Writing

On product leadership, AI, and the things most organisations haven't figured out yet.

We swapped the motor but nobody redesigned the factory
93% of developers use AI coding tools. Team productivity has improved 10%. The bottleneck was never the build — and the operating model still hasn't caught up.
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The customisation trap: why saying yes gets easier and more expensive at the same time
AI removed the old forcing function for saying no. Here's what accumulates in the gap — and what it looks like when a sophisticated buyer finds it.
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The build problem is solved. Product thinking is the new moat.
Andrew Ng's teams are now proposing one PM to 0.5 engineers. The new constraint isn't building — it's deciding what to build.
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