Posts tagged "Innovation"

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ChatGPT Is Becoming the Interface

3 min read

Sam Altman outlines how OpenAI plans to turn ChatGPT into the internet’s next interface, powered by apps, commerce, and global infrastructure growth.

When Sam Altman spoke with Stratechery this week, one idea stood out from the flurry of announcements and partnerships. OpenAI wants ChatGPT to be the single interface that connects people to everything else they do online. Altman described a clear vision. OpenAI aims to build one capable system that people can use across their entire lives, from work to learning to entertainment. That mission explains the company’s focus on three fronts: research, product, and infrastructure....
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What a Gigawatt of AI Really Means

3 min read

What a gigawatt of AI really means, and how abundant intelligence could reshape technology, healthcare, and society.

Sam Altman wrote yesterday about a future of abundant intelligence, imagining a world where we add a gigawatt of new AI infrastructure every week. This week, we already saw their partnerships with Nvidia and Oracle. He teased about more partnerships and details coming soon: >"If AI stays on the trajectory that we think it will, then amazing things will be possible. Maybe with 10 gigawatts of compute, AI can figure out how to cure cancer....
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Atlassian's Browser Move

3 min read

Atlassian’s $610M bet on The Browser Company is bold. Here’s why it makes sense, and the big risks that could derail it.

Atlassian, the company behind Jira and Confluence, is spending $610 million to acquire The Browser Company, the maker of Arc and the newer AI-forward browser, Dia. That sounds strange at first. Atlassian makes collaboration software, not browsers. Chrome and Edge dominate the market. Why on earth would they want to own a browser? But once you look closer, it starts to make sense. The browser as a starting point Brian Balfour puts it well in...
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The Limit of Metrics

4 min read

Metrics measure the present, but intuition imagines the future. Here’s why great product managers need both — and how to define intuition.

Product managers love metrics. Dashboards, OKRs, funnel charts — these tools are everywhere. They give us a sense of control, objectivity, and accountability. But metrics have limits. They can only measure what already exists. They tell you how a current feature is performing, but they can’t tell you what to build next. This is where intuition comes in. What Intuition Really Means in Product Work In product management, “intuition” often gets dismissed as gut feel....
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Apple’s Sugar Water Trap

4 min read

Apple’s iPhone 17 shows the sugar water trap risk as AI reshapes tech. A lesson for product managers on balancing incremental progress with bold bets.

Steve Jobs once asked John Sculley, “Do you want to sell sugar water for the rest of your life or come with me and change the world?” That question pushed Sculley to leave Pepsi for Apple, and it has lingered ever since as a reminder of the difference between comfortable success and transformative ambition. The launch of the iPhone 17 makes the metaphor newly relevant. On paper, Apple delivered a strong upgrade: a Promotion display...
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GTM Playbook for Feature Products in the Platform and AI Era

9 min read

A GTM playbook for feature products competing with platforms in the AI era, focused on delight, speed, and switching costs before the bundle arrives.

Clubhouse and Twitter Spaces. Zoom and Microsoft Teams. Dropbox and Google Drive. The pattern is not about who shipped first or who had the clever feature. The pattern is that platforms with native distribution absorb features, then win on adoption. In 2025, AI accelerates that cycle. Features can be cloned in months, not years, and updates land on millions of seats overnight. This is not a reason to stop innovating. It is a call to...
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Product Culture Is Your Real Operating System

3 min read

Strong product culture drives better decisions, innovation, and outcomes. Leaders shape it daily through hiring, rituals, and behaviors.

The most important product decision you make is not the roadmap. It’s not the features you prioritize or the markets you enter. It is the culture you build. Culture is not a poster on the wall or a slide in a town hall. It is how decisions get made when nobody is looking. It is how teams respond to setbacks, how they argue about priorities, how they treat customers when tradeoffs get hard. Culture is...
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No New Ideas in AI? The Power and Limits of Data

2 min read

A critique of the idea that AI progress is only about data, exploring the role of algorithms and human creativity alongside new datasets.

The claim that there are no new ideas in AI, only new datasets, is both provocative and partly true. As Jack Morris argued in his recent post, many of the most important AI milestones have been driven not by theoretical leaps, but by new sources of data. He puts it succinctly: “The breakthroughs weren’t big ideas; they were new ways to learn from new kinds of data.” from blog.jxmo.io That framing resonates with history. The...
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AI Risks to SaaS Companies

3 min read

Generative + Agentic AI is accelerating feature commoditization; read the room and adapt.

The press around AI putting pressure on well-established SaaS companies is gaining some momentum. Note: We are not discussing specific stocks and valuations. Our focus is on the impact of AI on software companies. Analyst Ratings Published 08/11/2025… "Melius Research downgraded Adobe… warns of ongoing multiple compression for software-as-a-service companies… ‘AI is eating software’ …” AI isn’t a shiny add-on anymore. It’s like a sneaky wave that’s pushing SaaS valuations lower. Investors see that and...
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The Power of an Anchor - Warby Parker's Pricing Strategy

3 min read

Warby Parker's playbook for product managers. Learn how the company uses pricing strategy, vertical integration, and innovation to grow.

From WSJ piece on Warby Parker: >Many things have gotten pricier in the past 15 years. Not Warby Parker's most affordable glasses, which have cost $95 since the brand’s inception in 2010. Warby Parker grew 14% last year. It did this while keeping its hero $95 price point. This shows that a focused value proposition can thrive even with inflation. The company used a few key strategies. It controlled its supply chain. It created a...
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The Winner's Curse: Rhyming History in the AI Era

3 min read

Why AI disruption differs from past paradigm shifts: faster cycles, probabilistic computing, and why today's tech winners face an accelerating curse.

Ben Thompson's latest piece hits on something crucial: when computing paradigms shift, yesterday's winners often become tomorrow's strugglers. >The risk both companies are taking is the implicit assumption that AI is not a paradigm shift like mobile was. In Apple’s case, they assume that users want an iPhone first, and will ultimately be satisfied with good-enough local AI; in AWS’s case, they assume that AI is just another primitive like compute or storage that enterprises...
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