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Cheap building moves the hard part
A former PM working in e-commerce ops says he built an analytics system "in a couple of days." It replaced a Fabric-to-Power BI setup that cost a lot in freelancer fees and kept breaking. He chose to build add-ons for the order-management system instead of replacing it . His case for PMs is that AI gets "80-90%" of system requirements, "and sometimes that remaining 10% is huge." He adds that nobody is posting jobs for this work yet, so you have to create the market yourself . Replies pushed back on the cost. Building is cheaper, but "the cost of alignment. Stakeholder management. Making product and technical decisions" is not . Teams also bought SaaS to hand off maintenance and to get deep domain knowledge that is hard to find . Hiten Shah takes the macro view. He's "increasingly convinced" that most consumer and enterprise software "will be completely rewritten" .
Domain depth and finances as PM leverage
Productify argues that every industry keeps its own scoreboard: margins, unit economics, regulation, market share. A product can launch beautifully and still be "a success only on paper" . Knowing which problems are already solved commodities and which are still open "is itself domain knowledge," and that knowledge saves months . The author's advice on AI: it makes "breadth cheap," so use the time it saves to go deeper on fewer problems .
On One Knight in Product, Simonetta Batteiger makes the financial version of this argument. Token-heavy AI features add "a new margin risk." Costs should be tracked by user, workflow and interaction pattern, and doing that "starts in the code" . Her rule of thumb is that a team should return at least five to seven times what it costs. She also notes that most PMs "don't know what their team costs" . Her fix is to ask finance which revenue levers matter. She says no one in her course has been refused those numbers . She also says AI's non-determinism means PMs need rollback options, kill switches and evals in case a new model drifts .
A r/ProductManagement thread on "PM career as pursuit of power" debated where authority comes from. One reply: "There has to be one person with final decision power, and that is typically the PM" . Another said a good PM shares many decisions, guided by the team's expertise and the problems customers will pay to solve .
Evals: the demo isn't the evidence
Aakash Gupta shows why a clean demo proves little. An agent that fails 3% of the time still passes all 50 tickets in about 22% of runs . His "real" rollout sequence: an LLM judge says "95% good and catches zero failures." Then comes a 5% ship where "evals go up, usage stays flat." After that, a power user eats the margin, and a new model "calls tools differently" . His conclusion is that what decides success sits around the model: context, tools, permissions and checks .
AI PM listings: a few years of AI proof on top of normal tenure
Gupta also hand-classified 113 AI PM listings from LinkedIn. 69% explicitly wanted AI or ML experience, or 55% on a softer reading. Only 14 required that experience in production or at scale . Plain "Product Manager" listings asked for AI experience almost as often as AI PM listings (66% vs. 70%). The median listing asked for 5 years of PM experience . He suggests building real AI products people actually use, as opposed to fabricated credentials . This adds to his earlier 651-role analysis.
Briefly
- Row, then steer. Lenny Rachitsky summarized a playbook for PMs at big companies, from Atlassian CPO Tamar Yehoshua. The PM and designer vibe-code an alpha. Once it shows pull, they bring in engineers. Then the PM steps back to align, prioritize and unblock . It's a practical answer to the "no one steering" problem Atlassian described earlier.
- Rekhi's six-month workflow update. Sachin Rekhi now treats Codex as being as powerful as Claude Code . He calls local markdown context files "an anti-pattern" now that MCP-backed shared document repositories exist . He also recommends rebuilding design systems in code, documented in Storybook, so engineers can turn prototypes into production code faster .
- Companies agents can read. Building on Patrick Collison's argument, Hiten Shah says an agent should understand a business well enough to decide when it's relevant and complete the purchase. He thinks founders will have to design for this from the start .
- The Company OS combines an assistant with access through Slack, Telegram, iMessage, and GitHub, plus enterprise roles and permissions, a rollout dashboard, shared skills and context, and a security layer. Its stated use case is reducing repeated status and context-routing requests.
- In a test with his team, the bot searched 12 months of sponsor emails and found three sponsors by name who had asked for a media kit. A one-line Slack request then generated a PRD, prototype plan, engineering spec, and engineering-agent task list in three minutes; after human approval, the media kit went live.
- Gupta reports that Zapier CEO Wade Foster rated basic ChatGPT use “Capable,” a Claude OS “Adoptive,” and a complete Company OS “Transformative” on a PM AI-fluency scale.
- An agent with a 3% per-ticket failure rate can still pass all 50 tickets in roughly 22% of runs, making a flawless demo weak evidence; checks are needed to expose failures .
- In one AI-feature rollout, the team’s judge rated 95% of cases good but caught zero failures. The sequence described was to label real cases, check the judge against those labels, inspect traces, and pilot at 5%; evaluations rose while usage stayed flat. After a model change, rerun evaluations because tool behavior may shift . The author argues that context, tools, permissions, and checks around the model are decisive to whether the feature works .
- In the author’s manual review of 113 LinkedIn AI PM listings, 69% explicitly asked for AI/ML experience, though 40 judgment calls mean a softer reading lowers that to 55%; only 14 listings required production or at-scale experience. Plain Product Manager roles asked for AI experience nearly as often as AI Product Manager roles (66% vs. 70%), and the median listing asked for five years of PM experience . The author’s career advice is to build real AI product work, get people using it, and document decisions as verifiable “synthetic experience”—not fabricated credentials .
- Aakash Gupta introduced a Company OS intended to work through Slack, Telegram, iMessage, and GitHub, with enterprise roles and permissions, a rollout dashboard, and an assistant for early adoption . In his team’s example, it searched 12 months of sponsor emails, found three named sponsors who had requested a media kit, and turned a one-line request into a PRD, prototype plan, engineering spec, and task list; after human approval, a media-kit page went live .
- For PM career choices, define what “best” means before comparing employers: commenters suggest weighing exposure, craft-building leaders and problems, impact, mentorship, and the burden of shipping, alignment, and politics; they also distinguish priorities such as an early-career start, compensation, entering banking, challenge, or an easier pace.
- Commenters characterize Revolut as cutthroat or toxic and speed-driven, while also associating it with strong product talent; one cross-company anecdote says some ex-Revolut PMs seek a more sustainable pace and some people move to Wise for greater ambition.
- Monzo accounts conflict: a former PM who says they worked there from 2023 to 2026 reports substantial PM influence, pay of £95k+, lighter workload and better work-life balance, and learning value; a separate interviewee describes the salary offered as average, while other commenters characterize Monzo as slow or process-heavy.
- A former PM working with e-commerce clients argues that AI-assisted bespoke tools can make narrow workflow gaps worth solving: they built an analytics system in days after a costly, unreliable Fabric-to-Power BI setup, and chose to extend an order-management system rather than replace it. Another commenter describes a custom e-commerce pricing and assortment simulator as an alternative to spreadsheet work or a broad SAP rebuild.
- The product work is translating business context into requirements, not just generating code: the PM estimates AI covers 80–90% of system requirements but says the remaining gaps can be significant. Another commenter reports building a tool that synced three departments’ differently used inventory system while a six-figure ERP migration was delayed.
- Lower build costs do not remove ongoing product and engineering work: commenters point to alignment, stakeholder and technical decisions, bug fixes, feature requests, and scaling as continuing costs. They also caution that custom tools can be hard to maintain, while SaaS may remain attractive for outsourced updates and hard-to-recreate domain expertise.
An emerging zero-to-one playbook for PMs at big companies: the PM and designer vibe-code a working alpha; once it shows pull, they bring in engineers; then the PM steps back from coding to align, prioritize, and unblock.
- For this 63-variant clothing launch, the seller plans to start on Shopify and is still deciding about Amazon. Commenters recommend checking the actual retailer, marketplace, or 3PL requirements before buying GS1 codes; their general guidance is that internal SKUs may suffice for an own-site store, while some retailers and marketplaces require globally recognized identifiers.
- One commenter says Shopify lets sellers add barcodes to variants later, including by bulk CSV, so the seller could start with internal SKUs and switch when needed; the commenter cautions they are not in retail and advises checking Amazon’s requirements.
- Barcode placement is also a product-experience consideration: plan labels and packaging so a sales channel’s barcode needs do not undermine unboxing or make returns harder.
An early-stage founder said they focused on completing a neat end-to-end build, expected distribution to follow, and had no GTM strategy beyond cold-email outreach pitching the product . Commenters recommended reversing that sequence: choose a narrow prospect group, talk with them about their problem, and try delivering an initial paid result manually; use what customers will pay for and what the work reveals to decide what to automate next . One commenter suggested finding 20 tightly targeted prospects, using permission-based outreach, manually over-delivering to the first 4–5 clients, and then testing whether they would pay for ongoing service .
PMs need both product craft and domain depth: strong execution and a polished launch do not ensure success unless the product wins on the industry's actual scoreboard—such as margins, unit economics, regulation, or market share—and delivers a viable business outcome. Domain depth means sustained knowledge of a few important problems and where they break, not merely an industry label; some knowledge must be rewired across companies, regulations, cultures, and geographies. Craft helps structure discovery, while domain knowledge reveals which problems are commodities to standardize and which remain open for differentiation; the author recommends using research, customer conversations, product data, and frontline teams to build that depth, then focusing on fewer problems. AI can speed common-knowledge learning, brainstorming, and prototyping, but does not replace practiced problem solving or judgment on tough trade-offs; use the time saved to go deeper on fewer problems.
- Product managers should understand the company’s P&L, balance sheet and, where relevant, cash flow, and judge potential impact against the business’s scale . Ask finance or a business-unit lead which metrics and revenue levers matter, then connect roadmap choices to financial drivers, strategy and customer needs rather than prioritizing on financial estimates alone .
- For AI features, track usage-linked costs by user, workflow and interaction, and develop a credible return hypothesis—such as earlier revenue or cost savings, or customers paying for the feature—because added usage can raise costs without improving revenue or savings .
- AI product work also requires planning for non-deterministic behavior and reliability, safety and security risks, including prompt injection; use evaluations and prepare rollback or kill-switch options . Unexpected or harmful behavior can undermine trust, prompt cancellations and damage revenue .
San Theft Auto launched as an open-source, multiplayer racing game set in San Francisco; its creator says GPT 6 mapped the city in Blender using 950M tokens. Hiten Shah called it especially fun for people familiar with San Francisco, including driving around as Jensen Huang.
- As discovery and purchasing move to agents, a minimum viable company must be understandable to software well enough for agents to identify when it is relevant and complete transactions; founders should design for this from the start.
- A linked argument predicts that consumer agents could make improving product quality a more effective competitive strategy and increase the importance of product-quality information; whether agents concentrate demand on a few products or disperse it around individual preferences remains an open question.
Andrew Chen reports riding Waymo’s new Ojai vehicle in San Francisco and gives it a strongly positive, brief user reaction: “it’s so nice.”
For college-football scoreboards, put the possession indicator beside the team name as a football or other icon, rather than beside the score; the current indicator is hard to see and its placement by the score is confusing.
- The thread highlights a tension between PM decision authority and earned credibility: one commenter says PMs typically hold final product decision power, while the original poster argues a seat at the table should come from competence, domain expertise, and doing what it takes to deliver value—not title alone.
- A practical model is to stay accountable without making every decision unilaterally: understand customer problems, markets, buyers, and users, then share decisions using the team’s expertise. One commenter adds that high-level vision setting belongs to executive business alignment, with Product as an input.
- For a consulting offer, sell a measurable customer outcome rather than general expertise: one suggestion was a paid call audit to identify where leads are lost, followed by a 10-call teardown that scores lost calls, addresses recurring failures, and uses before/after close rates to shape the next engagement.
- Anchor the payoff in the customer’s own economics instead of assumed deal values; a proposed revenue-share model also calls for setting a baseline close rate, though the founder raised a concern that closed deals could be hard to verify and numbers manipulated.
- Sachin Rekhi’s AI workflow update treats agentic platforms as a category: he says ChatGPT Codex is now as powerful as Claude Code, with Cursor, Grok Bot, Google Antigravity, and GitHub Copilot also pursuing similar capabilities. He now favors storing company context in a shared document repository with a robust MCP server over local markdown files, and generating richer HTML reports and dashboards instead of defaulting to markdown.
- For team use, he emphasizes teaching people to apply their own judgment to AI output and remain accountable amid AI slop, and designing workflows so output quality compounds with each use. For AI analysis, he says golden examples and a semantic layer can support accuracy users can trust.
- For product design and delivery, he recommends reimplementing design systems in code and documenting them in Storybook to improve consistency and help engineering turn prototypes into production code. He favors using the agentic platforms teams already use for prototyping and complex, cross-source workflow automation rather than separate tools such as Bolt, Replit, Lovable, Relay, or Gumloop.
A startup cofounder reported that responsibilities kept expanding despite adding teams, while role boundaries were not respected . A reply framed this as an organizational-design problem: adjust incentives, communication boundaries and channels, and ownership structures; project management can help shift culture, but organizational design is what matters and may take several iterations .
- Validate demand before building: conduct customer discovery to test whether enough customers will pay enough; launching without knowing who will buy can make distribution appear to be the problem when demand was never established.
- Deliver manually to early customers before building scalable software or automating: manually serving the first 15 can reveal edge cases and communication breakdowns, while systems scale workflows that already work predictably by hand.
- Prioritize selectively: require a clear reason for each feature, channel, or hire before taking it on, to avoid adding more to maintain.
A Product Design post links to an article framing structural adhesives as an obstacle to circular product design.
Hiten Shah argues that most consumer and enterprise software will eventually be completely rewritten, with the resulting products feeling very different from today’s software.
I spent the last 11 days building you a Company OS in Claude Code
It’s been 11 days since my last deep dive. Because I’ve been knee deep in this one.
I’ve built what I think is the single most important software for you right now:
A company operating system that lives live in Slack, Telegram, iMessage, and Github that keeps working even when you’re asleep.
Why This Matters
Let me ask you: how many questions did you get this week that were just “context?”
When is the feature going to go out?
Can you share me the results of launching this feature?
Can you look at this before it goes out?
I know when I was a PM and VP of Product I got at least 10 pings like this a day. As the founder of a media company with 5 revenue lines (opens in new tab), I now get even more.
But do the math: 10 pings at 10 minutes each is over 8 hours a week! That’s 20% of your productivity. Gone. To routing.
What if I said you could cut that time in half?
Introducing the Company OS
I learned something pretty extraordinary from two Chief Product Officers (CPOs) I recently had on the podcast:
They’ve built entire operating systems that work in Slack for their teams.
Jiaona Zhang (opens in new tab) built the harness so well CSMs are shipping to production!
Meanwhile, Mikhail Shcheglov (opens in new tab) made the entire system accessible by Telegram, added self-improving skills, and a way to measure shared context amongst your teams.
So I’ve spent the past 11 days knee deep in building a system like that for you. What I ended up building in the end is a system + an assistant.
Because, look, your setup is going to be different than Mikhail and Jiaona’s. Maybe you’re in a bigger enterprise with more security controls, for instance.
So, I invested in building out the enterprise controls like roles and permissions, as well as a dashboard for the person pushing the company OS out:

Plus, a helpful assistant that will literally help you with the early adoption and use cases messages with your team:

Then I tested the thing with my own team, and hardened it after all the learnings.
Now I’m ready to share it with you.
Everything You Get

What Happened When My Team Used It
The guy who manages my brand partnerships got asked for a media kit. We don’t really have one (just a Passionfroot page (opens in new tab)). So I asked the bot: have any other sponsors ever asked for one?

It read twelve months of sponsor emails and answered in seconds: yes, three by name, and more who asked for the same numbers in other words.
So I typed one line in Slack: let’s build a media kit.
Three minutes later it had a PRD built from that email, a prototype plan, an engineering spec and a task list for the engineering agent (all powered by my top skills from my PM OS (opens in new tab), content OS (opens in new tab), and Team OS’s (opens in new tab)):

After human approval, we now have a media kit page (opens in new tab) live on the site.
That’s the CSM-ships-to-production loop Jiaona built at Laurel (opens in new tab), running live inside my company!
You can have that too.
How to get it
Paid subscribers (opens in new tab): Company OS is included. The download is right below the paywall.
Founding members (opens in new tab): you get the whole stack: Company OS, Team OS (opens in new tab) and PM OS (opens in new tab).
Not a subscriber? Become a paid subscriber or buy it on Gumroad (opens in new tab) for \$49, one time.
Could You Build This Yourself?
Sure. By my description of it, you could set out a Claude Code agent to build this.
But do you really want to spend the 11 days of testing?
Not get all the features I didn’t mention?
For instance, it has:
Shared skills. Anyone can add repeatedly used skills into the OS, from Github or Slack. Think of an analyst tell you how to correctly analyze a feature.
Shared context
A security layer
Access where people work
And that’s just some of the other stuff I’m teasing…
I have the time to build a full-featured company OS because I write this newsletter. You don’t really have that luxury.
Why You Should Put in the Time Here
Companies are now formally evaluating you on AI usage, AKA AI Fluency. I showed Wade Foster (opens in new tab), the CEO at Zapier (and arguably the origin of this trend), three levels of PM usage of AI:
Basic ChatGPT (opens in new tab): he gave that a “Capable” rating
A Claude OS like my PM OS (opens in new tab): he gave that an “Adoptive” rating
A complete Company OS for building (opens in new tab): he gave that a “Transformative” rating
So if you’re pushing for a great AI Fluency rating, implementing something like this can help.
The Deep Dive
🔒 For paid subscribers, everything you need to roll out a Company OS at your company:
The Basic Intro
How to Build the Context
How to Implement Shared Skills
The ‘CSM to Production’ Playbook
How to Measure Team Connection
How to Manage Enterprise Security
And of course the Company OS kit: the repo with the Slack bot, the intake sheet with a sample company filled in, the setup guide, the server setup, the rollout dashboard and review page, Hermes (opens in new tab) and OpenClaw (opens in new tab) configs, and the all-hands deck.
- The Company OS combines an assistant with access through Slack, Telegram, iMessage, and GitHub, plus enterprise roles and permissions, a rollout dashboard, shared skills and context, and a security layer. Its stated use case is reducing repeated status and context-routing requests.
- In a test with his team, the bot searched 12 months of sponsor emails and found three sponsors by name who had asked for a media kit. A one-line Slack request then generated a PRD, prototype plan, engineering spec, and engineering-agent task list in three minutes; after human approval, the media kit went live.
- Gupta reports that Zapier CEO Wade Foster rated basic ChatGPT use “Capable,” a Claude OS “Adoptive,” and a complete Company OS “Transformative” on a PM AI-fluency scale.
- An agent with a 3% per-ticket failure rate can still pass all 50 tickets in roughly 22% of runs, making a flawless demo weak evidence; checks are needed to expose failures .
- In one AI-feature rollout, the team’s judge rated 95% of cases good but caught zero failures. The sequence described was to label real cases, check the judge against those labels, inspect traces, and pilot at 5%; evaluations rose while usage stayed flat. After a model change, rerun evaluations because tool behavior may shift . The author argues that context, tools, permissions, and checks around the model are decisive to whether the feature works .
- In the author’s manual review of 113 LinkedIn AI PM listings, 69% explicitly asked for AI/ML experience, though 40 judgment calls mean a softer reading lowers that to 55%; only 14 listings required production or at-scale experience. Plain Product Manager roles asked for AI experience nearly as often as AI Product Manager roles (66% vs. 70%), and the median listing asked for five years of PM experience . The author’s career advice is to build real AI product work, get people using it, and document decisions as verifiable “synthetic experience”—not fabricated credentials .
- Aakash Gupta introduced a Company OS intended to work through Slack, Telegram, iMessage, and GitHub, with enterprise roles and permissions, a rollout dashboard, and an assistant for early adoption . In his team’s example, it searched 12 months of sponsor emails, found three named sponsors who had requested a media kit, and turned a one-line request into a PRD, prototype plan, engineering spec, and task list; after human approval, a media-kit page went live .