PM Digest

Notes on building AI products

Short, opinionated takes from shipping LLM cost tooling, agents and knowledge graphs — the things I wish someone had told me first.

¢Weekly signalLatest · Jul 2026 · 5 min read

The week the labs stopped selling intelligence

In one week, Meta, OpenAI and SpaceXAI all launched models whose headline pitch was cost, not capability. What that reversal signals — and what it means if you build AI products.

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5Weekly signalJul 2026 · 5 min

Five things from this week that actually change how I'd build

A PM-hiring memo, a new standards body for token economics, and a compute crunch worse than the 2023 chip shortage — five items from this week, and the one thread running through all of them.

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◈Data for LLMsJul 2026 · 4 min

Your data isn't ready for LLMs

Everyone wants to point a model at their data. Almost nobody's data is queryable. Structure — not volume — is what makes intelligence possible.

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✦Agentic workflowsJun 2026 · 5 min

Agents aren't magic — they're workflows with judgment

The hard design question in agentic products isn't what the agent can do. It's where the human stays in the loop — and where they genuinely shouldn't.

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$LLM economicsJun 2026 · 4 min

Your token bill is a product decision

Finance sees one number. Engineering sees provider dashboards. Nobody sees that the expensive feature is the cheap one called ten times per session.

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More notes coming — the writing queue currently loses to the shipping queue.