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Kunal Babre · Principal Product Manager
What does that mean for product managers?
Replaced with "Full-Stack Builders" - people who code, design, AND do product.
Tomer Cohen, CPO, LinkedIn
"Teams must prove AI can't do a task before adding headcount." AI exploration dominates the prototype phase.
Tobi Lutke, CEO, Shopify
Non-engineers founding and shipping real products. The builder bar just dropped to zero.
Garry Tan, CEO, Y Combinator · CNBC
For the first time, engineers proposed having twice as many PMs as engineers. The bottleneck moved from building to deciding what to build.
Andrew Ng, YC AI Startup School
Prototype, don't spec
Prompt + iterate
Ship + learn
When the cost of building drops to near zero,
the cost of not building becomes enormous.
But more of what?
When AI can build anything, knowing what to build is the superpower.
Strong opinion that differentiates. Nobody is neutral on the Cybertruck.
Obsessive care for detail. The opposite of AI slop.
Solve the emotional need, not just the functional one.
The unexpected moments users love. If you're not having fun, they won't either.
Building was expensive. One wrong bet could waste a quarter. So we front-loaded certainty: weeks of research before greenlighting anything.
When a prototype takes hours, not months, you build to learn, not learn to build.
Before
Sequential. Weeks apart.
Now
↻ Continuous. Hours apart.
Build to think. The loop is hours, not weeks.
One-pagers, six-pagers, PRDs, design docs. The spec proved you understood the problem. Writing it was the thinking.
But a working prototype communicates intent at higher fidelity with fewer assumptions than any document can.
Before
Weeks of alignment before code
Now
Show, don't tell
Think in prototypes.
When every feature costs months of engineering, "no" is your most important word.
When prototyping costs almost nothing, "no" prevents learning. Instead of debating X vs Y for weeks, prototype both and let users decide.
Cost of debate
is now greater than
Cost of validation
Prototype X
Prototype Y
↓ Run in parallel. Users decide.
Say no to bad problems, not experiments. When validation is cheap, run both.
Most treat AI like a search engine. Prompt, get answer, move on.
But when you capture team patterns as structured context, quality jumps. It goes from a tool to a teammate that compounds.
Tool
Generic output
No memory
Teammate
Knows conventions
Compounds
Rules · Principles, guardrails · define once
Foundation · Product knowledge · regularly
Evolving · Decisions, feedback · daily
Capture patterns. Invest in context. It compounds.
"What does the data say?" became the default answer to every product question. Data was the tiebreaker, the decision-maker, the shield.
Data is essential for validation. But it can't tell you what to build next. That takes a point of view. The best PMs use both, but they start with judgment.
Before
Data → Decision
"What does the data say?"
Now
Judgment → Hypothesis → Data validates
"What do we believe? Let's test it."
Lead with judgment, verify with data.
Now, a practical system for where to start.
Meet people where they are. Start at the bottom.
Each level makes the next possible. Not everyone needs Level 4.
Everyone should reach Level 3 within a month.
● Ask AI to explain a PR to you
● Build specs from meeting notes and emails
● Pair with eng to build your first prototype
● Build your first AI plugin for the team
● Prototype your riskiest assumption
● Automate your most tedious weekly task
● Pick one team, get every PM building with AI
● Replace spec reviews with "show me the prototype"
● Measure and reward learning velocity
"I think we're going to start to see the title 'software engineer' go away. And I think it's just going to be maybe builder, maybe product manager."
Boris Cherny, Creator of Claude Code, Anthropic · Feb 2026 · YC Lightcone PodcastNow the only question is whether you'll build.
Kunal Babre · Product Builder
linkedin.com/in/babre
Reference slides for Q&A
What would make your org safe for prototyping?
↳ Permission without career risk
How do you reward learning, not just shipping?
↳ Output → outcomes
Can you document your team's principles so AI can use them?
↳ Scalable taste for the whole team
How do you measure discovery-to-delivery ratio?
↳ The 50/50 rule at org level
Which PMs are ready for Level 2 or 3?
↳ Coach up the builder stack
The PM leader's job: build the system where product builders thrive.
Deeply use 50+ products in your space. Not casually. Analytically. Ask "why does this feel right?" every time something resonates.
Write down what you believe before you have data. Then test it. Committing to a position forces clarity.
Don't study market leaders. Study the weird, polarizing products: Superhuman, Linear, Arc, early Notion. That's where POV lives.
POV sharpens through shipping. You can't think your way into conviction. You build your way into it.
Point of view isn't something you have. It's something you practice.