The SEO vs GEO bets are really interesting to follow. I think Google has a good response so far to the traffic migration threat with AI overviews and the great capabilities on Gemini.
This framework really captures the bet-first mentality that separates leaders from followers in AI. The DocuSign angle especially resonates because it shows how platform thinking can create ecosystem value way beyond traditional use cases. What stands out is these aren't just features, they're positioning moves that could define entire categories.
Thanks, glad this resonated! It was fun to go out and look across the stream of AI moves happening every day, and look for the pattern.
I'm reminded of the Blockbuster story - they saw the rise of Netflix, and were too focused on their current quarter success to understand where the market was going:
By contrast, Jeff Bezos at Amazon not only disrupted his own successful online bookselling business, but also created a new way to discover and deliver great products through writing:
"shorter, bite-sized vignettes that break down the strategic moves" 💙
The SEO vs GEO bets are really interesting to follow. I think Google has a good response so far to the traffic migration threat with AI overviews and the great capabilities on Gemini.
Notion's move was brilliant. It unlocked so much more value for my team. Thank you for this great article Mike!
Really interesting to see Notion teaming up with Slack. Fun to watch the new world taking shape.
Thanks, Dennis - Many warm congrats to you and your new bride for a wonderful, fulfilling life together!
The moves that redefine "table-stakes" are always the most fascinating.
Well, we'll see if they pan out, right, Sharyph?
Thanks for being the workflow inspiration ;)
This framework really captures the bet-first mentality that separates leaders from followers in AI. The DocuSign angle especially resonates because it shows how platform thinking can create ecosystem value way beyond traditional use cases. What stands out is these aren't just features, they're positioning moves that could define entire categories.
Thanks, glad this resonated! It was fun to go out and look across the stream of AI moves happening every day, and look for the pattern.
I'm reminded of the Blockbuster story - they saw the rise of Netflix, and were too focused on their current quarter success to understand where the market was going:
https://millennialmasters.net/cp/174609596
By contrast, Jeff Bezos at Amazon not only disrupted his own successful online bookselling business, but also created a new way to discover and deliver great products through writing:
https://michaelgoitein.substack.com/p/why-every-product-manager-should