Mind · In / Out · In · 视频

AI 的第三个时代:持续在线的 AI 同事,对谈 Tara Seshan

AI's Third Era: The Rise of Persistent AI Coworkers, with Tara Seshan

Tara Seshan · YouTube · 2026-09-14

OpenAI 产品负责人讲清了 AI 产品的三个时代,还从产品一线说出了知识工作为什么难验证。

第 1 段 / 共 10 段 · 1:17
先做出来测,别写论文

OpenAI 里人人像创始人,想法很快变成公开产品;市场变得这么快,宏大战略没用,关键是把核心假设定准,尽快拿给用户测。

拆解 · 10 步

  1. 01

    1:17 – 10:56

    先做出来测,别写论文

    OpenAI 里人人像创始人,想法很快变成公开产品;市场变得这么快,宏大战略没用,关键是把核心假设定准,尽快拿给用户测。 读这一段视频稿 →

  2. 02

    10:56 – 15:48

    掌舵,而不是划桨

    智能体划桨,人掌舵,掌舵的位置一层层往上走;但方向靠有立场的判断。软件更像拍电影,不像房地产。 读这一段视频稿 →

  3. 03

    15:48 – 20:07

    下一步:持续在线的 AI 同事

    把智能体当队友:它做、人给意见、它再做;再往后是多人一起指挥共享的智能体。数据权限、云端设施和可靠性,和智能一样重要。 读这一段视频稿 →

  4. 04

    20:07 – 25:18

    野心是新的稀缺品

    会用 AI 的人不只是省掉杂活,而是扩大自己能做成的事;最难的是想象什么可能。产品经理的新工作,是追问更有野心的版本。 读这一段视频稿 →

  5. 05

    25:18 – 29:36

    为两三个月后的模型做产品

    三句口头禅:加速到极限了吗、天天泡在里面用了吗、感受 AGI。为现在的模型做会失败,为一年后做也会失败,要贴着研究路线图做。 读这一段视频稿 →

  6. 06

    29:36 – 39:17

    三个时代:聊天、智能体、同事

    工作模式的底层就是 Codex,只是换了界面,目标是让 10 亿用户不用选模式。第一个时代是聊天,第二个是智能体,第三个是持续在线的同事。 读这一段视频稿 →

  7. 07

    39:17 – 46:03

    口碑翻转,角色边界消融

    Codex 口碑翻转靠团队天天用、快迭代。工程师、设计师、产品经理的边界在消失;产品经理这门手艺会不会退化,她坦白没有答案。 读这一段视频稿 →

  8. 08

    46:03 – 52:44

    人脑还值钱的地方

    人脑的价值在三处:为结果负责、作者式的表达、彼此关心。她自己拿 AI 随手做网站当工具,用 /visualize 把数据画成图。 读这一段视频稿 →

  9. 09

    52:44 – 1:05:09

    为思考而写,永不自动化

    汇报可以交给模型,思考必须自己写;拿原型和实验结果说话,不拿长文档。在 Sutter Hill 学到:先给 100 个人讲,把讲法测对,再定产品。 读这一段视频稿 →

  10. 10

    1:05:09 – 1:15:46

    知识工作没有测试可跑

    写代码能用测试验证,知识工作不能只信最后那个「成功率 90%」,要看过程、输入和推理,所以产品要把中间过程和引用摊开。最后是快问快答。 读这一段视频稿 →

Indigo 的结论

一手价值有两层:一是从 OpenAI 的产品一线确认,品味和有立场的判断是人守得住的东西;二是更重要的,她把「验证省不掉」讲成了产品设计的中心难题。

怎么读这篇 OpenAI 产品负责人的访谈,替自家产品说话很明显,整场某种程度是在为 ChatGPT 工作模式和 Codex 做宣传。但她对这门手艺的观察是真见识:掌舵不划桨、为思考而写、野心变稀缺、知识工作难验证。读的时候把产品宣传和从业者的手艺判断分开,产品愿景和时间表要打折。

需要记住的几件事

  1. 三个时代:聊天、智能体、持续在线的同事。人从划桨变成掌舵,掌舵的位置越来越高,但方向和有立场的判断仍然要人来做。
  2. 知识工作不同于写代码:没有测试可跑,不能只信最后那个数字,要看过程、输入和推理,所以产品要把中间过程和引用摊开。
  3. 「持续在线的同事」是产品体验上的持续,不是模型在工作中持续学习,靠的是数据权限和云端设施。这是最该打折的一处。
  4. 为思考而写永远不交给 AI,为汇报而写尽量交出去;拿原型说话,不拿长文档;开头和结尾都自己写。
  5. 野心是新的稀缺品:简单的事变得超简单,差距只剩野心;抬高别人的野心,是产品经理的新核心工作。

什么会让我改口

知识工作也有了便宜的机器终审,验证就能省掉。

怎么读这篇

OpenAI 产品负责人的访谈,替自家产品说话很明显,整场某种程度是在为 ChatGPT 工作模式和 Codex 做宣传。但她对这门手艺的观察是真见识:掌舵不划桨、为思考而写、野心变稀缺、知识工作难验证。读的时候把产品宣传和从业者的手艺判断分开,产品愿景和时间表要打折。

拆解 · 10 步
  1. 先做出来测,别写论文
  2. 掌舵,而不是划桨
  3. 下一步:持续在线的 AI 同事
  4. 野心是新的稀缺品
  5. 为两三个月后的模型做产品
  6. 三个时代:聊天、智能体、同事
  7. 口碑翻转,角色边界消融
  8. 人脑还值钱的地方
  9. 为思考而写,永不自动化
  10. 知识工作没有测试可跑

据视频字幕整理,按说话人分段。

01

先做出来测,别写论文

OpenAI 里人人像创始人,想法很快变成公开产品;市场变得这么快,宏大战略没用,关键是把核心假设定准,尽快拿给用户测。

01:15 · 前沿实验室里面是什么样

1:17Lenny Rachitsky: 今天的嘉宾是 Tara Seshan。她在 OpenAI 同时负责 Codex 和 ChatGPT 工作模式的产品。我认为这是今天增长最快、也可以说对知识工作者最重要的 AI 产品。加入 OpenAI 之前,她在 Stripe 待了六年,是最早的五位产品经理之一;她还在 Watershed 带过产品,自己创过业,也是 Thiel Fellow。你在 OpenAI 差不多一年了,按 AI 的时间算,这已经是一辈子。那里最让你意外的是什么,好的坏的都算?

2:57Tara Seshan: 很多东西挺熟悉的,因为我之前待过的地方也是高增长、人才密集、强度很高:同事很厉害,紧迫感很强。最让我意外的是,我以前待过的公司都是「创始人主导」,而 OpenAI 是「众创始人主导」:公司里每个人,尤其在自己负责的领域里,本质上都是创始人。和我待过的地方比,自上而下的指令少得多。我本来就是创过业的人,所以在这里仍然能觉得自己是这块产品的创始人,我和市场之间的距离非常近。就像创始人那样,为了找到产品市场契合,什么都得干。

4:26Tara Seshan: 另一面是,我来之前以为会找到一座 OpenAI 秘密战略的宝库,就像在以前的公司,你会找到一本「支付圣经」,里面写着大家怎么想问题。其实 OpenAI 是真的 open。关于世界该是什么样、产品该怎么做、模型该怎么表现的每一个想法,都会很快变成公开产品或公开表态的一部分。这改变了我的工作方式。让我兴奋的是,OpenAI 做的很多事会立刻变成用户在产品里能摸到的东西,这个循环比我见过的任何地方都快。

06:44 · 从推演到实证

6:42Lenny Rachitsky: 你在很多地方做过产品经理,也带过产品团队。在这个新世界里,你失去了什么?

6:49Tara Seshan: 在一个更静态、变化慢的市场里,你可以做宏大战略,因为它更可预测。支付是动态的,但格局已定:我下这个注,对手可能下那个注,你从第一性原理出发,严谨地推演接下来几步。那个市场要求你这么做,想得更严谨的人会赢;不这么做,就会显得粗心,因为你的决定本来是可以被预判的。而在这个市场里,很难知道接下来会冒出什么。它是涌现式的,变得很快,最重要的是你必须和研究紧紧绑在一起。所以多做、靠实证,比学院式、理论式的思考重要得多。与其写一份长长的论证文档,几乎是一篇关于接下来一段时间规划的博士论文,不如想:怎样最快做出一个能拿给用户试的东西?这个切换一开始让我很不适应。我怀疑自己是不是没尽到该做的功课。但你必须去试、尽可能多地学,这意味着你做的思考要尽可能对准你的核心假设。定义这个假设是最重要的事,用 Shishir Mehrotra 的说法叫「本征问题」;你另外编出来的任何宏大战略都无关紧要。

9:07Lenny Rachitsky: 所以这就是产品经理工作里没有变的部分,而且它变得更重要了。

9:20Tara Seshan: 产品经理这个角色周围有很多附属品:按时推进执行、写文档、做演示。但核心一直是:关于你的产品,最本质的问题是什么,也就是决定它成不成的那件事?怎么测试它、读懂结果、再喂回一个循环去修正假设?这需要理解用户、市场和技术,把它们合成你能想到的最锋利的假设,并让测试尽可能快、尽可能有效。这件事不但没变,还成了公司里最重要的事。工程经理、工程师、数据科学家、设计师现在都这么想,专注于定义问题和测试循环。很多别的附属品已经掉了。

02

掌舵,而不是划桨

智能体划桨,人掌舵,掌舵的位置一层层往上走;但方向靠有立场的判断。软件更像拍电影,不像房地产。

10:51 · 掌舵,而不是划桨

10:56Lenny Rachitsky: 几周前「循环」在推特上特别火:告诉 AI 成功是什么样,然后让它一直做,直到做到。你觉得循环会从软件工程扩展到产品管理和所有知识工作吗?

11:24Tara Seshan: 我觉得未来的工作会越来越像掌舵,而不是划桨。智能体会做很多划桨的活,你的角色变成掌舵,把船指向正确的方向。这个掌舵的位置可能会越来越高:以前是写一行代码按一下 Tab,然后是指挥一件更完整的事,也许到目标层面,也许更高。它会一层层往上抽象。但归根到底,还是得由人决定船往哪个方向开,以及根据反馈和数据下一步往哪走。掌舵有一部分是看数据告诉你什么,但很大一部分是做一个有立场的判断。我们低估了直觉,甚至低估了一种积极的决定论:对未来想要什么样子的决定论。我想让产品是这个样子,不是因为另一种不同样可行,而是因为这是我要把世界推去的方向。这一点,至少目前,必须来自人。循环很好,智能体在越来越大的循环里做越来越多的划桨也很好,但你仍然需要掌舵。工作还会变成和别人一起,对一群共享的智能体共同掌舵。

13:25Lenny Rachitsky: 如果每个人都能用同样的工具,那能把你区分开的基本上就是人本身。否则我们都在做同一个东西,而那个近乎不公平的优势,就是人脑。

13:42Tara Seshan: 这让我想到时尚。有人人都能穿的功能性衣服,但你穿的很多东西是在表达你的个性,它之所以打动人,部分正是因为和别人的表达形成反差。我们做的很多产品也带着同样的立场感和艺术性。Patrick Collison,也可能是 John Collison,有一句很好的话:软件不像房地产,投钱进去就能拿到价值。它更像拍电影。你可以往一部电影里砸很多钱,但这不保证它是好电影。里面有作者式的表达,有立场和艺术性,这取决于你或你的团队对自己的产品有没有有意思的话要说。

14:59Lenny Rachitsky: Marty Cagan 说,你对一个产品的第一个想法很少就是它最后的样子;要弄清它真正该是什么,有一整套过程,而这个过程得由人来走。

15:21Tara Seshan: 当然。这些循环转得越来越快,所以你形成直觉的能力、拿到形成直觉所需信息的能力,以及和人、和智能体一起把直觉付诸行动的能力,才是关键。

03

下一步:持续在线的 AI 同事

把智能体当队友:它做、人给意见、它再做;再往后是多人一起指挥共享的智能体。数据权限、云端设施和可靠性,和智能一样重要。

15:46 · 下一步:持续在线的 AI 同事

15:48Lenny Rachitsky: 你身边是全世界最走在 AI 前面的一群人。OpenAI 内部现在的哪些工作方式,会在未来三到六个月变成我们所有人的日常?

16:08Tara Seshan: 两件事。一是在越来越高的抽象层上和智能体一起工作:让智能体更独立地多做一些,你进来掌一下舵,然后让它继续干。大家越来越把智能体当成持续在线的存在,当成队友和同事。和它们合作,就像我和团队里的人合作:他们做很多活,我给意见,他们再做,我们按不同节奏对齐,互相看对方做到一半的东西,再给反馈。这种同事模式就是方向,一个和智能体协作自然得多的界面,我们内部已经看到很多了。

16:58Tara Seshan: 第二件事是,到目前为止我和智能体的合作都是一对一的:我和我的智能体,也许再派生几个子智能体,但可能和同事们在各自智能体上做的事完全脱节。有一阵内部所有人都在 Slack 上互相发自己 Codex 对话的截图:看,我是这样算出这个数的。这不是最自然的协作方式。随着越来越多的活由智能体来做,我们难道不该能一起和各自的智能体工作吗?最自然的界面是什么?这就是我们在想的事。理想情况下,工作感觉像一场多人游戏,大家一起给各自的智能体掌舵,而智能体承担更多战术层面的划桨。

18:15Lenny Rachitsky: 这是一个信任慢慢建立的过程:好,去干更久一点,多接一点活。大家都担心「快速起飞」,现在感觉我们处在「缓慢起飞」的情景里,这是好事。它感觉并不慢,但我们也没有在对付什么 300 智商的 AI。

18:48Tara Seshan: 模型聪明得惊人,能把更高阶的工作交给智能体,当然和智能有关,和它们跑长任务、不跑偏的能力有关。但也有很多非常基础的东西。在本地工作的智能体很方便,因为能访问你电脑上的所有数据。要让智能体在云端做成事,需要大量云基础设施。还有对你各个系统的访问权限:你雇来一个同事,把他锁在一个房间里,不让他用 Google Docs、Slack 和公司数据库,他不会有多大用处;一个与世隔绝的云端智能体也一样。所以让智能体有用,很大一块是智能,但也有很多是战术层面的:数据访问、云基础设施、可靠性。它们听起来比那些关于智能的大问题平淡得多,但对智能体最终有多有效,同样重要。

04

野心是新的稀缺品

会用 AI 的人不只是省掉杂活,而是扩大自己能做成的事;最难的是想象什么可能。产品经理的新工作,是追问更有野心的版本。

20:05 · 野心是新的稀缺品

20:07Lenny Rachitsky: 野心这个话题在这个播客里反复出现。有了这些工具,我们不只是能更有野心,而是几乎必须更有野心,这对很多人来说并不自然。简单的事现在超级简单,能把人和公司区分开的,是你能有多大的野心。

20:45Tara Seshan: 用 AI 工具最有成效的人,不只是把重复性的活自动化,而是扩展了自己能做成的事情的范围。在 AI 之前,招聘里的「独角兽」是那种有产品感、会思考、同时恰好是工程师、也许还是设计师的人,因为他们压平了职能之间一层层的翻译,能自己很快做出或构想出一个东西,再和团队一起推进。现在我们都有了这种超能力。我可以随手出设计稿,搭一个初版原型,想出一套定价模型,把各种情景都算一遍。可能性的范围大大拓宽了,这意味着我可以更像一个作者,以更高的保真度实现我的构想。你的野心不再受限于你自己能执行什么、能讲清楚什么。最难的只是在一个短得不合理的时间里,扩展你对「什么可能」的想象。Patrick Collison 有一个页面,列了很多野心大得不合理、却在极短时间内做成的项目。现在让我觉得了不起的是,这些项目全都发生在这些工具出现之前。如果用过去的能力都做得到,那有了 AI 给我们的东西,这类项目难道不该出现指数级的增长吗?

23:57Lenny Rachitsky: 最难的是记得去试一下,比如想到:让我看看 Codex 能不能做这个。这是我们必须养成的新习惯。

24:11Tara Seshan: Tyler Cowen 说,大多数人低估了去找一个人、问他这件事的影响:你正在做的事,更有野心的版本是什么?能不能做得更快,或者放大到 10 倍的规模?当我想产品经理现在能做什么特别有效的事时,抬高别人的野心、提醒他们什么是可能的,是这个角色里很大的一部分。当有人说,我们打算这样做完,时间表是这样,这是第一版,你的一部分工作就是说:天花板是不是明显更高?我们是不是该更有野心?能不能更快地试一试?

05

为两三个月后的模型做产品

三句口头禅:加速到极限了吗、天天泡在里面用了吗、感受 AGI。为现在的模型做会失败,为一年后做也会失败,要贴着研究路线图做。

25:07 · 三句口头禅,以及为两三个月后的模型做产品

25:18Lenny Rachitsky: Nick Turley 内部有句口头禅:这已经加速到极限了吗?

25:24Tara Seshan: 「这已经加速到极限了吗?」绝对是 OpenAI 的口头禅。我和 Andrew Ambrosino 很喜欢问团队的另一句是「你已经天天泡在里面用了吗?」:你是不是一整天、每一天都在用这个产品完成自己的工作?再加上问我们在范围和规模上是不是已经尽可能有野心。这已经加速到极限了吗,我们是不是在用最快的速度推进,你是不是天天泡在里面用,把你所有的品味都用来判断它好不好用、人们是不是真的想要,把反馈循环收得尽可能紧。这就是我们需要传播的三句产品开发口头禅。另一句很重要的是「感受 AGI」,意识到 AGI 正在到来。把大多数人吸引到这里的,是相信「让 AGI 造福人类」这个使命,并且愿意为此做任何需要做的事。

27:17Tara Seshan: 做产品时,我脑子里一直回响的一句话是:我们是在为两三个月后的模型做产品吗?为现在的模型做产品,你会失败。为你以为一年后的模型做产品,你也会失败。这两种结果同样是错的。太早了,你是错的;做出一个过度贴合过去某个模型能力的东西,你完全是错的。唯一的做法是瞄准两三个月之后,并且相信模型会好得多:模型能力是产品的中心,我要让我的产品设计给模型让路。

28:05Lenny Rachitsky: 在一条指数曲线上,你怎么知道两三个月后是什么样?靠直觉?研究员会给你一些感觉吗?

28:18Tara Seshan: 和研究团队紧密沟通方向,这极其重要。它不是黑箱:你知道各个团队正专注于让模型在写代码或写作上以某些具体的方式变得更好,所以你让产品开发尽可能紧地贴着研究的议程和路线图。

29:01Lenny Rachitsky: Kevin Weil 在这个播客里说过,现在是模型最差的时候,以后只会更好。这几乎已经是句陈词滥调了,但它是真的,而且荒谬。

29:17Tara Seshan: 绝对荒谬。

06

三个时代:聊天、智能体、同事

工作模式的底层就是 Codex,只是换了界面,目标是让 10 亿用户不用选模式。第一个时代是聊天,第二个是智能体,第三个是持续在线的同事。

29:28 · ChatGPT、Codex 和工作模式

29:36Lenny Rachitsky: 我开着 ChatGPT。有一个下拉菜单,里面有 ChatGPT 和 Codex,还有一个在聊天和工作之间切换的开关。这是怎么回事,之后会往哪走?

29:50Tara Seshan: 我们的北极星是,用户不应该在这么多选项之间做选择。你打开输入框,写下你的任务,比如做一个 App,帮我的播客嘉宾在录节目前做研究,它会自己挑合适的运行框架和合适的模型把事做成。这个选择不该压在用户身上,否则他们不仅要搞清楚自己想做什么,还得搞清楚我们产品的边界和能力。目前,在 ChatGPT 和 Codex 之间选,只是看你想要一个更偏开发的界面,还是在 ChatGPT 里用同样的能力。如果你是 Codex 用户,继续用 Codex 就好,你什么都不会错过。在 ChatGPT 里,聊天模式就是大家熟悉和喜欢的那个聊天,用来对话和搜索,每次都换上更好的模型。工作模式的底层就是 Codex,只是去掉了一部分写代码用的界面。你不会看到工作树弹出来,但它有同样的能力把事做成,比如生成一个非常复杂的财务模型。我们的公司财务团队用工作模式做的事,以前要么是手工活,要么得靠某一个人的深厚专长,现在整个团队都能做。

32:20Lenny Rachitsky: 工作模式和 Codex 有什么不同吗,比如运行框架上的调整?还是同一个东西换了个界面?

32:24Tara Seshan: 区别在界面层。让 Codex 做一个财务模型,给你的产品定价或者预测未来六个月的收入,它做得和工作模式一样好。区别在于它干活时你想看到什么界面,想暴露多少技术细节。说真的,我们的北极星是把这些全部合并,让用户不用做这些决定。现在分开,是为了在人们已经在用的产品、已经熟悉的概念里接住他们,让每个人都能用上和智能体一起工作的能力,这件事已经彻底改变了每个开发者的工作方式。我们应该对知识工作做同样的事。

34:03Lenny Rachitsky: 你工作里最难的部分之一,一定是在 ChatGPT 和 Codex 以及其他新东西之间找平衡。ChatGPT 有十亿用户,也许是史上最成功的消费级产品。

34:36Tara Seshan: 在网页和桌面 App 的 ChatGPT 里上线工作模式,目标之一就是把智能体越来越多的能力带给这十亿人。如果说 AI 产品的第一个时代是聊天,第二个时代显然是和智能体一起工作,到目前为止主要是编程智能体,而我们想把它带到知识工作这类更多的领域。产品上的挑战是让它自然、容易上手,而不是一个人们必须刻意做出的决定;还要把它去复杂化,让十亿消费者不必去想运行框架这类东西。而第三个时代可能很快就来,就是和一个持续在线的同事一起工作,它能和你一起把事做成,也许还和别人一起。

36:17Tara Seshan: 有一个教训和我以前的产品经验正好相反:在以前的公司,打磨是王道。把每一处交互做到完全正确,比早点发布更重要,因为时间对结果影响不大,所以如果每个角落都没打磨好,还不如不发。在这个时代,当你确信一个产品有变革性时,先把它送到用户手里,远比完美更好。我们还有很多事要做,让它更好用,尤其是对那些拿它做消费类事情、而不是提高生产力的人。但完成比完美更好。

07

口碑翻转,角色边界消融

Codex 口碑翻转靠团队天天用、快迭代。工程师、设计师、产品经理的边界在消失;产品经理这门手艺会不会退化,她坦白没有答案。

39:13 · Codex 的口碑为什么翻转了

39:17Lenny Rachitsky: 最近几个月推特上的风向从 Claude Code 转向了 Codex。内部到底改变了什么?

40:09Tara Seshan: 有句话说:开悟之前,砍柴挑水;开悟之后,砍柴挑水。把 Codex App 做起来的团队非常以用户为中心,迭代循环很紧,自己尽可能天天泡在 App 里用,把每件事做对。外界开始注意到了,但团队一直专注在用户和迭代上,某种程度上是市场追上来了。这个过程没有变。做它的每个人都是开发者,都在拿它做开发,一直在修自己遇到的问题,也在听公司里其他人和用户遇到的问题。工作方式和以前一样:我们有没有抬高野心,有没有加速到极限,有没有天天泡在里面用?功劳全归团队。

41:25Lenny Rachitsky: 有意思的是这个回答多么「人」。是你、Andrew、Tibo,是一个痴迷于客户和产品的团队。答案不是 AI,是人造成了差别。

41:40Tara Seshan: 功劳全归团队。桌面团队里几乎每个人都像创始人一样行事,在意每一个细节。他们发现某个地方应该更好,就会自己去做出来;如果内部测试效果不好,大家不用或者觉得没用,他们会先迭代,再对外发布。

42:20 · 角色边界正在消融

42:29Lenny Rachitsky: 角色在重叠:工程师在做产品经理的活,产品经理在交付原型,也许直接上生产。我听到很多人问:作为设计师、作为市场人员,我现在的工作是什么?你们也在面对这个吗?

42:49Tara Seshan: 我一直喜欢创业公司的一点是,你的角色几乎没有边界:什么都是你的责任,又什么都不是,最终你要为成功负责。Stripe 就很像这样,任何人都可以做任何事。现在能力终于追上了这种心态。我在意的是有人对这些事负核心责任:产品有没有人用、有没有人想要、质量高不高、有没有效。不管是工程师、设计师还是产品经理,总有一个直接负责人,至于需要干什么活,大家按兴趣和能力去接。另一面是,我热爱产品经理这门手艺,Shreyas、Marty Cagan、Shishir 这些人把它讲得特别好。用这种流动的方式工作,我会不会失去打磨手艺的机会?我真的没有答案。我们都在一起经历这件事:我们手艺里的一些部分,正被模型抽象掉,模型做得很好,也许比个人还好,于是你的手艺从那项具体任务,挪到了产品或这门学科的另一个部分。我还在想,怎么平衡我对团队协作、对用这些工具的热爱,和我对这门手艺的热爱。

45:31Lenny Rachitsky: 工程师这个角色现在的变化大得难以置信。以前你整天写代码,现在那已经不是工作本身了,而且变得这么快。有人在怀念亲手写代码时的心流状态。

45:52Tara Seshan: 这是一个艰难的转变。有人喜欢,有人不喜欢。

08

人脑还值钱的地方

人脑的价值在三处:为结果负责、作者式的表达、彼此关心。她自己拿 AI 随手做网站当工具,用 /visualize 把数据画成图。

46:02 · 人脑在哪里仍然值钱

46:03Lenny Rachitsky: 未来几年,你觉得人脑在哪些地方仍然最有价值?

46:25Tara Seshan: 第一,作为承担责任的主体。最终谁对结果负责?你可以把一起工作的智能体看成你的下属,但谁对最终产品负责,它质量高不高、有没有做成你想要的,至少目前仍然会是人,尤其是在监管严格的行业,或者需要直接由人出面的场合。第二,表达。软件不像房地产,更像电影,最伟大的电影不是预算最高的那些。做软件里有艺术性、立场和表达,有一种由某个人或某群人署名的作者感,你选择做什么、它给人什么感觉,是非常属于人的问题。第三,我们如何彼此关心、如何相处。我工作里的这一部分变得比以往任何时候都重要:和团队里的人聊,一起想怎么对一个方向充满热情,怎么一起学习、一起工作,怎么互相抬高野心。我没法预测模型会发展成什么样,但这些事感觉非常属于人。

48:21 · 她自己怎么用 AI

48:31Lenny Rachitsky: AI 能做到的,和我们实际拿它做的,之间有一段落差。你是怎么用 AI 的,有什么可能给大家启发?

49:01Tara Seshan: 我现在一直在做网站。Sites 是个特别好玩的产品:你可以在工作模式里做一个网站,当作展示用的成品,但我拿它做任何事。我给团队做过一个游戏,因为网站自带数据库。我最近去徒步背包旅行,做了一个路线网站,追踪我们要去的每个地方的海拔,同行的每个人都把自己带的食物录进去。网站实现了 Alan Kay 在 60 年代描绘的那个可塑的个人软件之梦:真正的个人电脑,要有个人的软件。人们用 Notion 这类工具和它的积木块尝试过,但做一个网站,真的只要一句提示词:给我做出我需要的那个工具。它们可以分享,可以自动更新,你可以用内部数据做一个看板;与其辛辛苦苦做一套幻灯片,网站是一个动态得多的展示载体。你只要在 Codex 里说,给我的团队做一个杀人游戏(Mafia)网站,它就做出来并托管好,可以公开、分享给团队,或者只给自己看。它改变了我的日常,以前我的日常就是做很多文档和表格。你可以在工作模式、在 Codex、在网页、在手机上,任何地方做这件事。

51:48Tara Seshan: 我另一个很喜欢的是 Codex 里的 /visualize。输入「/visualize 我的 ChatGPT 使用情况」,它会把你做过的一切拉进来,做出一张很棒的可视化。我花过无数时间琢磨怎么把图表和数据拉进来,以对我要讲的故事有用的方式呈现出来,而 visualize 让这件事变得极其简单。

09

为思考而写,永不自动化

汇报可以交给模型,思考必须自己写;拿原型和实验结果说话,不拿长文档。在 Sutter Hill 学到:先给 100 个人讲,把讲法测对,再定产品。

52:54 · 为思考而写,为汇报而写

52:44Lenny Rachitsky: 很了解你的 Brie Wolfson 说,Tara 写的简报是出了名的。你的写作好在哪里?对想把文档写好的人,有什么建议?

53:14Tara Seshan: 我在工作里有两种写作:为思考而写,和为汇报而写。为思考而写,是一份简报,论证我们为什么该做一个产品或采取一个战略,也许是一个尖锐的观点。为汇报而写,是总结团队这周做了什么,或者列出一次发布的计划。为汇报而写的,我很乐意自动化,一直用模型让它尽量简单。为思考而写的,我永远不会自动化。对我来说,列提纲、写成文字、删减、修改、反复迭代,是把想法理顺最重要的步骤之一。大多数人一刀切,要么写作时从不用模型,要么一直用,两种都不对。为汇报而写,尽量多用模型;而只要你是靠写来思考的,就别让模型替代你的思考。我的简报是这样来的:钻进一个洞里,为一个新想法写简报,花很长时间打磨,然后拿去四处给人看,让大家攻击它、找漏洞、把它变强,再拿给下一个人,重复这个过程。Stripe 是一个写作文化的公司,是少数几个一份简报能在公司内部刷屏的地方。

55:46Tara Seshan: 在 OpenAI,我仍然一直在为思考而写,但拿去分享的成品不再是一份当作工作证明的长文档了,部分原因是长文档不再说明你想透了;你可以轻松生成一份长文档,恰恰暴露你没想透。我日常里最大、也许最让人不适应的变化是:以前我在文档里思考,把它转成一份展示材料,这证明我想透了一个问题,团队就会动起来。现在是做模型稿,不写文档;或者做原型,不写文档。给人们一个能试、能交互的东西,或者更好的是给结果:我们做了一次 A/B 测试,这就是我们为什么该往这边走。这比文档沟通得好得多。我仍然写几百份文档,但那是写给我自己的。

57:12Lenny Rachitsky: 我喜欢你那个建议:一边迭代,一边拿大量反馈。

57:33Tara Seshan: 以前的一位经理跟我说,文档写到 70% 就拿给你需要争取支持的人,让他们帮你从 70% 做到 100%。我现在还一直这么做,因为很少有厉害的人愿意去碰一个打磨完美、已经成型的想法。新的想法会被弹开。一个带着毛边、他们可以和你一起打磨的东西,会把他们拉进这个过程。

58:08Lenny Rachitsky: 你怎么看 AI 造成的脑子退化,也就是过度依赖 AI,失去读写长文档的能力?

58:29Tara Seshan: 为思考而写这条纪律,是我确保自己思考能力不退化的主要方式之一。为汇报而写的,我尽量外包;为思考而写的,我自己来。我还相信,如果我要让别人读我的文档,我自己至少也该读那么多遍;如果我召集一个会议,我就该为大家要在会上花的总时间做好准备。我不靠模型润色我的文字,我觉得它做得不好,尤其不靠它生成初稿。我确实经常用它做总结,或者把内容从一种格式转成另一种格式。

59:43Lenny Rachitsky: 所以:想法、简报、计划,自己作为人来写。不从 AI 开始,甚至不用它来改进文字。

59:57Tara Seshan: 至少对我来说:开头我自己写,结尾我自己写。中间我可能用 AI 去研究某些具体部分、拉一些数据,或者反驳某些想法,但一篇东西的开头和结尾由我自己来,这样不会侵蚀我的思考。

1:00:22 · Sutter Hill,和「产品营销契合」

1:00:20Lenny Rachitsky: 你的职业经历里有一步很少见:在 Sutter Hill Ventures 做驻场创业者。这家机构自己孵化公司,Snowflake 就是一个例子。你学到了什么?

1:00:44Tara Seshan: Sutter Hill 是一家标志性的、刻意让外人看不懂的机构,它的网站上什么都没有。它尽可能安静、低调地运作,却是硅谷一些最标志性的成功背后的推手,靠的是 Mike Speiser 开创的一种不寻常的孵化模式。人们把找到产品市场契合、或者建一家几百亿美元的公司,当成一门靠运气和偶然的玄学,可 Mike 做成了好几次。显然有一套可以重复的打法:在下判断时一次次押对,以及那些每天复利、成就一家公司的事,比如怎么搭企业销售、怎么给产品定位、怎么组创始团队。他们的招聘无人能及;他们有个叫 Reticle 的工具,画出了他们打过交道的每个人,以及这些人合作过的最好的十个人。我的职业生涯就是尽可能多次地找到产品市场契合,而 Sutter Hill 已经摸清了怎么为 B2B 产品做到这一点,所以我想向他们学。

1:03:06Tara Seshan: 让我意外的教训是:产品市场契合很重要,但我低估了「产品营销契合」。你怎么讲、怎么营销这个产品,可以先于把它做出来。它应该来自对技术和企业销售过程的深刻理解,而这套叙事和定位,才是甚至在产品体验之前就该去测试的东西。给 100 个人讲,打磨讲法,把「这为什么有变革性」这个故事讲对,然后才确定产品到底长什么样。我以前把产品营销看成职能之间的胶水,后来学到,做到极致时它有多大的变革力,甚至可以是一家公司成功的原因。

10

知识工作没有测试可跑

写代码能用测试验证,知识工作不能只信最后那个「成功率 90%」,要看过程、输入和推理,所以产品要把中间过程和引用摊开。最后是快问快答。

1:05:06 · 知识工作和写代码根本不同

1:05:09Tara Seshan: 我们一直在想的一件事,尤其是做 ChatGPT 工作模式时,是知识工作和写代码有根本的不同。一个让人意外的教训:写代码是如此面向产出,你让它做一个编程任务,可以用测试来验证它做对没有。你可以试一下,看它能不能跑;有办法从产出本身去验证。知识工作不一样。我不能只看最后那份演示文稿,看到「成功率 90%」,就相信它。我真的需要想清楚过程、输入、推理,以及它是怎么得出这个结果的。所以在产品上,我们很多工作是在适配知识工作:让 ChatGPT 更像一个合作者,让你看到它做到一半的全部工作、它的引用和输入,带着你和模型一起走完这段路,这样最后你知道产出是对的、好的、有用的。这体现在交互设计上,也体现在推理和思维链上。一路上你是不是该看到更多引用,知道它是怎么得到那个数据的?对话线程这种形式非常适合写代码,但它是知识工作合适的载体吗?有太多大的产品问题。而随着我们把人类合作者带进你的工作,我们也需要让模型更像是和你一起工作的合作者。

1:07:00Lenny Rachitsky: 想象一场高管会,你去讲一个计划:很大一部分是展示你一步一步怎么得出它的。所以 AI 也得给你看同样的工作证明;而在工程里,你不需要看每一个架构决定,只要看测试过没过。然后还有上下文的问题:它能不能看到你的邮件、你的文档?

1:08:02 · 快问快答

1:07:45Lenny Rachitsky: 你最常推荐的书是哪几本?

1:08:08Tara Seshan: William Finnegan 的《野蛮日子》(Barbarian Days),讲一个《纽约客》记者爱上冲浪的一生。我从中得到的是:你可以对一件事满怀热情、全情投入,把它当作一生的志业,却并不擅长它:追求卓越,同时知道自己永远到不了。还有《安娜·卡列尼娜》。我最近在重读经典。13 岁时我读懂了情节,17 岁时读懂了欧洲历史和阶级关系,30 岁时读懂了这是一个关于一个女人、关于人的故事。它提醒我,随着成长,你可以用不同的视角看同一件事,这正是我们所有人在这个新时代的职业里要面对的挑战。

1:09:51Lenny Rachitsky: 最近喜欢的电影或剧?

1:11:34Tara Seshan: 《奥德赛》。我的暴论是,它讲的是 AI,是 Christopher Nolan 对 AI 如何改变社会的看法。他打通艺术性和商业成功的方式,是当代其他导演没做到的。我最近还看了《罗生门》,黑泽明开创了通过多个人的视角讲一个故事、让你永远不知道真相是什么的手法。那是 50 年代拍的,黑白片,一个人扛着摄影机,却那么有品味、那么有创新。我的 iPhone 里有他一百倍的工具,那我有什么借口不抬高野心、做出更好的东西?

1:13:38Lenny Rachitsky: 最近发现的最喜欢的 AI 产品,最好不是 OpenAI 的?

1:13:50Tara Seshan: 朋友们给我做的产品,因为现在人人都能做了。我是「温馨软件」运动的铁粉:给五个朋友做工具,大家一起用。我的朋友 Sebastian 做了一个 App,能把任何东西变成播客,放进你的播客订阅里;还给我们这群朋友做了一个私密的社交网络。人们应该做出恰好满足自己和朋友需要的软件。

1:15:14Lenny Rachitsky: 有没有常常回想的人生信条?

1:15:23Tara Seshan: Toni Morrison 在文章《你做的工作,你是什么样的人》里写的四条:不管什么工作,都把它做好,不是为了老板,而是为了自己;是你成就了这份工作,不是它成就了你;你真正的生活在家人身边;你不是你做的工作,你是你这个人。

判断收口延伸

Indigo 的结论

一手价值有两层:一是从 OpenAI 的产品一线确认,品味和有立场的判断是人守得住的东西;二是更重要的,她把「验证省不掉」讲成了产品设计的中心难题。

需要记住的几件事

  1. 三个时代:聊天、智能体、持续在线的同事。人从划桨变成掌舵,掌舵的位置越来越高,但方向和有立场的判断仍然要人来做。
  2. 知识工作不同于写代码:没有测试可跑,不能只信最后那个数字,要看过程、输入和推理,所以产品要把中间过程和引用摊开。
  3. 「持续在线的同事」是产品体验上的持续,不是模型在工作中持续学习,靠的是数据权限和云端设施。这是最该打折的一处。
  4. 为思考而写永远不交给 AI,为汇报而写尽量交出去;拿原型说话,不拿长文档;开头和结尾都自己写。
  5. 野心是新的稀缺品:简单的事变得超简单,差距只剩野心;抬高别人的野心,是产品经理的新核心工作。

可回查的判断

判断谁说的何时见分晓证据多硬
第三个时代「很快就来」:持续在线的 AI 同事,能和用户以及用户的同事一起把事做成Tara近未来一手产品愿景,有替自家说话的成分
未来的工作是掌舵而不是划桨,掌舵的位置一层层往上走Tara趋势一手判断
ChatGPT 的聊天、Codex、工作几种模式终将合并,用户不用再选模型和运行框架Tara近未来一手产品目标
产品要为两三个月后的模型做;现在是模型最差的时候Tara、Kevin Weil持续一手方法论
现在处在缓慢起飞的情景:信任一步步建立,而不是快速起飞Tara现在一手判断

放回主线

证实

验证不可压缩:验证成为瓶颈、护城河、断点 「知识工作不同于写代码」从产品一侧确认了这条判断的成立范围:有机器终审的地方验证可以压缩,没有的地方压不掉。

证实

你拥有的不是模型:价值上移到不可租用的东西 品味、有立场的判断、掌舵,是这条判断来自模型公司内部产品一侧的证词。

证实

软件即媒体:模型射程外的生意 「软件像电影,不像房地产」,几乎是「卖别人没有的品味和做法」的原话,而且出自 OpenAI 内部。

补充

AI 工作末日:从两极预言到颗粒化替代 人脑还值钱的三处(负责、表达、彼此关心)和角色边界消失,从 OpenAI 内部补了一份具体工种怎么变的证词。

补充

Ashwin Gopinath:引擎已商品化,记忆才是护城河,第三波是状态 两人都讲第三波,但轴不同:Ashwin 讲的是状态和记忆这层技术底座,Tara 讲的是产品体验。

冲突

Dwarkesh RSI 辩论(Schulman + Militch + O'Neal) 那场辩论从工程一侧说,模型在工作中持续学习在细节上处处出问题;Tara 从产品一侧把持续在线的同事讲得像已经来了。

什么会让我改口

知识工作也有了便宜的机器终审,验证就能省掉。

读完了。Indigo 对这篇的判断在这两处:

Mind · In / Out · In · Video

AI's Third Era: The Rise of Persistent AI Coworkers, with Tara Seshan

Tara Seshan · YouTube · 2026-09-14

OpenAI's product lead lays out AI's three eras clearly, and explains from the product front line why knowledge work is hard to verify.

Part 1 of 10 · 1:17
Build it and test it; don't write a thesis

At OpenAI everyone acts like a founder and ideas quickly become public product. In a market this fast, grand strategy is useless; what matters is a sharp core hypothesis tested with users as fast as possible.

Breakdown · 10 steps

  1. 01

    1:17 – 10:56

    Build it and test it; don't write a thesis

    At OpenAI everyone acts like a founder and ideas quickly become public product. In a market this fast, grand strategy is useless; what matters is a sharp core hypothesis tested with users as fast as possible. Read this part →

  2. 02

    10:56 – 15:48

    Steering, not rowing

    Agents row and people steer, with the steering moving up layer by layer; but direction comes from opinionated judgement. Software is more like filmmaking than real estate. Read this part →

  3. 03

    15:48 – 20:07

    Next: the persistent AI coworker

    Treat agents as teammates: they work, people give input, they work again; after that, groups steering shared agents together. Data access, cloud infrastructure and reliability matter as much as intelligence. Read this part →

  4. 04

    20:07 – 25:18

    Ambition is the new scarcity

    People who use AI best don't just skip chores; they widen what they can get done, and the hardest part is imagining what's possible. The new PM job is asking for the more ambitious version. Read this part →

  5. 05

    25:18 – 29:36

    Build for the model two to three months out

    Three mottos: is this maximally accelerated, are you mainlining it, feel the AGI. Build for today's model and fail; build for next year's and fail too. Stay close to the research roadmap. Read this part →

  6. 06

    29:36 – 39:17

    Three eras: chat, agents, coworkers

    Work mode is Codex underneath with a different interface, so a billion users never have to pick a mode. The first era is chat, the second agents, the third the persistent coworker. Read this part →

  7. 07

    39:17 – 46:03

    A reputation flip, and roles dissolving

    Codex's reputation flipped because the team used it daily and iterated fast. Lines between engineers, designers and PMs are fading; whether the PM craft erodes, she admits she has no answer. Read this part →

  8. 08

    46:03 – 52:44

    Where human brains still earn their keep

    Three places: accountability for outcomes, authorial expression, and caring for one another. She builds sites as everyday tools and uses /visualize to turn data into charts. Read this part →

  9. 09

    52:44 – 1:05:09

    Writing to think is never automated

    Hand writing-to-report to the models, but write to think yourself; persuade with prototypes and test results, not long docs. From Sutter Hill: pitch 100 people and get the story right before fixing the product. Read this part →

  10. 10

    1:05:09 – 1:15:46

    Knowledge work has no tests to run

    Code can be checked with tests; knowledge work can't be trusted on a final “90% success”. The process, inputs and reasoning must be visible, so the product lays out work in progress and citations. A lightning round closes it. Read this part →

Indigo's conclusion

Two layers of first-hand value: from OpenAI's product front line, confirmation that taste and opinionated judgement are what humans keep; and, more important, she makes “verification can't be skipped” the central problem of product design.

How to read this An interview with OpenAI's product lead, and she is clearly speaking for her own products; to some degree the whole conversation promotes ChatGPT's work mode and Codex. But her observations about the craft are real insight: steer rather than row, write to think, ambition as the new scarcity, knowledge work that is hard to verify. Separate the product pitch from the practitioner's judgement, and discount the product vision and the timelines.

What to remember

  1. Three eras: chat, agents, the persistent coworker. People move from rowing to steering, the steering keeps moving up, but direction and opinionated judgement stay human.
  2. Knowledge work isn't coding: there are no tests to run and a final number can't simply be trusted; process, inputs and reasoning must be visible, so the product lays out work in progress and citations.
  3. The “persistent coworker” is persistence in the product experience, not a model learning on the job, and it rests on data access and cloud infrastructure. The part to discount most.
  4. Never hand writing-to-think to AI; hand off writing-to-report as far as possible. Persuade with prototypes, not long docs, and write the beginning and the end yourself.
  5. Ambition is the new scarcity: easy things became extremely easy, so the gap is ambition; raising other people's ambition is the new core of the PM job.

What would change my mind

knowledge work gains a cheap mechanical check of its own, and verification can be skipped after all.

How to read this

An interview with OpenAI's product lead, and she is clearly speaking for her own products; to some degree the whole conversation promotes ChatGPT's work mode and Codex. But her observations about the craft are real insight: steer rather than row, write to think, ambition as the new scarcity, knowledge work that is hard to verify. Separate the product pitch from the practitioner's judgement, and discount the product vision and the timelines.

Breakdown · 10 steps
  1. Build it and test it; don't write a thesis
  2. Steering, not rowing
  3. Next: the persistent AI coworker
  4. Ambition is the new scarcity
  5. Build for the model two to three months out
  6. Three eras: chat, agents, coworkers
  7. A reputation flip, and roles dissolving
  8. Where human brains still earn their keep
  9. Writing to think is never automated
  10. Knowledge work has no tests to run

Compiled from the video's captions, by speaker.

01

Build it and test it; don't write a thesis

At OpenAI everyone acts like a founder and ideas quickly become public product. In a market this fast, grand strategy is useless; what matters is a sharp core hypothesis tested with users as fast as possible.

01:15 · What it's like inside a frontier lab

1:17Lenny Rachitsky: Today my guest is Tara Seshan. Tara leads product for both Codex and ChatGPT work at OpenAI, which I believe is the fastest-growing and arguably most important AI product for knowledge workers today. Before OpenAI she spent six years at Stripe, where she joined as one of the first five product managers, led product at Watershed, and was a founder and a Thiel Fellow. You've been at OpenAI about a year, which in AI time is a lifetime. What has most surprised you about working there, good and bad?

2:57Tara Seshan: A lot felt familiar, because I'd worked at other high-growth, high-talent, high-intensity places: amazing colleagues, very high urgency. What surprised me most is that every company I worked at before was founder-led, and OpenAI is founders-led: everyone inside the company, especially in their area, is in essence a founder. The level of top-down direction is extremely limited compared with places I've worked. I came from a founding journey, so I could keep feeling like the founder of my product area, and the distance between me and the market is very thin. You're doing whatever it takes to get product-market fit, like a founder would.

4:26Tara Seshan: The other side is that I came in expecting a treasure trove of secret OpenAI strategy, the way at past companies you find the payments bible that explains how everyone thinks. Actually, OpenAI is open. Every idea about how the world should look, how products should be built or how the model should behave very quickly becomes part of the public product or the public messaging. That changed my operating mode. What inspires me is that so much of what OpenAI does immediately becomes something users can touch in the product, and that cycle is faster than anywhere I've seen.

06:44 · From theoretical to empirical

6:42Lenny Rachitsky: You've been a PM and a PM leader at a lot of places. What do you lose in this new world?

6:49Tara Seshan: In a more static or slow-moving market you can do grand-strategy work, because it's more predictable. Payments is dynamic but established: if I take this bet, my competitor might take that one, and you reason rigorously from first principles through the next moves. That market mandates it; winners think more rigorously, and if you don't, it shows up as carelessness, because your decisions could have been predicted. In this market it's very hard to know what will emerge. It's emergent, fast-changing, and above all you have to stay tied to the research. So being prolific and empirical matters far more than being academic or theoretical. Instead of writing a long reasoning doc, almost a PhD thesis on the plan for the next stretch of time, it's: how do I get to something I can test with users as fast as possible? That switch was jarring. I wondered whether I was doing my due diligence. But you have to try things and learn as much as possible, which means the thinking you do must be as pointed as possible about your core hypothesis. Defining that hypothesis is the most important thing, what Shishir Mehrotra calls the eigenquestion; any other grand strategy you concoct is irrelevant.

9:07Lenny Rachitsky: So that's the part of the PM role that isn't changing, and it's becoming more important.

9:20Tara Seshan: There are many trappings around the PM role: running execution on time, writing docs and presentations. But the core has always been: what is the most essential question about your product, the thing that determines whether it works? How do you test it, read the results, and feed them back into a loop that refines the hypothesis? That involves understanding users, the market and the technology, combining them into the sharpest hypothesis you can, and making the test as fast and effective as possible. Not only has that not changed, it has become the most important thing at the company. EMs, engineers, data scientists and designers all think this way now, focused on problem definition and the testing loop. Many of the other trappings have fallen away.

02

Steering, not rowing

Agents row and people steer, with the steering moving up layer by layer; but direction comes from opinionated judgement. Software is more like filmmaking than real estate.

10:51 · Steering, not rowing

10:56Lenny Rachitsky: Loops were very hot on Twitter a few weeks ago: tell the AI what success looks like and let it go build until it gets there. Do you think loops will expand from software engineering to product management and all knowledge work?

11:24Tara Seshan: I think the future of work will increasingly look like steering rather than rowing. Agents will do a lot of the rowing, and your role becomes steering the ship and pointing it in the right direction. That steering may move higher and higher: it used to be writing a line of code and pressing tab, then directing something more comprehensive, maybe at the goal level, maybe higher still. It will keep moving up layers of abstraction. But ultimately it's still on a person to decide which direction to point it and, given feedback and data, where to take it next. Some of steering is what the data tells you, but a lot is making an opinionated call. We underrate intuition, even a kind of positive determinism about what we want the future to be: I want the product to look this way, not because the alternative isn't equally viable, but because this is the direction I'm pushing the world. That, at least for now, has to come from a person. Loops are great, and agents running in ever larger loops doing more of the rowing is great, but you still need to steer. Work will also look like steering together with other people over a group of agents you share.

13:25Lenny Rachitsky: If everybody has access to the same tools, what separates you is the human, basically. Otherwise we're all building the same thing, and the almost unfair advantage is the human brain.

13:42Tara Seshan: It reminds me of fashion. There are functional clothes everyone can wear, but so much of what you wear is a statement about your individuality, and it's compelling partly because it contrasts with other people's expression. A lot of the products we build feel similarly opinionated and artistic. Patrick Collison, or maybe John Collison, has a nice line: software is not like real estate, where you put money in and get value out. It's more like filmmaking. You can put a lot of money into a film and that doesn't guarantee it's good. There's an auteur statement, some opinionation and artistry, and that relies on you or your team having something interesting to say about your product.

14:59Lenny Rachitsky: Marty Cagan says your first idea for a product is rarely what it ends up being; there's a whole process to figure out what it should actually be, and you have to go through it as a human.

15:21Tara Seshan: For sure. Those loops are moving faster and faster, so your ability to form intuitions, get the information you need to form them, and then act on them with people and agents is the key.

03

Next: the persistent AI coworker

Treat agents as teammates: they work, people give input, they work again; after that, groups steering shared agents together. Data access, cloud infrastructure and reliability matter as much as intelligence.

15:46 · Next: the persistent AI coworker

15:48Lenny Rachitsky: You work around the most AI-forward people in the world. How are people working inside OpenAI that will become normal for all of us in the next three to six months?

16:08Tara Seshan: Two things. One is working with agents at higher and higher levels of abstraction: letting the agent do more independently, coming in to steer, and letting the agent keep cooking. People increasingly think of agents as persistent, as teammates and coworkers. You work with them the way I work with someone on my team: they do a lot of work, I give input, they work again, we sync at different cadences, look at each other's work in progress and give more feedback. That coworker model is where things are going, a much more natural interface for working with agents, and we already see a lot of it internally.

16:58Tara Seshan: The second is that my work with agents so far has been one-on-one: me and my agent, maybe spawning some sub-agents, but potentially divorced from what my colleagues do with theirs. There was a time when everyone internally was sending screenshots of their Codex threads to each other on Slack: here's how I got to this number. That's not the most natural way to collaborate. As more work gets done with agents, shouldn't we be able to work with our agents together? What's the most natural interface for that? That's what we're thinking about. Ideally work feels like a multiplayer game, all of us steering our agents together while they take care of more of the tactical rowing.

18:15Lenny Rachitsky: It's been a slow progression of trust: okay, go work longer, take on more. Everyone feared a fast takeoff, and it feels like we're in the slow-takeoff scenario, which is good. It doesn't feel slow, but we're not dealing with some 300-IQ AI.

18:48Tara Seshan: The models are incredibly smart, and what lets us hand agents higher-order work is certainly about intelligence, their ability to run long tasks and stay on task. But there are also very meat-and-potatoes things. Agents working locally are convenient because they can access all the data on your machine. Making an agent succeed in the cloud takes a ton of cloud infrastructure. And access to your systems: a colleague you hire and lock in a room with no access to Google Docs, Slack or the company database wouldn't be very useful, and neither is an isolated cloud agent. So a huge part of making agents useful is intelligence, but a lot is tactical: data access, cloud infrastructure, reliability. They feel much more prosaic than the big intelligence questions, but they matter just as much for how effective the agents end up being.

04

Ambition is the new scarcity

People who use AI best don't just skip chores; they widen what they can get done, and the hardest part is imagining what's possible. The new PM job is asking for the more ambitious version.

20:05 · Ambition is the new scarcity

20:07Lenny Rachitsky: Ambition keeps coming up on this podcast. Not only can we be more ambitious with these tools, we almost need to be, which isn't natural for many people. The easy stuff is super easy now, and what separates people and companies is how ambitious they can be.

20:45Tara Seshan: The people most effective with AI tools don't just automate rote tasks; they expand the set of things they're capable of. Before AI, the unicorn hire was a thoughtful product-sense person who also happened to be an engineer and maybe a designer, because they flattened the layers of translation between functions and could build or ideate something quickly themselves, then work with a team on it. Now we all have that superpower. I can spin up designs, build an initial prototype, figure out a pricing model and model all the scenarios. The set of possibilities has widened dramatically, which means I can be more of an auteur and realize my vision at higher fidelity. Your ambitions are no longer limited by what you can execute or communicate yourself. The hardest part is simply expanding your thinking about what's possible in an unreasonably short time. Patrick Collison has a page of unreasonably ambitious projects executed very fast, and what's remarkable now is that they all happened before these tools. If those were possible with the capabilities we used to have, shouldn't we see an exponential increase in such projects with what AI gives us?

23:57Lenny Rachitsky: The hardest part is remembering to even try, to say: let me see if Codex can do this. It's a new habit we have to build.

24:11Tara Seshan: Tyler Cowen says most people underrate the impact of going to someone and asking: what's the more ambitious version of what you're doing? Couldn't you try this faster, or at 10x the scale? When I think about what PMs can do that's incredibly effective now, elevating others' ambitions and reminding them what's possible is a huge part of the role. When someone says, here's how we'll get this done, here's the timeline, here's a first version, part of your job is to say: isn't the ceiling meaningfully higher? Shouldn't we be more ambitious? Couldn't we try this faster?

05

Build for the model two to three months out

Three mottos: is this maximally accelerated, are you mainlining it, feel the AGI. Build for today's model and fail; build for next year's and fail too. Stay close to the research roadmap.

25:07 · Three memes, and building for two to three months out

25:18Lenny Rachitsky: Nick Turley had an internal meme: is this maximally accelerated?

25:24Tara Seshan: "Is this maximally accelerated?" is totally an OpenAI meme. Another one Andrew Ambrosino and I love asking the team is "are you mainlining it yet?": are you using the product all day, every day to get your own work done? Combine that with asking whether we're being as ambitious as possible about scope and scale. Is this maximally accelerated, are we moving as fast as possible, and are you mainlining it, bringing all your taste to bear on whether it works and people really want it, tightening that feedback loop as much as possible. Those are the three memes of product development we need to spread. Another important one is feeling the AGI, being conscious that AGI is coming. What brings most people here is believing in the mission of AGI being beneficial and doing whatever it takes to make that happen.

27:17Tara Seshan: And in building products, a constant refrain in the back of my mind is: are we building for where the models will be in two to three months? You fail if you build for where the models are now. You fail if you build for where you think they'll be in a year. Both outcomes are equally wrong. If you're too early, you're wrong; if you build something overly focused on a past model's capabilities, you're entirely wrong. The only way to build is two to three months out, with the belief that models will get way better: model capability is the center of the product, and I need to get my product constructs out of the model's way.

28:05Lenny Rachitsky: How do you know what two or three months out looks like on an exponential? Gut feeling? Do the researchers give you a sense?

28:18Tara Seshan: Communicating tightly with research about where things are going is incredibly important. It isn't a black box: you know the teams are focused on making the model better at coding or writing in specific ways, so you tie product development as closely as possible to research's agenda and roadmap.

29:01Lenny Rachitsky: Kevin Weil said on this podcast that this is the worst the models will ever be. It's almost a cliché now, but it's true, and absurd.

29:17Tara Seshan: It's absolutely absurd.

06

Three eras: chat, agents, coworkers

Work mode is Codex underneath with a different interface, so a billion users never have to pick a mode. The first era is chat, the second agents, the third the persistent coworker.

29:28 · ChatGPT, Codex and work mode

29:36Lenny Rachitsky: I have ChatGPT open. There's a dropdown with ChatGPT and Codex, and a toggle between chat and work. What's going on, and where does this go?

29:50Tara Seshan: Our north star is that users shouldn't have to choose between all these options. You go to the box and type your task, say, build an app that helps my podcast guests research before episodes, and it picks the right harness and the right model to get it done. The choice shouldn't be on users, who would otherwise have to understand not only what they're trying to do but the limits and capabilities of our products. For now, choosing between ChatGPT and Codex is about whether you want a more development-oriented UI or the same power in ChatGPT. If you're a Codex user, keep using Codex; you're not missing anything. In ChatGPT, chat mode is the chat you know and love, for conversation and search, with better models each time. Under the covers, work mode is Codex, with some of the coding UI removed. You won't see a worktree pop up, but it has the same power to get things done, like generating a really complex financial model. Our corporate finance team uses work mode for things that used to be manual or required one person's deep expertise, and now the whole team can do them.

32:20Lenny Rachitsky: Is anything in work mode different from Codex, harness tweaks, or is it the same thing with a different UI?

32:24Tara Seshan: It's at the UI level. Ask Codex to build a financial model to price your product or predict revenue for the next six months, and it will do as good a job as work mode. The difference is what UI you want to see while it works, and how much technical detail you want exposed. Truly, our north star is to merge all of this so users don't have to make these decisions. The separation is about meeting people where they are, in the products they use and the concepts they know, so everyone can take advantage of working with agents, which has entirely transformed how every developer works. We should do the same for knowledge work.

34:03Lenny Rachitsky: One of the hardest parts of your job must be balancing ChatGPT, with its billion users, maybe the most successful consumer product in history, against Codex and other new things.

34:36Tara Seshan: One goal of launching work in ChatGPT on the web and in the desktop app was to bring more and more of the agents' power to those billion people. If the first era of AI products was chat, the second is clearly working with agents, so far mostly coding agents, and we want to bring that to more domains like knowledge work. The product challenge is to make it natural and easy to adopt, not a decision people must explicitly make, and to decomplexify it so a billion consumers don't need to think about things like harnesses. And the third era, which might come soon, is working with a persistent coworker who can get things done with you, maybe together with other people.

36:17Tara Seshan: A lesson that contrasts with my earlier product experience: at previous companies polish was king. Getting every interaction exactly right mattered more than shipping early, because time didn't change the outcome much, so if every corner wasn't polished you might as well not ship. In this era, getting the product into users' hands when you have conviction it's transformative is way better than perfect. We have a lot to do to make it more usable, especially for people using it for consumer tasks rather than productivity. But done is better than perfect.

07

A reputation flip, and roles dissolving

Codex's reputation flipped because the team used it daily and iterated fast. Lines between engineers, designers and PMs are fading; whether the PM craft erodes, she admits she has no answer.

39:13 · Why Codex's reputation flipped

39:17Lenny Rachitsky: On Twitter there's been a vibe shift from Claude Code to Codex in the past few months. What changed internally?

40:09Tara Seshan: There's a saying: before enlightenment, chop wood, carry water; after enlightenment, chop wood, carry water. The team that got the Codex app up and running was super user-focused, with a tight iteration loop, and mainlined the app as much as possible to get everything right. People externally started to notice, but the team was always focused on users and iteration; to some extent the market caught up. That process hasn't changed. Everyone building it is a developer using it for development, constantly fixing their own problems and listening to other people's problems in the company and from users. The operating mode is the same as before: are we elevating our ambition, are we maximally accelerating, are we mainlining it? Full credit to the team.

41:25Lenny Rachitsky: What's interesting is how human that answer is. It's you, Andrew, Tibo, the team obsessed with the customer and the product. AI wasn't the answer; the humans made the difference.

41:40Tara Seshan: The team deserves full credit. Almost everyone on the desktop team acts like a founder and cares about every detail. When they notice something should be better, they go build it independently, and if it doesn't test well internally, if people don't use it or find it useful, they iterate before shipping it externally.

42:20 · Role boundaries are dissolving

42:29Lenny Rachitsky: Roles are overlapping: engineers doing PM work, PMs shipping prototypes, maybe to production. I hear from many people, what is my job now as a designer, as a marketer? Are you dealing with that?

42:49Tara Seshan: What I've always liked about startups is that there are very few boundaries around your role: everything and nothing is your responsibility, and ultimately you're accountable for success. Stripe was very much like that; anyone could do anything. Now capability is finally catching up to that mentality. What I care about is that someone has core accountability for whether the product is used, wanted, high quality and effective. Whether that's an engineer, a designer or a PM, someone is the directly responsible individual, and whatever work is needed, people pick it up based on affinity and capability. The flip side is that I love the craft of being a PM, which people like Shreyas, Marty Cagan and Shishir have espoused so well. Do I lose out on polishing my craft with this fluid approach? I truly don't have an answer. We're all experiencing it together: some parts of our craft are being abstracted away by models that do them very well, maybe better than individuals, and your craft moves from that specific task to some other part of the product or discipline. I'm still thinking about how to balance my love of being on a team and using these tools with my love of the craft.

45:31Lenny Rachitsky: It's unbelievable how different the engineering role is now. You used to write code all day, and that's no longer the job, and it happened so quickly. People mourn the flow state of writing code by hand.

45:52Tara Seshan: It's a tough transition. Some people love it, some don't.

08

Where human brains still earn their keep

Three places: accountability for outcomes, authorial expression, and caring for one another. She builds sites as everyday tools and uses /visualize to turn data into charts.

46:02 · Where human brains stay valuable

46:03Lenny Rachitsky: Over the next couple of years, where do you think human brains will remain most valuable?

46:25Tara Seshan: First, as an entity of accountability. Who ultimately owns the outcome? You can think of the agent you work with as your report, but who owns the end product, whether it was high quality and did what you wanted, will remain a person, at least for now, especially in highly regulated industries or places that need a direct human interface. Second, expression. Software is not like real estate; it's more like film, where the greatest films aren't the ones with the biggest budgets. There's artistry, opinionation and expression in building software, a sense of authorship by a person or group, and what you choose to build and how it feels is such a human question. Third, how we care for each other and relate to one another. That part of my work has become more important than ever: talking to people on your team, figuring out together how to be enthusiastic about an area, how to learn and work together, how to elevate each other's ambitions. I can't predict what will happen with the models, but those feel incredibly human.

48:21 · How she uses AI herself

48:31Lenny Rachitsky: There's an overhang between what AI can do and what we actually do with it. How do you use AI in ways that might inspire people?

49:01Tara Seshan: I build sites all the time now. Sites is a really fun product: you can build a site in work as a presentational artifact, but I build them for literally anything. I built a game for the team, since sites have a database. I went backpacking recently and built a site of the route that tracked the elevation everywhere we were going, and everyone on the trip entered their food. Sites realize the dream of malleable personal software that Alan Kay described in the '60s: the true personal computer has personal software. People tried with tools like Notion and their blocks, but with a site it's literally a prompt: build me exactly the tool I need. They're shareable, they can auto-update, you can use internal data to build a dashboard, and rather than laboring over a slide deck, a site is a much more dynamic surface for presentation. You just say in Codex, create a site that's a mafia game for my team, and it does it and hosts it, public, shared with your team or private. It has changed my day-to-day, which used to mean creating lots of docs and sheets. You can do it in work, in Codex, on the web, on mobile, anywhere.

51:48Tara Seshan: The other thing I love is /visualize in Codex. Type "/visualize my ChatGPT usage" and it pulls in everything you've done and creates an amazing visualization. I've spent endless time thinking about how to pull in charts and data and present them in a way that's useful for the story I'm telling, and visualize makes that incredibly simple.

09

Writing to think is never automated

Hand writing-to-report to the models, but write to think yourself; persuade with prototypes and test results, not long docs. From Sutter Hill: pitch 100 people and get the story right before fixing the product.

52:54 · Writing as thinking, writing as reporting

52:44Lenny Rachitsky: Brie Wolfson, who knows you well, said a Tara brief is iconic. What makes your writing work, and any tips for people trying to get better at writing documents?

53:14Tara Seshan: I do two types of writing at work: writing as thinking and writing as reporting. Writing as thinking is a brief on why we should build a product or take a strategy, maybe a spicy take. Writing as reporting is summarizing what the team did this week or laying out the plan for a launch. Writing as reporting I happily automate; I use the models all the time to make it as simple as possible. Writing as thinking I will never automate. For me, outlining, turning it into prose, cutting, editing and iterating is one of the most important steps to get my ideas in line. Most people paint with a broad brush, either never using models for writing or always using them, and both are wrong. Use the models as much as possible for writing as reporting, and to the extent you think by writing, don't replace your thinking with them. My briefs came from going into a hole, writing a brief for a new idea, refining it for a long time, then shopping it around and having people attack it, poke holes and make it stronger, then taking it to the next person and doing the same. Stripe is a writing culture, one of the few places where a brief goes viral inside the company.

55:46Tara Seshan: At OpenAI I still write as thinking all the time, but the shareable artifact isn't a long doc as proof of work anymore, partly because a long doc no longer signals that you thought something through; you can easily produce a long doc that shows you haven't. The biggest, maybe most jarring change in my day-to-day: I used to think in a document, translate it into a presentational artifact, and that showed I'd thought through a problem and the team would move. Now it's mocks, not docs, or prototypes, not docs. Something people can try and interact with, or even better, results: we ran an A/B test, here's why we should go this way. That communicates far better than the doc. I still write hundreds of docs, but I write them for me.

57:12Lenny Rachitsky: I liked your tip of getting tons of feedback as you iterate.

57:33Tara Seshan: A former manager told me to write a doc to 70% and take it to the people whose buy-in you need to get it from 70% to 100%. I still do that all the time, because very few great people want to engage with a perfectly polished, finished idea. New ideas bounce off it. Something with rough edges they can polish with you brings them into the process.

58:08Lenny Rachitsky: How do you think about AI brain rot, over-relying on AI and losing our ability to read and write long documents?

58:29Tara Seshan: The writing-as-thinking discipline is one of the main ways I make sure I'm not atrophying my thinking. I outsource writing as reporting as much as possible, but writing as thinking I do myself. I also believe that if I'm going to make someone read my document, I should at least have read it that many times, and if I call a meeting, I should have prepared for the collective time people will spend in it. I don't rely on the model to polish my prose, which I don't think it does well, or especially to generate the first version. I do use it a lot for summarizing or translating content from one format to another.

59:43Lenny Rachitsky: So: write the idea, the brief, the plan yourself as a human. Don't start with AI, and don't even use it to improve the writing.

59:57Tara Seshan: At least for me: I start myself and I end myself. I might use AI in the middle to research specific elements, pull some data, or push back on some ideas, but I start and end a piece of writing myself, and that doesn't erode my thinking.

1:00:22 · Sutter Hill and product-marketing fit

1:00:20Lenny Rachitsky: You had an unusual career step: entrepreneur in residence at Sutter Hill Ventures, which incubates companies; Snowflake is an example. What did you learn?

1:00:44Tara Seshan: Sutter Hill is an iconic and intentionally illegible firm; its website shows nothing. It operates as quietly and modestly as possible, yet is responsible for some of Silicon Valley's most iconic successes through an unusual incubation model that Mike Speiser started. People treat finding product-market fit, or building a company worth tens of billions, as a dark art of luck and chance, yet Mike has done it multiple times. There's clearly a playbook for doing it repeatably, for being right a lot on calling shots and on the daily compounding things that create a successful company: how you set up enterprise sales, how you position the product, how you build the founding team. Their recruiting is unparalleled; they have a tool called Reticle that maps everyone they've interacted with and the ten best people those people have worked with. My career has been about finding product-market fit as many times as possible, and Sutter Hill has figured out how to do that for B2B products, so I wanted to learn from them.

1:03:06Tara Seshan: The surprising lesson: product-market fit matters, but I underrated product-marketing fit. How you talk about and market the product can come before building it. It should come from deeply understanding the technology and the enterprise sales process, and that narrative and positioning is the right thing to test even before the product experience. Pitch 100 people, refine the pitch, get the story of why this is transformative right, and only then commit to exactly what shape the product takes. I used to think of product marketing as glue between functions, and I learned how transformative it is when done excellently; it can be what makes a company succeed.

10

Knowledge work has no tests to run

Code can be checked with tests; knowledge work can't be trusted on a final “90% success”. The process, inputs and reasoning must be visible, so the product lays out work in progress and citations. A lightning round closes it.

1:05:06 · Knowledge work is fundamentally different from coding

1:05:09Tara Seshan: One thing we've been thinking about a lot, especially with ChatGPT work, is how knowledge work and coding are fundamentally different. A surprising lesson: coding is so output-oriented that when you ask for a coding task, you can verify whether it was done correctly with tests. You can try it and see if it works; there's a way to validate it from the output. Knowledge work is different. I can't simply look at the deck at the end, see "90% success", and believe it. I really need to think about the process, the inputs, the reasoning and how it got there. So in the product, a lot of our work is adapting to knowledge work: making ChatGPT more of a collaborator, letting you see all the work in progress, its citations and inputs, and taking you on the journey with the model so that in the end you know the output is right, good and useful. That shows up in the UX, but also in the reasoning and chain of thought. Should you see more citations along the way about how it reached that data? Is a thread, which suits coding so well, the right surface for knowledge work? There are so many big product questions. And as we bring human collaborators into your work, we also need to make the model more of a collaborator with you.

1:07:00Lenny Rachitsky: Picture an exec meeting where you pitch a plan: so much of it is showing the work you did to get there, step by step. So the AI needs to show you the same proof of work, whereas in engineering you don't need every architectural decision, just whether it passes the tests. And then there's context: can it see your email, your docs?

1:08:02 · Lightning round

1:07:45Lenny Rachitsky: What books do you recommend most?

1:08:08Tara Seshan: Barbarian Days by William Finnegan, about a New Yorker reporter who fell in love with surfing. What I took from it is that you can be deeply passionate and dedicated, and make something your life's purpose, without being good at it: striving for excellence while knowing you'll never reach it. And Anna Karenina. I've been rereading the classics. At 13 I understood the plot, at 17 the European history and class dynamics, at 30 that it's a story about a woman and about people. It reminds me that you can see the same thing through different lenses as you grow, which is the challenge ahead for all of us in our careers in this new era.

1:09:51Lenny Rachitsky: A favorite recent film or show?

1:11:34Tara Seshan: The Odyssey. My hot take is that it's about AI, Christopher Nolan's view of how AI transforms society. He has bridged artistry and commercial success like no other modern director. I also recently watched Rashomon, where Kurosawa pioneered telling a story through multiple perspectives so you never know what was true. It was made in the '50s, in black and white, with a man holding a camera, and it's so tasteful and innovative. I have a hundred times his tools in my iPhone, so what's my excuse for not elevating my ambitions and making better things?

1:13:38Lenny Rachitsky: A favorite AI product you've discovered recently, ideally not from OpenAI?

1:13:50Tara Seshan: Products my friends make for me, because now people can. I'm a huge fan of the cozy software movement, where you make tools for five of your friends and use them together. My friend Sebastian made an app that turns anything into a podcast and drops it into your podcast feed, and a private social network for our friends. People should make software that exactly meets their and their friends' needs.

1:15:14Lenny Rachitsky: A life motto you come back to?

1:15:23Tara Seshan: Toni Morrison's four points from her essay "The Work You Do, the Person You Are": whatever the work is, do it well, not for the boss but for yourself; you make the job, it doesn't make you; your real life is with your family; and you are not the work you do, you are the person you are.

Where Indigo landsFurther

Indigo's conclusion

Two layers of first-hand value: from OpenAI's product front line, confirmation that taste and opinionated judgement are what humans keep; and, more important, she makes “verification can't be skipped” the central problem of product design.

What to remember

  1. Three eras: chat, agents, the persistent coworker. People move from rowing to steering, the steering keeps moving up, but direction and opinionated judgement stay human.
  2. Knowledge work isn't coding: there are no tests to run and a final number can't simply be trusted; process, inputs and reasoning must be visible, so the product lays out work in progress and citations.
  3. The “persistent coworker” is persistence in the product experience, not a model learning on the job, and it rests on data access and cloud infrastructure. The part to discount most.
  4. Never hand writing-to-think to AI; hand off writing-to-report as far as possible. Persuade with prototypes, not long docs, and write the beginning and the end yourself.
  5. Ambition is the new scarcity: easy things became extremely easy, so the gap is ambition; raising other people's ambition is the new core of the PM job.

Claims you can check later

ClaimWhoWhen we will knowHow firm
The third era is “coming soon”: a persistent AI coworker that gets things done with users and their colleaguesTaraNear futureFirst-hand product vision, partly speaking for her own products
Future work is steering rather than rowing, with the steering moving up layer by layerTaraTrendFirst-hand judgement
ChatGPT's chat, Codex and work modes will merge, and users won't have to pick a model or a harnessTaraNear futureFirst-hand product goal
Build products for the model two to three months out; this is the worst the models will ever beTara, Kevin WeilOngoingFirst-hand method
We're in a slow-takeoff scenario, with trust built step by step, not a fast takeoffTaraNowFirst-hand judgement

Back on the long-running theses

confirms

Verification can't be compressed: it becomes the bottleneck, the moat, the breaking point “Knowledge work isn't coding” confirms from the product side where this view holds: verification compresses where a mechanical check exists and not where it doesn't.

confirms

What you own is not the model: value moves up to what cannot be rented Taste, opinionated judgement and steering: testimony for this view from the product side inside a model company.

confirms

Software as media: the business outside the model's range “Software is like film, not real estate” nearly restates selling the taste and ways of working no one else has, and it comes from inside OpenAI.

adds to

AI job doomsday: from two-pole prophecy to task-level displacement Where human brains still earn their keep (accountability, expression, care) and dissolving role boundaries add inside testimony on how specific jobs change.

adds to

Ashwin Gopinath: the engine is commoditized, memory is the moat, the third wave is state Both describe a third wave on different axes: Ashwin's is state and memory in the technical foundation, Tara's is the product experience.

conflicts

The Dwarkesh RSI debate (Schulman, Millidge, O'Neill) The debate says from the engineering side that learning on the job breaks down in the details; Tara, from the product side, makes the persistent coworker sound already here.

What would change my mind

knowledge work gains a cheap mechanical check of its own, and verification can be skipped after all.

Finished. Indigo's take on this piece is in two places: