bg24

I read all 6 posts. OP is genuine and very talented. Unfortunate how foundational issues fall through the cracks in orgs.

I think it depends on the company. In large companies, the role of PM probably won’t change that much. However, PMs who are technical and hands-on can bring significantly more value by leveraging AI tools.

There’s another path for PMs that the article and most of the comments don’t seem to mention.

Technical PMs are now in a great position to start their own companies. In the past, many were blocked or handicapped by the inability to code. With AI-assisted development, that barrier is much lower, which gives them a lot more leverage to build products themselves.

Lot of skepticism about OpenAI's survival. I am a user of both Claude (max) and Codex (plus). Some neutral points.

- Anthropic owes to AWS for their enterprise growth. Yes, their own talent as well.

- AWS investing for a purpose - solving problems with multi-agent systems - "exclusive third-party cloud distribution provider for OpenAI Frontier, which enables organizations to build, deploy, and manage teams of AI agents.". I think the multi-agent landscape will be production-ready in 2026 for solving really complex problems. AWS saw something in Codex and OpenAI's models.

- On Circular investments - if you make $100B of your revenue from ecosystem of players who spend $50B on your infra... where else would you go?

I work for another cloud provider, not AWS.

If Codex 6.0 is better than Opus 4.9, things will flip. While OpenAI has too many common enemies and trying to box them into a consumer company, they are equally enterprise focused. They need to absolutely do well with foundation model - everything else depends on that.

Same here. So I have to resort to speaking elsewhere (notes app) and copying/pasting.

Would be nice to see an OCI runtime and if it can give high-performant I/O as opposed to other we have today (eg. Gvisor).

Need to try OpenCode. Thanks.

You are correct :-) I am turned off by the fact that I will hit the limit if I used more. But you gave me confidence. I guess $20 can go a long way. I think only once in the last 3 months I got rate limited in Codex.

I am on a max subscription for Claude, and hate the fact that OpenAI have not figured out that $20 => $200 is a big jump. Good luck to them. In terms of model, just last night, Codex 5.2 solved a problem for me which other models were going round and round. Almost same instructions. That said, I still plan to be on $100 Claude (overall value across many tasks, ability to create docs, co-work), and may bump up OpenAI subscription to the next tier should they decide to introduce one. Not going to $200 even with 5.3, unless my company pays for it.

Yes. Also you can have these replicas of Postgres across regions.

With a little bit of experience, I realized that it makes sense even for agent to run commands/scripts for deterministic tasks. For example, to find a particular app out of a list of N (can be 100) with a complex filtering crietria, best option is to run a shell command to get specific output.

Like this, you can divide a job to be done into blocks of reasoning and deterministic tasks. The later are scripts/commands. The whole package is called skills.

There are one-off things, and then there is exponential improvements - both in guardrails, and ChatGPT's ability to handle these discussions.

This type of discussion might be very much possible in ChatGPT in 6-24 months.

"I don't trust LLMs to do the kind of precise deterministic work" => I think LLM is not doing the precise arithmetic. It is the agent with lots of knowledge (skills) and tools. Precise deterministic work is done by tools (deterministic code). Skills brings domain knowledge and how to sequence a task. Agent executes it. LLM predicts the next token.

Maybe yes. If so, that is great. But then why do we not see any damage to those countries either due to misinformation or any other hacks. On a related note, Snowden incident shows the depth of our ability.

I find it difficult to comprehend if the billionaires do not know this. That if the Government slowly turns into an oligarchy with their help, the Government will eventually turns against them too. They cannot escape the punishment.

Humans (our leaders) have behavior that shows up when under stress or things do not go per their plan. Other countries are already noticing this about USA leaders and will not hesitate to exploit.

My prediction for the future, with a heavy heart.

- Feb/2026: China becomes #1 in technological progress. And America's relationship with former allies is irreversibly bad.

- 2027-29: Russia continues to pamper President Trump for another term. Their goal is to create anarchy in America. They succeed.

The amount of incompetence, incomprehensible ideology and red-tape slows everything down. NSA and CIA still look powerful because of huge amount of funds that flow in. Other countries happily hack into our infrastructure. You hardly hear NSA doing such accomplishments anymore (last was the Iranian nuclear hack). I doubt if America has any powerful spy network in places in Russia or China. But hey, I am just a dumb citizen.

This is the point. Right tool for the job. Kubernetes was incubated at Google and designed for deployments at scale. Lot of teams are happily using it. But it is definitely not for startups or solo devs, unless you are an expert user already.

Nice work! I looked at the cheatsheet, and it is not obvious to me how to go through two factor authentication during login.

I wonder who came up with the $200/month idea, and what was running in their mind.

$200/month = $2400/year

We (consumers/enterprises) are already accustomed to a baseline price. Their model quality will be caught up or exceeded by open-source in ~6 months. So if I find it difficult to justify paying $20/month, why should I even think about $200/month.

Probably the thought process was that we can package all the great things (text, voice, video, images) and experience. The problem is that very few people use everything. Most of the time, the use cases are limited. Someone wants to use for coding, while someone else (artist) wants to use for Sora. OpenAI had an opportunity to introduce a la carte pricing, and then go to bundling. My hypothesis is that they will have very few takers at $200 for the bundle.

Enterprises - did they interview enterprises enough to see if they need user licenses for the bundles? Maybe they will give it at 80% or 90% discount to drive adoption.

Disclosure: I am on Claude, Grok 2/X Pro, Cursor Personal, and Github Copilot enterprise. My ChatGPT monthly subscription expires in a week, and I will not renew for now and see the user vibes before deciding. I have limited brain power to multitask between so many models, and I will rather give a chance to Gemini Pro for 6 months.

AWS is achieving 2 objectives:

1/ Best-in-class LLM in Bedrock. This could be done w/o the partnership as well.

2/ Evolving Tranium and Inferential as worthy competitors for large scale training and inference. They have thousands of large-scale customers, and as the adoption grows, the investment will pay for itself.

Hope this gets nixed. It might be a relevant case back in 2020, but no longer a valid case now. From the wikipedia case:

"The suit alleges that Google has violated the Sherman Antitrust Act of 1890 by illegally monopolizing the search engine and search advertising markets, most notably on Android devices, as well as with Apple and mobile carriers."

Where will be the search monopoly by Google in 2025? If search monopoly slowly evaporates, where will be the advertising monopoly?

Apple realized that 1/OpenAI is no longer the ONLY game in town, and 2/Models != Platform. Maybe, maybe Apple can achieve what they need (Apple Intelligence), while keeping the doors open for multiple models.

This is the likely scenario. Every conflict at exec level comes with a "messaging" aspect, with there being a comms team, and board to manage that part.

The key is "Enjoy". There is no substitute to meet people, smiling, happy, no politics, no desire to grow or get a raise. Plus fixed hours and you are not responding to slack/emails/oncalls after that. This is not stress, this is fun as long as you do not have to pay large bills.

Yes, it also gives you ideas for new businesses.

People who make the rules are the people in power, not citizens. People win power will always have the bias to do themselves a favor.

+1

With so much of tooling and products, it should come down to

- What am I running and their current security state

- Supply chain of any change that's happening

- Test/Stage/Rollout any change - do not trust the vendor, as they do not know your infrastructure

By allowing OTA update, they assumed that the vendor has tested all permutations.

1/ Build a community (think Linux for OS, Android for mobile, React for frontend) and figure out monetization later. What is clear to most people is that something fundamental is changing in how we build and consume applications.

2/ Prevent OpenAI from cornering the future $$$ market. Unfortunately, Google search is hit as well, but it is more due to the generational shift.

3/ Attract the best AI researchers. A product is a good as its core set of people (often just a few).

Excellent article, sir. Those dealing with illnesses of self/family know well the cost of lost opportunity.

Did you miss one important thing? Our homes are a minefield: chemicals, VOC, mold.

Besides everything said here in comments, Zuck would be actively looking to own the next platform (after desktop/laptop and mobile), and everyone's trying to figure what that would be.

He knows well that if competitors have a cash cow, they have $$ to throw at hundreds of things. By releasing open-source, he is winning credibility, establishing Meta as the most used LLM, and finally weakening the competition from throwing money on the future initiatives.

I have been using Claude and ChatGPT in parallel for 2 months now. Claude is slow to respond, but I love it. So I will stay on Claude for next 3-6 months for now. I find it unnecessary to pay $40 for both, but not use to the fullest.

So my plan is to use one chat subscription at any time, and then use APIs for the rest. Right now I have chatbox.app on my laptop, so have the freedom to play around w/ the rest as well as needed.