If you can’t bet them, have them join you.
MARKET TRENDS
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Cat: The Future of AI and Product Management Leadership
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Cat = At the center of the future of AI + PM = Listen to Cat
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AI Model Release Furor: Don’t Need to Switch Providers or Declare a Winner
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Among all the model release furor, important to note that people don’t need to switch providers or declare a winner every time a new model is released. Especially as Opus 4.7 is a good model too! (Especially since adaptive thinking got better)
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AGI-Pilled Product Management Skills for 2026
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Claude Code's Head of Product: "The hardest PM skill right now is how to be the right amount of AGI-pilled." https://t.co/IebAy2xB2k pic.twitter.com/03Y9AmmRu7
— Lenny Rachitsky (@lennysan) 23 avril 2026Claude Code's Head of Product: "The hardest PM skill right now is how to be the right amount of AGI-pilled."
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NVIDIA OpenAI Partnership Reduces Token Costs by 35x
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Efficiency isn't just about speed anymore — it's about the massive reduction in the cost of intelligence. NVIDIA and @OpenAI
's partnership leverages the GB200 NVL72 to deliver a 35x reduction in token costs, bringing enterprise-grade AI to an unprecedented scale. Trained and -
Databricks Named Gartner Customers’ Choice for Analytics Platform
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Databricks is a @Gartner_inc Peer Insights Customers' Choice for Analytics and Business Intelligence Platforms. Modern BI should do more than display dashboards. Databricks AI/BI and Genie give teams trusted data, interactive dashboards, and the ability to use natural language
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Google announces eighth-generation TPU chips for agentic era
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I had a good time discussing yesterday's Google TPU v8t and v8i announcement at Cloud Next with Amin Vahdat along with @AcquiredFM hosts @gilbert and @djrosent
. The blog post announcement has lots of details about these new chips: https://
blog.google/innovation-and
-ai/infrastructure-and-cloud/google-cloud/eighth-generation-tpu-agentic-era/
… Here's a thread of -
Anthropic Mythos vs GPT-5.5 CyberGym Benchmark Scores Compared
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Also, a detail some of you may have missed: Anthropic’s gated Mythos model scored 83% on CyberGym. OpenAI just dropped GPT-5.5 at 82%. Except GPT-5.5 is actually available for people to use.
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Claude 5.5 Outperforms Opus Beyond Frontend Work Analysis
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Having used both extensively, this doesn’t track with my experience. Aside from frontend work, 5.5 is leaps and bounds ahead of Opus. I don’t think this benchmark tells us anything useful anymore.
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ARC-AGI 5.5 outperforms Gemini 3.1 Pro at reasoning
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In ARC-AGI 5.5, it is positioned at the cost frontier of Gemini 3.1 Pro but achieving a better score in its highest reasoning levels.