1. The future of work will happen inside Codex or Claude Code. Instead of putting AI into your SaaS tool, you’ll use your SaaS tools inside your favorite AI agents' in-app browser. Dan spends all his time in Codex now—writing documents, managing email, doing research, everything. He's using Google Docs, PostHog, and everything he needs within the agent's in-app browser. The agent can see what he’s doing, and has all of his context, so he and his agent collaborate quickly and super effectively.
2. Automation is a lie—every automation needs a human. Dan's company doubled in size this year despite being incredibly AI-forward. Why? Because in order to make automation work well, you need humans making sure everything keeps working. This is why benchmarks are misleading—they measure AI on problems we’ve already framed and can score, but there’s always a higher frame.
3. PMs will win the AI era. Marcus, a former PM who previously ran Axios’s writing product, joined Every after getting super AI-pilled. Now he runs their product Spiral, and ships faster than anyone on the team. He pairs technical knowledge with spiky product sense, deep user empathy, and an eye for what matters. Dan thinks any PM who gets really AI-native will be incredibly dangerous because the building is done for you—what matters is figuring out what to build and if it’s great.
4. Full-stack designers are becoming superheroes. Designers used to make beautiful interactions that engineers didn’t want to build or couldn’t execute properly. Now designers don’t need to hand things off; they can build it themselves. Designers are naturally creative people, and AI is the perfect tool for them because it lets them bring their vision to life without the traditional bottlenecks.
5. SaaS is not dead. In fact, Dan is bullish on SaaS stocks. When users bring their own AI (via Codex or Claude Code) to use SaaS products, the user—not the SaaS company—pays for tokens. This saves SaaS company’s margins. Since the agents need their own seats, Dan predicts that agents will create massive new demand for SaaS because there will be tons of agents using these products at high volume.
6. Every company will have one “super-agent” inside their Slack that every employee will use. Dan initially thought every employee would have their personal work agent, like a shadow AI org chart, but he’s completely flipped his view. He realized agents need humans who care about them. When someone gets tired of maintaining their personal agent, it becomes useless. The winning model is one forward-deployed engineer or AI-savvy person who maintains a company-wide agent (like Shopify’s River or Viktor), and then it trickles down to more specialized team agents as models improve and become less fiddly.
7. The AI job apocalypse is not happening, but you do need to evolve to stay relevant. Models make yesterday’s human competence cheap. But because everyone uses the same models, it all looks the same if you use it the default way; it becomes commoditized slop. Humans then take that frozen competence and use it to make something new and interesting for their specific situation. The key: “ride the models”—use them for everything you do, try new models when they drop, keep turning over rocks.
8. We will read way more AI-generated writing, and we will like it. Human writing is incredibly important for things that matter, but for internal docs, planning, and email, AI-generated is often better because most people are bad at writing strategy documents.
9. Build software for humans and agents to use together. The current model is building a CLI that an agent uses independently. Instead, you and your agent should be using the app together. This creates new design challenges—agents can make a billion requests in three seconds, so you need approval flows, inboxes that summarize what happened, logs, and easy rollback.
10. Forward-deployed engineers are the new most essential role. The big model companies have teams of people managing their internal agents, and those teams aren’t going away. It’s different from traditional software building, and certain engineers love it. As models get better, this role will evolve—you’ll be managing more agents doing more things.
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In spite of the headlines about layoffs and AI taking jobs, we’re actually seeing a lot of promising signs in tech hiring, and some interesting new trends: 1. PM openings are at the highest levels we’ve seen in over three years 2. AI hasn’t slowed the demand for software engineers (at least not yet) 3. AI roles in general are absolutely exploding 4. Design roles have plateaued 5. The Bay Area is increasing in importance 6. Remote work opportunities continue to decline 7. Despite ongoing layoffs, the overall number of tech jobs continues to grow
More in 🧵
First, some context:
1. This analysis is based on data from @trueupio, one of my favorite collaborators and sources of data. They track job openings at tech companies and top startups around the world (over 9,000 companies) and make it easy to browse open gigs. Their data looks at roles at tech companies—the most sought-after and lucrative jobs. (It doesn’t include roles at non-tech companies and consulting agencies.) Browse open roles here: trueup.io/jobs
3. While these numbers are promising, I know a lot of people are having a hard time finding a job right now. And more openings doesn’t automatically mean people are finding jobs more quickly. For anyone in that situation, first of all, I’m sorry. Second, I’m working on ways to help. Until then, check out the end of the post above for a bunch of resources I’ve collected that’ll improve your odds of landing a gig.
1/ PM openings are at the highest levels we’ve seen in over 3 years
There are over 7,300 open PM roles at tech companies globally, and trending up. This is 75% above the low we saw in early 2023, and already up nearly 20% since the start of this year. Today we have the most open PM roles we’ve seen since 2022.
What exactly AI is doing for people, function by function
Results from a large-scale AI productivity survey of my 1m+ newsletter subscribers (with @noamseg)
1. PMs are seeing the most value from AI tools to (1) write PRDs, (2) create mockups/prototypes, and (3) improve their communication across emails and presentations.
Not so much to help them come up with roadmap ideas, run meetings, GTM, or user research synthesis.
AI is helping PMs produce, but so far it lags in helping them think.
2. Designers are finding AI most helpful with user research synthesis, content and copy , and design concepts ideation. Visual design ranks #8.
AI is helping designers with everything around design (research synthesis, copy, ideation), but pushing pixels remains stubbornly human.
Meanwhile, compare prototyping: PMs have it at #2 (19.8%), while designers have it at #4 (13.2%). AI is unlocking skills for PMs outside of their core work (at least in the case of prototyping), whereas designers aren’t seeing the marginal improvement benefits from AI doing their core work.
3. Founders lean heavily toward productivity and decision support, product ideation, and vision/strategy.
Unlike others, founders are using AI to think, not just to produce. The top three jobs are all strategic: decision support, ideation, and vision/strategy. That’s a stark contrast to PMs (whose top jobs are documents and prototypes) and designers (research synthesis and copy).
And look at that #1 category: “productivity/decision support,” at 32.9%, is unlike anything else in the survey. No other role has a single use case this dominant. Founders are treating AI as a thought partner and sounding board, not just a tool for specific deliverables.
This pattern may explain why founders report the highest satisfaction throughout the survey—they’ve figured out how to use AI for higher-leverage strategic work, not just production tasks.
The trick is to forget that it’s called Claude Code and instead think of it as Claude Local or Claude Agent. It’s essentially a super-intelligent AI running locally, able to do stuff directly on your computer—from organizing your files and folders to brainstorming domain names, summarizing customer calls, to enhancing image quality, creating Linear tickets, and so much more.
Here are 50 creative ways non-technical people are using Claude Code in their work and life, to inspire your own thinking. This list includes my own favorite use cases, and many examples y’all shared with me 👇
1. Clearing space on my computer.
Prompt: “How can I clear some storage on my computer?”
Then, discuss your options.
2. Improving the image quality of screenshots
Prompt: “Improve the image quality of [filename]”.
I used this many times for the screenshots in this thread.
Less than a month ago I published part 1 of my essential reading series, and it’s already my 9th most popular post of all time. There’s a growing need for curated, thoughtful content as an antidote to the endless slop filling our feeds and inboxes.
To continue building the highest-signal-to-noise library for product builders, I’ve picked 10 additional timeless reads that you probably haven’t read but should. The pieces below cover a wide spectrum of advice around growth, leadership, communication, entrepreneurship, and more.
I’m not including books here—that list is yet to come. If you have suggestions for essays I’m still sleeping on, please share them in the comments.
There’s so much content flying at us these days, it’s hard to separate the “this sounds smart!” from the “this is genuinely correct, helpful, and timeless.”
Below are seven essays that have had the most impact on my product career—that I find myself quoting from, sharing with people, and coming back to most often, even though most are decades old.
I’d love your help building out this list. What’s missing? Share a link in the comments. Bonus points for sharing stuff people may not have heard of.
(P.S. I’m not including books—yet. This is the beginning of an essential and timeless reading library specifically for product leaders.)
1. Remote jobs are shrinking fast (down 35% from peak)
2. There’s been a shift to hiring more senior candidates
The chart below shows the proportion of open PM jobs by level over time.
If you look at the light blue and dark blue segments below (i.e. Senior and Lead/Senior++ roles), you can see they have definitely grown from early 2023 in the percentage of PMs being hired. In particular, Lead/Senior++ roles are growing their percentage of open roles the fastest. And the share of Entry/Mid-level roles (the pink segment) has decreased the most since early 2023.
3. More than one in five open PM roles is based in the San Francisco Bay Area. The share grew from 15.4% to over 20% in the past two years, and it appears to be growing further.