Business Building

Or take HEY. HEY has tens of thousands of paying customers. For us that's a win. For Google/Gmail it would be a huge failure. They need a whole lot more to make something worth it. We need a whole lot less to make it a spectacular success. HEY has tens of thousands of users. Gmail has a billion. So are we "losing" to Gmail? Or are HEY and Gmail... See more

90% of Claude’s code is now written by AI, and this has completely transformed how they build products. The bottlenecks have shifted from engineering (writing code) to decision-making (what to build) and merge queues (getting code into production). This is happening faster than anyone expected—Mike thinks most companies will reach this point within

... See more