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  • Your Face Is an API, AI Compute Demand = 2x Moore's Law, Google Floods The Zone

Your Face Is an API, AI Compute Demand = 2x Moore's Law, Google Floods The Zone

Plus: WhatsApp's phone number genius, strategic silence tactics, the $4T invention giveaway

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We track Product so you don't have to. Top Podcasts summarised, the latest AI tools, plus research and news in a 5 min digest.

Hey Product Fans!

Welcome to this week’s 🌮 Product Tapas!

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What’s sizzling this week? 🥘 

Agent hype intensifies 🫨 - Notion's running 300 agents for 1,000 employees and Google's computer-use models can organise sticky notes (finally, AI for Post-its). AI infrastructure costs keep inflating with $500B a year needed just to keep up (totally sustainable), and Deloitte's forced to refund for AI hallucinations in client work (totally unrelated to last week's full colleague roll-out news, obvs). Meanwhile your face is officially an API now (open-source yourself).

  • 📰 Not Boring → Agent orchestration wars, Google's AI feature flood, infrastructure bubble math

  • ⌚️ Productivity Tapas → AI agent studios, visual remix tools, product roadmap intelligence

  • 🍔 Blog Bites → WhatsApp's phone number genius, the power of strategic silence, why traditional companies struggle with product transformation

  • 🎙️ Pod Shots → Google's $4 trillion mistake (how the inventor of modern AI got caught napping)

Let's go 🚀

📰 Not boring

Agents Everywhere

  • For those that want to go DEEP - the guy who shipped 3 AI agents at Google I/O 2025 just open-sourced his 424-page design playbook. Production-ready code for 21 patterns across the entire stack. Free via Google Drive. Here

  • Google launches Gemini Enterprise to help companies automate tasks and deploy AI agents across all departments, code-free. It integrates with major platforms like Salesforce and Microsoft 365, using internal data and Google AI to generate content and extract insights, as seen with early adopters like Figma and Mercedes

  • More on Google's new computer use model—here's a demo of it updating CRM data and here organising sticky notes after a meeting

  • Amazon reboots its AI Agent for business, taking on ChatGPT, Copilot

  • Slack is rolling out new AI features, powered by OpenAI, Anthropic, and others, to help users draft plans, summarise reports, and prioritise tasks directly within the platform. This includes an enhanced Slackbot and a ChatGPT app, allowing teams to leverage AI assistants and integrate with tools like Google Drive and Salesforce

  • Notion has over 300 custom agents working alongside its 1,000 employees, supposedly completely changing the way they work

  • Square launches AI voice ordering and an integrated Bitcoin solution for merchants

  • Copilot now works with Google and MS Office

  • AI browser Dia launches for free to Mac users

We're deep in the "agents everywhere" phase. Google's shipping computer-use models that update CRMs and organise sticky notes; Notion's running 300 agents for 1,000 employees. The centre of gravity is shifting from "one assistant to rule them all" to "agents everywhere you already work." Google and Amazon are selling orchestration at the top of the stack; Slack, Notion, and Square are pushing task-level agents at the edge. Whoever owns the agent policy layer will quietly own the enterprise.

Google Floods the Zone

Classic Google strategy: ship a thousand small affordances until the aggregate feels like a platform shift. Each feature is small—meeting scheduling, image editing, makeup filters—but together they normalise AI having access to everything you do in Google's ecosystem.

The Infrastructure Crunch

  • AI compute demand is now growing at over 2 TIMES the rate of Moore's Law, creating a massive shortage. Just to meet current demand, $500 billion must be invested in data centres PER YEAR until 2030

  • Retool survey suggests 65% of internal products are now built by non-engineers (nb may be skewed by their low-code user base)

  • n8n secures $180 Million Series C funding, hits $2.5 billion valuation to lead AI-powered workflow automation

The numbers are wild: $500 billion a year needed just to keep up with demand, workflow automation tools hitting $2.5 billion valuations, supposedly 65% of internal products now built by non-engineers. We're clearly in a bubble. Whether it's got years left to run or months, nobody knows—but the money keeps pouring in and the bets keep getting bigger.

Odds and Ends

Ring's Search Party defaults everyone into neighbourhood surveillance—helpful for lost dogs, less so for privacy. Deloitte's AI hallucination refund is a nice bookend to last week's 470k employee rollout. And "your face as an API" captures where AI video is heading: identity becomes programmable infrastructure.

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⌚️ Productivity Tapas: Time-Saving Tools & GPTs

  • Boomi Agentstudio: securely design govern and orchestrate AI agents at scale

  • Masonry: Create, remix, and refine visuals with every major AI model in one elegant workspace

  • Squad: Your AI product manager (analyse your data, surface insights,
    and build your product roadmap)

  • Convert any PDF into a fillable form with AI magic

  • VibePM Gamma tips: check out Dave Killeen’s latest video on how to get the best out of Gamma. Nestled in the middle of it is the GREAT tip to use the Anthropic Console to enhance your prompts. It’s is literally THE BEST way I know to enhance your prompts and it costs $5 for about 6 months of credits

    Remember. Product Tapas subscribers get our complete toolkit - 460+ personally tailored, time-saving tools for PMs and founders. Your shortcut to efficiency and what's hot in product management 🔥

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🍔 Blog Bites - Essential Reads for Product Teams

Strategy: How WhatsApp Cracked the Cold Start Problem with Phone Number Genius

Tom from Strategy Breakdowns explores WhatsApp's revolutionary signup strategy that eliminated traditional onboarding friction by using phone numbers instead of email addresses. The approach transformed messaging from "yet another account to manage" into a natural upgrade of your phone's core function. Read the full article here.

💡 "We created a unique thing: we built the messenger connected to contacts from a phone book. ICQ, for example, gave you a 7-digits number you had to memorise, write on a paper and tell your friends. It was not very user-friendly, to put it mildly."

Key Takeaways:

Onboarding Innovation: WhatsApp skipped the traditional email/password/username dance entirely, using phone numbers for both identification and authentication

Instant Familiarity: Made the app feel like a natural upgrade to SMS rather than learning a completely new system

Seamless Verification: Achieved 96% message open rates (vs 20-21% for email) by using SMS for confirmation codes that the app could read automatically

Social Graph Hijacking: Instead of building a network from scratch, WhatsApp borrowed users' existing contact lists to solve the cold start problem

Immediate Value: First screen post-onboarding showed real friends ready to chat, not an empty app waiting for network effects

Contact Integration: Automatically matched phone numbers against registered users and highlighted who was missing from conversations

Built-in Virality: Contact access created natural invitation moments when messaging friends not yet on the platform

Cross-Platform Growth: Phone number identity worked across all devices (iPhone, Android, BlackBerry, Nokia) unlike walled garden competitors

Network Tipping Points: Entire communities reached critical mass where not being on WhatsApp meant missing out on conversations

Product Philosophy: Founders famously taped "No Ads! No Games! No Gimmicks" on their office door, positioning as "SMS 2.0"

Explosive Growth: Hit 250,000 users within months, 1 billion messages per day by 2011, and 200 million active users by 2013

Industry Standard: Their phone number + contact access onboarding became the template copied by Snapchat, Telegram, Signal and virtually every messaging app since

Tom, Strategy Breakdowns

Communication: Why Silence is Your Secret Weapon

Jaryd Hermann explores the counterintuitive power of restraint in our oversharing culture. He argues that saying less—both about our plans and in general conversation—can dramatically increase our focus, follow-through, and influence. Read the full article here.

💡 "Saying you will do something is not the same as doing something. And the people who end up getting the most done and have the most follow through tend not to overshare their plans too soon."

This insight challenges our social media-driven impulse to announce every intention, revealing how premature sharing can actually sabotage our goals. It’s an interesting take - especially as I’ve seen people gain drive and achieve more from publicly committing to do things. I guess balance is key 🤔 

Key Takeaways:

Protecting Your Plans: Keep new ideas and goals private initially to maintain focus and motivation; Telling people about plans can create false sense of accomplishment before you've done the work; Privacy around goals means if you don't follow through, nobody knows—if you do, people only see the proof

Strategic Communication: Use silence as a tool to increase the impact of your words; Hold back from offering opinions immediately—let silence create curiosity; Speak softer to make people lean in rather than shouting to be heard over the noise

Professional Presence: The quietest people in meetings often carry the most authority and influence; Restraint builds trust because people know you're not talking just to fill space; Listen more than you speak—you learn something new rather than just repeating what you know

Cultural Shift: Move away from the exhausting cycle of fighting to be heard in an oversharing culture; Recognise that noise is normalised whilst silence is deeply underrated; Choose strategic pauses over "umming and ahing" to appear more thoughtful and intentional

Jaryd Hermann, Substack

Strategy: Why Traditional Companies Struggle with Product-Centric Transformation

John Cutler explores the unique challenges non-digital companies face when adopting product-centric ways of working. He argues that simply copying digital-first models isn't enough—complex enterprises need a more nuanced, ecosystem-based approach that embraces multiple operating models simultaneously. Read the full article here.

💡 "The real opportunity lies in embracing a more networked, ecosystem-based approach fully. You have to accept that multiple motions will operate at once."

This insight challenges the common "one-size-fits-all" approach to product transformation, recognising that complex organisations need sophisticated operating models rather than simplified frameworks.

Key Takeaways:

Investment Proximity: The closer technology investments are to core economic drivers and the shorter the feedback loop, the easier it is to justify ROI

Digital Advantage: Software product companies have inherent advantages because customers directly purchase the output of technology investments

Confidence Building: Long-term commitment requires capital patience, fast feedback, and sustained customer traction working together

Legacy Mindset: The "define, build, run" model dominated technology planning for decades, treating systems as one-time deliveries rather than evolving assets

Agile Limitations: Agile improved feedback loops but didn't change underlying funding or ownership models—it can simply make project work faster without being truly product-centric

Translation Layer Problem: Many companies create artificial layers converting project language into product language whilst maintaining traditional governance structures

Flow Constraints: Optimising workflow has limits—you eventually hit structural dependencies that require decoupling and platform rethinking

Contextual Mismatch: Digital product companies aren't credible models for large enterprises due to different complexity types and shorter feedback loops

Slogan Fatigue: Catchphrases like "projects to products" fall flat because they oversimplify the messy reality of complex organisations

Ecosystem Approach: Success requires viewing organisations through multiple lenses—intent, collaboration, architecture, value chain, and capabilities

Funding Transparency: Accept that you fund teams whilst ensuring people understand how funding flows across intent, collaboration, and outcomes

Connective Design: The work isn't about simplifying systems but designing connective tissue that enables complex organisations to act coherently

John Cutler, The Beautiful Mess

🎙️ Pod Shots - Bitesized Podcast Summaries

Remember, we've built an ever-growing library of our top podcast summaries. Whether you need a quick refresher, want to preview an episode, or need to get up to speed fast - we've got you covered.

Check it out here

🤖 Google's $4 Trillion Mistake? How the Inventor of Modern AI Got Caught Napping

🎥 Watch the full episode here

📆 Published: October 6th 2025 🕒

Estimated Reading Time: 8 mins. Time saved: 320 mins! 🔥

Link below to the full summary - but here’s what’s in store:

"Google invented the Transformer. OpenAI made it a household name."

Google assembled the greatest AI talent in history, built the architecture powering ChatGPT, and deployed language models at scale in 2001—two decades before the AI hype cycle. Then ChatGPT launched, and they were caught flat-footed. How did the company that created modern AI get caught napping?

Key insights from the full article:

  • 🤖 Google's $4 trillion mistake — inventing the future doesn't guarantee winning it

  • 🧬 Compression = intelligence — Google's 2001 insight that predicted modern LLMs

  • Jeff Dean's superpower — reducing translation time from 12 hours to 100ms

  • 🧠 The talent exodus — how OpenAI poached Google's best researchers in 2015

  • 💎 2-3 million TPUs — Google runs an almost-Nvidia-scale chip operation internally

  • 🔮 Eight researchers, one paper — the Transformer that changed everything

  • 🚪 Strategic catastrophe — publishing the Transformer openly armed every competitor

  • 🚨 Code red moment — ChatGPT was Google's "iPhone moment"

  • 📊 The innovator's dilemma — protect $140B in search revenue or cannibalise it for AI?

👉 Read the full breakdown — sent separately, check your inbox

That’s a wrap.

As always, the journey doesn't end here!

Please share and let us know what you would like to see more or less of so we can continue to improve your Product Tapas. 🚀👋

Alastair 🍽️.

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