The flagship long-form asset. Every week, one idea at the intersection of AI, commerce, and leadership — followed all the way down. The News section catches the daily signal; the MEMO makes sense of it.
AI is not shrinking the PM role — it is expanding it, grounded in real job postings from OpenAI, Anthropic, and Google DeepMind.
MEMO #06Salesforce showed every SaaS company how to cannibalize your own business before AI does it for you. $800M in Agentforce ARR.