In his latest post on the SVPG blog, Marty Cagan opened like this:

From what I can tell, more companies than ever before are working on transforming to the product model. I don’t know all the reasons for this, but I do know some of them.
I’m seeing company boards taking a more active role in pushing the CEO in this direction. Their interest is usually valuation.
And of course, generative AI has pushed many companies to the point that they now know they must change, or risk being disrupted. The technology is both an unprecedented opportunity, as well as an existential threat.

https://www.svpg.com/the-politics-of-pilot-teams/

Valuation! GenAI! More than ever!
It’s a really catchy opener.

But read again. Is Marty afraid of being sued? All of this is smoke, mirrors and FOMO!

  1. From what, more than ever … He doesn’t have any hard data, but makes it sound as if there are lots and lots of companies.
  2. Company boards, CEOs, valuation … He doesn’t come out and say that his model increases valuation, but he strongly insinuates by pointing out that boards care about valuation.
  3. GenAI, change, disrupted … Again, no connection. Will the POM improve anything about GenAI as a threat to your business model? Not sure, and neither is Marty.

It gets more reasonable after, but wtf.

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