TLDR Tech / Product
The Long Becoming
The gap between AI-enabled and AI-native companies will look like the gap between cloud-enabled and cloud-native, where the two paths look identical for a while and then diverge. AI-native means rebuilding product, workflow, and org from the floor up, not bolting an assistant onto yesterday's process. The work shows up as a sequence of bottlenecks you solve in order. Adoption comes first, where every engineering manager is required to use Claude Code at roughly the median of their direct reports. Once people are actually using the tools, engineering velocity opens up. One CTO reports his top decile is 5x more productive while the median engineer is up 20%. After that, the rate limit is product taste - whether anyone has the judgment to decide what to build next.
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