Parth Sethi @setparth
Product @Meta Post about Tech and Product Management. Views my own. parth.substack.com San Francisco Joined May 2009-
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Risk minimization is the primary lens Enterprises use when selecting vendors. The old adage “No one ever got fired for hiring [insert large co]” rings true once again.
Risk minimization is the primary lens Enterprises use when selecting vendors. The old adage “No one ever got fired for hiring [insert large co]” rings true once again.
AI might change the relative competitiveness of emerging markets in two contrasting ways 1/ Job losses might make the governments more populist, reversing the gains of capitalism (free market) 2/ AI Agents might help fill skill gaps in the labor market, thereby accelerating…
In the 2000s, Computer Science eclipsed Electronics as the engineering discipline of choice for undergraduate studies. Maybe the pendulum is swinging back again with Nvidia being the hottest thing and computer programming getting increasingly commoditized by AI.
Reasons why startups offer a better opportunity to develop Product Sense compared to large companies 1/ Need to make decisions without full information (data is sparse). Builds confidence in making decisions. 2/ Engage in direct problem solving with customers as opposed to…
Bots on X are the platform’s hack (at scale) for giving tweeters new followers, especially in their early days. As long as you tweet, more and more bots will follow you and give you fake street cred (follower count). This cred presumably would give real people FOMO to follow you…
Here for the future of personal cars as income generating assets - Tesla figures out FSD and bolts on ride hailing.
This is more likely a move to preserve jobs (and social cohesion) than to safeguard privacy & security. India is the back office of the knowledge economy and is especially susceptible to GenAI.
This is more likely a move to preserve jobs (and social cohesion) than to safeguard privacy & security. India is the back office of the knowledge economy and is especially susceptible to GenAI.
When I was at TripActions (now Navan), Customer support was their biggest cost and also their biggest differentiator. People implications aside, good news is that AI might significantly improve their margin profile. Bad news is that the barrier to entry might reduce.
When I was at TripActions (now Navan), Customer support was their biggest cost and also their biggest differentiator. People implications aside, good news is that AI might significantly improve their margin profile. Bad news is that the barrier to entry might reduce.
Google bears are missing 3 things 1/ Cost to serve (inference) is likely to decrease significantly over time. This reduces the margin hit. 2/ Figuring out ads in an answer engine world might not be that hard (especially if the product is free to use) 3/ The number of…
This quote from Morgan Housel’s recent podcast gets to the value of reading history - “To develop foresight you need to practice hindsight. You only develop a deep appreciation for what never changes when you engage in history.” open.spotify.com/episode/6ngWj7…
What resonated was Ackman’s focus on identifying ‘less disruptable’ businesses that are going through a moment of vulnerability - being a verb is a good proxy for being less disruptable. Curious to see how this thesis plays out with his Google investment.
What resonated was Ackman’s focus on identifying ‘less disruptable’ businesses that are going through a moment of vulnerability - being a verb is a good proxy for being less disruptable. Curious to see how this thesis plays out with his Google investment.
Real test: training them on Ikea catalogs
Real test: training them on Ikea catalogs
Apple is famously late to market with category redefining products. With EVs, it ended up being too late to make it worth their time. perplexity.ai/search/Apple-c…
When shipping products, be mindful of the balance between ‘battles at hand’ and ‘relationship capital in the bank’. Overdrawing the capital too soon can negatively impact both product success and your effectiveness long-term.
When initiating collaboration with partner product teams, start by shipping less controversial and simple features. It builds mutual trust that is crucial for doing more ambitious things together.
There is a high premium on team inclusivity when 1/ There is an urgency to get to market OR 2/ Next unlock in product growth is possible only through creative ideas/bets
Harrison Johnson @harrisonjohnson
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Dimitri Dadiomov @dadiomov
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EnergyTransition🇺�... @Subpau3097
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smtraderCA @smtarderCA
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sam lessin 🏴☠... @lessin
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