4 sources healthy · latest episode 9 Nov 2026
opinion claim

Erik is not anti-product-management, but believes companies have over-hired product managers and that infrastructure product work requires unusually deep strategic judgment.

Unresolved speaker · Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal CEO · 22 Oct 2026

In their words

The transcript segments this claim was taken from

“So I'm, I'm actually not, like, anti-product management. I do think that a lot of companies in the past hired product managemen- product managers too eagerly, and, and I think there's a risk that you, you kind of...”
“I can sort of see it in a lot of products. Like, certain products, like, you can tell, like- There's just, like, eager product managers that just thought of, like, kind of, like, widget-y things and just shipped them.”
“I think doing product management at an infra company really well is very, very hard because it take, it takes, like, a very deep, you know, level of strategic thinking, thinking about, like, what are the foundational building blocks?”
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