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Sam Altman
3Blue1Brown
Paul Graham
The Pragmatic Engineer
r/MachineLearning
Naval Ravikant
AI High Signal
Stratechery
Sam Altman
3Blue1Brown
Paul Graham
The Pragmatic Engineer
r/MachineLearning
Naval Ravikant
AI High Signal
Stratechery
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Cognition
clem 🤗
National Design Studio
1) Funding & Deals
- Avoca (W23). YC says Avoca is building what it calls an AI workforce for the physical economy, starting with home services. The company says it has reached eight figures in revenue, raised over $125 million at a $1 billion valuation, and found early product-market fit by helping businesses turn missed calls into revenue .
2) Emerging Teams
Arena / Agent Arena. Arena says it reached a $100M annual revenue run rate eight months after launching its evaluation product after starting as a UC Berkeley research project. It also says Agent Arena evaluates long-running agents on tool use, feedback adaptation, error recovery, and human-set goals .
AgentRail. AgentRail packages issue intake, routing, PR submission, CI feedback, and shipping into a compact API for AI coding agents. The founder says the product came out of running Claude Code and Codex on real projects, and that it is local-first and source-available .
Trijna Labs. In a Reddit post, Trijna Labs said it stretched a 17B-parameter system onto a 4GB RAM Intel i5 machine with no GPUs by ingesting raw bytes natively and growing in real time rather than using standard transformers. The team is looking for incubators, hardware partners, and open-source contributors in India .
AlphaLens. An engineering student who does quant research on WorldQuant BRAIN built AlphaLens, a free no-login tool that converts natural-language trading ideas into BRAIN-compatible expressions with Sharpe estimates, turnover, neutralization suggestions, plus a paper summarizer and factor explainer. The founder says the project is still at idea stage and is looking for feedback on positioning .
3) AI & Tech Breakthroughs
Privacy-preserving inference releases. Rampart is a 14.7MB model that redacts personal information directly in the browser before data is sent to any server . Praxis separately released two 3B models, praxis-spanfinder-3b and praxis-relevance-3b, aimed at keeping personal information private from Claude or ChatGPT, with code on GitHub and models on Hugging Face .
Robotics data creation. Macrodata Labs says it can use VLMs to mine subtasks at scale for robotics training at 19x lower cost than human annotators .
Hybrid agent harnesses. Devin Fusion uses a sidekick agent that runs in parallel with a frontier agent; the frontier agent delegates work, monitors progress, and retains planning and final review. Jerry Liu highlighted the same design as a way to combine model routing and sub-agent delegation while preserving cache hits on accumulated context .
Alternative architectures. In Reddit materials, GoldWorm is described as a native Rust cognitive engine that routes language through the 302-neuron C. elegans connectome, separates action from learning, and uses an EchoReservoir plus Hebbian association matrix for associative memory without external training loops .
4) Market Signals
AI revenue versus capex. Exponential View says AI quarterly revenues now exceed quarterly AI capex depreciation expense, but remain below cumulative historic depreciation .
Infra focus: power, cooling, networking, and chip design. In Lightspeed's Lightwork discussion, the firm highlighted Basepower's residential-battery virtual power plants to reduce grid load, Periodic's AI-driven search for cooling and power-efficient materials, Next Hop's network switches that are 10-15% more power efficient, Unconventional's brain-inspired chips targeting 100-1000x power efficiency, and Recursive's use of AI to compress chip-design timelines from 2-3 years to months .
Global competition signals. Exponential View notes that Chinese AI labs hire talent averaging 1.6 years of experience versus 5.5 years for comparable US roles, and that SK Hynix's market value surpassed Samsung Electronics for the first time .
Policy signal on open-source AI. Clement Delangue argued for the US government to train and release open-source AI models rather than regulate them .
Tired: The US government regulating open-source AI models
Wired: The US government training and releasing open-source AI models
5) Worth Your Time
- Lightspeed's Lightwork episode — a useful overview of current AI infra bottlenecks across power, cooling, networking, and chip design .
Exponential View: Data to start your week — compact macro context on AI revenue versus capex, China AI hiring, and semiconductor leadership shifts .
Arena thread — direct look at Arena's $100M run-rate claim and its framing of agent benchmarking for long-running agents .
Trijna demo and TrijnaLabs.tech — the team's own materials behind the 4GB RAM / Intel i5 claim and partner call .
praxis-cloak on GitHub and praxis-nation on Hugging Face — direct access to the two 3B privacy models .
leo 🐾
Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)
alphaXiv
Top Stories
Why it matters: today’s biggest updates showed AI advancing at once in frontier research, domestic model building, and regulated care.
Meta pushed non-invasive brain-to-text forward. Brain2Qwerty v2 is described by Meta as its highest-performing end-to-end non-invasive brain-to-text decoder, moving beyond character-level output to word and semantic decoding . Meta says it trained the system on ~22,000 sentences from 9 MEG-recorded volunteers; it reached 61% average word accuracy and 78% for the best participant, and Meta released training code for v1/v2 . The stated goal is restoring communication for people with brain lesions or disorders .
Meituan unveiled LongCat-2.0 as a very large coding model. The MoE model has 1.6T parameters with ~48B active and 1M context, and Meituan says it was built for agentic coding . Its published benchmark claims include 59.5 on SWE-bench Pro versus GPT-5.5 at 58.6 . Third-party posts said the model was trained on 35T tokens and 50K Chinese chips, and explicitly framed the run as evidence of progress on domestic hardware .
UpDoc brought LLMs into an FDA-cleared workflow. One report described UpDoc as receiving the first FDA clearance for a medical device built on patient-facing LLMs, allowing AI management of Type 2 diabetes insulin between doctor visits . Within physician-set parameters, the system can contact patients, adjust insulin doses, order follow-up tests, and log decisions; the report said this followed a Stanford Medicine clinical trial .
Research & Innovation
Why it matters: the strongest technical work focused less on bigger models and more on making search, training, and evaluation scale better.
SPIRAL trains search plus aggregation end-to-end. The paper reports up to 11x better scaling efficiency and up to 15% gains over GRPO on math reasoning when search and synthesis are scaled together .
Snowflake open-sourced Arctic RL infrastructure. ZoRRo is reported to deliver up to 6x actor-update acceleration and 3.5x end-to-end training speedup, while Arctic-Text2SQL-R2 scored 48.7 on Snowflake’s enterprise SQL benchmark, ahead of Gemini 3.1 Pro and Claude 4.7 under the tested conditions .
Qwen’s new coding-agent paper focuses on verification horizons. The work argues reward signals such as tests, LLM judges, and execution traces each stop tracking real correctness beyond a certain horizon, so verification has to co-evolve with the agent .
Products & Launches
Why it matters: new launches increasingly center on cheaper multi-model agents and better control over where they run.
Devin Fusion introduced a hybrid harness where a smaller 'sidekick' agent runs in parallel with the frontier agent; Cognition says it cuts the cost of Fable-level intelligence by 35% and can reroute work mid-session as tasks become harder .
Cursor for iOS lets users launch always-on cloud agents or remotely control agents running on their computers, with Live Activities notifications and phone-based review of demos and diffs before merging PRs .
Claude in Microsoft Foundry is now generally available on Azure, giving customers access to Claude Opus 4.8 and Haiku 4.5 with Azure identity, networking, billing, governance, prompt caching, and thinking support .
Industry Moves
Why it matters: companies are starting to reorganize around agents as infrastructure, not just features.
Meituan is repositioning itself for agent commerce. CEO Wang Xing said serving 'AI Agents' is becoming as important as consumers and merchants, and Xiaomei—powered by LongCat—will connect to Tencent’s Yuanbao for food delivery and local services inside chat .
Arena hit a $100M annualized revenue run rate eight months after launching its evaluation product, while expanding from preference voting into objective agent metrics such as task completion and hallucination rates in long, tool-using sessions .
Spotify’s engineering org is already heavily agent-assisted. The company says 73% of PRs are AI-assisted, and adding a judge model raised PR success from roughly 25% to 80% after it rebuilt test automation around verification .
Policy & Regulation
Why it matters: AI is moving closer to state power as well as regulated industries.
- Marc Andreessen will join the Defense Policy Board at Pete Hegseth’s request; commentary around the appointment framed it as another sign that AI, chips, software, and industrial capacity are being treated as strategic assets in U.S. defense thinking .
Quick Takes
Why it matters: these smaller items still show where tooling and deployment are heading.
- DeepSeek says the formal V4 release is coming in mid-July with peak-hour pricing, while baseline pricing stays the same .
- OpenAI says Codex shortcuts are getting an upgrade on July 15 .
- Claude Code’s next version will run subagents in the background by default .
- Waymo says it has driven 220M+ fully autonomous miles with consistent safety performance as it expanded to more complex environments .
Tibo
Peter Steinberger
🔥 TOP SIGNAL
Colin at LangChain just productized the biggest shift in coding agents: orchestration is moving out of prompt prose and into code. Dynamic subagents in Decode/DeepAgents let the main agent write loops, branching, retries, and parallel fan-out itself . Pair that with Boris Cherny saying the next Claude Code runs subagents in the background by default and Peter Steinberger’s production habit of re-running /review in fresh sessions until it stops finding new issues , and the practical takeaway is clear: the best setups now look like explicit workflows with explicit verification, not one giant autonomous chat.
⚡ TRY THIS
Write the loop, don’t narrate it (Colin, LangChain). Put the
workflowkeyword in your request so the agent knows to write code and spawn subagents . Build with code interpreter middleware so thetaskglobal exists—Decode ships with this by default—and have the agent callawait task(description, subagent_type, optional_response_schema). Good starter prompts:run a workflow to review every file in this PR and give me one summary of the problemsfor fan-out + synthesize, orrun a workflow to find all the dead code in this repo and don't stop until a full pass turns up nothing newfor exhaustiveness .Turn
/reviewinto a terminating loop (Peter Steinberger, OpenClaw). Start a fresh session, run/review, inspect or fix what it finds, then open another fresh session and run it again; Steinberger says repeated passes keep surfacing new edge cases because coding agents are unpredictable . Then codify that as anauto reviewskill: tell the agent to keep invoking the review CLI in new sessions until it finds nothing new and your invariants pass . Expect 5–10+ iterations on serious changes—he says one session ran 5–10 hours, but it materially raised shipping confidence .Make the agent prove it off your machine (Peter Steinberger). Give it fresh Linux/Windows/macOS boxes so it installs and runs what it built on clean machines, then add browser automation plus computer vision for end-to-end UI checks like verifying that a Slack message actually appears correctly . This is the cleanest way in today’s stack to extend verifiability and kill works on my machine false positives before merge .
Trim response and memory overhead with Caveman (Julius Brussee). Install with
claude plugin marketplace add JuliusBrussee/caveman && claude plugin install caveman@caveman, or dropRespond like a caveman. No articles, no filler words, no pleasantries. Short. Direct.intoCLAUDE.md. Then run/caveman-compress path/to/CLAUDE.mdto shrink memory files; the guide says that cuts those input tokens by roughly 46%, while repo benchmarks show 22–87% output compression and 4–15% realistic whole-session savings . For cheap repo spelunking,cavecrew-investigatorreturns read-onlyfile:linelookups with about 60% fewer tokens than vanilla Explore .
📡 WHAT SHIPPED
DeepAgents / Decode — dynamic subagents. Main agent now writes orchestration code instead of coordinating only through tool calls, which LangChain says enables deterministic coverage across hundreds of documents or thousands of datapoints . The six patterns shown today: classify-and-act, fan-out-and-synthesize, adversarial verification, generate-and-filter, tournament, and loop-until-done .
Claude Code (next version) — background subagents by default. Boris Cherny says subagents will run without blocking the main conversation; tell Claude explicitly if you want foreground execution .
Codex — least-privilege permissions plus usage fixes. OpenAI replaced coarse sandbox modes with reusable, inheritable permission profiles that bind OS-enforced file rules—including
**/*.envdeny rules—to per-domain network access and Unix sockets, with fail-closed admin allowlists. Docs: developers.openai.com/codex/permissions. Separately, the Codex team says they fixed overeager auto-review/subagent background usage, duplicate suggestions, retry behavior, and misreported turn graphs;/goal, subagents, and higher reasoning levels still intentionally consume more capacity .Ornith-1.0 — new MIT open-weights coding model. DeepReinforce released 9B/31B Dense and 35B/397B MoE variants built on Gemma 4 and Qwen 3.5, with claims of state-of-the-art coding performance among comparable open models . Simon Willison says the 35B Q4_K_M GGUF (20GB) worked well with his Pi agent harness across many tool calls and handled codebase-navigation tasks against Datasette with ease. More: simonwillison.net/2026/Jun/29/ornith.
Mobile agent control is becoming real product surface area. Cursor for iOS shipped always-on cloud agents, remote control of desktop agents, Live Activities, and phone-side demo/diff review before merging PRs; details: cursor.com/blog/ios-mobile-app. Theo also showed T3 Code + T3 Connect running multiple projects across four computers from one app, with thread-level selection of the exact repo clone/machine; it is fully open source and BYO-subscription across Codex, Claude Code, OpenCode, Grok CLI, and Cursor .
Caveman — lightweight Claude Code compression plugin. Julius Brussee’s repo packages response compression,
CLAUDE.mdshrinking, and specialized subagents behind a simple Claude Code plugin. Benchmarks in the repo average ~65% output compression, but the guide’s more honest number is 4–15% realistic session savings .Cost reality check on multi-model subagents. Cursor builder Jediah Katz says he regularly asks Cursor to
have Opus give a second opinion on our plan, but warns that a cache miss costs about 10 cached steps and subagent telephone overhead can still be worse, so benchmark the split instead of treating cache preservation as doctrine .
🎬 GO DEEPER
- 3:59–4:39 — Colin on why dynamic subagents matter. Best short clip for the day’s core shift: reliable coverage, branching, retries, and parallelism move from agent reasoning into ordinary code .
- 7:52–8:48 — Ben Geist at Ramp on shared global context. If you’re building supervisor/worker systems, watch this one: initialize workers from a filtered global KB cache instead of letting each rebuild context from scratch. In his tests, that cut worker tokens 42–57% and total tokens 21–31% at the same accuracy .
- 9:41–10:13 — Peter Steinberger on the auto-review loop. Tiny clip, big idea: keep re-running the review CLI in new sessions until it stops finding novel problems, instead of trusting a single pass .
- 20:47–22:44 — Aaron Levie on the coding harness backbone. Strong enterprise frame: start with a sandboxed expert coder that can use tools and connectors, then layer domain expertise on top. That is his template for broader agent design, not just engineering copilots .
- Repo to study — Caveman. It is a clean example of using
SKILL.mdplus Claude Code session hooks to change behavior across sessions, not just in one prompt. Start with/caveman-compress,cavecrew-investigator, and the benchmark folder .
Editorial take: the edge is moving from model picking to loop design—who owns the workflow, how context gets passed, and what proves the result before merge.
clem 🤗
Clément Delangue
A clear pattern emerged today
Controlled deployment was the dominant story: enterprise launches centered on governed environments, expert commentary centered on permissions and rollout, and U.S. policy stayed focused on who gets access to the most capable frontier systems . Research kept moving in parallel, with notable progress in both brain decoding and closed-loop robot improvement .
Enterprise AI is being packaged around control
NVIDIA, Microsoft, Anthropic, and Palantir are targeting regulated environments
Anthropic’s Claude models are now generally available in Microsoft Foundry on Azure, running on NVIDIA GB300 NVL72 systems with Quantum-X800 InfiniBand, and NVIDIA is adding verified agent skills plus a Secure Agent Workspace reference design for governed deployments . In parallel, Palantir introduced an intelligent engine for U.S. government agencies that uses NVIDIA Nemotron open models in air-gapped environments, allowing customers to train on their own data and retain the resulting model weights .
Why it matters: The shared emphasis is not just model access. It is secure, specialized deployment inside environments with strict control, auditability, and infrastructure constraints .
The harder part of agent adoption looks operational
Harrison Chase argued that enterprise adoption still lags coding agents because non-coding work is less verifiable, users are less technical, and agents inherit each employee’s complicated data-permission boundaries . Box says that makes core plumbing unusually valuable: a single governance and permissions architecture, agent-ready document conversion, and MCP connections into domain tools, while NanoClaw says its early enterprise rollouts depend on per-agent container isolation, proxied vault access for credentials, and human-in-the-loop approvals . Chase also said headless APIs increase usage rather than reduce it, and that coding harnesses are becoming the backbone for broader knowledge-work agents .
Why it matters: For professionals tracking adoption, the friction point is shifting from raw model quality toward access control, workflow context, and the operational layer around agents .
The frontier-policy split is becoming more concrete
Anthropic regained limited access, while open-source advocates argued for narrower rules
Bloomberg Tech reported that Anthropic received U.S. approval to restore some access to its Mythos Five model for certain trusted partners after an abrupt restriction, with Commerce Secretary Howard Lutnick saying the model could be released under restrictions and reporting citing a cap of no more than 100 federal agencies and private companies approved for access . In that context, Hugging Face CEO Clément Delangue argued that frontier labs can absorb this kind of scrutiny, but that similar constraints should not spread to startups, academia, and the open-source ecosystem, which he described as more transparent, more distributed, and generally less concentrated in the highest-risk capabilities .
Why it matters: The policy debate is becoming less abstract: tighter handling for a small set of frontier systems is already affecting who can use them, while the fight over whether those rules spread outward is still active .
Research pushed into harder human and physical interfaces
Meta’s Brain2Qwerty v2 moves non-invasive brain decoding from characters toward words
Meta said Brain2Qwerty v2 is its highest-performing end-to-end pipeline for real-time sentence decoding from raw MEG brain signals, advancing from character-level decoding toward words and semantics . Trained on roughly 22,000 sentences from nine volunteers, it achieved 61% average word accuracy across participants and 78% for the top participant; Meta also released the full training code for v1 and v2, while its partner released the v1 dataset .
Why it matters: Meta framed the work as part of an effort to restore communication for people with brain lesions or disorders that prevent them from communicating .
NVIDIA’s ENPIRE shows coding agents closing the loop on robot improvement
NVIDIA researchers introduced ENPIRE, a framework with environment, policy improvement, rollout, and evolution modules that lets coding agents run physical robot experiments with automatic evaluation and resets . In tests on tasks including PushT, organizing pins, cutting a zip tie, and GPU insertion into motherboards, frontier agents achieved 99% success rates, using stations built around dual YAM arms and RTX 5090 workstations .
Why it matters: It is a concrete sign that agent-style experimentation is moving beyond software into repeatable real-world robotics loops .
Gokul Rajaram
Ivan Zhao
Satya Nadella
What stood out
The strongest organic recommendations today were not product demos or hot takes. They were resources leaders said shaped how they think about empathy, culture, and organizational design, plus one dense enterprise AI memo Keith Rabois flagged for careful reading .
Most compelling recommendation
Nonviolent Communication
- Content type: Book recommendation
- Author/creator: Not specified in the source notes
- Link/URL: Not provided in the source notes
- Who recommended it: Satya Nadella
- Key takeaway: Nadella tied it to empathy, understanding where another person is coming from, and avoiding reactive communication
- Why it matters: He described it as influential for his own leadership and said the idea applies to corporate culture as well as personal development
"non-violent communications ... developing a sense of empathy understanding where the other person is coming from not having your amygdala always triggered ... it's a great read"
Satya paired this with Carol Dweck's work on growth mindset, making the broader signal clear: he sees both as practical tools for countering fixed mindsets and improving behavior inside organizations .
Also worth saving
Carol Dweck's work on growth mindset
- Content type: Work / reading recommendation; specific title was not named in the source
- Author/creator: Carol Dweck
- Link/URL: Not provided in the source notes
- Who recommended it: Satya Nadella
- Key takeaway: Nadella grouped it with Nonviolent Communication as an influential practice with relevance beyond child psychology and into corporate culture
- Why it matters: It was part of the same leadership toolkit Nadella said influenced him
The Timeless Way of Building
- Content type: Book
- Author/creator: Christopher Alexander
- Link/URL: Not provided in the source notes
- Who recommended it: Ivan Zhao
- Key takeaway: Zhao said Alexander's central idea is that buildings should evolve rather than be rigidly designed, and he translates that into thinking about product and company design
- Why it matters: Zhao said he was reading it for the second time and uses it as inspiration for building organizations and culture in an organic way
Christopher Alexander's "pattern library" volume
- Content type: Book
- Author/creator: Christopher Alexander
- Link/URL: Not provided in the source notes
- Who recommended it: Ivan Zhao
- Key takeaway: Zhao connected its architectural patterns to "the culture that matters" inside a company
- Why it matters: Zhao explicitly applies Alexander's ideas to how organizations should develop instead of being overdesigned from scratch
"buildings should be evolved rather than designed"
MEMORY IS THE MOAT
- Content type: X post / interview summary
- Author/creator: gokulr
- Link/URL:X post
- Who recommended it: Keith Rabois
- Key takeaway: The summary argues that enterprise AI advantage comes from context and memory, not just the model, and that most companies still need to redesign workflows around AI rather than bolt it onto old ones
- Why it matters: Rabois called it "Worth reading carefully," and the piece compresses a broad operator view on enterprise AI depth, false-positive risk, token economics, and security urgency
Why these matter together
A clear pattern runs through the strongest recommendations. Satya Nadella and Ivan Zhao both pointed outside software—to psychology and architecture—for frameworks on how people and organizations should behave . Keith Rabois's pick is more current and tactical, but it serves the same purpose: a dense resource that helps operators think more clearly about what actually creates advantage in enterprise AI .
Lenny Rachitsky
Mind the Product
Teresa Torres
Big Ideas
AI is demoting coordination work and promoting strategy/discovery. Christian Idiodi argues that technology is now the business, not a support function , and his “Jim” story shows the failure mode: a PM day consumed by incidents, ceremonies, and status updates . His larger point is that AI is disrupting delivery most, so the remaining differentiator is selecting the right problems and solving them well . Why it matters: as delivery gets easier, reactive coordination contributes less. How to apply: audit your week and deliberately move time toward customer problems, strategy, and discovery.
The role is getting more fluid, not disappearing. Idiodi says the core job still spans strategy, discovery, and delivery , while Andrew Ambrosino warns against replacing PMs with generic “builders” . At Anthropic, Aakash Gupta describes five modes PMs may shift between depending on product need: Prototyper, Builder, Sweeper, Grower, and Maintainer . Why it matters: value is increasingly defined by what you actually do, not your title . How to apply: ask which mode your product needs right now, then bias your time accordingly.
"Without a product vision, my friends, AI is just random experimentation in your company. Without a product strategy, AI is just noise."
Tactical Playbook
Run discovery as a prototype portfolio. PMs and designers should “build to learn,” while engineers “build to earn” with scalable, reliable systems . Anthropic reportedly builds first, skips PRDs, and expects most prototypes to die . How to apply:
- Pick one product risk to reduce
- Create multiple fast prototypes
- Judge them on value, usability, feasibility, and viability
- Kill weak options quickly
- Hand only strong survivors to engineering, then later sweep out what stops pulling weight
Use AI on one real task every day. Teresa Torres’s habit is simple: pick one item from your to-do list, let AI take a first pass, then learn from where it fails . Why it matters: repeated trials expose AI’s actual strengths faster than chasing every new tool . How to apply: start with, “I have to do this task. How can you help?” Then respond to the first output with specific feedback, even if it is “this was terrible—what context do you need to do better?”
Case Studies & Lessons
- Anthropic’s Claude Code team is optimizing for volume, then judgment. The team reportedly tried hundreds of versions before shipping agent teams; even the loading spinner took 50-100 iterations, with about 80% never shipping . AI reviews every PR before a human does, and the team prefers the general model over specialized ones . Takeaway: when build speed rises, the scarce skill is quickly separating the prototype that becomes a product from the one that wastes a quarter—what Gupta calls “taste at speed” .
Career Corner
Product sense is becoming a career moat. Idiodi defines it as knowing what it takes to build a good product for customers within business and environmental constraints, including revenue, cost, regulation, market shifts, and company realities . Aakash Gupta makes a parallel point for designers: when interfaces take minutes to generate, the hard question is which one deserves to exist . How to apply: evaluate AI-generated options against differentiation and business constraints, not just whether they technically work.
Human skills are rising, not falling. Empathy, influence, trust-building, critical thinking, grit, and emotional intelligence are cited as durable advantages . How to apply: treat collaboration and judgment as first-order skills, not soft extras.
Tools & Resources
Practical inspiration: Teresa Torres says her “AI at work” examples are meant to spark personalized use cases, not prescribe one workflow . Her monthly Claude Code show-and-tell sessions serve the same purpose by exposing people to what peers are building .
Worth watching:Enter the era of the product creator for the strategy/discovery shift , and AI Shaped Problems - All Things Product with Teresa & Petra for a practical adoption habit .
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