"I don't think people managers will have any value in the future." Airbnb CEO said on a recent pod the people most screwed by AI will be people managers. Perhaps we had this all wrong. The future belongs to ICs. There is now more use for them than ever before.

I don’t know exactly what’s going on here, but it does feel AI-related. Unlike PM and eng, which started growing in 2024 (two years post-ChatGPT), design didn’t. If I had to venture a theory, I’d say that because AI is allowing engineers to move so quickly, there’s less opportunity—and less desire—to involve the traditional design process. That said, you’d think design would become a differentiator as more products compete for attention. Something to think about for your company! We’ll keep watching this trend and AI’s impact on org design more generally. One interesting observation we made when we went a level deeper: the ratio of demand for PMs vs. designers has flipped. In mid-2023, we went from more open designer roles to more open PM roles. And ever since, PM demand has been pulling away (currently 1.27x). This will be another trend to monitor, in terms of how AI is reshaping org design.

Cash App Releases 001. just getting started

To our customers (both future and current): I have always believed that in order to change something, you have to be willing to have a tough conversation. We’ve done that as a company since we launched in 2017 because we know progress requires honesty before it provides hope. Our latest ad, which will air at the big game next weekend, is meant to provoke a long overdue tough conversation. It’s meant to recognize that you deserve better. No one should be satisfied with a system that requires you to get sick before you’re allowed to get healthy. This isn’t about advertising any one specific treatment. This is about speaking directly to you about the future we know all Americans deserve, whether you live in a rural community, a big city, or somewhere in between. This is about being a loud, unapologetic advocate for what we know care can and should look like for everyone in this country: affordable, proactive, and built to empower the individual. In order for health outcomes in the US to really improve, we have to stop gatekeeping innovative, proactive tools and care. Real, lasting health requires having access to transparent information *and* innovation that can help prevent - not just treat - disease. Meaningful change requires two things: the conviction to reimagine a better way and the stamina to make it a reality. My promise to all of you is that I’ll make sure Hims & Hers always has both. Let’s close the health gap.

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