Gokul Rajaram

Gokul Rajaram

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AI CODING: DASHBOARD OR PIPES? The biggest change in AI software development over the past 4 months is that it went from being a predominantly DASHBOARD product (an IDE in which engineers spent time) to an increasingly PIPES product (background coding agents that run mostly independently and can be invoked from many interfaces). Companies in the AI software space who embrace this reality will thrive, and those who deny or resist it will struggle or die. This is a great real world example of the Dashboard vs Pipes framework (linked below)

Dashboard or Pipes? Every startup needs to make a choice: is their product a dashboard product or a pipes product? Dashboard products are used directly and regularly by end users as their primary interface for accomplishing tasks. The goal for these products is to get customers

I've spent my career building products that reduce friction for users. @LittlebirdAI does something I've rarely seen. It eliminates an entire category of friction: the overhead of remembering, retrieving, and re-explaining your own work. I use it every day. Excited to support @alexframegreen and the Littlebird team as they build the best personal OS. twitter.com/gokulr/status/2036...

The best companies, whether in advertising, commerce, subscription, etc. do this well. They balance the user experience with business goals.

The Library of Minds

The best business models align everyone's interests. Google spent years trying to monetize search without breaking it. @gokulr, former PM at Google and Facebook, on how Larry and Sergey refused to favor users over advertisers--or vice versa.

From a founder: “Just finished listening to your podcast on Invest like the Best. I must say, word for word, probably the most knowledge-packed podcast I've listened to in a long time. Not kidding. I actually canceled a meeting today just to be able to continue listening to the podcast. “ ☺️🙏

Really enjoyed my conversation with @patrick_oshag on @InvestLikeBest I've been a long-time admirer of Patrick, and our conversation covered a wide range of topics, including: -- How AI has transformed product development -- Durability in the age of AI -- Which companies

Really enjoyed my conversation with @patrick_oshag on @InvestLikeBest I've been a long-time admirer of Patrick, and our conversation covered a wide range of topics, including: -- How AI has transformed product development -- Durability in the age of AI -- Which companies will thrive and which ones will be challenged -- What i've learnt from building multiple large ads businesses (link in comments)

Startup CEOs: With very few exceptions, the first PM you should "hire" at your company should be an engineer or designer who's already on the team. I wrote the article (linked in comments) nearly a decade ago, and this is 10x more true today than it was then, due to the PDE roles converging.

Lenny Rachitsky

Agreed x.com/JustJake/statu…

The Whole Platform Founders: If you're not the platform, you are (or will eventually become) a feature on someone else's platform. Always strive to build the platform, the whole product, end-to-end. Ask yourself: -- Are we solving the problem, or are we solving a symptom of someone else's incomplete solution? -- What would it take for us to own the entire workflow, versus just one part of it? Features get commoditized. Platforms compound.

Ironic that the market is celebrating Google stock because there is finally real competition in Search 😂

Aarthi (@aarthir ) is one of the best product builders and operators in tech. Her instincts around product, GTM and company building are superb, and despite all her success, she has maintained her humility, integrity and approachability. Every founder that meets her or works

Aarthi Ramamurthy

Today I’m announcing Schema Ventures (@SchemaVentures) - a new early-stage fund backing exceptional outsiders building world-changing technology. Here’s why it’s personal 🧵

AI WILL AMPLIFY THE BEST PMs AND ELIMINATE THE REST I was a PM for two decades. I’ve found no-code apps to be an incredibly satisfying and uplifting experience in making hypotheses more tangible. So much of my 20+ years in product would have been so different if those tools had

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