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
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…”
Feb 5, 2023 positive
Feb 5, 2023 bullish
Feb 5, 2023 negative
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…”
Feb 5, 2023 bullish
Mar 30, 2023 bullish
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…”
May 7, 2023 positive
May 18, 2023 bullish
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…”
May 18, 2023 bullish
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…”
May 18, 2023 positive
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…”
May 21, 2023 positive
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 …”
Jun 15, 2023 neutral
Jul 2, 2023 bullish
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…”
Sep 17, 2023 bearish
Oct 5, 2023 bullish
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…”
Oct 26, 2023 neutral
Oct 26, 2023 positive
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…”
Oct 26, 2023 bullish
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 …”
Oct 26, 2023 bearish
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…”
Oct 26, 2023 neutral
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…”
Oct 29, 2023 neutral
Oct 29, 2023 positive
Oct 29, 2023 bullish
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 …”
Nov 9, 2023 negative
Nov 9, 2023 positive
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…”
Nov 9, 2023 negative
Dec 1, 2023 positive
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…”
Jan 11, 2024 negative
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…”
Jan 11, 2024 bullish
Feb 8, 2024 bullish
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…”
Mar 10, 2024 bearish
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 …”
Mar 24, 2024 bearish
Mar 24, 2024 bearish
Apr 7, 2024 neutral
Apr 7, 2024 positive
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 …”
Apr 7, 2024
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…”
Apr 21, 2024 negative
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…”
Jul 25, 2024 bearish
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?”
Sep 5, 2024 bullish
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…”
Sep 8, 2024 positive
Sep 8, 2024 neutral
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.”
Sep 8, 2024 positive
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…”
Sep 12, 2024 bullish
Sep 22, 2024 bullish
Sep 26, 2024 neutral
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…”
Sep 26, 2024 positive
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.”
Sep 26, 2024 bullish
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 …”
Sep 26, 2024 bullish
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…”
Oct 3, 2024 positive
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 …”
Oct 3, 2024 positive
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?”
Oct 20, 2024 neutral
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 …”
Oct 31, 2024 neutral
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”
Nov 14, 2024 bullish
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…”
Nov 14, 2024 bullish
Nov 14, 2024 positive
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…”
Nov 21, 2024 neutral
Nov 21, 2024 bullish
Dec 1, 2024 negative
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…”
Dec 8, 2024 neutral
Dec 11, 2024 bullish
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…”
Dec 22, 2024 neutral
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 …”
Dec 29, 2024 negative
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…”
Dec 29, 2024 bullish
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…”
Jan 2, 2025
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.”
Jan 26, 2025 bullish
Feb 23, 2025 negative
Mar 2, 2025 bullish
Mar 6, 2025 positive
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…”
Mar 6, 2025 bullish
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…”
Mar 9, 2025 positive
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…”
Mar 9, 2025 bullish
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…”
Mar 27, 2025 neutral
Apr 13, 2025 positive
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…”
Apr 13, 2025 positive
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…”
Apr 13, 2025
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.”
Apr 20, 2025 bullish
Apr 20, 2025 bullish
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 …”
May 1, 2025 neutral
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.”
May 1, 2025 neutral
May 1, 2025 neutral
May 1, 2025 bullish
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…”
May 1, 2025 bullish
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-…”
May 4, 2025 positive
May 11, 2025 bullish
May 18, 2025 bullish
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…”
May 18, 2025 positive
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…”
May 22, 2025 positive
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…”
May 25, 2025 bearish
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 …”
May 25, 2025 neutral
May 25, 2025 positive
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 …”
Jun 5, 2025 positive
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…”
Jun 5, 2025 negative
Jun 12, 2025 negative
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,…”
Jun 15, 2025 positive
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…”
Jun 22, 2025 positive
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…”
Jul 3, 2025 bearish
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…”
Jul 13, 2025 neutral
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…”
Jul 13, 2025 positive
Jul 13, 2025 negative
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…”
Jul 17, 2025 bullish
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…”
Jul 17, 2025 bullish
Jul 17, 2025 positive
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…”
Jul 20, 2025 neutral
Jul 20, 2025 bearish
Jul 20, 2025 negative
Jul 20, 2025 bullish
Jul 27, 2025
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…”
Jul 27, 2025 positive
Jul 31, 2025
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 …”
Jul 31, 2025 negative
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…”
Aug 3, 2025 bullish
Aug 9, 2025 bullish
Aug 9, 2025 neutral
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…”
Aug 21, 2025 bullish
Aug 21, 2025 bearish
Aug 21, 2025 bullish
Aug 21, 2025 neutral
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…”
Aug 21, 2025 positive
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…”
Aug 31, 2025 positive
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…”
Aug 31, 2025 bullish
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…”
Sep 7, 2025 negative
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.”
Sep 7, 2025 bullish
Sep 21, 2025 positive
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 …”
Sep 25, 2025 neutral
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…”
Oct 5, 2025
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…”
Oct 9, 2025 negative
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.”
Oct 10, 2025 bearish
Oct 10, 2025 positive
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, …”
Oct 10, 2025 positive
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…”
Oct 10, 2025 positive
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…”
Oct 16, 2025 positive
Oct 16, 2025 positive
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…”
Oct 16, 2025 bullish
Oct 16, 2025 neutral
Oct 19, 2025 negative
Oct 19, 2025 positive
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.”
Oct 26, 2025 positive
Oct 26, 2025 neutral
Oct 26, 2025 neutral
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…”
Oct 26, 2025 neutral
Oct 26, 2025 neutral
Nov 2, 2025 positive
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…”
Nov 9, 2025 positive
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…”
Nov 13, 2025
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…”
Nov 16, 2025 neutral
Nov 16, 2025 bearish
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.”
Nov 16, 2025 neutral
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…”
Nov 16, 2025 negative
Nov 23, 2025 positive
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.”
Nov 30, 2025 positive
Nov 30, 2025 negative
Nov 30, 2025 neutral
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…”
Nov 30, 2025 positive
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…”
Nov 30, 2025 positive
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…”
Dec 4, 2025 bullish
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…”
Dec 7, 2025 bullish
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.”
Dec 18, 2025 neutral
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…”
Dec 18, 2025 positive
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.”
Dec 21, 2025 bearish
Dec 28, 2025 bearish
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.”
Jan 1, 2026 bearish
Jan 1, 2026 bullish
Jan 1, 2026 neutral
Jan 1, 2026 negative
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 …”
Jan 1, 2026 bearish
Jan 1, 2026 bearish
Jan 1, 2026 negative
Jan 11, 2026 negative
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?”
Jan 11, 2026 positive
Jan 11, 2026 bullish
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.”
Jan 11, 2026 negative
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…”
Jan 11, 2026 negative
Jan 15, 2026 bearish
Jan 18, 2026 positive
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 …”
Jan 18, 2026 neutral
Jan 29, 2026 positive
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…”
Jan 29, 2026 bullish
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…”
Jan 29, 2026 bullish
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…”
Jan 29, 2026 bullish
Jan 29, 2026 bullish
Jan 29, 2026 positive
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…”
Jan 29, 2026 positive
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…”
Jan 29, 2026 bullish
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.”
Jan 29, 2026 bullish
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.”
Jan 29, 2026 neutral
Jan 29, 2026 bearish
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…”
Jan 29, 2026 bearish
Jan 29, 2026 bullish
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…”
Jan 29, 2026 bullish
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.”
Feb 8, 2026 negative
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…”
Feb 8, 2026 neutral
Feb 8, 2026 bearish
Feb 8, 2026 negative
Feb 12, 2026 bullish
Feb 12, 2026 bullish
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…”
Feb 12, 2026 bearish
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…”
Feb 15, 2026 bullish
Feb 19, 2026 bullish
Feb 19, 2026 neutral
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…”
Feb 19, 2026 positive
Feb 26, 2026 bullish
Feb 26, 2026 bullish
Feb 26, 2026 positive
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…”
Feb 26, 2026 positive
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…”
Mar 1, 2026 negative
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 …”
Mar 1, 2026 positive
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 …”
Mar 8, 2026 positive
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.”
Mar 8, 2026 bullish
Mar 22, 2026 neutral
Mar 22, 2026 neutral
Mar 22, 2026 bullish
Apr 2, 2026 bullish
Apr 2, 2026 bearish
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…”
Apr 2, 2026 positive
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…”
Apr 2, 2026 bullish
Apr 5, 2026 bullish
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? …”
Apr 19, 2026 negative
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…”
Apr 19, 2026 positive
Apr 19, 2026 positive
Apr 19, 2026 bearish
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.”
Apr 23, 2026 positive
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 …”
Apr 23, 2026 positive
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 …”
Apr 26, 2026 bearish
May 2, 2026 positive
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 …”
May 17, 2026 bullish
May 17, 2026
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…”
May 17, 2026 bullish
May 17, 2026
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…”
May 24, 2026 neutral
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 …”
May 24, 2026 bullish
May 24, 2026 negative
May 24, 2026 negative
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.”
May 24, 2026 neutral
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…”
May 31, 2026 negative
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…”
May 31, 2026 positive
May 31, 2026 negative
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…”
May 31, 2026 bullish
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.”
May 31, 2026 neutral
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…”
May 31, 2026 bullish
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…”
May 31, 2026 neutral
May 31, 2026 neutral
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…”
May 31, 2026 neutral
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…”
Jun 7, 2026 positive
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…”
Jun 14, 2026 negative
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…”
Jun 14, 2026 negative
Jun 21, 2026 negative
Jun 28, 2026 positive
Jul 9, 2026 bearish
Jul 12, 2026 positive
Jul 12, 2026 neutral
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…”
Jul 12, 2026 negative
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.”
Jul 12, 2026
Jul 12, 2026 negative
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…”
Jul 12, 2026 positive
Jul 12, 2026 negative
Jul 12, 2026 negative
Jul 12, 2026 neutral
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.”
Jul 12, 2026 neutral
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…”
Jul 12, 2026
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…”
Jul 12, 2026 neutral
Jul 12, 2026 bearish
Jul 12, 2026 neutral
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…”
Jul 12, 2026 negative
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 …”
Jul 12, 2026 neutral
Jul 12, 2026 bearish
Jul 12, 2026 negative
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…”
Jul 19, 2026 positive
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 …”
Jul 26, 2026 positive
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…”
Aug 2, 2026 bullish
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…”
Aug 16, 2026 positive
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. …”
Aug 30, 2026 positive
Aug 30, 2026 positive
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…”
Sep 6, 2026
Sep 6, 2026 bearish
Sep 6, 2026 bullish
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…”
Sep 6, 2026 positive
Sep 6, 2026
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.”
Sep 8, 2026 positive
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…”
Sep 8, 2026 bullish
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…”
Sep 8, 2026
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…”
Sep 8, 2026
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'…”