This is a meteor coming towards you. This is going to radically transform society. And I think if people don't explore AI properly, it will leave them behind.
AI is reshaping everything - adapt urgently or become obsolete
Strategy → Vision & Mission
You don't have a choice. AI is going to disrupt in the most aggressive violent ways. If you're not in it, you're about to get kicked out of all of it.
If you were literally founding a new company from scratch with the same mission, how would you execute on that mission using a fully AI native approach? If you can't, then you should find a buyer and then if you really care about this mission, go and start the next carnation of it.
What I'm feeling now is just an incredible sense of focus and urgency. Things have hit a tipping point where these models are now truly able to deliver for consumers.
I think AI isn't a feature of your product. Your product is a feature of AI.
The AI models that you're using today is the worst AI model you will ever use for the rest of your life, and when you actually get that in your head, it's kind of wild.
I believe that all product managers will be AI product managers in the future. And this is because we see all products needing to have a personalized experience, a recommender system that is actually good.
If the model is the product, then the eval is the product requirement document.
We need to stop talking about AI at some point. I just see a future where AI becomes synonymous with software. We build software and we use software to build software.
I think the fundamental question is, do all jobs just become a single prompt? For example, does a CEO just grow the business while making the customers happy and turning a profit or something like that?
When I think about agents, I think about these three things. So one, it's autonomy like being... And it's a spectrum, it's not a zero-one, it's how do I actually delegate things that it can do. Second, I think of as complexity. It's not a one-shot, 'Hey, summarize this document, generate this image, but it's build me this prototype or help me knock this meeting out of the park.' And then the third one I think of is it's a much more natural interaction.
I think there's going to be way more programmers and way more engineers a few years from now. Pretty quickly. The form factor of what it means to be a programmer obviously is going to change, but at the end of the day, of course the discipline is all about just being able to tell your computer what's do. And so in that lens, I really think that programming is only going to become more and more important as AI gets more powerful.
We're entering this phase where the time constant of change is far greater than the time constant of response. Basically means that change is happening faster than we're able to respond to it.
One of the learnings over the past year is that for models to do stuff, they're much more effective when they can use a computer. It turns out the best way for models to use computers is simply to write code. And so we're kind of getting to this idea where if you want to build any agent, maybe you should be building a coding agent.
Really transformative massive value will come from building apps and solutions that won't work at all without it, that treat it as a true platform.
I think the way that the internet made distribution of information free, I think AI is going to make pixels free. So pixels are expensive to produce now, they take programmers and they take lots of infrastructure, and putting a pixel in front of the user is a hard thing to do and lots of software is predicated on that.
If you're building and the product that you're building is kind of right on the edge of the capabilities of the models, keep going because you're doing something right. Give it another couple months and the models are going to be great, and suddenly the product that you have that just barely worked is really going to sing.
World model is a foundation that you can use to reason, to interact, and to create worlds.
We were excited to allow it to do, over time, what a smart, empathetic human with a computer could do for you.
I think AI, we are underestimating how much it's going to change how we work... The people who have are going to be so far ahead. They're going to be far ahead of everyone else because they're going to be working faster, they're going to be working better.
The internet started with curation, often user curation. So you took something, some good like people or books or music, and you digitize it and you put it online and then you ask users to curate it. And that was your Facebook, Spotify, and so forth. And then after a while, the world switched from curation to recommendation, where instead of people doing that work, you had algorithms. And that was a big change that required us and others to actually rethink the entire user experience and sometimes the business model as well. And I think what we're entering now is we're going from your curation to recommendation to generation.
Our human potential has always been held back by the laws of physics essentially. The mundane, repetitive labor you need to do to get anything done is what holds back our ingenuity. AI gets us from workflow to flow.
The generalist PM helps their team and their company build and ship the right product. But the AI PM helps their team or company solve the right problem.
I think that more and more being an engineer will start to feel like being a logic designer, and really, it will be about specifying your intent for how exactly you want everything to work.
Organizations like ours, people who are playing at the edge, we're doing things that, in three years, everybody else is going to be doing.
If you could choose the perfect model behavior, which model would you want? Do you want a model that says, 'You're absolutely right. There are definitely 20 more ways to improve this email,' and it continues for 50 more iterations or do you want a model that's optimizing for your time and productivity and just says, 'No. You need to stop. Your email's great. Just send it and move on'?
We are in an ideal crisis. Now, we have all this really cool tools to do everything from scratch and have new design. It can have you write code. You can have new website. So in theory, we should see a lot more, but at the same time, people are somehow stuck. They don't know what to build.
You're never going to know what the failure modes are going to be upfront, and you're always going to uncover new vibes that you think that your product should have. You don't really know what you want until you see it with these LLMs.
There's nothing artificial about AI. It's inspired by people. It's created by people, and most importantly, it impacts people.
Companies that started just with AI startups mostly, but there is some truth to this notion that AI isn't a panacea and it's growing as well in capability. So you need to ride that wave along with it. A lot of companies aren't realizing this. They're like, 'Well, where's the value?' And the truth is the value is changing every day.
ChatGPT feels a little bit like MS-DOS. We haven't built Windows yet, and it will be obvious once we do.
I definitely think we need more innovations. There's not a single deeply scientific discipline in human history that has arrived at a place that says we're done, we're done innovating.
The largest employer of the world is 'inefficiency', and if you take that away too quickly, we'll have a very, very jobless world.
Copilot is a copilot. It's not a pilot. You still need the human in the loop.