AI

also referred to as: ais · artificial intelligence

281 statements across 120 episodes · 147 bullish · 69 bearish · 118 people on the record · first statement Sep 4, 2022 by Ryan J. Salva · across every show →

Everything said about AI, oldest first

Sep 4, 2022 bullish
Prediction Held up
Salva: AI will be core to the developer toolchain by 2026
“Students build not only the kind of the tool, the software that the business needs, and then get to put that on their resume and their, you know, application for college and university, but they also get to learn by kind of using the tools that likely are goin…”
Ryan J. Salva Sep 4, 2022 ▶ 16:16 The role of AI in new product development | Ryan J. Salva (VP of Product at GitHub)
Feb 5, 2023 positive
Insight
Nika: Any product with user behavior data can be improved with AI
“Basically, anything where you can get data behind the behavior of the users can be improved with AI.”
Marily Nika Feb 5, 2023 ▶ 12:23 AI and product management | Marily Nika (Meta, Google)
Feb 5, 2023 bullish
Prediction Not checkable as stated
Nika: All Product Managers Will Become AI PMs in the Future
“I believe that all product managers will be AI product managers in the future.”
Marily Nika Feb 5, 2023 ▶ 8:39 AI and product management | Marily Nika (Meta, Google)
Feb 5, 2023 negative
Insight
Nika: Never train AI models for an MVP; fake functionality with prototypes
“Don't do it for your MVP. It makes zero sense. Do not waste time of data scientists that can train models with using powerful machines that are going to take weeks to train. This is because if you have an MVP and you just want to get buy-in for an idea or a fe…”
Marily Nika Feb 5, 2023 ▶ 14:43 AI and product management | Marily Nika (Meta, Google)
Feb 5, 2023 bullish
Prediction Not checkable as stated
Nika: Every future technology product will be AI by default
“What I'm advocating for and what I'm telling people is that in the future, everything will be AI by default.”
Marily Nika Feb 5, 2023 ▶ 4:26 AI and product management | Marily Nika (Meta, Google)
Mar 30, 2023 bullish
Prediction Not checkable as stated
Winters: Genuine product management roles are least likely to be AI-replaced
“I think the real PM job is the least likely to get replaced over time. Because you need, you know, real subject matter expertise. You need to, you know, be trading off a lot of different types of things and making good decisions for the company and for your cu…”
Casey Winters Mar 30, 2023 ▶ 24:55 Thinking beyond frameworks | Casey Winters (Pinterest, Eventbrite, Airbnb, Tinder, Reddit, Grubhub)
May 7, 2023 positive
Disclosure
AI shifted agency roles toward strategy without reducing overall headcount
“And so the effect ultimately that we've seen from a human capital point of view is displacement. So we're actually, we have more people now than we've ever had. But the nature of the work that they do is more strategic.”
Jonathan Becker May 7, 2023 ▶ 1:04:47 Mastering paid growth | Jonathan Becker (Thrive Digital)
May 18, 2023 bullish
Prediction Not checkable as stated
AI will collapse organizational hierarchies and eliminate specialized intermediaries
“We're entering the era where we collapse the stack in every organization, where instead of having to go to someone for anything, you can kind of do more things yourself. It's very empowering to get the answer from data as opposed to having to go to a data scie…”
Scott Belsky May 18, 2023 ▶ 29:53 Lessons on product sense, AI, the first mile experience, and the messy middle | Scott Belsky (Adobe)
May 18, 2023 bullish
Prediction Not checkable as stated
AI automation will expand employment within the experience economy
“I think that there will be far more people engaged in delivering experiences. You know, I'm very long the experience economy, because I think that there will be Some people liberated to focus more on the non-scalable things that really move the needle for expe…”
Scott Belsky May 18, 2023 ▶ 28:46 Lessons on product sense, AI, the first mile experience, and the messy middle | Scott Belsky (Adobe)
May 18, 2023 positive
Prediction Not checkable as stated
AI will enable applications to dynamically personalize onboarding experiences
“And I actually think that the role of AI, you know, going forward will be to have applications increasingly meet us where we are. You know, to this day, we've always had to generalize onboarding experiences for the most part for everyone. And I'm really excite…”
Scott Belsky May 18, 2023 ▶ 12:58 Lessons on product sense, AI, the first mile experience, and the messy middle | Scott Belsky (Adobe)
May 21, 2023 positive
Insight
Söderström: The boundary between AI music and real music does not exist
“There is this distinction between AI music and real music that, that doesn't exist for sure. Very talented real musicians are using AI. To get better and to help create new ideas. So that distinction doesn't really exist. It's all going to be AI. The question …”
Gustav Söderström May 21, 2023 ▶ 23:25 The science of product, big bets, and how AI is impacting the future of music | Gustav Söderström
Jun 15, 2023 neutral
Insight
Luc Levesque: AI SEO means teaching models why you are the best
“How do you optimize in a world where it's not so much about optimizing for the platform, but teaching the AI What you do and why you're the best in the world at it.”
Luc Levesque Jun 15, 2023 ▶ 50:14 Leveraging growth advisors, mastering SEO, and honing your craft | Luc Levesque (Shopify, Meta)
Jul 2, 2023 bullish
Disclosure
Zhang: Webflow is building in-product AI prompting and integrated learning
“We're really going to bring the magic of Webflow University, the magic of AI, All together so that you can just use and learn Webflow so much faster. Learn Webflow in the context of what you're doing as opposed to going into a different tab and like looking fo…”
Jiaona Zhang Jul 2, 2023 ▶ 1:05:07 Building minimum lovable products, stories from WeWork & Airbnb, and thriving as a PM | Jiaona Zhang
Sep 17, 2023 bearish
Prediction Not checkable as stated
Lochhead: VCs will waste $500B on copycat AI startups over five years
“Venture capitalists in the next five years will blow at least half a trillion dollars in the AI space alone on me too. Demand chasing category, existing category competing startups that have a 10 X better product. No one cares.”
Christopher Lochhead Sep 17, 2023 ▶ 37:37 How to become a category pirate | Christopher Lochhead (Author of Play Bigger, Niche Down, more)
Oct 5, 2023 bullish
Prediction Not checkable as stated
Balfour: The real AI winners will avoid prevailing AI playbook trends
“And I think you can see this now too, with all the AI stuff is like, you see a new, like gravity, everybody's kind of trending towards a similar set of things. And I think the real winners are gonna be the ones who kind of look at that and be like, actually, w…”
Brian Balfour Oct 5, 2023 ▶ 51:35 Brian Balfour: 10 lessons on career, growth, and life
Oct 26, 2023 neutral
Prediction Not checkable as stated
Adams: AI will soon replicate deceased individuals using their lifetime data
“AI will be able to ingest all the things people say and do, And when people die, it'll be able to replicate that person, you know? And so like, there's an afterlife.”
Paul Adams Oct 26, 2023 ▶ 33:01 What AI means for your product strategy | Paul Adams (CPO of Intercom)
Oct 26, 2023 positive
Prediction Not checkable as stated
Adams: AI doomsday job-loss scenarios will not play out as feared
“People don't end up losing jobs. The jobs get moved around and also, you know, for customer support, for example, it's a high attrition job. So people saying like, Hey, everyone's going to lose their job. A bot's going to take over. It's like, maybe some of th…”
Paul Adams Oct 26, 2023 ▶ 50:21 What AI means for your product strategy | Paul Adams (CPO of Intercom)
Oct 26, 2023 bullish
Prediction Not checkable as stated
Adams: AI is bigger than mobile and potentially bigger than the internet
“This is a like meteor coming towards you. Like this is, you know, bigger than mobile as a kind of technology shift, as big as the internet. Maybe it's bigger than the internet itself as a kind of social, you know, technology shifts, the way it'll shape, shape …”
Paul Adams Oct 26, 2023 ▶ 15:59 What AI means for your product strategy | Paul Adams (CPO of Intercom)
Oct 26, 2023 bearish
Prediction Not checkable as stated
Adams: Almost all B2B SaaS and workflow products face AI disruption
“Any product that has any kind of workflow in it, Which is, is almost all B to B SaaS products. Any product that has multimedia in it, they're in the fire, they're in the meteor line or whatever. I don't know if this metaphor is working, but like, you know, the…”
Paul Adams Oct 26, 2023 ▶ 22:50 What AI means for your product strategy | Paul Adams (CPO of Intercom)
Oct 26, 2023 neutral
Prediction Not checkable as stated
Adams: Radiologists will stop analyzing X-rays and only review AI findings
“Radiologists will not take x-ray. Well, I guess it might take them, but they won't analyze them for sure. They'll look at what AI says, check that it's right. And then it's like kind of bedside manner time. Like, you know, tell the patient, maybe tell them wha…”
Paul Adams Oct 26, 2023 ▶ 31:50 What AI means for your product strategy | Paul Adams (CPO of Intercom)
Oct 29, 2023 neutral
Insight
Eric Ries: AI is fundamentally a management technology
“At the end of the day, AI is a management technology. It, like, the thing it does is manage intelligence and other intelligences.”
Eric Ries Oct 29, 2023 ▶ 1:20:37 Reflections on a movement | Eric Ries (creator of the Lean Startup methodology)
Oct 29, 2023 positive
Insight
Ries: Under AI uncertainty, take actions ethical across multiple future scenarios
“The thing that makes sense is to pick actions today that make ethical sense in a wide variety of future scenarios. And do those.”
Eric Ries Oct 29, 2023 ▶ 1:26:00 Reflections on a movement | Eric Ries (creator of the Lean Startup methodology)
Oct 29, 2023 bullish
Prediction Not checkable as stated
Ries: In near future, AI will eliminate middle-management summarization needs
“So it's actually be really easy, you know, not in the not too distant future. It'd be very easy for someone to just be like, summarize for me, everything my company is doing. And You won't need, like, tons of middle managers to do that for you or just, you'll …”
Eric Ries Oct 29, 2023 ▶ 1:23:30 Reflections on a movement | Eric Ries (creator of the Lean Startup methodology)
Nov 9, 2023 negative
Disclosure
Johari: I will never ask coding interview questions post-generative AI
“I should say I would never ask a coding question like, you know, post November, 20, 22 after after, after we got like AI to help us code. I just, I think it's a superpower.”
Ramesh Johari Nov 9, 2023 ▶ 1:16:05 Marketplace lessons from Uber, Airbnb, Bumble, and more | Ramesh Johari (Stanford professor)
Nov 9, 2023 positive
Insight
Johari: AI puts more pressure on human data scientists, not less
“What AI has done for us is it's massively expanded the frontier of things we could think about our problem, hypotheses we could have, maybe things we could test. It's just an astronomical explosion of explanations and ideas and principle. And I really think ac…”
Ramesh Johari Nov 9, 2023 ▶ 1:09:48 Marketplace lessons from Uber, Airbnb, Bumble, and more | Ramesh Johari (Stanford professor)
Nov 9, 2023 negative
Insight
Johari: AI-Generated Text Can Be Dangerous in Data Science
“In the same way that AI generates a lot of ideas, AI also generates a lot of pros. And in data science, that can actually be deadly because you're getting more explanations that sometimes maybe are extraneous, you know?”
Ramesh Johari Nov 9, 2023 ▶ 1:22:18 Marketplace lessons from Uber, Airbnb, Bumble, and more | Ramesh Johari (Stanford professor)
Dec 1, 2023 positive
Insight
GitHub CPO: Developers should treat AI tools as technical abstraction layers
“There are areas that I will still go and write in C even today. I don't trust someone inverting metrics for me in an efficient way if it needs to run on a very small CPU. So I'll do that myself. On the other hand, there is going to be elements that I'm going t…”
Inbal Shani Dec 1, 2023 ▶ 28:00 The future of AI in software development | Inbal Shani (CPO of GitHub)
Jan 11, 2024 negative
Opinion
Schillace: AI found more use cases in one week than crypto did
“Just to kick cryptos corpse one last time. Like there was some tweet, like at the beginning of the year that I saw that somebody was like, yeah, it took like the AI bros, like a week to come up with as many use cases as you know, crypto came up within that dec…”
Sam Schillace Jan 11, 2024 ▶ 1:11:06 How to be more innovative | Sam Schillace (Microsoft deputy CTO, creator of Google Docs)
Jan 11, 2024 bullish
Insight
Schillace: AI will make pixels free like the internet freed distribution
“I think the way that the internet made distribution of information free, I think AI is going to make pixels free.”
Sam Schillace Jan 11, 2024 ▶ 1:04:42 How to be more innovative | Sam Schillace (Microsoft deputy CTO, creator of Google Docs)
Feb 8, 2024 bullish
Opinion
AI unlocks at least a 50% efficiency improvement in software engineering
“I think engineering is actually like one of the highest leverage things that you could be using AI to do today. And like really unlocking like, Probably on the order of at least a 50% improvement, especially for some of the like lower hanging fruit software en…”
Logan Kilpatrick Feb 8, 2024 ▶ 14:34 Inside OpenAI | Logan Kilpatrick (head of developer relations)
Mar 10, 2024 bearish
Prediction Not checkable as stated
Cagan: AI will soon automate backlog administrators and feature team PMs
“If you are fundamentally a backlog administrator, good luck protecting that because already people are doing that. You know, it's only a matter of time before that becomes pretty well supported. So that is not a good job prospect. Now then we can talk about a …”
Marty Cagan Mar 10, 2024 ▶ 53:00 Product management theater | Marty Cagan (Silicon Valley Product Group)
Mar 24, 2024 bearish
Insight
Kunal Shah: Inefficiency is the world's largest employer
“The largest employer of the world is inefficiency. And if you take that away too quickly, we'll have a very, very jobless world.”
Kunal Shah Mar 24, 2024 ▶ 31:43 Kunal Shah on winning in India, second-order thinking, the philosophy of startups, and more
Mar 24, 2024 bearish
Prediction Not checkable as stated
Shah: Workers unable to use AI will be liabilities in five years
“No matter what the job is, you make that the minimum criteria that if they cannot use that, leverage that, they'll become a liability in five years anyways.”
Kunal Shah Mar 24, 2024 ▶ 32:12 Kunal Shah on winning in India, second-order thinking, the philosophy of startups, and more
Apr 7, 2024 neutral
Prediction Not checkable as stated
Vo: AI will shift PM team ratios and required skills faster than expected
“Are the ratios between PMs and other teams going to shift over time? Yes. Are the skills required going to shift? Yes. Could they shift much faster than we all anticipate? Probably.”
Claire Vo Apr 7, 2024 ▶ 1:03:45 Bending the universe in your favor | Claire Vo (LaunchDarkly, Color, Optimizely, ChatPRD)
Apr 7, 2024 positive
Prediction Not checkable as stated
Claire Vo predicts PM identity will shift from ideation to delivery speed
“I think there's this real identity shift that's going to happen where PMs think that their value is Is coming from their, you know, ideas that they manifest into the world and how they individually manifest them. And I think we're gonna shift to like, are you …”
Claire Vo Apr 7, 2024 ▶ 1:06:57 Bending the universe in your favor | Claire Vo (LaunchDarkly, Color, Optimizely, ChatPRD)
Apr 7, 2024
Insight
Vo: AI will replace functional PM communication, but not influential leadership
“Communication lowercase c I feel like is one of the places that's going to be replaced. You know, there's, and I call it lowercase c is like the functional trading of information That allows other people to do jobs. Like, I think that these language models and…”
Claire Vo Apr 7, 2024 ▶ 1:04:10 Bending the universe in your favor | Claire Vo (LaunchDarkly, Color, Optimizely, ChatPRD)
Apr 21, 2024 negative
Insight
Kapoor: AI products fail users by optimizing for demos over interactive control
“In my mind, one of the biggest shortcomings of AI, the way that a lot of people are building it today is that it's like optimized for the demo. Or optimized for the tweet, right? And it's basically this situation where, like, I think about it as, like, in my m…”
Mihika Kapoor Apr 21, 2024 ▶ 1:36:09 Vision, conviction, and hype: How to build 0 to 1 inside a company | Mihika Kapoor (Product, Figma)
Jul 25, 2024 bearish
Opinion
Martin: Google's monopoly power and market cap cannot hold back AI search
“So to me, if Google thinks they can, because of their power and the fact they're got a multi-trillion dollar Market cap, and they've got a near monopoly position on, on something they can hold back the tide. You see, the water finds a way to flow, right?”
Roger Martin Jul 25, 2024 ▶ 1:10:54 5 essential questions to craft a winning strategy | Roger Martin (author, advisor, speaker)
Sep 5, 2024 bullish
Prediction Not checkable as stated
Sean Ellis: AI will model experiment outcomes and could replace ICE
“What I think is going to be really interesting is that over time, I think AI is going to actually change our ability to model out potential outcomes on experiments and start to Whether, whether it's a more informed way of doing ice or replaces ice that, that u…”
Sean Ellis Sep 5, 2024 ▶ 1:29:46 The original growth hacker reveals his secrets | Sean Ellis (author of “Hacking Growth”)
Sep 8, 2024 positive
Insight
AI-first PMs no longer control the user experience, only the ingredients
“When you become an AI first kind of leader is that there's a realization that you don't control the experience anymore. You control the ingredients.”
Tomer Cohen Sep 8, 2024 ▶ 43:55 How LinkedIn became interesting: The inside story | Tomer Cohen (CPO at LinkedIn)
Sep 8, 2024 neutral
Prediction Not checkable as stated
Cohen: AI will become so intimate that users experience separation anxiety
“Yeah, I think we all, I think we're in for AI of, AI-nophobia at that point, where you're gonna get to a point where AI is gonna feel so intimate, so personal, that it would actually feel concerning to you to be away from it.”
Tomer Cohen Sep 8, 2024 ▶ 1:07:23 How LinkedIn became interesting: The inside story | Tomer Cohen (CPO at LinkedIn)
Sep 8, 2024 positive
Insight
Tomer Cohen: AI is the ultimate matchmaker for marketplace engagement
“So ultimately it came down to AI is the ultimate matchmaker. It's underutilized. It's misunderstood. It's run separate from the team. And in a marketplace, it's all about value exchange. And if I'm able to do value exchange really well, then people will come b…”
Tomer Cohen Sep 8, 2024 ▶ 31:44 How LinkedIn became interesting: The inside story | Tomer Cohen (CPO at LinkedIn)
Sep 12, 2024 bullish
Prediction Not checkable as stated
Terry: AI will ultimately create more net jobs than it destroys
“AI is going to create more jobs, not destroy. Everybody got that wrong. Almost everybody except the people who understood creative destruction, but you have to be close to the frontier. That's where the job creation happens.”
Phyl Terry Sep 12, 2024 ▶ 1:39:03 Land your dream job in today’s market: negotiation tactics, job search councils, more | Phyl Terry
Sep 22, 2024 bullish
Insight
Raviv: Being a 10x PM is becoming table stakes due to AI
“Being a 10 X PM, for example, is becoming more and more table stakes, especially like you mentioned with AI, that's just the tailwind for all of that.”
Tal Raviv Sep 22, 2024 ▶ 15:59 Becoming a super IC: Lessons from 12 years as a PM individual contributor | Tal Raviv (Riverside)
Sep 26, 2024 neutral
Prediction Not checkable as stated
Yehoshua: AI Will Eliminate Rote PM Jobs but Spare Strategic Thinkers
“So if you're a PM who's, who's doing the kind of route work, it's going to take your job away. But if you're a PM who actually is strategic and can pull the pieces together and be creative and think how you do something that it's going to differentiate, becaus…”
Tamar Yehoshua Sep 26, 2024 ▶ 1:00:05 Lessons in product leadership and AI strategy from Glean, Google, Amazon, and Slack | Tamar Yehoshua
Sep 26, 2024 positive
Prediction Not checkable as stated
Yehoshua: AI will blur boundaries between PMs, engineers, and designers
“And in five to 10 years, I think the lines between product managers and engineers and designers are going to blur because AI will enable product managers to build prototypes, to build designs, designers to build a pro like Figma already has their Figma AI.”
Tamar Yehoshua Sep 26, 2024 ▶ 51:33 Lessons in product leadership and AI strategy from Glean, Google, Amazon, and Slack | Tamar Yehoshua
Sep 26, 2024 bullish
Opinion
Rachitsky: Product managers are best positioned to thrive with AI
“I think the PM role Is the best positioned to thrive in a world of AI? Because if you just think about, you have a tool that can just build a thing for you, just like you're staring at this blank thing that can build anything for you, which function would you …”
Lenny Rachitsky Sep 26, 2024 ▶ 59:26 Lessons in product leadership and AI strategy from Glean, Google, Amazon, and Slack | Tamar Yehoshua
Sep 26, 2024 bullish
Prediction Not checkable as stated
Yehoshua: AI productivity increases won't reduce tech headcount needs
“I don't think you'll need fewer. I think you'll be able to do more things. So like, think about every company, our head of sales came to me the other day and you need to hire more engineers because we just have so many things we need to build. Like when have y…”
Tamar Yehoshua Sep 26, 2024 ▶ 1:01:50 Lessons in product leadership and AI strategy from Glean, Google, Amazon, and Slack | Tamar Yehoshua
Oct 3, 2024 positive
Insight
Komoroske: Taste is most critical skill as AI cheapens content production
“We've seen a vast reduction in the cost of distribution of information. And now we're seeing a reduction in the cost of information production. And most of it is slop. And so in this cacophony, How do you stand out? You stand out by having good taste. I think …”
Alex Komoroske Oct 3, 2024 ▶ 16:29 Thinking like a gardener, slime mold, the adjacent possible: Product advice from Alex Komoroske
Oct 3, 2024 positive
Insight
Komoroske: Builders should focus on weird disruptive tools over existing playbooks
“Websim to me is in a disruptive thing, things that look alien and weird and yet are compelling. Those are what we should be paying more attention to as opposed to, you know, take an existing playbook and like slap some AI on it, you know?”
Alex Komoroske Oct 3, 2024 ▶ 18:48 Thinking like a gardener, slime mold, the adjacent possible: Product advice from Alex Komoroske
Oct 20, 2024 neutral
Prediction Not checkable as stated
AI's novelty phase will harm illustration before becoming a useful tool
“I think overall it will become a tool and be very useful, especially in a lot of different fields. But I think this sort of time frame in which it's more novelty is gonna have kind of a not the best impact on things like illustration, but eventually we'll all …”
Jessica Hische Oct 20, 2024 ▶ 1:02:32 How to see like a designer: The hidden power of typography and logos | Jessica Hische
Oct 31, 2024 neutral
Prediction Not checkable as stated
Vo: AI Will Collapse the Product Talent Stack into Unified Roles
“And this is one of my strongly held beliefs about the art of product management, which I've made a career out of, is I think AI will collapse The talent stack. So what I mean is these jobs that have been separate will start to become one”
Claire Vo Oct 31, 2024 ▶ 11:31 Product Management Is Dead, So What Are We Doing Instead? | Lenny & Friends Summit 2024
Nov 14, 2024 bullish
Insight
Lenny: PMs might be the only tech function needed in the AI era
“I've realized it's exactly the opposite, that you may not need any other function if you have a PM, because if you think about it, what are these AI tools amazing at? They're amazing at building things. You tell them what to build, they build them. The hardest…”
Lenny Rachitsky Nov 14, 2024 ▶ 26:08 Becoming an AI PM | Aman Khan (Arize AI, ex-Spotify, Apple, Cruise)
Nov 14, 2024 bullish
Prediction Not checkable as stated
Aman Khan: AI will become as standard as databases in SaaS
“It almost feels a little bit like AI will be as common as the database to some degree for SAS applications.”
Aman Khan Nov 14, 2024 ▶ 10:13 Becoming an AI PM | Aman Khan (Arize AI, ex-Spotify, Apple, Cruise)
Nov 14, 2024 positive
Insight
Khan: The IKEA effect in AI requires giving users control levers
“You want to kind of leave some knobs and levers for your customer to feel like they're still in control of the experience. And that's kind of like the Ikea effect applied to AI. Like people feel more empowered when they can actually have an impact on the end e…”
Aman Khan Nov 14, 2024 ▶ 40:59 Becoming an AI PM | Aman Khan (Arize AI, ex-Spotify, Apple, Cruise)
Nov 21, 2024 neutral
Insight
Masad: Rigid product roadmaps are impossible to maintain in the AI era
“One thing that I think is really difficult now is having roadmaps, especially if you're doing anything in AI, but really any, anything that AI could affect. You want to be able to react to it really quickly.”
Amjad Masad Nov 21, 2024 ▶ 57:02 Behind the product: Replit | Amjad Masad (co-founder and CEO)
Nov 21, 2024 bullish
Prediction Open · timeframe Nov 2029
Masad: By 2029, a zero-employee company will hit a billion-dollar valuation
“But I could imagine like whatever, five years from now someone running, you know, a billion dollar company with zero employees, where it's like the support is handled by AI. The development is handled by AI.”
Amjad Masad Nov 21, 2024 ▶ 53:58 Behind the product: Replit | Amjad Masad (co-founder and CEO)
Dec 1, 2024 negative
Insight
Margolis: Teams should take manual notes instead of using AI during research
“We have people manually taking notes and not using AI to take notes. The reason for this is what we found is we want people to lean in to this experience. We want you to focus and engage and pay a lot of attention. And if you know somebody else is taking notes…”
Michael Margolis Dec 1, 2024 ▶ 1:10:01 Identify your bullseye customer in one day | Michael Margolis (UX Research Partner at GV)
Dec 8, 2024 neutral
Prediction Not checkable as stated
Godin: AI will soon stop being a product feature
“AI very soon is going to stop being a feature. The same way electricity is not a feature. That lots and lots of things run on electricity, but they're not electricity companies. They just happen to use electricity.”
Seth Godin Dec 8, 2024 ▶ 16:57 Seth Godin's best tactics for building remarkable products, strategies, brands and more
Dec 11, 2024 bullish
Prediction Not checkable as stated
Belsky: Design will increasingly commoditize tech in the AI era
“And then in the age of AI, more and more of our choices in every industry are being made at the surface, right? And I think that's another opportunity, another argument that design will increasingly commoditize tech to some degree, and that having this designe…”
Scott Belsky Dec 11, 2024 ▶ 19:21 Making and Leading Products People Love (Scott Belsky) | Lenny & Friends Summit 2024
Dec 22, 2024 neutral
Prediction Not checkable as stated
Benioff: AI job disruption will hit major tech hubs long before small towns
“Look, it's gonna be a long time before, you know, I think jobs in the small town where I have a home will ever get You know, impacted, but in the large town where I have a home, San Francisco, well, then I just gave you an example where I think that jobs will …”
Marc Benioff Dec 22, 2024 ▶ 41:45 Behind the founder: Marc Benioff
Dec 29, 2024 negative
Insight
Clowes: AI makes startup distribution harder by flooding channels with spam
“In the world of AI, it seems like distribution is more likely to get hard than easy. So, so like you know, if you think about, for example, diminishing returns on cold email, because cold email is getting easier and easier to send even worse spam. Like it soun…”
Shaun Clowes Dec 29, 2024 ▶ 32:22 Why great AI products are all about the data | Shaun Clowes (CPO at Confluent)
Dec 29, 2024 bullish
Prediction Not checkable as stated
Clowes: AI will entrench dominant enterprise SaaS incumbents over startups
“The most likely outcome is that the currently dominant companies are going to get more dominant. But I don't think this idea that it would just cause a spring up of a whole bunch of new, new apps that will more easily challenge the incumbents makes any particu…”
Shaun Clowes Dec 29, 2024 ▶ 31:04 Why great AI products are all about the data | Shaun Clowes (CPO at Confluent)
Jan 2, 2025
Insight
Reshef: AI product teams cannot progress without disciplined measurement metrics
“If you don't have measurements, like in the old machine learning, whatever metrics you use, you're not going to advance. You're going to have V-one and then you're going to have V-two, and you have no way to know if you've made a progress.”
Elan Reshef Jan 2, 2025 ▶ 34:04 Inside Gong: How teams work with design partners, their pod structure, autonomy, trust, and more
Jan 26, 2025 bullish
Prediction Not checkable as stated
Janakiraman: AI judgment will surpass human strategic judgment by processing multiple signals simultaneously
“I think there is a crossover point where the sort of the human judgment will be inferior to sort of something that's able to process, you know, multiple signals simultaneously.”
Chandra Janakiraman Jan 26, 2025 ▶ 1:35:05 An operator’s guide to product strategy | Chandra Janakiraman (CPO at VRChat, ex-Meta, Headspace)
Feb 23, 2025 negative
Opinion
AI resume filters make sifting easier but fail to find true fit
“And so this is the, this is part of the problem with AI is AI is literally creating all these filters to help people make it easier to sift through the interview or the resumes, but it's not actually helping you find job fit.”
Bob Moesta Feb 23, 2025 ▶ 57:38 How to find work you love | Bob Moesta (Jobs-to-be-Done co-creator, author of "Job Moves”)
Mar 2, 2025 bullish
Prediction Not checkable as stated
Mullenweg predicts AI-assisted code will approach a majority within five years
“I don't know how much of WordPress's code right now is AI assisted or something like that. But I think over the next five years, it definitely approaches maybe a majority.”
Matt Mullenweg Mar 2, 2025 ▶ 31:20 Matt Mullenweg on the future of open source and why he’s taking a stand
Mar 6, 2025 positive
Insight
Zhao: AI performs best when data is centralized in bundled horizontal tools
“AI is so good at reasoning and understanding and searching things. And it can do a much better job of finding and searching things if all the information are together. That's what realized AI is really good with bundled offerings. AI is really good with horizo…”
Ivan Zhao Mar 6, 2025 ▶ 58:47 Notion's lost years, near collapse during COVID, staying small to move fast, building horizontal
Mar 6, 2025 bullish
Insight
Zhao: The software market is shifting from vertical SaaS back to bundling
“Now we're sort of at the tail end of SAS. There's so many verticalized SAS average company to use like almost a hundred tools. It's not. It's kind of madness, right? So there's more, the market shifting towards more of a bundling approach. And with AI, and wit…”
Ivan Zhao Mar 6, 2025 ▶ 1:02:08 Notion's lost years, near collapse during COVID, staying small to move fast, building horizontal
Mar 9, 2025 positive
Insight
Osika: One dedicated week using AI puts you in the top 1%
“Yeah, I think if you spend a full week on trying to reach an outcome, the best way to learn is like, I want to do this thing, and then I'm going to use AI to do that thing. And then you've spent a full week, you're in the top one percent in the global populati…”
Anton Osika Mar 9, 2025 ▶ 1:06:20 Building Lovable: $10M ARR in 60 days with 15 people | Anton Osika (CEO and co-founder)
Mar 9, 2025 bullish
Prediction Held up
Osika: AI will soon automate product analytics, recommendations, and A/B tests
“AIs can do that on absolutely massive scale and propose changes to a human to say like, oh yeah, that sounds like a good change to make it a bit more intuitive. And it can also automatically run, spin out A-B tests so that you can see with data, all these impr…”
Anton Osika Mar 9, 2025 ▶ 37:53 Building Lovable: $10M ARR in 60 days with 15 people | Anton Osika (CEO and co-founder)
Mar 27, 2025 neutral
Prediction Not checkable as stated
Misra: The AI opportunity surplus will not last as builders catch up
“Like there's more things that can be done than there's people available to do them. It's just such a rare thing. And honestly, it's not gonna last forever. Like we are gonna catch up to this, but.”
Gaurav Misra Mar 27, 2025 ▶ 6:01 How to win in the AI era: Ship weekly, embrace technical debt, ruthlessly cut scope, and more
Apr 13, 2025 positive
Insight
Rauch: Code-level escape hatches in AI app builders are extremely valuable
“What's fascinating is that you can seek help from other AIs to get unstuck. And those escape hatches of like actually understanding and seeing the code underneath and even being able to say, okay, now let's use Git, let's turn this into a less, more of a hybri…”
Guillermo Rauch Apr 13, 2025 ▶ 49:15 Everyone’s an engineer now: Inside v0’s mission to create 100 million builders | Guillermo Rauch
Apr 13, 2025 positive
Insight
Rauch: Prompting AI with specific aesthetic tokens dramatically improves design output
“And if you can use tokens that are relevant, so neo-brutalist, minimalist, newspaper-like, vintage, make it look like a telegram. Like you can sort of like try and reach for things that you Maybe it would not naturally come to mind and you would be surprised a…”
Guillermo Rauch Apr 13, 2025 ▶ 1:19:45 Everyone’s an engineer now: Inside v0’s mission to create 100 million builders | Guillermo Rauch
Apr 13, 2025
Insight
Rachitsky: AI app building requires three core skills: product vision, design, and unsticking
“As we talk, it's interesting the way I'm thinking about this now, there's almost like three core skills in building apps with AI. There's figuring out what to build. There's making it look good, like design, and then there's getting it unstuck.”
Lenny Rachitsky Apr 13, 2025 ▶ 45:48 Everyone’s an engineer now: Inside v0’s mission to create 100 million builders | Guillermo Rauch
Apr 20, 2025 bullish
Prediction Not checkable as stated
Mohan: AI will probably write over 90% of software
“AI was probably going to write well over 90% of the software, in which case the role of a developer and what they're doing in the ID is maybe reviewing code.”
Varun Mohan Apr 20, 2025 ▶ 14:04 Building a magical AI code editor used by over 1m developers in 4 months: Inside Windsurf
Apr 20, 2025 bullish
Opinion
Mohan: Most AI value will accrue at application layer, not infrastructure
“So at this point, then most of the value is probably not going to accrue at purely the, at least this is our belief at the infrastructure layer, it's going to accrue somewhere else. Where is the layer that you can actually differentiate on? And we believe the …”
Varun Mohan Apr 20, 2025 ▶ 9:57 Building a magical AI code editor used by over 1m developers in 4 months: Inside Windsurf
May 1, 2025 neutral
Insight
Truell: Junior engineers over-rely on AI wholesale for end-to-end coding
“The junior engineers we see going a little too wholesale, relying on AI for everything, and we're not yet in a place where you can kind of do that end-to-end on a professional tool, you know, working with 1000 of other people within a long-lived code base.”
Michael Truell May 1, 2025 ▶ 49:55 The rise of Cursor: The $300M ARR AI tool that engineers can’t stop using | Michael Truell
May 1, 2025 neutral
Insight
Truell: Most AI research ideas fade; simple ideas drive the progress
“A lot of the progress of AI can be attributed to some very simple, elegant ideas that have stayed around, and the vast majority of ideas that have been put out there haven't had staying power and haven't added a ton.”
Michael Truell May 1, 2025 ▶ 1:02:14 The rise of Cursor: The $300M ARR AI tool that engineers can’t stop using | Michael Truell
May 1, 2025 neutral
Insight
Truell: Senior engineers on average underrate AI and stick to existing workflows
“By and large, I would say, on average, as a group, the senior engineers underrate what AI can do for them and stick to their existing workflows.”
Michael Truell May 1, 2025 ▶ 50:46 The rise of Cursor: The $300M ARR AI tool that engineers can’t stop using | Michael Truell
May 1, 2025 bullish
Insight
Truell: AI software has a uniquely high ceiling for leapfrog innovation
“I think the exciting thing about AI is, in a bunch of places, and I think this is, you know, very much still true of our space, and you can talk about how we think about that and how we deal with that, but you know, I think that just the ceiling is really high…”
Michael Truell May 1, 2025 ▶ 17:54 The rise of Cursor: The $300M ARR AI tool that engineers can’t stop using | Michael Truell
May 1, 2025 bullish
Prediction Not checkable as stated
Truell: AI shift will be more consequential than the internet over decades
“I think it's gonna be more consequential than the internet. I think it's gonna be more consequential than, you know, any shift in tech that we've seen since, since the advent of computers. And I think it's gonna take a while. And I think it's gonna be a multi-…”
Michael Truell May 1, 2025 ▶ 1:03:08 The rise of Cursor: The $300M ARR AI tool that engineers can’t stop using | Michael Truell
May 4, 2025 positive
Opinion
Scott Wu: Programming will become more important as AI gets more powerful
“And so in that lens, I really think that programming is, if anything, is only going to become more and more important as AI gets more powerful.”
Scott Wu May 4, 2025 ▶ 20:49 Inside Devin: The AI engineer that's set to write 50% of its company’s code this year | Scott Wu
May 11, 2025 bullish
Prediction Not checkable as stated
Qureshi: The biggest AI winners will be hybrid cyborg operators
“The people who went here are going to be the kind of hybrid cyborgs who fuse with the AIs, right?”
Nabeel S. Qureshi May 11, 2025 ▶ 1:27:26 How Palantir built the ultimate founder factory | Nabeel S. Qureshi (founder, writer, ex-Palantir)
May 18, 2025 bullish
Opinion
Chennapragada: AI is the most compressed tech cycle in history
“This is the most compressed tech cycle that we've ever experienced. Right. It's all in the order of weeks and months versus years and decades. If you think about like mobile and cloud and internet, and there's just like so much happening the intelligence overh…”
Aparna Chennapragada May 18, 2025 ▶ 9:17 Microsoft CPO: If you aren’t prototyping with AI you’re doing it wrong | Aparna Chennapragada
May 18, 2025 positive
Insight
Chennapragada: PMs must shift from creating to taste-making as AI scales
“What I do think on the flip side is the taste making and kind of the edit editing function becomes really, really important, right? In a world where the supply of ideas, supply of prototypes becomes even more like an order of magnitude higher, you'd have to th…”
Aparna Chennapragada May 18, 2025 ▶ 29:13 Microsoft CPO: If you aren’t prototyping with AI you’re doing it wrong | Aparna Chennapragada
May 22, 2025 positive
Disclosure
N26 automates 60% to 70% of routine customer support inquiries using AI
“But for solving, like, the bottom 70 percentile problems why is my card declining? Why is there a hold on my card on? What happened to the replacement card I shipped? Why is it not arrived? Like, basic questions. AI automating now, almost, we have 60, 70% of t…”
Mayur Kamat May 22, 2025 ▶ 1:16:35 Unconventional product lessons from Binance, N26, Google, more | Mayur Kamat (CPO at N26)
May 25, 2025 bearish
Insight
Shankarraman: Competing on price is not durable for AI companies
“Being cheaper is a race to the bottom, especially when you think about sort of scaling laws and how things are playing out. Every company is sort of becoming an AI company at this time. And so as models get cheaper, more capable, being cheaper is not going to …”
Krithika Shankarraman May 25, 2025 ▶ 16:19 Growth tactics from OpenAI and Stripe’s first marketer | Krithika Shankarraman
May 25, 2025 neutral
Insight
AI value creation breaks traditional SaaS and usage pricing models
“There's a value creation aspect to using AI that doesn't kind of neatly fit the mold of SaaS-based pricing or seed-based pricing or even usage-based pricing”
Krithika Shankarraman May 25, 2025 ▶ 8:48 Growth tactics from OpenAI and Stripe’s first marketer | Krithika Shankarraman
May 25, 2025 positive
Prediction Not checkable as stated
Taste and craft will be the ultimate differentiators in the AI era
“I think if anything, taste is going to become a distinguishing factor in the age of AI, because there's going to be so much drivel that is generated by AI, can be generated by AI, that power is at anyone's fingertips. But truly the companies that are going to …”
Krithika Shankarraman May 25, 2025 ▶ 56:01 Growth tactics from OpenAI and Stripe’s first marketer | Krithika Shankarraman
Jun 5, 2025 positive
Insight
Krieger: Structuring AI code prompts remains a specialized engineering skill
“What I've learned though, is like the process of knowing what to ask the AI, how to compose the question, how to even think about like structuring a change between the backend and the front end. Those are still very difficult and specialized skills, and they s…”
Mike Krieger Jun 5, 2025 ▶ 13:43 Anthropic's CPO on what comes next | Mike Krieger (co-founder of Instagram)
Jun 5, 2025 negative
Insight
Krieger: Delegating all cognition to AI short-circuits independent thought
“Not just sort of delegating all of your cognition to the, you know, to the AI, cuz they won't always get it right. And also kind of like, you know, kind of short circuits, any kind of independent thought.”
Mike Krieger Jun 5, 2025 ▶ 10:36 Anthropic's CPO on what comes next | Mike Krieger (co-founder of Instagram)
Jun 12, 2025 negative
Opinion
Baxley: Public Fear of Malevolent AI Was Planted by Hollywood
“So this idea that, that AI is going to take stuff over and is ultimately like really dystopian and malevolent towards humans and stuff like that. It's actually something that's created by Hollywood. And we're all like, and now we're like trying to outlive how,…”
Bob Baxley Jun 12, 2025 ▶ 1:37:57 35 years of product design wisdom from Apple, Disney, Pinterest and beyond | Bob Baxley
Jun 15, 2025 positive
Insight
Gridley: AI simulation tools radically accelerate PM learning feedback loops
“As a PM, you might get a chance to do that. I don't know, a couple times a week, maybe, maybe less often than that. And when you have this little tool, you can do it infinity times. You can do it, you know, you can spend an afternoon doing it. And so again, li…”
Hilary Gridley Jun 15, 2025 ▶ 1:30:03 How to build a team that can “take a punch” | Hilary Gridley (Head of Core Product, Whoop)
Jun 22, 2025 positive
Prediction Not checkable as stated
Deng: Asking the right questions will differentiate future workforce performance
“One thing I'm going to be, I think it's going to be really important in the future is being able to figure out how to ask the right questions. You know, we humans are inherently inquisitive, but, you know, being inquisitive and turning that into the right ques…”
Peter Deng Jun 22, 2025 ▶ 14:30 From ChatGPT to Instagram to Uber: The quiet architect behind the world’s most popular products
Jul 3, 2025 bearish
Prediction Not checkable as stated
Wilkinson: Prompt engineering will become obsolete as AI elicits intent
“And I think now people are saying people need to learn how to prompt, which I think is very true for the tool set right now, but I don't know how relevant that is in the future because I think we're still, again, in the palm trio phase. I think that the AIs wi…”
Andrew Wilkinson Jul 3, 2025 ▶ 59:11 I’ve run 75+ businesses. Here’s why you’re probably chasing the wrong idea. | Andrew Wilkinson
Jul 13, 2025 neutral
Insight
Zeratsky: AI solutions must be 10x cheaper to offset lower initial quality
“The output of the AI is probably not going to be quite as good as a human process, so it can just be a little bit cheaper. Yeah, for now. But it has to be a lot cheaper. It has to be, you know, I've heard people offer a 10 X cheaper than the legacy sort of man…”
John Zeratsky Jul 13, 2025 ▶ 42:43 Rapidly test and validate any startup idea with the 2-day Foundation Sprint
Jul 13, 2025 positive
Assertion Not checkable as stated
Zeratsky: Rapid realistic prototyping is the biggest AI use in sprints
“That's definitely the first and biggest use of AI in Sprint so far is, is in, you know, making prototypes that look more realistic faster.”
John Zeratsky Jul 13, 2025 ▶ 1:32:46 Rapidly test and validate any startup idea with the 2-day Foundation Sprint
Jul 13, 2025 negative
Insight
Zeratsky: Products built heavily with AI tend to be more generic and undifferentiated
“One phenomenon we've seen when teams are building things really quickly with AI is that the more AI generated or assisted they are, the more generic they tend to turn out, which makes sense if you think about how LLMs were developed, you know, they're all basi…”
John Zeratsky Jul 13, 2025 ▶ 1:01:14 Rapidly test and validate any startup idea with the 2-day Foundation Sprint
Jul 17, 2025 bullish
Prediction Not checkable as stated
Shipper: AI will eliminate software interfaces in favor of pure delegation
“I think we're just getting to a point where for pretty much all of these, you know, all the usual applications, AI is going to be good enough that we can get rid of the interfaces more or less where you're like digging into all the things that it's actually do…”
Dan Shipper Jul 17, 2025 ▶ 13:38 The AI-native startup: 5 products, 7-figure revenue, 100% AI-written code. | Dan Shipper (Every)
Jul 17, 2025 bullish
Prediction Not checkable as stated
Shipper: AI will not cause mass unemployment across the workforce
“I hate the headlines that are like, it's going to replace jobs. Or like, it's going to unemployed like two thirds of the workforce. Like, I don't think that's true.”
Dan Shipper Jul 17, 2025 ▶ 18:49 The AI-native startup: 5 products, 7-figure revenue, 100% AI-written code. | Dan Shipper (Every)
Jul 17, 2025 positive
Insight
Shipper: Reluctance to delegate to AI mirrors the first-time manager dilemma
“So a really good example is there's a big complaint that it's like, well, how can I have an AI do this? Like, I can't trust that they're going to do it well. So I just do it myself. And I'm just like, yeah, that's exactly what every first time manager says. Yo…”
Dan Shipper Jul 17, 2025 ▶ 1:19:11 The AI-native startup: 5 products, 7-figure revenue, 100% AI-written code. | Dan Shipper (Every)
Jul 20, 2025 neutral
Prediction Not checkable as stated
Mann: The probability of AI existential risk is between 0% and 10%
“And so the way I think about it, I think like my best granularity of forecast for like, could we have an X risk or extremely bad outcome from AI is somewhere between zero and 10%.”
Ben Mann Jul 20, 2025 ▶ 51:20 Anthropic co-founder: AGI predictions, leaving OpenAI, what keeps him up at night | Ben Mann
Jul 20, 2025 bearish
Prediction Not checkable as stated
Ben Mann predicts significant labor displacement in lower-skill jobs
“But with things that are like lower skill jobs or like less headroom on, on how good they can be, I think there will be a lot of displacement.”
Ben Mann Jul 20, 2025 ▶ 17:33 Anthropic co-founder: AGI predictions, leaving OpenAI, what keeps him up at night | Ben Mann
Jul 20, 2025 negative
Prediction Not checkable as stated
Mann: AI will eventually replace everyone's job, including AI researchers
“Even for me, I'm, and being like at the center of a lot of this transformation, I'm not immune to job replacement either. So just some vulnerability there of like, at some point, it's coming for all of us.”
Ben Mann Jul 20, 2025 ▶ 18:16 Anthropic co-founder: AGI predictions, leaving OpenAI, what keeps him up at night | Ben Mann
Jul 20, 2025 bullish
Prediction Not checkable as stated
Ben Mann: AI will massively expand labor capacity in the immediate term
“So I think in the immediate term, there will be a massive expansion of the pie and the amount of labor that people can do.”
Ben Mann Jul 20, 2025 ▶ 17:14 Anthropic co-founder: AGI predictions, leaving OpenAI, what keeps him up at night | Ben Mann
Jul 27, 2025
Insight
Ramanujam: AI companies should revisit pricing strategy annually
“Back in the day, we used to say that you should revisit your pricing strategy, overall pricing model, you know, how much you're charging at least once in two years. With AI, that's probably reduced in half because of the scale with which and the speed with whi…”
Madhavan Ramanujam Jul 27, 2025 ▶ 52:00 Pricing your AI product: Lessons from 400+ companies and 50 unicorns | Madhavan Ramanujam
Jul 27, 2025 positive
Insight
Ramanujam: Autonomous AI software can capture 25% to 50% of created value
“In the classic SaaS situation, we used to say if you can charge 10 to 20% of the value, that's actually great. But in AI, you can actually charge 25 to 50% because it is autonomous.”
Madhavan Ramanujam Jul 27, 2025 ▶ 43:55 Pricing your AI product: Lessons from 400+ companies and 50 unicorns | Madhavan Ramanujam
Jul 31, 2025
Insight
Taylor: Requiring line-by-line review of AI code will bottleneck software development
“If a AI is generating this code by definition, if you have to read every line that is going to be the limiting factor for producing the code or worse, you're just not going to read every line and you're going to emit a bunch of unsafe unverified code into the …”
Bret Taylor Jul 31, 2025 ▶ 41:17 He saved OpenAI, invented the “Like” button, and built Google Maps: Bret Taylor (Sierra)
Jul 31, 2025 negative
Opinion
Taylor: Python is a comically bad programming language for AI to generate
“Python is probably the most common generated code just because how much it's in the training data and data scientists love Python and I love Python too. It's such a comically bad thing for AI to generate just because it's one of the most inefficient programmin…”
Bret Taylor Jul 31, 2025 ▶ 39:32 He saved OpenAI, invented the “Like” button, and built Google Maps: Bret Taylor (Sierra)
Aug 3, 2025 bullish
Prediction Not checkable as stated
AI is accelerating the tech industry's shift from specialists to generalists
“We're moving out of the era of the specialists and into the era of the generalists, and I think AI is just accelerating this.”
Chip Conley Aug 3, 2025 ▶ 35:40 Brian Chesky's secret mentor who scaled Airbnb (after dying 9 times & building a hotel empire)
Aug 9, 2025 bullish
Prediction Not checkable as stated
Turley predicts AI systems will dynamically render their own UIs
“I don't see a reason why you wouldn't have, you know, AIs that, you know, can render their own UI in some way.”
Nick Turley Aug 9, 2025 ▶ 35:40 Inside ChatGPT: The fastest growing product in history | Nick Turley (OpenAI)
Aug 9, 2025 neutral
Insight
Turley: Delegating tasks to AI is unnatural for most people
“I think people are actually just getting used to this technology in, like, a really interesting way where I find, and this is why the product needs to evolve too, that this idea of delegating to an AI, it's not natural to most people. It's not like you're goin…”
Nick Turley Aug 9, 2025 ▶ 27:54 Inside ChatGPT: The fastest growing product in history | Nick Turley (OpenAI)
Aug 21, 2025 bullish
Disclosure
McCabe: Intercom committed nearly $100M in cash to AI
“You know, obviously, as soon as AI came around, I jumped hard on AI and announced that we were going to spend nearly a hundred million dollars of our own cash on that.”
Eoghan McCabe Aug 21, 2025 ▶ 28:16 How Intercom rose from the ashes by betting everything on AI | Eoghan McCabe (founder and CEO)
Aug 21, 2025 bearish
Opinion
McCabe: Incumbents sprinkling superficial AI onto existing cultures will fail
“You see all these companies saying we do AI and they've just sprinkle a little bit of crappy AI and they've got the same cultures. It won't work.”
Eoghan McCabe Aug 21, 2025 ▶ 57:23 How Intercom rose from the ashes by betting everything on AI | Eoghan McCabe (founder and CEO)
Aug 21, 2025 bullish
Opinion
McCabe: AI is superior to humans at things described as personal
“Even if it does make us ask some hard questions of ourselves and think carefully about its impact on humanity, it actually is superior at the things we describe as personal and human relative to humans themselves.”
Eoghan McCabe Aug 21, 2025 ▶ 14:27 How Intercom rose from the ashes by betting everything on AI | Eoghan McCabe (founder and CEO)
Aug 21, 2025 neutral
Prediction Not checkable as stated
McCabe: AI abundance will drive the value of automated content to zero
“The abundance of AI is going to make automated things worth zero, just like The value of cheap content on YouTube. Why do people subscribe to some channels and pay more? Why do people pay to rent movies? Because some things have more quality, more beauty, more…”
Eoghan McCabe Aug 21, 2025 ▶ 50:04 How Intercom rose from the ashes by betting everything on AI | Eoghan McCabe (founder and CEO)
Aug 21, 2025 positive
Insight
McCabe: Instant AI support is more personal than delayed human canned responses
“Providing a customer with a highly engaged, instantly available, expert, consistent, fast, charismatic, funny, friendly, personal agent. Available for literally every single customer at every minute of the day around the clock is so much more personal than mak…”
Eoghan McCabe Aug 21, 2025 ▶ 13:48 How Intercom rose from the ashes by betting everything on AI | Eoghan McCabe (founder and CEO)
Aug 31, 2025 positive
Insight
Liu: Product leaders must play directly with underlying AI primitives
“Like, AI is something you have to play with, and ideally, you're playing with both the, like, kind of packaged up, you know, app or solution that you've built with it, but you're also playing around directly with the underlying primitives. You're using The mod…”
Howie Liu Aug 31, 2025 ▶ 12:54 How we restructured Airtable's entire org for AI | Howie Liu (co-founder and CEO)
Aug 31, 2025 bullish
Insight
Liu: Every software product has to be refounded for AI
“Regardless, I think that now we're entering this moment where like every, I mean, certainly every software product, in my opinion, has to be refounded because like AI is such a paradigm shift It's not even like, just like the shift from desktop to mobile or on…”
Howie Liu Aug 31, 2025 ▶ 10:57 How we restructured Airtable's entire org for AI | Howie Liu (co-founder and CEO)
Sep 7, 2025 negative
Insight
Oji Udezue: Daily agile standups make little sense in the AI era
“Especially in the AI age, the idea of standups, isn't really even make as much sense, right? These people should be, you know, communicating and collaborating hourly, basically to solve the problem, because certainly they're working in new problems.”
Oji Udezue Sep 7, 2025 ▶ 14:18 How AI is reshaping the product role | Oji and Ezinne Udezue
Sep 7, 2025 bullish
Prediction Not checkable as stated
Oji Udezue: AI capabilities will eventually surpass thermonuclear weapons in power
“We think of AI and its core capabilities as ordinance level, meaning like at some point we'll think of this as more powerful than the fusion bomb.”
Oji Udezue Sep 7, 2025 ▶ 45:52 How AI is reshaping the product role | Oji and Ezinne Udezue
Sep 21, 2025 positive
Insight
Zhuo: AI elevates zero-skill workers to 70th percentile competence instantly
“AI makes, allows me to do many of those jobs myself. Now I'm not gonna do them at the what's called the PhD or the highest, one percent, 10% level. But if I was You know, at the zero or a 10th percentile, it can certainly get me even today, very quickly up to …”
Julie Zhuo Sep 21, 2025 ▶ 15:12 From managing people to managing AI: The leadership skills everyone needs now | Julie Zhuo
Sep 25, 2025 neutral
Insight
Shankar: Open code notes must be detailed for LLMs to categorize errors
“This also drives home the point that your open codes have to be detailed, right? You can't just say janky because if the AI is reading janky, it's not going to be able to categorize it. Even a human wouldn't, right? It would have to go and remember why you sai…”
Shreya Shankar Sep 25, 2025 ▶ 42:26 Why AI evals are the hottest new skill for product builders | Hamel Husain & Shreya Shankar
Oct 5, 2025
Insight
Deep domain experience can be a crutch when hiring in AI
“Over and over and over, like I saw some of the highest performers just being people that had very high agency, had that clock speed, had that energy. Yes, they cared about the mission, but they didn't necessarily need to have deep experience on that matter. An…”
Albert Cheng Oct 5, 2025 ▶ 1:08:31 Finding hidden growth opportunities in your product | Albert Cheng (Duolingo, Grammarly, Chess.com)
Oct 9, 2025 negative
Prediction Not checkable as stated
Jason Droege: No AI white-collar labor apocalypse in the next two years
“It might happen. The space is moving super fast, but I don't think it's going to happen. Like it's definitely not gonna happen in the next year. The idea that it happens in the next two years, I think is like very far-fetched, but nothing's impossible here.”
Jason Droege Oct 9, 2025 ▶ 30:35 Scale AI CEO on Meta’s $14B deal, scaling Uber Eats to $80B, & what frontier labs are building next
Oct 10, 2025 bearish
Opinion
Rachitsky: Pinterest is in trouble as AI visual search emerges
“Pinterest is in trouble. Feels like this is what people use Pinterest for. Here's all the inspiration. Now it's just AI doing it all.”
Lenny Rachitsky Oct 10, 2025 ▶ 1:09:48 Inside Google's AI turnaround: AI Mode, AI Overviews, and vision for AI-powered search | Robby Stein
Oct 10, 2025 positive
Insight
Stein: New product formats expand platforms rather than replacing core features
“In many ways, the AI version of Google and stories and reels, they're all kind of similar in that they're new formats in the world that people are expecting and wanting more of. And by adding them, It becomes complimentary, not replacement. And in both cases, …”
Robby Stein Oct 10, 2025 ▶ 38:04 Inside Google's AI turnaround: AI Mode, AI Overviews, and vision for AI-powered search | Robby Stein
Oct 10, 2025 positive
Assertion Not checkable as stated
Stein: AI expands overall search queries without hurting core Google Search
“And what we're finding is that AI is expansionary. And so there's actually just more and more questions being asked and curiosity that can be fulfilled now with AI. And so that's where you get the growth. And so all like the core Google search isn't really cha…”
Robby Stein Oct 10, 2025 ▶ 8:49 Inside Google's AI turnaround: AI Mode, AI Overviews, and vision for AI-powered search | Robby Stein
Oct 10, 2025 positive
Assertion Not checkable as stated
Stein: Users are bringing complex calculations and visual questions to Google Search
“What we found is that people Are asking these questions in Google, like they're trying to get this out of Google. And so if you can just have an AI that's powerful enough to answer a really hard calculation, someone's trying to figure out or like take a pictur…”
Robby Stein Oct 10, 2025 ▶ 14:07 Inside Google's AI turnaround: AI Mode, AI Overviews, and vision for AI-powered search | Robby Stein
Oct 16, 2025 positive
Assertion Supported
Field: Only 17% of surveyed designers view AI as a threat
“It's interesting for that survey we ran, I think it was 16 or 17% of respondents that were designers who said the development in tech tools, AI are a threat to my role. So only 17%.”
Dylan Field Oct 16, 2025 ▶ 1:11:57 Figma’s CEO: Why AI makes design, craft, and quality the new moat for startups | Dylan Field
Oct 16, 2025 positive
Insight
Field: Design is the main software differentiator as AI accelerates coding
“I think this is happening now too, even more in the age of AI, and the value is moving up the stack even more. That's why the design is the differentiator more than ever, because it's not just dev tools are a little better. It's, wow, you can create a lot of c…”
Dylan Field Oct 16, 2025 ▶ 39:00 Figma’s CEO: Why AI makes design, craft, and quality the new moat for startups | Dylan Field
Oct 16, 2025 bullish
Insight
Field: Using AI to Map Multidimensional Possibility Spaces Is Under-Explored
“Another thing that's not day to day, but I find it's very good at, and this is under explored, is whenever you have a space of possibility, and there are many dimensions to that space.”
Dylan Field Oct 16, 2025 ▶ 1:15:37 Figma’s CEO: Why AI makes design, craft, and quality the new moat for startups | Dylan Field
Oct 16, 2025 neutral
Insight
Field: AI cannot create great designs alone due to statistical averaging
“And AI won't get you there alone. AI is still in the realm of kind of law of averages and better prompting can help, of course”
Dylan Field Oct 16, 2025 ▶ 35:12 Figma’s CEO: Why AI makes design, craft, and quality the new moat for startups | Dylan Field
Oct 19, 2025 negative
Insight
Forsgren: DORA metrics alone are insufficient in the AI era
“If that's all you're looking at, it's not going to be sufficient anymore because AI has now changed the way we think about feedback loops.”
Nicole Forsgren Oct 19, 2025 ▶ 14:08 How to measure AI developer productivity in 2025 | Nicole Forsgren
Oct 19, 2025 positive
Insight
Forsgren: SPACE framework adapts effectively to AI development environments
“We're actually seeing that space applies fairly well in these new emerging contexts like AI, because we still want to look at, so space is an acronym, right? So we still want to look at satisfaction. We still want to look at performance.”
Nicole Forsgren Oct 19, 2025 ▶ 16:07 How to measure AI developer productivity in 2025 | Nicole Forsgren
Oct 26, 2025 positive
Insight
AI orchestration eliminates the need to wait for vendor features
“So these are things that I think we were waiting for the calendar vendor to build as features into calendar, but we don't need to do that anymore because AI is able to orchestrate this for us.”
Dhanji R. Prasanna Oct 26, 2025 ▶ 31:41 How Block is becoming the most AI-native enterprise in the world | Dhanji R. Prasanna
Oct 26, 2025 neutral
Disclosure
Block's headcount shifts stem from functional reorganization, not AI tools
“I think what's changed for us is much different and it has nothing to do with AI. It's that what we talked about earlier is moving from our GM structure to a functional structure.”
Dhanji R. Prasanna Oct 26, 2025 ▶ 44:52 How Block is becoming the most AI-native enterprise in the world | Dhanji R. Prasanna
Oct 26, 2025 neutral
Insight
AI-enabled internal software creation induces greater software demand, not less
“Although I think that it's a little bit like the analogy of if you build a bigger highway, you'll just get more cars on the road. So I think the fact that everyone's building software means that there's more software to be built, more coordination to happen, a…”
Dhanji R. Prasanna Oct 26, 2025 ▶ 50:49 How Block is becoming the most AI-native enterprise in the world | Dhanji R. Prasanna
Oct 26, 2025 neutral
Insight
AI falls short on architecture and race conditions compared to senior engineers
“So when you have some very senior engineers and they're thinking about things like architecture and design and race conditions, orchestration, things like this. That's still an area where AI isn't quite there.”
Dhanji R. Prasanna Oct 26, 2025 ▶ 19:46 How Block is becoming the most AI-native enterprise in the world | Dhanji R. Prasanna
Oct 26, 2025 neutral
Opinion
Prasanna: AI hasn't fundamentally reduced the headcount needed for scale apps
“I don't think that things have Progress far enough that it's really impacted in a fundamental way how you would, how many people you would need to sort of build an app of the scale of cash app, for example.”
Dhanji R. Prasanna Oct 26, 2025 ▶ 44:34 How Block is becoming the most AI-native enterprise in the world | Dhanji R. Prasanna
Nov 2, 2025 positive
Insight
Perkins: AI shouldn't be front-and-center just for investor hype
“Just because AI is all the rage and investors really like AI, doesn't necessarily mean it should be front and center in, but if it can genuinely help your customers to achieve their goals, so, you know, the thing that I was mentioning before, enabling people…”
Melanie Perkins Nov 2, 2025 ▶ 53:17 She turned 100+ rejections into a $42B company | Melanie Perkins
Nov 9, 2025 positive
Insight
Abel: AI startups must target enterprise customers immediately
“In the age of AI, where it's all about Sucking the oxygen out of the room and winning the deal and getting your foot in the door as quickly as humanly possible before someone else tries to take that. You want to get to the enterprise as fast as humanly possibl…”
Jen Abel Nov 9, 2025 ▶ 9:57 $1M to $10M: The enterprise sales playbook with Jen Abel
Nov 13, 2025
Disclosure
Grant Lee: AI was not part of Gamma's original product vision
“It wasn't part of the original vision, although the spirit was there, which is, we want to make it incredibly fast and effortless for people to create content. So, it just so happened that AI was a magical gift that allowed us to do all those things. Along the…”
Grant Lee Nov 13, 2025 ▶ 22:05 “Dumbest idea I’ve heard” to $100M ARR: Inside the rise of Gamma | Grant Lee (co-founder)
Nov 16, 2025 neutral
Opinion
Dr. Fei-Fei Li: Scaling laws alone are not enough; AI needs innovation
“I think scaling laws of more data, more GPUs and bigger current model architecture is there's still a lot to be done there, but I absolutely think we need to innovate more.”
Dr. Fei-Fei Li Nov 16, 2025 ▶ 26:48 The Godmother of AI on jobs, robots & why world models are next | Dr. Fei-Fei Li
Nov 16, 2025 bearish
Assertion Supported
Li: Current AI cannot independently derive Newton's 17th-century laws of motion
“Let's give AI all the data, including modern instruments data of celestial bodies, which Newton did not have, and give it to that, and just ask AI to create the sixth, 17th century set of equations on the laws of bodily movements. Today's AI cannot do that.”
Dr. Fei-Fei Li Nov 16, 2025 ▶ 29:26 The Godmother of AI on jobs, robots & why world models are next | Dr. Fei-Fei Li
Nov 16, 2025 neutral
Assertion Not checkable as stated
Li: Major tech companies avoided the term AI in 2015 and 2016
“Like, I do remember the companies, the tech companies, I, I'm not gonna name names, but I will, I was in a conversation in one of the early days, I think it is in the middle of 2015, middle of 20 16 some tech companies avoid using the word AI because they were…”
Dr. Fei-Fei Li Nov 16, 2025 ▶ 21:28 The Godmother of AI on jobs, robots & why world models are next | Dr. Fei-Fei Li
Nov 16, 2025 negative
Opinion
Li: AGI is more of a marketing term than a scientific one
“I feel AGI is more a marketing term than a scientific term. As a scientist and technologist, AI is my North Star, is my field's North Star, and I'm happy people call it whatever name they want to call it.”
Dr. Fei-Fei Li Nov 16, 2025 ▶ 25:48 The Godmother of AI on jobs, robots & why world models are next | Dr. Fei-Fei Li
Nov 23, 2025 positive
Insight
Lockett: AI handles between-session tactics while human coaching drives core behavioral change
“I see personal coaching as still critical for what is your vision of your life? How do you want to shift your core behavior to align with that vision? But that AI can play a real helpful role in between on the tactics.”
Rachel Lockett Nov 23, 2025 ▶ 1:40:00 A guide to difficult conversations, building high-trust teams, and designing a life you love
Nov 30, 2025 positive
Disclosure
Grosser: Vercel successfully rebuilt automated outbound prospecting using AI
“And now that we're literally redoing here at Vercel as we speak, and it actually works. And that's because you can bring AI to bear on it.”
Jeanne DeWitt Grosser Nov 30, 2025 ▶ 13:32 What world-class GTM looks like in 2026 | Jeanne DeWitt Grosser (Vercel, Stripe, Google)
Nov 30, 2025 negative
Assertion Not checkable as stated
DeWitt Grosser: Procurement is enterprise customers' biggest AI deployment bottleneck
“Their biggest issue in deploying AI is actually just getting through procurement.”
Jeanne DeWitt Grosser Nov 30, 2025 ▶ 43:38 What world-class GTM looks like in 2026 | Jeanne DeWitt Grosser (Vercel, Stripe, Google)
Nov 30, 2025 neutral
Prediction Not checkable as stated
Grosser: Deep Enterprise Prospecting Will Be Last SDR Area AI Replaces
“I think on prospecting, It can replace a fair amount because the average SDR wasn't doing overly sophisticated research in the first place. So where I think the last part to go, as I mentioned, will be in deep enterprise prospecting where, you know, you can be…”
Jeanne DeWitt Grosser Nov 30, 2025 ▶ 22:33 What world-class GTM looks like in 2026 | Jeanne DeWitt Grosser (Vercel, Stripe, Google)
Nov 30, 2025 positive
Insight
Grosser: GTM engineering's remit is turning commercial workflows into AI agents
“Basically the full remit of GTM Eng will be to go through each of the different functions within GoToMarket and break down all the different workflows that they do and then turn those into agents where, you know, AI is better placed than the human to do that t…”
Jeanne DeWitt Grosser Nov 30, 2025 ▶ 15:58 What world-class GTM looks like in 2026 | Jeanne DeWitt Grosser (Vercel, Stripe, Google)
Nov 30, 2025 positive
Assertion Not checkable as stated
Grosser: The GTM engineer role emerged over the last 18-24 months
“You've seen the rise in probably the last, like, 18 to 24 months of the go-to-market engineer which you know, different, different folks define slightly differently, but it, it's kind of bringing one technical prowess to bear on go-to-market in general, so you…”
Jeanne DeWitt Grosser Nov 30, 2025 ▶ 10:42 What world-class GTM looks like in 2026 | Jeanne DeWitt Grosser (Vercel, Stripe, Google)
Dec 4, 2025 bullish
Disclosure
LinkedIn is re-architecting core platforms so AI can reason over code
“The platform for us as an example is re-architecting all of our core platforms so AI can reason over it. So we're building kind of this composable UI components with server side that we actually build. We're basically building for AI to be ready to bring it in…”
Tomer Cohen Dec 4, 2025 ▶ 17:27 Why AI is disrupting traditional product management | Tomer Cohen (LinkedIn CPO)
Dec 7, 2025 bullish
Prediction Open · timeframe Dec 2028
Chen: AI Efficiency Will Enable $100 Billion Revenue-Per-Employee Ratios
“And I think we're going to see companies with even crazier ratios, like a hundred billion per employee in the next few years. AI is just going to get better and better and make things more efficient. So that ratio just becomes inevitable.”
Edwin Chen Dec 7, 2025 ▶ 5:44 The $1B Al company training ChatGPT, Claude & Gemini on the path to responsible AGI | Edwin Chen
Dec 18, 2025 neutral
Opinion
AI provides an 'average intelligence' baseline, leaving humans to layer creativity
“Now, I don't think AI is replacing everybody's jobs. So like, please don't like, don't look at it as a, as that cliche saying. I actually often call AI as like average intelligence that helps me get the platform up. And then I add my human thinking and my huma…”
Elena Verna Dec 18, 2025 ▶ 1:10:47 The new AI growth playbook for 2026 | How Lovable hit $200M ARR in one year
Dec 18, 2025 positive
Opinion
Verna: The narrative that AI eliminates entry-level graduate jobs is false
“There's this narrative going in the market always that like new hires, sorry, new grads have no jobs in the market left because all of the entry level jobs are automated. I actually think that's quite false because new grads, especially AI native new grads.”
Elena Verna Dec 18, 2025 ▶ 1:25:57 The new AI growth playbook for 2026 | How Lovable hit $200M ARR in one year
Dec 21, 2025 bearish
Insight
Schulhoff: Adversarial Users Can Force AI to Leak Data and Execute Actions
“Any data that AI has access to, the user can make it leak it. Any actions that it can possibly take, the user can make it take them.”
Sander Schulhoff Dec 21, 2025 ▶ 48:49 Why securing AI is harder than anyone expected and guardrails are failing | HackAPrompt CEO
Dec 28, 2025 bearish
Insight
MacInnis: Enterprise software is bundling because point solutions lack necessary AI data
“There's two ways to make money in software, bundling and unbundling. And you just gotta get the timing right, so this is a period of bundling. Points, so here's the problem. Point solutions don't have enough data in the age of AI to be useful.”
Matt McGinnis Dec 28, 2025 ▶ 1:18:23 “I deliberately understaff every project” | Leadership lessons from Rippling’s $16B journey
Jan 1, 2026 bearish
Prediction Not checkable as stated
Lemkin: AE job safety will decline from 70% to 40-50%
“I think 70% of their jobs will be safe by the end of next year, but I think it will decline to 40 or 50.”
Jason Lemkin Jan 1, 2026 ▶ 20:40 We replaced our sales team with 20 AI agents—here’s what happened next | Jason Lemkin (SaaStr)
Jan 1, 2026 bullish
Assertion Not checkable as stated
Lemkin: 50% to 80% of Support Across Vendors Handled by AI
“Whatever vendor you look at, 50 to 80% of support is done by AI.”
Jason Lemkin Jan 1, 2026 ▶ 1:08:30 We replaced our sales team with 20 AI agents—here’s what happened next | Jason Lemkin (SaaStr)
Jan 1, 2026 neutral
Prediction Not checkable as stated
Lemkin: Companies will backfill departing employees with AI rather than humans
“What's a much bigger issue is that people just won't be backfilled with humans. We will use AI to backfill.”
Jason Lemkin Jan 1, 2026 ▶ 1:29:08 We replaced our sales team with 20 AI agents—here’s what happened next | Jason Lemkin (SaaStr)
Jan 1, 2026 negative
Insight
Lemkin: AI puts mediocre workers at risk while empowering top performers
“AI is replacing the jobs people don't want to do today. And it is displacing The media, the mid pack and the mediocre. They are, their jobs are at risk. They are at risk. The best humans, it is true that they will get superpowers from AI, but I'm not sure the …”
Jason Lemkin Jan 1, 2026 ▶ 13:51 We replaced our sales team with 20 AI agents—here’s what happened next | Jason Lemkin (SaaStr)
Jan 1, 2026 bearish
Prediction Not checkable as stated
Lemkin: Inbound Lead Qualification SDRs Will Be Mostly Extinct Within 12 Months
“The classic qualifier qualifying inbound leads, which is a crappy experience for customers should be similarly extinct within mostly extinct in 12 months.”
Jason Lemkin Jan 1, 2026 ▶ 1:09:06 We replaced our sales team with 20 AI agents—here’s what happened next | Jason Lemkin (SaaStr)
Jan 1, 2026 bearish
Prediction Not checkable as stated
Lemkin: AI will displace 90% of email-based SDRs next year
“The email based cadence SDR will be 90% displaced by AI next year.”
Jason Lemkin Jan 1, 2026 ▶ 19:50 We replaced our sales team with 20 AI agents—here’s what happened next | Jason Lemkin (SaaStr)
Jan 1, 2026 negative
Opinion
Lemkin: Most reported AI layoffs are just corporate downsizings in disguise
“AI has led to some layoffs. But even though most of the ones we read, it's just a justification to do layoffs. It's just a reason to blame it on it.”
Jason Lemkin Jan 1, 2026 ▶ 1:28:57 We replaced our sales team with 20 AI agents—here’s what happened next | Jason Lemkin (SaaStr)
Jan 11, 2026 negative
Insight
Reganti: Enterprise AI transformation cannot succeed as a bottom-up initiative
“It's almost always impossible for it to be bottom-up. You can't have a bunch of engineers go and get buy-in from the leader if they just don't trust in the technology, or if they have misaligned expectations about the technology, right?”
Aishwarya Reganti (Ash) Jan 11, 2026 ▶ 27:22 Why most AI products fail: Lessons from 50+ AI deployments at OpenAI, Google & Amazon
Jan 11, 2026 positive
Opinion
Reganti: Insurance pre-authorization is a prime use case for AI
“Insurance pre-authorization is a very ripe use case for AI because clinicians spend a lot of time pre-authorizing things like blood tests, MRIs, and things like that, right?”
Aishwarya Reganti (Ash) Jan 11, 2026 ▶ 16:42 Why most AI products fail: Lessons from 50+ AI deployments at OpenAI, Google & Amazon
Jan 11, 2026 bullish
Assertion Not checkable as stated
Badam: Every enterprise client at OpenAI found viable AI use cases
“No company at OpenAI we talk to is, has never had been the case that, oh, AI cannot help me in this case. It has always been that, oh, there is this, like, set of things that it can optimize for me, and then let me see how I can adopt it.”
Kiriti Badam Jan 11, 2026 ▶ 24:52 Why most AI products fail: Lessons from 50+ AI deployments at OpenAI, Google & Amazon
Jan 11, 2026 negative
Insight
Reganti: Terms Like Evals and Agents Suffer From Semantic Diffusion
“I think Martin Fowler at some point had this term called semantic diffusion back in The 2000 which kind of means that someone comes up with a term, everybody starts butchering it with their own definitions, and then you kind of lose the actual definition of it…”
Aishwarya Reganti (Ash) Jan 11, 2026 ▶ 39:31 Why most AI products fail: Lessons from 50+ AI deployments at OpenAI, Google & Amazon
Jan 11, 2026 negative
Insight
Badam: AI fails to create value because it lacks workflow context
“Where is AI failing to create value today, it's mainly about not understanding the context. And the reason that it's not understanding the context is it's not plugged into the right places where actual work is happening.”
Kiriti Badam Jan 11, 2026 ▶ 1:05:42 Why most AI products fail: Lessons from 50+ AI deployments at OpenAI, Google & Amazon
Jan 15, 2026 bearish
Opinion
Lessin: AI empowers incumbents rather than creating great startup opportunities
“AI is a powerful tool. It's incredibly powerful for existing businesses and existing structures. It's not a great startup opportunity.”
Sam Lessin Jan 15, 2026 ▶ 1:14:51 How to show up in any room with a low heart rate: Silicon Valley’s missing etiquette playbook
Jan 18, 2026 positive
Insight
Arnovitz: Prompt post-mortems separate mediocre AI users from proficient builders
“Going back to your prompts, understanding what was not good enough, iterating on them, and then seeing how AI's responses get better. I think that's probably one of the most important things. And one of the things that divides between people who are like okay …”
Zevi Arnovitz Jan 18, 2026 ▶ 47:21 How a Meta PM ships products without ever writing code | Zevi Arnovitz
Jan 18, 2026 neutral
Insight
Rachitsky: The main challenge with AI coding is code review, not writing
“Cause this is one of the things that comes up a lot in this podcast is writing code is now so easy. The main challenge people have is reviewing the code that AI has written.”
Lenny Rachitsky Jan 18, 2026 ▶ 38:57 How a Meta PM ships products without ever writing code | Zevi Arnovitz
Jan 29, 2026 positive
Opinion
Andreessen: Current AI and institutional shifts rival the Berlin Wall's fall
“And I think we're probably just the very beginning of all three of those. And those all feel like kind of, you know, historical, you know, moment shifts, you know, comparable in magnitude to maybe the fall of the Berlin wall in you know, kind of moments like t…”
Marc Andreessen Jan 29, 2026 ▶ 6:32 Marc Andreessen: The real AI boom hasn’t even started yet
Jan 29, 2026 bullish
Prediction Not checkable as stated
Andreessen: AI will create widespread hiring booms that swamp job substitution
“Even if AI, like, triples the pace of economic change in the economy, it's going to just translate to, like, a much higher rate of economic growth is going to transfer, translate to a much higher rate of job growth. And, you know, there, there'll be some level…”
Marc Andreessen Jan 29, 2026 ▶ 23:38 Marc Andreessen: The real AI boom hasn’t even started yet
Jan 29, 2026 bullish
Insight
Andreessen: AI will turn top performers into super-empowered, 10x-productive individuals
“Where the really great people are becoming like spectacularly great, right? And so you just, you kind of use it, use the term you think about like the super empowered individual, right? So the individual who is like really good at coding or really good at maki…”
Marc Andreessen Jan 29, 2026 ▶ 12:38 Marc Andreessen: The real AI boom hasn’t even started yet
Jan 29, 2026 bullish
Prediction Not checkable as stated
Andreessen: Pitting AI models against each other will become highly valuable
“You can actually use, you can play the AI off against each other and get them to argue with each other. And yeah, these are all the kinds of skills that are going to become, I think, incredibly valuable.”
Marc Andreessen Jan 29, 2026 ▶ 1:01:53 Marc Andreessen: The real AI boom hasn’t even started yet
Jan 29, 2026 bullish
Prediction Not checkable as stated
Andreessen: Programmers will become 10x to 1,000x more productive with AI
“Now programmers are going to be a 10 times or a hundred times or a thousand times more productive than they used to be.”
Marc Andreessen Jan 29, 2026 ▶ 46:58 Marc Andreessen: The real AI boom hasn’t even started yet
Jan 29, 2026 positive
Insight
Andreessen: Ambitious professionals should spend every spare hour being tutored by AI
“People who really want to, like, improve themselves and, like, develop their career should be spending every, every spare hour, in my view, at this point, talking to an AI, being like, all right, train me up. Like, tell me, super-empower me. Tell me how to, yo…”
Marc Andreessen Jan 29, 2026 ▶ 59:19 Marc Andreessen: The real AI boom hasn’t even started yet
Jan 29, 2026 positive
Insight
Andreessen: AI will collapse consumer prices, acting as a massive universal raise
“The consequence of massive productivity growth, what that literally means mechanically is more output requiring less input, right? So you get more economic output for less input, right? So you're substituting in AI for human workers or whatever, and as a conse…”
Marc Andreessen Jan 29, 2026 ▶ 27:58 Marc Andreessen: The real AI boom hasn’t even started yet
Jan 29, 2026 bullish
Insight
Andreessen: AI is the philosopher's stone, turning sand into thought
“The most common thing in the world, which is sand, converted into the most rare thing in the world, which is thought. Right. And so AI is, it is the philosopher's stone. Like, it is that. It actually is that. And it's just this incredibly powerful tool.”
Marc Andreessen Jan 29, 2026 ▶ 17:33 Marc Andreessen: The real AI boom hasn’t even started yet
Jan 29, 2026 bullish
Assertion Contradicted
Andreessen: Linus Torvalds conceded AI codes better than top programmers
“The AI coding thing, you know, really hit critical mass and the world's best programmers, right? Including like Linus Torvalds, you know, for the first time over the holiday break, basically said, yeah, AI is now coding better than we can.”
Marc Andreessen Jan 29, 2026 ▶ 7:52 Marc Andreessen: The real AI boom hasn’t even started yet
Jan 29, 2026 neutral
Assertion Not checkable as stated
Andreessen: Tripling productivity with AI only matches 1870–1930 job churn
“Even if AI, like, ticks up, even if AI triples productivity growth in the economy, which would, like, be a massively big deal, it would take us back to the same level of job churn that was happening between 1870 and 1930.”
Marc Andreessen Jan 29, 2026 ▶ 23:06 Marc Andreessen: The real AI boom hasn’t even started yet
Jan 29, 2026 bearish
Prediction Not checkable as stated
Andreessen: Red tape and cartels will prevent AI from transforming society overnight
“AI is not going to have as rapid It's not going to be, again, this kind of utopian or dystopian view of, like, everything changes overnight. I think it just kind of can't happen because of the reasons that Peter articulates, which is there's just, there's so m…”
Marc Andreessen Jan 29, 2026 ▶ 33:18 Marc Andreessen: The real AI boom hasn’t even started yet
Jan 29, 2026 bearish
Opinion
Rachitsky: A one-person billion-dollar company is hard to imagine despite AI
“It's hard for me to imagine actually a one person billion dollar company, even if AI is handling so much of your support, because there's just so many random edge cases that I'm just constantly filling out forms.”
Lenny Rachitsky Jan 29, 2026 ▶ 1:07:38 Marc Andreessen: The real AI boom hasn’t even started yet
Jan 29, 2026 bullish
Prediction Not checkable as stated
Andreessen: Global depopulation makes AI necessary to replace missing human workers
“We actually need AI to work because we're going to need, you know, we're going to need machines to do all the jobs that we're not going to have people to do. Because we're literally going to depopulate, we're going to depopulate the planet over the next hundre…”
Marc Andreessen Jan 29, 2026 ▶ 10:59 Marc Andreessen: The real AI boom hasn’t even started yet
Jan 29, 2026 bullish
Prediction Not checkable as stated
Andreessen: AI will excel at reasoning in any verifiable domain
“And I think we all, you know, kind of, I think assume that AI now is going to get really good at reasoning. In, in any domain in which there are verifiable answers, and so that, you know, that's going to include, like, many very important domains.”
Marc Andreessen Jan 29, 2026 ▶ 8:11 Marc Andreessen: The real AI boom hasn’t even started yet
Feb 8, 2026 negative
Prediction Not checkable as stated
AI will reward better judgment over raw code output
“People like me, people watching that are like, should I start learning how to code? If you haven't done it yet, I, I'd honestly say no. Like, you're optimizing for the wrong skill set. We won't be rewarded in the world of AI for faster raw output. We will be r…”
Lazar Yovanovich Feb 8, 2026 ▶ 20:11 The rise of the professional vibe coder (a new AI-era job)
Feb 8, 2026 neutral
Insight
AI without domain expertise just produces garbage faster
“AI, as you pointed out, regardless of your background is an amplifier. So, you know, if you don't know what you're doing, you're just going to produce garbage faster.”
Lazar Yovanovich Feb 8, 2026 ▶ 57:03 The rise of the professional vibe coder (a new AI-era job)
Feb 8, 2026 bearish
Prediction Not checkable as stated
AI will never be able to write a good joke
“AI is never going to be able to write a good joke. Never, never, never. It just doesn't have that layer that just doesn't understand what's funny. Like if you ever try to use AI to write jokes, like they're awful. They're always going to be awful.”
Lazar Yovanovich Feb 8, 2026 ▶ 1:26:39 The rise of the professional vibe coder (a new AI-era job)
Feb 8, 2026 negative
Prediction Open · timeframe Feb 2031
AI will replace human translators and most journalists
“AI is going to replace translators. It's going to replace most journalists because it does good research. It can write good copy, whatever, not, not elite journalism. It's not going to be able to replace all the writers.”
Lazar Yovanovich Feb 8, 2026 ▶ 1:26:56 The rise of the professional vibe coder (a new AI-era job)
Feb 12, 2026 bullish
Prediction Open · timeframe Feb 2031
Wu: A one-person billion-dollar startup will likely exist eventually
“It's like, yeah, if, you know, if people are so high leverage, at some point there will likely be a one person billion dollar startup.”
Sherwin Wu Feb 12, 2026 ▶ 24:46 OpenAI’s head of platform engineering on the next 12-24 months of AI | Sherwin Wu
Feb 12, 2026 bullish
Opinion
Sherwin Wu: AI business process automation is massively underrated in Silicon Valley
“And so I'm just extremely bullish on this general category of, like, And I think it's underrated because it's so different from what we think about in Silicon Valley, people tend to not think about it. But how can we apply AI and some of the tools and framewor…”
Sherwin Wu Feb 12, 2026 ▶ 55:35 OpenAI’s head of platform engineering on the next 12-24 months of AI | Sherwin Wu
Feb 12, 2026 bearish
Prediction Not checkable as stated
Wu: Rise of AI micro-companies could shrink venture-scale return opportunities
“You know, it might, we might end up in in a world where there's just, like, a handful of big players that are offering platforms and supporting all of these startups, but, you know, the types of venture-scale return startups that can really hundred or thousand…”
Sherwin Wu Feb 12, 2026 ▶ 27:43 OpenAI’s head of platform engineering on the next 12-24 months of AI | Sherwin Wu
Feb 15, 2026 bullish
Prediction Not checkable as stated
Halligan: Enterprise sales will be among the last white-collar jobs AI replaces
“But I think ye olde enterprise sales, where there's actual trust built up between two carbon based life forms, I think will be very, very, very late to go in the white collar world.”
Brian Halligan Feb 15, 2026 ▶ 28:29 How to be a CEO when AI breaks all the old playbooks | Sequoia CEO Coach Brian Halligan
Feb 19, 2026 bullish
Opinion
Cherny: Global AI and Claude Code adoption is still around one percent
“Most of the world still does not use quad code. Most of the world still does not use AI. So it just feels like this is one percent on, and there's so much more to go.”
Boris Cherny Feb 19, 2026 ▶ 1:15:13 Head of Claude Code: What happens after coding is solved | Boris Cherny
Feb 19, 2026 neutral
Prediction Not checkable as stated
Cherny: AI automation will soon expand to product management and design
“I think it's going to be a lot of the roles that are adjacent to engineering. So yeah, it could be like product managers. It could be design, could be data science. It is going to expand to pretty much any kind of work that you can do on a computer because the…”
Boris Cherny Feb 19, 2026 ▶ 36:23 Head of Claude Code: What happens after coding is solved | Boris Cherny
Feb 19, 2026 positive
Assertion Supported
Cherny: AI models are entirely capable of writing straight to binary
“I mean, it totally can do that if you wanted to.”
Boris Cherny Feb 19, 2026 ▶ 32:13 Head of Claude Code: What happens after coding is solved | Boris Cherny
Feb 26, 2026 bullish
Prediction Held up
Patel: AI will generate original insights absent from human knowledge
“We will have original insights generated that don't exist in the human corpus of knowledge. And we will have the physical world get augmented to language where capacity is augmented to humans.”
Jeetu Patel Feb 26, 2026 ▶ 21:20 AI is critical for humanity’s survival: Cisco President on the AI revolution | Jeetu Patel
Feb 26, 2026 bullish
Prediction Not checkable as stated
Patel: Cisco will have its first 100% AI-written product in two weeks
“I mean, we just had our first product that we think we will be in the next two weeks, 100% written with AI.”
Jeetu Patel Feb 26, 2026 ▶ 6:52 AI is critical for humanity’s survival: Cisco President on the AI revolution | Jeetu Patel
Feb 26, 2026 positive
Opinion
Patel: Human survival depends on AI to offset demographic decline
“I think that survival of humanity depends on a successful AI, because at some point, if you have, you know, 60% of your population that's in a demographic where you don't have enough people to take care of them, like that, that could cause a lot of human suffe…”
Jeetu Patel Feb 26, 2026 ▶ 7:52 AI is critical for humanity’s survival: Cisco President on the AI revolution | Jeetu Patel
Feb 26, 2026 positive
What-if
Patel: Running Cisco product would have been impossible without AI tools
“When I got this new job to run all product for Cisco, there's zero chance I would have been able to do it if AI wasn't there. Because I didn't know anything about so many domains that we were in. And I had to get an accelerated, you know training course within…”
Jeetu Patel Feb 26, 2026 ▶ 1:20:47 AI is critical for humanity’s survival: Cisco President on the AI revolution | Jeetu Patel
Mar 1, 2026 negative
Opinion
Jenny Wen: The traditional research-and-diverge design process is dead
“This design process that designers have been taught where you go and you go off and you do a bunch of research and discovery, and then you like diverge, you converge, diverge, converge. And it's like this process that we sort of treated as gospel and tried so …”
Jenny Wen Mar 1, 2026 ▶ 5:27 The design process is dead. Here’s what’s replacing it. | Jenny Wen (head of design at Claude)
Mar 1, 2026 positive
Prediction Not checkable as stated
Wen: AI will eventually match humans at taste, judgment, and design
“I think it will get better at taste and judgment and design. Yeah. Like I think we might be holding onto that a little bit too much and saying like, oh yeah, like, you know, a designer or somebody will always know the best thing to ship or the best version of …”
Jenny Wen Mar 1, 2026 ▶ 28:30 The design process is dead. Here’s what’s replacing it. | Jenny Wen (head of design at Claude)
Mar 8, 2026 positive
Insight
Younis: Understanding AI will quickly reveal its limitations and reduce anxiety
“The core root of fear is, is misunderstanding. And I think the, if you at home are very anxious about the impact of AI in some variant on your own job, the best thing that you can do is Spend time to understand it. And you will quickly see the limitations.”
Qasar Younis Mar 8, 2026 ▶ 9:48 The real AI revolution isn’t software. It’s farms, mines, and trucks. | Qasar Younis
Mar 8, 2026 bullish
Prediction Not checkable as stated
Younis: AI's biggest impact will be farming, mining, and trucks
“Yes, I think the real impact of AI in the next. Five to 10 years really is going to be in farming, in mining, in construction, in self-driving trucks. That's where you're going to have a real impact.”
Qasar Younis Mar 8, 2026 ▶ 28:08 The real AI revolution isn’t software. It’s farms, mines, and trucks. | Qasar Younis
Mar 22, 2026 neutral
Insight
Fain: Accelerated AI Building Causes Strategic Mistakes to Compound Faster
“Actually, when these decisions are happening faster, building is happening faster, the flip side of that is mistakes compound faster as well. And strategy clarity becomes so much more important to anchor people on.”
Jessica Fain Mar 22, 2026 ▶ 1:16:07 The art of influence: The single most important skill left that AI can’t replace | Jessica Fain
Mar 22, 2026 neutral
Insight
Fain: AI shifts product leverage from synthesis to curation and influence
“The leverage actually shifts from doing that work and being the synthesizer to deciding what work actually survives and encouraging other people to buy into that process.”
Jessica Fain Mar 22, 2026 ▶ 1:11:22 The art of influence: The single most important skill left that AI can’t replace | Jessica Fain
Mar 22, 2026 bullish
Prediction Not checkable as stated
Rachitsky: AI will soon write 100 percent of all software code
“And now it's a hundred percent of code will be soon written by AI.”
Lenny Rachitsky Mar 22, 2026 ▶ 1:15:29 The art of influence: The single most important skill left that AI can’t replace | Jessica Fain
Apr 2, 2026 bullish
Prediction Not checkable as stated
Willison: AI-written code will become common for engineers by end of 2026
“I expect by the end of this year, it will not be uncommon to have an engineer say that almost all of that code is written by AI.”
Simon Willison Apr 2, 2026 ▶ 41:49 An AI state of the union: We’ve passed the inflection point & dark factories are coming
Apr 2, 2026 bearish
Prediction Not checkable as stated
Willison: AI will eventually suffer a catastrophic Challenger-style security disaster
“So my prediction is that we're going to see a challenging disaster. Like at some point, this is going to catch up with us and it's going to be Very, very, very bad, and that will hopefully help us start trying to figure out how not to do this. At the same time…”
Simon Willison Apr 2, 2026 ▶ 1:24:43 An AI state of the union: We’ve passed the inflection point & dark factories are coming
Apr 2, 2026 positive
Insight
Willison: Journalists are better equipped for AI than most professions
“The art of journalism is you talk to a bunch of people and some of them lie to you and you figure out what's true. So as long as the journalist treats the AI as yet another unreliable source, they're actually better equipped to work with AI than most other pro…”
Simon Willison Apr 2, 2026 ▶ 1:35:22 An AI state of the union: We’ve passed the inflection point & dark factories are coming
Apr 2, 2026 bullish
Prediction Not checkable as stated
Willison: All software development will eventually be mediated through AI
“We're all moving in the direction where Our code is mediated through AI at some point.”
Simon Willison Apr 2, 2026 ▶ 11:07 An AI state of the union: We’ve passed the inflection point & dark factories are coming
Apr 5, 2026 bullish
Prediction Not checkable as stated
Avasare: PM roles will not disappear anytime soon despite AI automation
“I think that that, that one is, is going to mean that, like, in my eyes, the work with PMs is, like, not going away, actually, and anytime soon, and that, that piece, especially for larger projects, you don't need to do as much of it for smaller stuff, right? …”
Amol Avasare Apr 5, 2026 ▶ 37:31 Head of Growth (Anthropic): Anthropic is automating its own growth
Apr 19, 2026 negative
Prediction Not checkable as stated
Singhal: Tech diversity and geographic breadth will regress significantly during AI wave
“Sadly, I think that geography and actually diversity is going to take a step back. I think that we were very good about driving more breath. As we grew the industry, we started looking at people who were from different backgrounds to populate it, including dif…”
Nikhyl Singhal Apr 19, 2026 ▶ 35:45 Why half of product managers are in trouble | Nikhyl Singhal (Meta, Google)
Apr 19, 2026 positive
Insight
Singhal: Building with AI requires strong opinions, not engineering skills
“You don't even need to be an engineer. You just have to be opinionated on what you want to see.”
Nikhyl Singhal Apr 19, 2026 ▶ 1:03:11 Why half of product managers are in trouble | Nikhyl Singhal (Meta, Google)
Apr 19, 2026 positive
Prediction Not checkable as stated
Singhal: AI will eliminate the administrative theatrics of corporate alignment
“So alignment won't go away. It's just, it's not going to have as much theatrics. And I think a lot of companies that are larger do have theatrics that I think the eyes are going to remove.”
Nikhyl Singhal Apr 19, 2026 ▶ 1:14:48 Why half of product managers are in trouble | Nikhyl Singhal (Meta, Google)
Apr 19, 2026 bearish
Prediction Not checkable as stated
Singhal predicts massive tech layoffs and AI-first rehiring in 12-24 months
“I predict in the next 12 to 24 months, we're going to see massive shedding of staffs and then massive rehiring. But the re you might see a company shed 30,000 and hire 8000, but the 8000 people they're going to hire are going to all be AI first.”
Nikhyl Singhal Apr 19, 2026 ▶ 22:22 Why half of product managers are in trouble | Nikhyl Singhal (Meta, Google)
Apr 23, 2026 positive
Assertion Not checkable as stated
Wu: Anthropic product timelines dropped from six months to a single day
“I think now with AI and with how much that has accelerated engineering and with how quickly the model capabilities are improving, the timelines for a lot of our product features have gone down from six months To one month and sometimes to one week or even one …”
Cat Wu Apr 23, 2026 ▶ 5:27 How Anthropic’s product team moves faster than anyone else | Cat Wu (Head of Product, Claude Code)
Apr 23, 2026 positive
Insight
Cat Wu: Real AI value requires building everyday apps, not prototypes
“I would really push people towards building apps that you're actually using every single day. Cause I think only through that usage, are you actually getting the value? Like if you build a prototype app that. Isn't helping you get more done, then the AI isn't …”
Cat Wu Apr 23, 2026 ▶ 1:12:17 How Anthropic’s product team moves faster than anyone else | Cat Wu (Head of Product, Claude Code)
Apr 26, 2026 bearish
Prediction Not checkable as stated
Spiegel: Society will push back heavily against upcoming AI changes
“And I think we're going to enter a period of time where there's going to be a huge amount of societal pushback on a lot of the changes that are coming with AI.”
Evan Spiegel Apr 26, 2026 ▶ 1:04:53 How to win when software is not a moat | Evan Spiegel (Snapchat CEO)
May 2, 2026 positive
Insight
Max Schoening: Writing PRDs is pointless when AI enables rough demos
“I think the first 10% of every project are now free. That's how I would describe it. So there is no point for most things to, for example, write a, I don't know. I, the thing is, has changed. I've never really been great at this, but like, there's no point in …”
Max Schoening May 2, 2026 ▶ 28:47 AI era skills: Why cultivating agency matters more than job titles | Max Schoening (Notion)
May 17, 2026 bullish
Prediction Held up
Kalinowski: AI Will Handle Basic PCB Component Selection and Trace Routing
“It's increasingly looking like AI can route inside of these boards pretty well, and it's looking like AI is going to be able to do some basic component selection and layout on these boards.”
Caitlin Kalinowski May 17, 2026 ▶ 57:07 Why the next AI boom is physical AI | Caitlin Kalinowski (ex-OpenAI, Meta, Apple)
May 17, 2026
Opinion
Kalinowski: Frontier tech teams must still hire junior engineers alongside seniors
“I don't see it that way. I think we need them. I also think that we need to build new technologists. Like there's a, there's the obvious question of what happens if we don't have teams that were have senior and junior people. But I think what you find when you…”
Caitlin Kalinowski May 17, 2026 ▶ 1:21:58 Why the next AI boom is physical AI | Caitlin Kalinowski (ex-OpenAI, Meta, Apple)
May 17, 2026 bullish
Prediction Not checkable as stated
Kalinowski: Digital AI will saturate and shift the frontier to hardware robotics
“What you can do behind a keyboard with AI is going to saturate. Now, I don't know when it's going to saturate. Nobody else knows either. But when that happens, the next frontier is the physical world.”
Caitlin Kalinowski May 17, 2026 ▶ 12:20 Why the next AI boom is physical AI | Caitlin Kalinowski (ex-OpenAI, Meta, Apple)
May 17, 2026
Opinion
Kalinowski: Truly AI-native engineers are almost exclusively in their early twenties
“The only AI native people essentially Who use AI so natively that it's like baked into their engineering process are 20 years old or 21 years old or 20. I mean, it's very hard to find someone who's in their thirties who can be truly fully AI native. And so we…”
Caitlin Kalinowski May 17, 2026 ▶ 1:20:15 Why the next AI boom is physical AI | Caitlin Kalinowski (ex-OpenAI, Meta, Apple)
May 24, 2026 neutral
Insight
Shipper: AI benchmarks are really one AI-augmented human versus another
“When we are benchmarking against humans, AI against humans, we're actually really always talking about one human using AI versus another human using AI, because AI doesn't use itself. It may be able to in this like slightly somewhat recursive way, but there's …”
Dan Shipper May 24, 2026 ▶ 48:07 AI predictions: Job markets, Codex beats Claude, and the death of org charts | Dan Shipper
May 24, 2026 bullish
Insight
Shipper: A company's AI progress is strictly bounded by its CEO's adoption
“My experience is that your company is only going to go as far as your CEO goes in AI, and it's not something you can delegate.”
Dan Shipper May 24, 2026 ▶ 59:23 AI predictions: Job markets, Codex beats Claude, and the death of org charts | Dan Shipper
May 24, 2026 negative
Disclosure
Shipper: Refuses to work with software engineers who do not use AI
“If an engineer is not using AI, like I'm not going to work with them.”
Dan Shipper May 24, 2026 ▶ 47:35 AI predictions: Job markets, Codex beats Claude, and the death of org charts | Dan Shipper
May 24, 2026 negative
What-if
Shipper: If IBM Invented AI, It Would Be Extremely Expensive and Enterprise-Only
“If IBM had invented AI, you can bet it would not be like this. And it would be like a bajillion dollars, and only like the top companies could use it, and they would be using it in the weirdest, most uninteresting ways.”
Dan Shipper May 24, 2026 ▶ 1:20:13 AI predictions: Job markets, Codex beats Claude, and the death of org charts | Dan Shipper
May 24, 2026 neutral
Insight
Shipper: The frontier of AI is in real human use, not SF
“I think people think of the edge of AI as being in San Francisco, and I actually don't think that that's where it is. I think the edge of AI is wherever AI meets like a real human doing something, because the people in San Francisco, they're making it, but the…”
Dan Shipper May 24, 2026 ▶ 1:18:42 AI predictions: Job markets, Codex beats Claude, and the death of org charts | Dan Shipper
May 31, 2026 negative
Prediction Not checkable as stated
Evans: AI will amplify society's worst instincts beyond deepfakes
“We connected everybody and unfortunately that meant we connected all the bad people and all of our own worst instincts and every problem in society. And so that will happen again with AI. You know, the, we can deep fake news are like the obvious thing we can s…”
Benedict Evans May 31, 2026 ▶ 56:57 The most rational take on AI you’ll hear this year
May 31, 2026 positive
Insight
Evans: Wrapping AI in specific use cases fixes blank-screen chatbot UX
“The chatbot is a blank screen in a jagged edge. And what am I supposed to do and what will work? And that's a big problem. And the solution to that problem is to wrap it in, in use cases.”
Benedict Evans May 31, 2026 ▶ 1:10:54 The most rational take on AI you’ll hear this year
May 31, 2026 negative
Opinion
Evans: Scoring precise percentages of job automation from AI is deluded
“I was looking at this as whole, there's a sort of US government called own data set called own natural or something like that, which tries to kind of analyze every single job and then people try and kind of score it and they try and say, well, you know, this p…”
Benedict Evans May 31, 2026 ▶ 1:02:35 The most rational take on AI you’ll hear this year
May 31, 2026 bullish
Prediction Not checkable as stated
Evans: AI will transform the world even if models stop improving today
“Even if like the model stopped, you're getting better tomorrow. If this is it, and we hit a brick wall tomorrow, this is an incredibly useful technology that's going to change the world and get rolled out over the next 10 years.”
Benedict Evans May 31, 2026 ▶ 29:30 The most rational take on AI you’ll hear this year
May 31, 2026 neutral
Prediction Not checkable as stated
Evans: Enterprise AI software replacement will take three to ten years
“So I know people aren't going to tear out SAP and replace it with X, Y, Z. Maybe in five, in like three, five, 10 years, yes, that whole estate will look radically different. And all those jobs will have changed, but it will take, you know, two, three, four, f…”
Benedict Evans May 31, 2026 ▶ 21:58 The most rational take on AI you’ll hear this year
May 31, 2026 bullish
Opinion
Evans: Major tech incumbents are unlikely to be fundamentally disrupted by AI
“You can look at, you know, Google, Apple, Facebook, Amazon, and say, it's hard to see a problem for them, really, with all of this. You can certainly see questions for all of them and one of them may drop the ball, but it's worth, you know, kind of remembering…”
Benedict Evans May 31, 2026 ▶ 41:39 The most rational take on AI you’ll hear this year
May 31, 2026 neutral
Opinion
Evans: AI impact equals internet and mobile, but not industrial revolution
“My most controversial opinion is that I think that AI is as big a deal as the internet or mobile and only as big a deal as the internet or mobile.”
Benedict Evans May 31, 2026 ▶ 2:50 The most rational take on AI you’ll hear this year
May 31, 2026 neutral
Assertion Contradicted
Evans: Survey shows only 15-20% of teens are daily active AI users
“Even if you look at like, 13 to 18 year olds or something, it's still like kind of 15, 20% of people are daily active users, and another 20% are weekly active users. And then the other 60% of those people in that demographic, how long you say they are not usin…”
Benedict Evans May 31, 2026 ▶ 8:50 The most rational take on AI you’ll hear this year
May 31, 2026 neutral
Insight
Evans: Enterprises lack spare staff to re-architect workflows for AI
“And so, you're supposed to, like, Completely re- imagine all of the internal workflows of your company and work out which of them could be automated really quickly with AI. That's a project. That's a project that needs like five or 10 people to sit down and sp…”
Benedict Evans May 31, 2026 ▶ 11:19 The most rational take on AI you’ll hear this year
Jun 7, 2026 positive
Insight
Fadell: Ambient smart home AI requires distributed, privacy-preserving physical sensors
“AI needs context. AI needs a lot of context. And in a home, you want to make everything very seamless. And the way you get best context is by having sensors properly placed around the home that don't necessarily invade privacy, but allow you to pick up a lot o…”
Tony Fadell Jun 7, 2026 ▶ 19:18 Tony Fadell: How to build real taste (and why AI makes it matter more)
Jun 14, 2026 negative
Opinion
Pincus: AI chat tools are not yet a true computing platform
“There's a one question we got to back up and really explore, which is, is AI a new platform? And I would argue that it is not yet a new platform. It is an important technology. We have a new kind of portal to that in GPT or whatever chat we use, AI chat, but i…”
Mark Pincus Jun 14, 2026 ▶ 1:02:08 The hidden pattern behind successful products | Mark Pincus (FarmVille, Words with Friends, & more)
Jun 14, 2026 negative
Opinion
Pincus: AI is misapplied building single ideas rather than rapid testing
“I think AI is being used more to build one idea in three months than a hundred ideas, you know, in a day.”
Mark Pincus Jun 14, 2026 ▶ 36:18 The hidden pattern behind successful products | Mark Pincus (FarmVille, Words with Friends, & more)
Jun 21, 2026 negative
Prediction Not checkable as stated
Fung: AI adoption divide will widen without active knowledge sharing
“Cause I just want to make sure we keep sharing the knowledge and, you know, making the tool equitable. Cause if not, I'm concerned that the divide grows larger and larger.”
Fiona Fung Jun 21, 2026 ▶ 31:21 What happens after coding is solved? | Fiona Fung (Claude Code & Cowork)
Jun 28, 2026 positive
Disclosure
Ambrosino: 100% of current OpenAI product code is written by AI
“Cause if you're using the goalposts from last year, it's like, well, a hundred percent of our product right now is AI written code.”
Andrew Ambrosino Jun 28, 2026 ▶ 40:19 Why OpenAI is merging Codex and ChatGPT and the future of knowledge work | Andrew Ambrosino
Jul 9, 2026 bearish
Insight
Mosseri: Asking AI for strategy without constraints yields predictable results
“I think if you ask an AI just for a strategy lazily, you're not gonna get something great. You're gonna get something pretty predictable that probably the competition would expect you to do.”
Adam Mosseri Jul 9, 2026 ▶ 26:59 The rise of taste, human authenticity and judgment in an AI world | Adam Mosseri (Head of IG)
Jul 12, 2026 positive
Insight
Segal: The AI era is the era of the generalist
“It's more of a generalist role I would claim than some of these other roles. And this is the error of the generalist. If you would ask me the AI error”
Noam Segal Jul 12, 2026 ▶ 40:27 Why the AI’s honeymoon is ending (and tech workers are feeling it) | Noam Segal
Jul 12, 2026 neutral
Assertion Not checkable as stated
Segal: Survey reveals tech workforce is split 50/50 on AI sentiment
“Half of the people in tech are feeling incredible, energized, amplified, excited about the technology and the future of, you know, their role. And the other half feel like the future is unclear. They feel destabilized. They feel Diminished other negative emoti…”
Noam Segal Jul 12, 2026 ▶ 7:49 Why the AI’s honeymoon is ending (and tech workers are feeling it) | Noam Segal
Jul 12, 2026 negative
Assertion Supported
Segal: Tech workers diminished by AI report higher burnout and layoff worry
“And what you can see is that as you move from the people who feel amplified to the people who feel diminished, career optimism goes down significantly. Burnout or reports of burnout go up significantly. Layoff worry. Also rises significantly.”
Noam Segal Jul 12, 2026 ▶ 13:45 Why the AI’s honeymoon is ending (and tech workers are feeling it) | Noam Segal
Jul 12, 2026
Assertion Supported
Segal: Tech workers fear overwork from AI far more than job loss
“Losing my job to AI is actually second to last on that list. And instead, what we saw rise up to the top is the expectation to do more for the same Pay.”
Noam Segal Jul 12, 2026 ▶ 53:46 Why the AI’s honeymoon is ending (and tech workers are feeling it) | Noam Segal
Jul 12, 2026 negative
Assertion Supported
Segal: AI impacts job sentiment three times more than manager effectiveness
“This finding, this insight around the impact of AI on your identity and on every single other variable around your job is about three times as large as those other effects. So this technology, this era that we're in is having an outlier level outsized impact o…”
Noam Segal Jul 12, 2026 ▶ 12:34 Why the AI’s honeymoon is ending (and tech workers are feeling it) | Noam Segal
Jul 12, 2026 positive
Assertion Supported
Segal: 97.2% of surveyed tech workers say AI improves job performance
“You can see here that 97.2% of people are saying that AI is making them better at their job. And close to 50% of people are saying that AI is making them very much or extremely better. At their job.”
Noam Segal Jul 12, 2026 ▶ 46:04 Why the AI’s honeymoon is ending (and tech workers are feeling it) | Noam Segal
Jul 12, 2026 negative
Insight
Segal: AI lowers the bar while design and research raise the ceiling
“I think research has a very, and design has a very important part to play in raising the ceiling of what's possible. Whereas AI has mostly lowered the bar, but it hasn't, hasn't raised the ceiling.”
Noam Segal Jul 12, 2026 ▶ 39:59 Why the AI’s honeymoon is ending (and tech workers are feeling it) | Noam Segal
Jul 12, 2026 negative
Assertion Supported
Rachitsky: Data analysts are the most worried about AI job loss
“The data, data analysts basically are the most worried about losing their job.”
Lenny Rachitsky Jul 12, 2026 ▶ 1:05:39 Why the AI’s honeymoon is ending (and tech workers are feeling it) | Noam Segal
Jul 12, 2026 neutral
Assertion Not checkable as stated
Segal: AI impacts tech worker sentiment more than role or company size
“What you're going to see is that AI has an outlier level, outsize impact on how people feel about their work more so than any other characteristic of their job, whether it's their role. The company they work for, the company size, their level, et cetera.”
Noam Segal Jul 12, 2026 ▶ 7:26 Why the AI’s honeymoon is ending (and tech workers are feeling it) | Noam Segal
Jul 12, 2026 neutral
Insight
Segal: AI-era burnout differs from past burnout because builders remain excited
“The old type of emotion, the old type of burnout was just completely grim. You know, it, it's, it was all about these negative emotions that come from disengagement and exhaustion. Whereas now when the kill talks about finding exhaustion, it's about people. Al…”
Noam Segal Jul 12, 2026 ▶ 58:00 Why the AI’s honeymoon is ending (and tech workers are feeling it) | Noam Segal
Jul 12, 2026
Insight
Segal: Tech workers specializing in specific AI tasks report lower burnout
“One thing we saw people who feel amplified and energized reporting is that they actually went deep on specific tasks and specific jobs to be done rather than trying to be the generalist who does everything. I think it's the people who try to be Or lean too muc…”
Noam Segal Jul 12, 2026 ▶ 1:25:20 Why the AI’s honeymoon is ending (and tech workers are feeling it) | Noam Segal
Jul 12, 2026 neutral
Assertion Supported
Segal: Only 3% of tech workers report AI hasn't shifted identity
“Only three percent of people reported that AI hasn't shifted their identity.”
Noam Segal Jul 12, 2026 ▶ 8:53 Why the AI’s honeymoon is ending (and tech workers are feeling it) | Noam Segal
Jul 12, 2026 bearish
Assertion Supported
Segal: Tech workers advise against junior talent entering industry due to AI
“And perhaps the most significant finding of them all is that people would not recommend junior people, early career people entering into the tech workforce at this moment, given what's happening with AI.”
Noam Segal Jul 12, 2026 ▶ 14:06 Why the AI’s honeymoon is ending (and tech workers are feeling it) | Noam Segal
Jul 12, 2026 neutral
Assertion Supported
Segal: Early-career workers experience the highest levels of 'AI guilt'
“We're starting to see this AI guilt and in particular amongst people who are early in their career, in the sense that people who are early in their career feel like leveraging the psychology is a little bit like cheating in a sense. And that guilt declines wit…”
Noam Segal Jul 12, 2026 ▶ 1:32:09 Why the AI’s honeymoon is ending (and tech workers are feeling it) | Noam Segal
Jul 12, 2026 negative
Assertion Supported
Survey: Designers and researchers report the highest AI-related distress
“We are seeing that designers and researchers are the most negative. And just to clarify what I mean by that, what you can see in the slide is that when it comes to AI identity shifts, designers and researchers are the highest in feeling either destabilized or …”
Noam Segal Jul 12, 2026 ▶ 1:01:27 Why the AI’s honeymoon is ending (and tech workers are feeling it) | Noam Segal
Jul 12, 2026 neutral
Insight
Segal: Traditional tech roles no longer exist; everyone is a builder
“There aren't any traditional roles anymore. We're just all builders these days, whether that's an official thing within a company or not.”
Noam Segal Jul 12, 2026 ▶ 28:04 Why the AI’s honeymoon is ending (and tech workers are feeling it) | Noam Segal
Jul 12, 2026 bearish
Opinion
Segal: Current AI cannot create novel creative experiences
“It's still the case that creating incredible, novel creative experiences, not something that this technology is quite capable of.”
Noam Segal Jul 12, 2026 ▶ 1:05:01 Why the AI’s honeymoon is ending (and tech workers are feeling it) | Noam Segal
Jul 12, 2026 negative
Insight
Segal: Offloading problem-solving to AI degrades human judgment and self-efficacy
“Every time you, not the AI, solve a problem and get over a barrier, it increases, it raises your baseline of self-efficacy, of self-confidence, of self-belief, and every time you offload that to your favorite AI model, you're lowering that baseline, and your t…”
Noam Segal Jul 12, 2026 ▶ 52:02 Why the AI’s honeymoon is ending (and tech workers are feeling it) | Noam Segal
Jul 19, 2026 positive
Insight
AI unlocks decades of historical experimentation data for Netflix teams
“So instead of that needing to be only the experts who were here for 20 years and saw every experiment or know where to find it, we're now able to do that faster within product and tech across all functions. And a big unlock for us is our business stakeholders …”
Elizabeth Stone Jul 19, 2026 ▶ 10:37 Why Netflix is betting on systems thinkers—not specialists—in the AI era | Elizabeth Stone (CPTO)
Jul 26, 2026 positive
Insight
Penn: Useful AI models push back on unformed ideas rather than agree
“What you don't want is like a AI that just agrees with you, right? What you want is this technology to actually augment and grow and like get to a better outcome. And so sometimes it's Having Claude push back makes me better, and so that's great. Like a cowork…”
Dianne Penn Jul 26, 2026 ▶ 1:03:23 Why AI is going vertical (again) | Dianne Penn (Anthropic)
Aug 2, 2026 bullish
Prediction Open · timeframe Aug 2031
AI will not cause net headcount drops in PM or data science
“I also think one of the flip sides of we say we need fewer, it's like fewer of for the same output. Doesn't necessarily mean fewer of in macro, because if you are using these systems right, you can just grow more quickly. You can build more things. You can tak…”
Tom Verrilli Aug 2, 2026 ▶ 43:19 This CPO regrets that product management exists | Tom Verrilli (CPO of Whatnot)
Aug 16, 2026 positive
Opinion
Silber: AI is already an incredible product designer, despite specific weaknesses
“Maybe one way to put it is I think it already is an incredible product designer. It really is actually already great. The cool thing about it though, is it's accessible to every single person. And it's a tool that anybody can use. I do think it's really good. …”
Ian Silber Aug 16, 2026 ▶ 22:53 Chatbots are not the final interface: OpenAI’s Head of Design on what’s next | Ian Silber
Aug 30, 2026 positive
Insight
Seshan: Starting and finishing writing yourself prevents cognitive deterioration from AI
“Start yourself and yourself with a piece of writing and that doesn't deteriorate your thinking.”
Tara Seshan Aug 30, 2026 ▶ 1:00:09 AI’s third era: the rise of persistent AI coworkers | Tara Seshan (OpenAI’s product lead)
Aug 30, 2026 positive
Insight
Seshan: Core PM responsibility in AI era is elevating team ambition
“I think elevating others ambitions or reminding them of what's possible here is a huge part of the product management role. Like when folks say, hey, I think we can get this done in this way, or we can get this done by this timeline, or maybe this is the first…”
Tara Seshan Aug 30, 2026 ▶ 24:31 AI’s third era: the rise of persistent AI coworkers | Tara Seshan (OpenAI’s product lead)
Sep 6, 2026
Insight
Product managers should ship a new AI project every single week
“I mean, just ship something once a week and it doesn't have to be crazy.”
Anish Acharya Sep 6, 2026 ▶ 1:10:47 Why companies are becoming a series of loops | Anish Acharya (a16z)
Sep 6, 2026 bearish
Prediction Not checkable as stated
A sudden, fast-takeoff scenario for AI will not happen
“Like the line of reasoning for that case is always everything up until now, then something happens that no one can quite articulate and then fast take off. So I don't believe that that's going to happen.”
Anish Acharya Sep 6, 2026 ▶ 6:05 Why companies are becoming a series of loops | Anish Acharya (a16z)
Sep 6, 2026 bullish
Insight
AI amplifies human agency by unbundling execution skill from creative desire
“So I think one of the really magical things is this is a technology that really amplifies our identity, our agency. It kind of unbundles skill from desire, for example. If you want to make music, you can make music now. You don't have to know how to play the p…”
Anish Acharya Sep 6, 2026 ▶ 37:26 Why companies are becoming a series of loops | Anish Acharya (a16z)
Sep 6, 2026 positive
Insight
Building software is becoming an activity rather than just an outcome
“Building as an activity rather than an outcome.”
Anish Acharya Sep 6, 2026 ▶ 51:08 Why companies are becoming a series of loops | Anish Acharya (a16z)
Sep 6, 2026
Insight
In-person relationships will become the rate-limiting factor in future organizations
“And I think that those are going to be the rate limiting factors because you can only do one steak dinner a night. I guess you could do a steak lunch, but you know, to some extent there's going to be these rate limiting factors in every system.”
Anish Acharya Sep 6, 2026 ▶ 18:51 Why companies are becoming a series of loops | Anish Acharya (a16z)
Sep 8, 2026 positive
Insight
Ugarte: AI shortcomings stem from improper harnessing rather than model intelligence
“In a lot of the places where people think AI is, is dumb or maybe not as impactful as it's been promised, A lot of that I think is downstream of it just being harnessed in the wrong way. And so if you kind of give access to a much larger set of things, if it h…”
Roman Ugarte Sep 8, 2026 ▶ 36:50 How we built Grok Bot in a month | Roman Ugarte (SpaceXAI)
Sep 8, 2026 bullish
Opinion
Ugarte: AI is superhuman at continuous candidate sourcing workflows
“Like, it's those types of always-on sourcing use cases that I think in the past were incredibly manual, and now it's the type of thing AI is superhuman at, and our team can focus on closing great candidates and getting conversations with great candidates and n…”
Roman Ugarte Sep 8, 2026 ▶ 26:10 How we built Grok Bot in a month | Roman Ugarte (SpaceXAI)
Sep 8, 2026
Insight
Rachitsky: Pruning features remains uniquely human because AI cannot cut ideas
“AI is not good at telling you what to take out. It's very good at, okay, here's more, more ideas. Here's more stuff. And something that's come up a number of times on the podcast is that's a big opportunity. That's a big space for humans to continue to be very…”
Lenny Rachitsky Sep 8, 2026 ▶ 26:58 How we built Grok Bot in a month | Roman Ugarte (SpaceXAI)
Sep 8, 2026
Insight
Ugarte: 90% task delegation still cognitively burdens delegators unlike full delegation
“If you delegate something to someone and you're like, I know I'm going to have to be thinking about this while you're doing it. And I know it, like, Probably is not going to be quite there, and I'm going to have to intervene and kind of steer it slightly. You'…”
Roman Ugarte Sep 8, 2026 ▶ 1:02:44 How we built Grok Bot in a month | Roman Ugarte (SpaceXAI)
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