Product Strategy
Product Strategy
Anthropic's Open-Weights Stance Is Containment
Anthropic's refusal to open-weight frontier models reads as a competitive containment strategy, and it survives only while open models trail closed ones.
Product Strategy
Spending the Audience to Buy the Ecosystem
The FIA optimized the 2026 F1 rules for manufacturers and sustainability, and paid for both with the one asset it can't refill: fan trust.
Product Strategy
The substrate is always rented
Compounding advantage requires a stable substrate you don't control, so the strategic question is how long yours stays stable.
Product Strategy
When the moat becomes the anchor
A shift in the underlying substrate turns an incumbent's greatest strength into a liability, leaving it least able to adapt.
Product Strategy
The Mom-and-Pop SaaS Era and the End of Scale-or-Die
AI-built single-operator software will fragment horizontal markets into thousands of durable niches, proving defensibility no longer requires venture-scale growth.
Product Strategy
AI Killed the Founding Team, Not the PM Job
The real casualty of a no-engineer SaaS built in nine months isn't the PM or the engineer—it's the technical-plus-business cofounder split.
Product Strategy
AI-Native Margins and the SaaS Multiplier Lie
AI-native products run 50 to 65 percent gross margins against 78 to 85 for classic SaaS, and your board deck is comparing incompatible businesses.
Product Strategy
Why Full-Stack AI Beats Best-of-Breed
In AI-native markets, owning the stack from model to distribution beats assembling best-of-breed tools, inverting the SaaS platform orthodoxy.
Product Strategy
Own the Loop
In any market, value accrues to whoever owns the layer where usage compounds into a proprietary advantage; everything else commoditizes.