Gennaro

Most tech companies break out product management and product marketing into two separate roles: Product management defines the product and gets it built. Product marketing wires the messaging- the facts you want to communicate to customers- and gets the product sold. But from my experience that's a grievous mistake. Those are, and should aways be, one job. There should be no separation between what the product will be and how it will be explained- the story has to be utterly cohesive from the beginning. Your messaging is your product. The story you're telling shapes the thing you're making. I learned story telling from Steve Jobs. I learned product management from Greg Joswiak. Joz, a fellow Wolverine, Michigander, and overall great person, has been at Apple since he left Ann Arbor in 1986 and has run product marketing for decades. And his superpower- the superpower of every truly great product manager- is empathy. He doesn't just understand the customer. He becomes the customer. So when Joz stepped into the world with his next-gen iPod to test it out, he fiddled with it like a beginner. He set aside all the tech specs- except one: battery life. The numbers were empty without customers, the facts meaningless without context. And, that's why product management has to own the messaging. The spec shows the features, the details of how a product will work, but the messaging predicts people's concerns and finds way to mitigate them. - #BUILD Chapter 5.5 The Point of PMs

If Huawei hadn't been banned from TSMC in 2019, @dylan522p thinks it would have already eclipsed Apple as TSMC's biggest customer. And that it would have better AI chips than Nvidia. Before it was banned, Huawei was actually the first to ship a 7nm AI chip — two months before Google's TPU and four months before Nvidia's A100.

"Using coding agents well is taking every inch of my 25 years of experience as a software engineer, and it is mentally exhausting. I can fire up four agents in parallel and have them work on four different problems, and by 11am I am wiped out for the day. There is a limit on human cognition. Even if you're not reviewing everything they're doing, how much you can hold in your head at one time. There's a sort of personal skill that we have to learn, which is finding our new limits. What is a responsible way for us to not burn out, and for us to use the time that we have?" @simonw

Since the IPO in 2017, $SNAP's executive officers & Board members have executed 742 stock sale transactions for a total of $3.3 Billion in proceeds There have been exactly ZERO insider purchases @IrenicCap @RandianCapital @BoxLongs

Some thoughts on Snap: savesnapnow.com

The first time I heard the name "Homer Sarasohn," it was an ex-@Apple engineer telling me there should bronze statues of the guy in Apple Park, Cupertino. "These ideas didn't come out of nowhere," the source said, when I asked about Apple's supply chain strategy. "It all goes back to what Homer taught in occupied Japan." "Sorry, who?" I asked. I was intrigued but entirely baffled. Occupied Japan? All I really learned in that conversation was the spelling of his name. I had told the source I was researching a feature on how Apple manufactures its products. He wished me well but said he wouldn't help. All he said was that Apple's supply chain strategy was important, ill-understood, and wildly counterintuitive. And that the key was this 29-year old engineer summoned to war-devastated Tokyo in 1946. Finally, nearly three years later, I've written a double-feature for the @FinancialTimes telling Homer's story, connecting it with why a struggling Steve Jobs discovered the value of "process" in 1990, and then how these ideas helped shape Apple's supply chain strategy in the decade now remembered as the greatest corporate turnaround ever. Why wasn't this in *Apple in China*, you might ask? Well, in my book pitch, I wanted it to be the opening chapter. But, structurally, that was difficult to pull off, and I worried that spending a few precious weeks studying 1940s Japan was a bad way to spend my book leave. Once the book was published I kept reading the few obscure articles about Homer. I even got to check out the Library of Congress archives, which has the Japanese textbook he wrote for top corporate executives, black & white photos of Homer in Japan, and much else. Then, two months ago, I realized Apple's 50th anniversary was probably the last chance I'd get. I wasn't sure anyone else would care, but the feedback has been great -- and part two really packs some oomph. I'm thrilled to have it published. Hope you enjoy! as.ft.com/r/9695f3b7-53f… as.ft.com/r/cc78ee1d-6ec…

You'd think the race to AGI would mean training the biggest possible model. But parameter scaling had stalled for a long time after GPT-4's trillion+ parameters, and only now are models getting bigger again. What gives? Partially it’s RL scaling, as @dylan522p explains. A 5T parameter model takes 5x longer to generate RL rollouts than a 1T model. Even if the bigger model is 2x more sample-efficient, the smaller model finishes RL faster, gets deployed to research sooner, and starts helping build the next model before the big one is even done training.