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Operator's Memo
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The subject areas Operator's Memo covers.
AI
AI Took the Middle. PMs Get Judged on the Ends.
October 5, 2026
Analytics
Nobody Ships Against a Number They Doubt
September 5, 2026
Stop Burying Token Costs in COGS
August 5, 2026
Artificial Intelligence
AI Is Oil, Not God
August 3, 2026
AI-first is a lie your CEO is telling themselves
July 19, 2026
The AI CapEx Question Every PM Should Ask
July 13, 2026
AI Confidence Theater Is Wrecking Your Roadmap
July 12, 2026
Your Next Customer Might Be an AI Agent
July 12, 2026
Experimentation
Infinite Variants, Same Traffic
August 28, 2026
Growth
Search Was Never a Channel
September 13, 2026
Strategic freemium — the death of "give it all away"
July 31, 2026
The 60-second time-to-value benchmark
July 30, 2026
PQLs Are the New MQL
July 23, 2026
Consumption Comp Won't Kill ACV, It'll Absorb It
July 17, 2026
Marketplaces
The Cap Can't Police Sponsor Deals
August 21, 2026
NIL's Ownership Gap: Daniels vs. LSU
August 14, 2026
Marketplaces Still Work — the Liquidity Math Changed
August 7, 2026
Why Alpine's Next Co-Owner Needs More Than Cash
August 2, 2026
The NFL's Prediction Markets Fight Is About Rights
July 29, 2026
Organization Design
Red Bull's Real Problem Is a Leaking System
August 4, 2026
FIFA's Equity Plan Exposes a Broken Structure
August 1, 2026
Product Ops Is Now Load-Bearing
July 21, 2026
Two-slice pods
July 14, 2026
Product Leadership
The Scarce Assets of Product Management
August 20, 2026
What Doesn't Compress
August 13, 2026
Writing PRDs when AI drafts them for free
August 8, 2026
Vibe coding is a PM skill, not an engineering shortcut
July 27, 2026
Skills Are a Trap
July 18, 2026
Product Strategy
Ship Fast, Price Slow: The Case for a Pricing Constitution
September 27, 2026
Athletes Unlimited's Pause Is a Focus Lesson
August 29, 2026
Crawl, Walk, Run Is Sometimes a Lie
August 24, 2026
The Solo Operator Can't Afford Inference
August 18, 2026
Your Best R&D Lab Is Your Customer List
August 17, 2026