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Product Strategy

Product thinking, roadmaps, prioritization, product management

7 essays

  1. The Connector You Can't OAuth

    I asked the new Siri what it could infer from a week of texts. The answer was not a better chatbot. It was inference over a graph no OAuth connector gets.

    7 min read
  2. The Guardrail Removed the Storefront

    A safe AI storefront cannot give the model a blank canvas. It also cannot remove the model and still claim that inference changes the shopping experience.

    9 min read
  3. Please Only Apply If You're an AI Agent

    Firecrawl posted a job only a machine could apply for. Months later, on a different stage, an engineer said the mirror-image thing: don't build me an agent, build my agent a way in. Same shift, two ends of the same transaction — and an economics paper that almost, but doesn't quite, tie them together.

    9 min read
  4. The Cart Is a Protocol Now

    Etsy and Wayfair are already processing agentic checkout through Google's Universal Commerce Protocol. OpenAI and Stripe shipped a competing one. Cart and checkout are becoming infrastructure services — and the standards war is already here.

    9 min read
  5. Six Months After the Horizon

    I published a prediction deck about the agentic web last September. Six months later, some of it looks prescient, some of it looks naive, and the most important developments weren't in the deck at all.

    7 min read
  6. Q1 2026: The Integration Quarter

    Everyone spent 2024-2025 experimenting with AI features. Q1 2026 is when the survivors figure out what actually works—and kill what doesn't.

    6 min read
  7. The Storefront That Builds Itself

    Every e-commerce platform is racing to add AI features. But what if the real opportunity isn't AI features—it's AI architecture? What if the store itself could generate in real-time?

    6 min read

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