven correctly on your platform

(15:13) The moral arbitrage of copying

(23:55) Be less ambitious

(28:25) The Bolt.new story and staying humble

(33:15) Kill hope before hope kills you

(37:00) Using AI as a failure machine

(40:08) Why Zynga’s games succeeded (it wasn’t virality)

(48:36) The future of consumer social apps

(57:05) How to know if your product is a B+

(1:01:25) Distribution in the age of AI

(1:15:39) Make everyone a CEO

(1:18:18) Stay close to the metal

(1:21:35) Why Mark says micromanagement is beautiful

(1:23:35) The expert witness

(1:25:05) The number one job of a CEO is to be right

(1:26:35) What Mark is teaching his five kids

(1:35:14) Mark’s “why”

(1:37:08) Mark’s new book: Life at The Speed of Play

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Referenced:

• Tribe.net: https://en.wikipedia.org/wiki/Tribe.net

• Zynga: https://www.zynga.com

• Sid Meier: https://en.wikipedia.org/wiki/Sid_Meier

• Electronic Arts: https://www.ea.com

• CityVille: https://en.wikipedia.org/wiki/CityVille

• Words With Friends: https://wordswithfriends.com/

• Scrabble: https://playscrabble.com

• Reddit: https://www.reddit.com

• TED Radio Hour, MIT Media Lab founder, 1984 TED talk.: https://www.ted.com/talks/nicholas_negroponte_5_predictions_from_1984

• Peter Thiel on LinkedIn: https://www.linkedin.com/in/peterthiel

• FarmVille: https://en.wikipedia.org/wiki/FarmVille

• Craig Newmark: https://en.wikipedia.org/wiki/Craig_Newmark

• How to consistently go viral: Nikita Bier’s playbook for winning at consumer apps (co-founder of TBH, Gas, advisor, investor): https://www.lennysnewsletter.com/p/how-to-consistently-go-viral-nikita-bier

• Angry Birds: https://www.angrybirds.com/

• OMGPop: https://en.wikipedia.org/wiki/OMGPop

• Draw Something: https://en.wikipedia.org/wiki/Draw_Something

• Slack founder: Mental models for building products people love ft. Stewart Butterfield: https://www.lennysnewsletter.com/p/slack-founder-stewart-butterfield

• Brian Chesky’s new playbook: https://www.lennysnewsletter.com/p/brian-cheskys-contrarian-approach

• Garry Tan on LinkedIn: https://www.linkedin.com/in/garrytan

• Brian Armstrong on LinkedIn: https://www.linkedin.com/in/barmstrong

• Jason Citron on X: https://x.com/jasoncitron

• Stanislav Vishnevskiy on LinkedIn: https://www.linkedin.com/in/svishnevskiy

• Jeff Bezos on X: https://x.com/JeffBezos

• Andy Jassy on X: https://x.com/ajassy

• Niantic: https://nianticlabs.com

• Pokémon Go: https://pokemongo.com

• Bing Gordon on LinkedIn: https://www.linkedin.com/in/binggordon

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Recommended book:

• Life at the Speed of Play: Launch Products People Love!: https://www.amazon.com/Life-Speed-Play-Launch-Products/dp/0063352575/ref=tmm_hrd_swatch_0

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Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.

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Lenny may be an investor in the companies discussed.

Fiona Fung leads the teams behind Claude Code and Cowork at Anthropic (overseeing Boris Cherny and the entire engineering and PM team). Before Anthropic, she spent 11 years at Microsoft building Visual Studio and TypeScript and then moved to Meta, where she started Facebook Marketplace (now generating over $100 billion in GMV annually), worked on Meta’s first smart glasses and AR glasses, and led infrastructure, growth, integrity, and safety teams at Instagram. She’s been an engineer for over 25 years and has a unique perspective on how the role of building software is changing.

In our in-depth conversation, we discuss:

1. What she’s learned about running a team that’s shipping 8x more code than before

2. Which roles AI will transform next

3. Specific ways her team uses AI

4. How Claude “routines” have changed how she operates as a manager

5. The context-switching problem no one has solved yet

6. The biggest unsolved problem in AI

7. What keeps her up at night

—

Brought to you by:

WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and more: https://workos.com/lenny

Mercury—Radically different banking, now with Command: https://mercury.com/

—

Where to find Fiona Fung:

• LinkedIn: linkedin.com/in/fionafung

—

Where to find Lenny:

• Newsletter: https://www.lennysnewsletter.com

• X: https://twitter.com/lennysan

• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/

—

In this episode, we cover:

(00:00) Introduction to Fiona Fung

(02:31) How the engineering role has transformed over 25 years

(09:28) What an AI-pilled software team looks like in 2026

(12:26) Using Claude to manage and review team output

(14:40) The evolution of code review and verification

(16:55) Who to hire: creative builders and deep systems experts

(18:18) The shift to ambitious thinking

(19:40) The growth mindset required to thrive in AI-native teams

(25:52) Helping small businesses adopt AI tools

(31:46) How Anthropic spots latent demand and builds for it

(35:08) The next frontier: asynchronous work with AI routines

(38:06) Agency and accountability in AI-native teams

(39:40) The vibe shift from token-maxing to ROI measurement

(44:24) The “bad vs. sad” quality framework

(49:34) Why all managers start as ICs at Anthropic

(55:24) Preventing skill atrophy

(58:43) Managing context switching with 20 AI agents running

(1:00:08) How PM and data science roles are transforming

(1:03:40) The importance of dogfooding and using your own product

(1:08:36) Outstanding questions

(1:12:48) The future of engineering jobs and education

(1:17:59) What keeps Fiona up at night: team culture at scale

(1:22:53) From six-month roadmaps to JIT (just-in-time) monthly planning

(1:27:03) Lightning round

—

References: https://www.lennysnewsletter.com/p/building-the-most-ai-pilled-engineering

—

Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.

—

Lenny may be an investor in the companies discussed.

Never Split the Difference: Negotiating As If Your Life Depended On It is considered one of the best books of all time on negotiation. Instead of focusing on economic theory or game theory, it focuses on practical techniques and psychological insight. Voss uses anecdotes from his career as an international hostage negotiator for the FBI to enliven the narrative while alternating with everyday business negotiation scenarios. We are thrilled to be joined by author Chris Voss to discuss his book.

Show Notes

• Never Split the Difference by Chriss Voss via Amazon
• The Black Swan Group
• The Black Swan Group on Twitter
• The Black Swan Group on YouTube

Follow us on Twitter @BusinessBooksCo and join our Amazon book club.

Edited by Giacomo Guatteri

Find out more at https://businessbooksandco.com

Today’s episode

There are hundreds of guides on writing PRDs with Claude. Dozens on running user interviews. Almost nothing on how a VP of product actually uses it.

Matt Wensing is VP of Product and Design at Customer.io. They crossed $100M ARR, just shipped an AI agent, and are one of the fastest growing companies in B2B SaaS right now. I asked him to show me his actual documents, his actual Slack threads, and the exact sessions where Claude helped him produce leadership grade output.

What he showed me changed how I think about AI for leaders. Claude has the instincts of a brilliant new hire, it wants to deliver before it fully understands what you need, and at the VP level that gap shows up fast. Matt has spent months figuring out how to manage it, and in this episode he shows you everything.

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Brought to you by:

LogRocket - Find the bugs killing your conversion before your users do. I ran a head-to-head eval to see if that's true.

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If you want access to my AI tool stack - Dovetail, Arize, Linear, Descript, Reforge Build, Relay.app, Magic Patterns, Speechify, Bolt.new and Mobbin - become an annual subscriber ($150), and grab Aakash’s bundle.

If you want access to my AI PM customizations - PM OS, Job Search OS, and Prompt Library - become a founding subscriber ($250).

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Key Takeaways:

1. Take inventory before you open Claude - Before building anything, list every piece of raw material you already have. Zoom recordings, strategy docs, past presentations. The quality of what you feed Claude determines the quality of what comes out.2. Pivot content, do not write from scratch - Claude's best use case is transformation, not creation. Give it two inputs and ask it to reorganize one into the shape of the other. Matt calls this matrix multiplication.3. Build slides first - Build the visual story first. Screenshot the finished slides and feed them back into the same Claude session. Ask it to write a talk track that adds depth using all the context it already has, not one that just repeats the slide.4. Kill eager suggestions immediately - The moment Claude asks if you want it to generate the next thing, say stop. You control the pace. A 200-iteration session with a great deliverable beats saying yes to the first draft every time.5. Start sessions in the abstract - If you reveal the domain too early, Claude pattern matches to the nearest template. Keep it abstract. Build a clean mental model first. Reveal the domain only when the framework holds up on its own.6. Layer complexity in slowly - Start with the simplest version of the framework. Let Claude stabilize on the basics before you add exceptions. Dumping everything in at once produces a lost in the woods experience for both of you.7. AI alignment decks always backfire - When you one-shot an alignment deck, you flatten the problem. Senior executives have spent months living with the real complexity. They feel the thinness immediately, even when they cannot say why.8. Decompose the problem before building anything - Challenge yourself to explode a nasty problem into all its pieces before you touch Claude. Put those observations into the context window first. Then assemble the solution.9. The Slack scanner keeps leaders close to the ground - Customer.io built an AI scanner that monitors dozens of Slack channels and surfaces threads where a product person should be involved. It runs continuously without overwhelming. 10. Chiefys audits your strategy docs automatically - Chiefys is a Slack bot that holds Customer.io's ratified company documents and checks new work against all of them. It flags contradictions and stale documents so nothing goes invisible after you ship something new.

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Related content

Podcasts

PM’s Guide to Claude - YouTube | Spotify | Apple

How to Become a Builder PM - YouTube | Spotify | Apple

We Built an AI Product Manager in 58 mins - YouTube | Spotify | Apple

Newsletters

How to Use Claude for Work

How to Build Product Strategy with Claude Code

The PM OS

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Where to find Matthew Wensing:

1:1 Video Consultation: https://intro.co/MattWensing

LinkedIn: https://www.linkedin.com/in/wensing/

X: https://x.com/mattwensing

Where to find Aakash:

X: https://x.com/aakashgupta

LinkedIn: https://www.linkedin.com/in/aagupta/

Newsletter: https://www.news.aakashg.com

---

PS. Please subscribe on YouTube and follow on Apple & Spotify. It helps!

If you want to advertise, email productgrowthppp at gmail.

Rod Johnson — the creator of Spring Framework and founder of Embabel — joins Simon Maple on the AI Native Dev Podcast to share his unfiltered take on where enterprise AI is actually heading.

In this episode, Rod breaks down why enterprises are making a huge mistake rewriting Java apps in Python, why vibe coding will destroy your codebase if left unchecked, and why this might be the last generation of frameworks that developers ever choose for themselves.

Rod also pulls back the curtain on Embabel — the new JVM-native agentic framework he's building — including how it borrows its planning algorithm from NPC AI in video games, why he's skeptical of MCP despite its hype, and the AI failure pattern he keeps seeing in large enterprises.

Whether you're a Java developer navigating the AI wave or a tech lead trying to figure out where to actually invest, this is essential listening.

Topics covered:
0:00 Intro — Rod Johnson, Spring creator, returns to building
5:16 PhD in 19th century Parisian piano music (yes, really)
6:15 What made Rod come back and build Embabel
7:36 "The universe would end before Python could execute inference"
13:08 The #1 enterprise AI failure pattern Rod keeps seeing
16:23 "You cannot vibe code serious software"
19:37 Why Embabel uses a video game NPC planning algorithm
27:47 Why Rod is an MCP skeptic
53:54 "This is the last wave of frameworks chosen by people"

Links:
🔗 Embabel: https://embabel.com

🎟 AI Native Dev London (June 1–2): https://ainativedev.io — use code POD30 for 30% off.

Subscribe for weekly conversations with the engineers and founders building the future of AI-native development.

Charity Majors spent a year telling engineers they needed to learn to code to stay relevant. Then, in about three months, that advice became obsolete. In this conversation, she talks about why engineers who built careers on beautiful, readable code are struggling more than anyone else, why junior developers might have a hidden advantage right now, and what it means that nobody has a headstart anymore. Everybody’s ignorance has been reset to 100.

This season of Still Burning is brought to you in partnership with WorkOS and Augment Code.

Angie Jones spent years as the "geek whisperer" — translating technical possibility into human progress. Then she led one of the most ambitious AI adoption programs in the industry, and the rug got pulled out. Now at the Agentic AI Foundation, she's working to make sure the standards powering the next era of software are built in the open, by everyone. Kent and Angie dig into the impossible bargain AI has handed engineers, what it really means to hire junior developers right now, and what scares her most about where we're all headed.

This season of Still Burning is sponsored by WorkOS and Augment Code.

Michael Grinich has an unusual vantage point, his company powers enterprise infrastructure for hundreds of companies, so he sees how the AI transition is actually playing out across the industry, not just in the headlines.What he's noticing: the whole ecosystem is accelerating, not just the AI companies. And most people are misreading what kind of moment this is. Kent and Michael talk about building when the marginal cost of software approaches zero, what the Red Queen theory tells us about AI competition, how engineering leadership is quietly changing, and what drew Michael to the itchy-brained compulsion to make things in the first place.

This season of Still Burning is sponsored by WorkOS and Augment Code.

Bryan and Adam were joined by members of the Oxide mechanical engineering team to talk the mechanical challenges of building a rack-scale computer, and--in particular--of scaling manufacturing from just a few racks to hundreds. NOTE: Keep an eye on the chapter art for the pictures under discussion.

In addition to Bryan Cantrill and Adam Leventhal, we were joined by Oxide Colleagues Elliott Donlon, Brooks Willis, Doug Wibben, and Ben Williams.

Some of the topics we hit on, in the order that we hit them:

• Topic
• [@M:SS](link into recording) Leventhal's Conundrum
• PRs needed!

If we got something wrong or missed something, please file a PR! Our next show will likely be on Monday at 5p Pacific Time on our Discord server; stay tuned to our Mastodon feeds for details, or subscribe to this calendar. We'd love to have you join us, as we always love to hear from new speakers!

AI is an existential topic for all aspects of education--for none more so than Computer Science. Bryan and Adam were joined by Kathi Fisler and Shriram Krishnamurthi, professors of Computer Science at Brown, to discuss their experimental introductory course that strongly incorporates agentic programming. What do students take away from their "smoke the whole pack" approach?

In addition to Bryan Cantrill and Adam Leventhal, speakers included Shriram Krishnamurthi, Kathi Fisler, and Will.

Some of the topics we hit on, in the order that we hit them:

• OxF s5e29: AI in Higher Education with Michael Littman
• Greenspun's tenth rule
• Andy van Dam
• Brown CS15 Tetris
• Wesleyan Tetris
• Generating Programs Trivially: Student Use of Large Language Models
• Data-Centricity: A Challenge and Opportunity for Computing Education -- Shriram Krishnamurthi and Kathi Fisler
• LLMs ⭢ Regular Expressions, Responsibly!

If we got something wrong or missed something, please file a PR! Our next show will likely be on Monday at 5p Pacific Time on our Discord server; stay tuned to our Mastodon feeds for details, or subscribe to this calendar. We'd love to have you join us, as we always love to hear from new speakers!

In this episode of Book Overflow, Carter and Nathan discuss The Mythical Man-Month by Fred Brooks!Join the Book Overflow Discord here! https://discord.gg/ZwS2fqW7ZZ -- Want to talk with Carter or Nathan? Book a coaching session! ------------------------------------------------------------Carterhttps://www.joinleland.com/coach/carter-m-1Nathanhttps://www.joinleland.com/coach/nathan-t-2-- Books Mentioned in this Episode --Note: As an Amazon Associate, we earn from qualifying purchases.----------------------------------------------------------The Mythical Man-Month by Fred Brooks--Spotify: https://open.spotify.com/show/5kj6DLCEWR5nHShlSYJI5LApple Podcasts: https://podcasts.apple.com/us/podcast/book-overflow/id1745257325X: https://x.com/bookoverflowpodCarter on X: https://x.com/cartermorganNathan's Functionally Imperative: www.functionallyimperative.com----------------Book Overflow is a podcast for software engineers, by software engineers dedicated to improving our craft by reading the best technical books in the world. Join Carter Morgan and Nathan Toups as they read and discuss a new technical book each week!The full book schedule and links to every major podcast player can be found at https://www.bookoverflow.io

In this episode of Book Overflow, Carter and Nathan discuss the first half of Radical Candor by Kim Scott! Join them as they discuss what makes a good boss, what makes up good feedback, and more!

-- Want to talk with Carter or Nathan? Book a coaching session! --

----------------------------------------------------------

Carter

https://www.joinleland.com/coach/carter-m-1

Nathan

https://www.joinleland.com/coach/nathan-t-2

-- Books Mentioned in this Episode --

Note: As an Amazon Associate, we earn from qualifying purchases.

----------------------------------------------------------

Radical Candor

https://amzn.to/3HXRukj

----------------

00:00 Intro

02:07 About the Book and Author

03:06 Initial Thoughts on Radical Candor Part 1

13:00 The Four Quadrants Framework

21:26 Ruinous Empathy - The Career Destroyer

32:39 Bringing Your Whole Self to Work

46:36 Rock Stars vs Superstars

1:03:18 Hot Takes

1:08:49 Final Thoughts and Recommendations

----------------

Spotify: https://open.spotify.com/show/5kj6DLCEWR5nHShlSYJI5L

Apple Podcasts: https://podcasts.apple.com/us/podcast/book-overflow/id1745257325

X: https://x.com/bookoverflowpod

Carter on X: https://x.com/cartermorgan

Nathan's Functionally Imperative: www.functionallyimperative.com

----------------

Book Overflow is a podcast for software engineers, by software engineers dedicated to improving our craft by reading the best technical books in the world. Join Carter Morgan and Nathan Toups as they read and discuss a new technical book each week!

The full book schedule and links to every major podcast player can be found at https://www.bookoverflow.io

Most engineering teams using AI are about 2x faster. Not 10x. The bottleneck moved, but nobody optimized the rest.Jeff Lee-Chan spent 10 years at Google working on YouTube, then seven years at Snapchat. He went from IC to staff engineer to engineering manager. Now he spends 20 to 30 extra hours a week experimenting with AI tools outside his day job.In this conversation, you'll hear:Why a 30-minute AI side project convinced him the world had changedWhat the actual AI stack looks like inside Big Tech right now (it's mostly Claude Code, Cursor, and Codex)Where the real bottleneck sits when coding speed isn't the problem anymoreWhy he thinks 4-5 custom code review bots beat a single default oneHow AI is shrinking the junior engineering pipeline and what that meansThe one mistake he made early in management that he'd warn every new manager aboutJeff Lee-Chan on LinkedIn: https://www.linkedin.com/in/jeffrey-lee-chan/Mentoring with Jeff: https://mentorcruise.com/mentor/jeffreylee-chan/More episodes & all platforms: https://stellarwork.start.pageNewsletter: https://substack.com/@stellarworkHost: Ben, founder of Stellar Work

Shirley Wu is back-to-back on The Work Item - we previously talked about her unexpected career in data visualizations, but for this episode we're switching things up a little bit and instead focus on building long-term career advantages based on Shirley's experience. This is an especially important topic in the era of AI, where folks have a lot of uncertainty about their career tracks and what it means to build durable moats that can survive the industry being upended by new tools and approaches to getting things done.

Shirley's experience is particularly relevant here as an independent studio owner - she's someone who has years of experience to lean on flying solo and seeing how one can establish their own reputation and image in the space.

You can find Shirley on the following sites:

• 🎨 Shirley Wu Studio
• 🦋 Bluesky
• 💼 LinkedIn
• 📸 Instagram

The podcast was produced by Den Delimarsky.

Feedback

If you haven't already, make sure to subscribe to the show and leave a review or a rating, wherever you are getting your podcast. I really appreciate your feedback and am working to make this podcast more useful for you, the listener, with every episode. Ratings and feedback make it so others can easily discover and enjoy the insights you listen to here!

En lyssnare har kodat sedan högstadiet, programmering var hans grej – men nu är gnistan borta. Han undrar om det är AI som tagit något ifrån honom, småbarnsåren, eller om han helt enkelt växt ifrån det.

Vi pratar om vad som händer med motivationen när verktygen börjar lösa problemen åt dig, om "kod som personlighet" och vad som händer med självbilden när den identiteten rubbas, och om det faktiskt är okej att bara… inte vara en sådan där som älskar kod längre.

Vi tittar också på färsk data från Gallup om hur AI-adoption faktiskt ser ut bland Gen Zs och på Gallerix-skandalen där AI-genererade motiv lades ut för försäljning utan att konstnärerna visste om det.

🤓 Svårighetsnivå: 2/5

🔗 Länkar:

Gallup: Gen AI Adoption Steady, Skepticism Climbs

SVT: Efter AI-kritik – Gallerix tar bort 50 motiv

💬 Ställ en anonym fråga eller insändare som vi kan ta upp i podden!

💌 Håll kontakten med oss:

Discord

Instagram

Facebook

hello@developerspodcast.com

https://www.developerspodcast.com

Om du gillar podden får du gärna stötta oss genom att köpa vår merch, bli en Patreon, subscriba till podden eller skriva en recension!

Today’s episode

LinkedIn just changed the title of its product managers to product builders.

What does it even mean to be a “builder PM”?

Well, tools only get you so far. Learning Claude Code is helpful, but means nothing if you don’t have an understanding of the underlying first principles.

That’s today’s episode.

Mahesh Yadav created one of our most popular episodes, with over 35K views on YouTube, and now he’s back. Earlier, he taught you AI agents. Today, he’s touching you how to become a builder PM:

If you want access to my AI tool stack - Dovetail, Arize, Linear, Descript, Reforge Build, DeepSky, Relay.app, Magic Patterns, Speechify, and Mobbin - grab Aakash’s bundle.

I’m giving a free talk on how to get interviews at the top AI PM companies on Thursday, April 23rd 2026 @ 9:00AM PDT. Grab your seat.

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Check out the conversation on Apple, Spotify, and YouTube.

Brought to you by:

* Maven - Build cohort-based courses that scale

* Amplitude - The market leader in product analytics

* Jira Product Discovery - Prioritize what matters with confidence

* NayaOne - Airgapped cloud-agnostic sandbox to validate AI tools faster

* Product Faculty - Get $550 off their #1 AI PM Certification with my link

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Key Takeaways:

1. Builder PM defined - A builder PM talks to customers, figures out what to build, and ships the first version to 10 customers without talking to any developer. The skill is knowing what to build, not knowing how to code.

2. Four agent components - Every agent that works has intelligence (model), tools (actions), memory (session context), and knowledge (your company data). Every agent that disappoints is missing at least one.

3. n8n for foundations - n8n is the best learning tool because you visually see every component of the agent architecture as separate nodes. Build your first multi-agent system and evaluation pipeline here.

4. Claude Code ate three company types - Context companies, action companies, and evaluation companies all got replaced by one agentic loop inside Claude Code. The three pieces collapsed into one tool.

5. Computer control is the real unlock - File system access plus bash commands equals full laptop capability. This is why Claude Code went from coding tool to work operating system.

6. Long-horizon jobs changed the game - AI agents went from 3-minute tasks to 3-6 hour sustained jobs in six months. This turns Claude Code from assistant to autonomous worker.

7. Continuous learning loops - Build a second agent that watches your corrections to the first agent's work. After five repeated patterns, it proposes a skill update. Your tools get better every day.

8. OpenClaw pattern - Delegation through existing channels, full machine sandboxing, model-agnostic. Not a product but a pattern that Google and AWS will copy inside their ecosystems.

9. AI PM interviews changed - At L5 and L6, product sense questions are being replaced with live building exercises and system design for AI architectures. Pull out Claude Code during the interview or you are already out.

10. Compensation trajectory - From $120K at Microsoft to $1.3M at Google over 13 years, doubling every 18 months through AI-focused switches. Left because big companies kill innovation with six-week approval cycles.

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Where to find Mahesh Yadav

* LinkedIn

* Maven Course

Related content

Podcasts:

* Claude Code Team OS with Carl Vellotti

* OpenClaw + Claude Code with Naman Pandey

* Claude Code OS with Dave Killeen

Newsletters:

* The complete context engineering guide

* How to use Claude Code like a pro

* Practical AI agents for PMs

----

PS. Please subscribe on YouTube and follow on Apple & Spotify. It helps!

If you want to advertise, email productgrowthppp at gmail.

Fresh off raising a monster $15B, Marc Andreessen has lived through multiple computing platform shifts firsthand, from Mosaic and Netscape to cofounding A16z. In this episode, Marc joins swyx and Alessio in a16z’s legendary Sand Hill Road office to arg...

Full show notes and links