Joined August 2020
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The riskiest dependency on most roadmaps is a vendor quietly changing what's underneath you without telling you, not a vendor going down. Outages get an incident review. Silent migrations get nothing
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Threads being down for an hour generated more posts about "Threads being down" than Threads usually gets in a normal day. The outage was probably the most engagement the app has had all month
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If Anthropic is now ahead on enterprise adoption, the PM roles that matter most over the next year are the ones managing Claude integrations inside non-tech companies, not the ones building the next chatbot. The interesting work moved to the adopters, not the model makers
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Nvidia building a weaker chip specifically so it's legal to sell to China is the clearest evidence yet that export controls aren't stopping anything, they're just adding an extra design step
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Meta spent the last two years telling everyone AI agents would run their business. This week the basic app went down for an hour and the company that wants to automate everything still needed humans to manually bring Instagram back online
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A company that loses over a dollar for every dollar it makes is reportedly prepping a trillion dollar ipo. If this prices anywhere close to that number, it will say more about how much money is chasing ai than about openai's actual business
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Ramp's latest data shows Anthropic pulling ahead of openai in enterprise AI spend. The company that spent two years being the safety focused alternative is now also winning on raw business adoption, and nobody saw that combination coming
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OpenAI bought Ona, a coding agent startup, days after launching its own coding tools. Buying your competitor soon after shipping a competing product is one way to settle the debate about whether your product was actually better
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OpenAI is retiring gpt-5.2 from the api later this year. If you built anything on top of a specific model version, this is your reminder that the foundation you're building on has a shelf life and nobody tells you the expiration date upfront
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Nvidia is reportedly planning to sell a stripped down version of its new vera arm cpu to chinese customers. The chip designed to get around export rules keeps getting redesigned to get around the next round of export rules.
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Gemini went down for a chunk of monday and the timing could not have been worse, right as google's been telling everyone AI is now baked into search. A few hours of downtime and suddenly half the internet's autocomplete stopped working
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The money flooding into AI infrastructure and robotics this month, Prometheus, Neura, Super micro, all of it, is where the next wave of PM roles is quietly forming. If your background is pure saas, that's the adjacent space worth a look before the postings catch up
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Lenovo built digital twins of all 16 world cup stadiums this tournament for crowd and security management. "Digital twin of a stadium" just take a minute to process that
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The hardest part of most roadmaps isn't deciding what to build. It's deciding what you're allowed to say no to without someone escalating it. Most prioritization frameworks are just escalation management with extra steps
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Buried in the wwdc keynote: Apple's new "extensions" system lets claude show up as an option inside Siri, the first time a rival AI has gotten that kind of access. Everyone's covering this as an Apple feature. For Anthropic it's a distribution deal disguised as a footnote
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Somewhere inside Nike right now there's a design lead scrolling through an AI prompt history trying to figure out which version of the world cup jersey actually got approved, and by whom
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SpaceX IPO filing reportedly included a risk factor about water scarcity. The biggest IPO in history, and one of the official risks to your investment is "the company might run out of water"
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PM job postings are up 14% year over year and recruiters still call hiring brutal. The postings didn't get harder to fill, the bar quietly became "strategy plus execution plus shipped AI features" and nobody updated the title or the pay band
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The industry has apparently settled on "mango" as the acronym for meta, anthropic, nvidia, google, and openai. 5 companies spending a combined trillion dollars on the future of intelligence and the best the internet could do was a fruit
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Super micro is raising $7b to build more AI servers, which makes it roughly the fifth company this month doing a multi billion dollar raise for the exact same bet. At some point "AI infrastructure gold rush" stops being a headline and starts being the entire economy
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