#org-design

Sequoia's thesis on the next trillion-dollar company says software is no longer the unit of sale. The work is. Headless is the architectural shape of the bet.

Karpathy reframed LLMs as statistical distillates of text, not animals that learn the world. The shift from vibe coding to agent engineering is what production has been waiting for.

Notes from a ProductTank Madrid we hosted at Shakers, on what changes when AI enters a product team — and what doesn't.

PwC measured 1,217 executives across 25 sectors. 20% of companies capture 74% of the economic value of AI. The split is not budget, not stack — it is whether the company uses AI to do what it already does, or to sell what it could not before.

Dorsey from Block and Botha from Sequoia published a new operating model for AI-native organizations. It looks like architecture, but it is really a strategy for not letting your roadmap become the limit on what your AI can do.