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Google quietly rebuilt its entire PM interview loop, and most candidates are still prepping for the version that stopped existing two years ago. The five rounds Google now sends every candidate: product vision, product analysis, strategic insights, execute with judgment, and problem space understanding. That last one didn't exist...

26,389 次观看 • 1 个月前 •via X (Twitter)

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Most PMs tried Claude Code for a day, didn't get instant magic, and quietly decided it wasn't for them. The PMs pulling ahead are 1500 hours in and still rebuilding their setup every single day. That's the entire gap. Not talent. Not technical background. Just whether you stayed past the awkward week where nothing works yet. Hannah runs product at Anthropic and has the highest documented Claude Code mileage of any PM I've talked to. Her advice for someone with two hours this weekend isn't "build a workflow." It's "find one task to automate so you free up six hours next week to learn." That reframe is the whole game. Most people treat AI learning as something they'll get to after the real work is done. Hannah treats freeing up time to learn AS the real work. Two hours in, six hours out. Next week you reinvest those six into deeper automations that free up fifteen. The compounding only starts if you survive the first week. And almost nobody does, because day-one Claude Code feels mediocre. Your context isn't loaded. Your skills aren't written. Your CLAUDE.md is empty. The tool is guessing about your role, your product, your standards, everything. The PMs at 1500 hours aren't smarter than the ones who quit on day two. They just didn't quit on day two. Every PM interview at a frontier AI company in 2026 is some version of "show me your setup." The honest answer for most people right now is "I tried it once." Build the hour. Then build the loop.

Aakash Gupta

49,411 次观看 • 5 个月前

I don't think most PMs realize the PRD is becoming obsolete. For the last decade, the PM's core artifact was a qualitative spec. Clear requirements, user stories, acceptance criteria. The engineering team interpreted it, built something close, and the PM spent two weeks reconciling what shipped with what they wrote. The best AI companies replaced that entire loop with evals. A set of inputs your product needs to handle. A task that generates outputs. A scoring function that produces a number between 0 and 1. No ambiguity. No interpretation gap. Ankur Goyal built the eval platform behind Vercel, Replit, Ramp, Notion, and Airtable. An $800M company. He walked through building an eval from zero on this episode and the score went from 0 to 0.75 in under 20 minutes. That's a PM shipping a measurable quality bar before a single line of product code exists. Here's the part that changes the PM role permanently. When the product passes the eval and users still hate it, the eval is wrong. That's on the PM. Evals make PM judgment quantifiable in a way PRDs never did. You can't hide behind "the spec was ambiguous." There's a number now. Six months ago, PM interviews asked "how do you use AI in your workflow." The next wave of interviews is going to ask you to write an eval. The PMs who can encode user intent as a scoring function are building the one skill that survives every model change, every framework swap, every agent rewrite. Write the eval.

Aakash Gupta

78,275 次观看 • 5 个月前

Marc Andreessen on the 3 things he looks for when investing in a startup The first thing Marc Andreesen looks for is a big market: “Is there a big existing market that you think you can go after and displace incumbents? Or do you believe there will be a new market that will be big?” The second thing he looks for is a 10x better product: “Is there a fundamental technology or economic change that justifies a new company? And the way I always think about that is: Is there a 10x change happening in the technology landscape? Is something 10x faster, 10x cheaper, or 10x better? If it’s not 10x, we as both VCs and entrepreneurs have to ask ourselves if it’s really worth doing because it’s really hard to start new companies . . . Existing companies are usually pretty good at what they do. So for a new company to exist, it has to bring a product to market that’s so much better than what exists that it punches through the status quo.” The third is the team: “Is the team outstanding? . . . You want to have a founding team of complementary skillsets. You want to have at least one super strong technologist — quite possibly more than one. Some of the best startups are actually more than one founding technologist. And then it often helps to have someone who is a marketing or salesperson who has a really good understanding of business.” Marc believes that you need all three of these, but if you’re going to compromise on one of those as an investor, it should be the product: “A great market is a lot easier to make up for with iterative product execution. The problem with a poor or small market is that even if you do a good job on the product, there just aren’t that many customers so it’s hard to ever get big and people get demoralized . . . And then we evaluate the team of a startup by its ability to get into a big market with a good product.”

Startup Archive

17,333 次观看 • 7 个月前

A/B testing was the gold standard for product decisions for 15 years. The best AI companies abandoned it. For a generation of PMs, experimentation meant designing a controlled test, allocating traffic, waiting two weeks for statistical significance, and hoping you had enough sample size to learn something. That loop trained an entire discipline to think in cycles of weeks. Evals compressed that loop to minutes. Three components: a set of inputs your product needs to handle, a task that generates outputs, and a scoring function that produces a number between 0 and 1. You run it on your laptop. No production traffic. No two-week wait. No data engineering pipeline. The math on what this changes is staggering. Teams running evals are doing 12.8 experiments per day. That's roughly 384 per month. A traditional A/B testing team runs maybe 3. Over a quarter, one team has explored 1,150+ variations. The other has explored 9. That learning gap compounds every single week. Ankur Goyal built the eval platform behind Vercel, Replit, Ramp, and Notion. $800M valuation. He ran an eval from scratch on this episode, went from a score of 0 to 0.75 in under 20 minutes. That's a PM shipping a measurable quality bar before writing a single line of product code. The PM experimentation skill used to be about statistics: sample sizes, confidence intervals, traffic allocation. Now it's about judgment: can you encode what "good" means as a number between 0 and 1? That's a product sense question, not a math question. The cost of experimentation dropped 100x. The question is whether your team's experimentation rate did too.

Aakash Gupta

39,741 次观看 • 5 个月前

Marc Andreessen explains the 3 Necessities for Start-up Success: "The general criteria for a successful high-tech startup, in my view, you see different sort of rules of thumb from different people. But the three big things you always come back to are, is there a big market? And by the way, that comes in two parts. Is there a big existing market that you think you can go after and sort of displace incumbents or do you believe there will be a new market that will be big? So big market. Is there a fundamental technology or economic change that causes you to basically justify having a new company? And that's really important. And the way I always think about that is, is there a 10X change happening in the technology landscape? Is something 10X faster or 10X cheaper or 10X better? And if it's not 10X, we as both VCs and entrepreneurs, we really have to ask ourselves like, is it really worth doing? Because it's really hard. I mean, it's really hard to start new companies. new companies generally shouldn't exist. Existing companies are usually pretty good at what they do. And so for a new company to exist, it not only has to like come in and go into business and bring a product to market, but it has to bring a product to market that's so much better than what already exists that it punches through the sort of status quo. And most customers in most markets are pretty happy buying from the current suppliers and so there has to be a real kind of edge on the thing and we look for that in either a technology change, usually a technology change or an economic change. which are often the same thing. And then the third is team. Is the team outstanding? And if you think about this as an entrepreneur, it becomes a question of the founding team. Some companies are solo founders and they can work, but generally most of us, like myself, we're human beings, we're mortal. You want to have a founding team of complementary skill sets. And so you want to have at least one super strong technologist, quite possibly more than one. Some of the best startups are actually more than one founding technologist and then it often helps to have somebody who's like a product or who's a market or sales person or has a sort of really good understanding of business on the team, certainly helps a lot. And so we sort of look at market, product, and team. And the reality is you need all three. I would say, interestingly, if you're going to compromise as an investor, if we're going to compromise on one of those, it would actually be the product. And the reason I say that is because a great market is a lot easier to make up for with iterative product execution than a poor market. Because the problem with a poor market, a small market, is even if you do a great job on the product, there just aren't that many customers. It's hard to ever get big."

Founder Mode

39,005 次观看 • 7 个月前

Your trading strategy didn't break. The market it was built for quietly stopped existing. Read that twice. It's most of why 89% of retail finished 2025 in the red. There's now an app that does the entire job of a $400,000 quant. You type a trading idea in plain English. It writes the code, backtests 5 years in 12 seconds, runs thousands of simulations, and tells you cold whether your edge is dead or the regime just changed. No code. No Python. No $25,000 terminal. 20,000 already inside. Waitlist stops at 25,000: That distinction is the whole game, and you never had a way to see it. Every strategy is a bet that one thing stays true. Momentum bets trends continue. Mean reversion bets ranges hold. When the regime flips, the assumption dies and your strategy bleeds with nothing wrong in the code. You stare at the logic for a month and never find the bug, because there isn't one. So you delete it, or refit it to the last drawdown and build something that would have survived the pain you already felt and nothing coming next. The desks never had that problem. 92% of institutional volume is automated. Only 45% of retail is. They test 100 strategies for every 1 you test by hand, and kill 97 of them on purpose, because they can tell a dead edge from a normal drawdown. Now that exact loop costs $0. One hypothesis used to cost a fund $87,500 to test. With Horizon you get unlimited, in seconds, and a winner deploys live in 90 seconds and runs without your hands on it.

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40,765 次观看 • 3 个月前