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<div style="display: none; max-height: 0px; overflow: hidden;">Most AI narratives break down under closer data: code-gen tools are rebounding, job trends are mixed, and early valuations don’t predict much </div>
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<h1><strong>TLDR Product Management <span id="date">2025-12-02</span></strong></h1>
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<strong>The playbook for AI monetization is still WIP. Lovable's Head of Growth shares what's working (Sponsor)</strong>
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💺 Seat-based models break down when AI does the work.<p></p><p>💸 Usage-based pricing leaves money on the table.</p><p>🤔 Outcomes-based pricing? Most teams aren't sure where to start.</p><p>No one has AI pricing completely figured out. But <a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fmetronome.com%2Fwebinars%2Fmonetization-operating-model-webinar-series%3Futm_campaign=monetization-wp%26utm_medium=newsletter%26utm_source=tldr-product%26utm_content=/3/0100019adebe6fed-4a1d4f22-3e45-4875-8359-61b99b3822bf-000000/9DBV8tLBEOyBoJz05P-RX2nqnHUYH_AKDWUBEnCtj5s=433" rel="noopener noreferrer nofollow" target="_blank"><span>Lovable learned a few lessons</span></a> on their road to $200MN ARR...</p>
<p>👉 Lovable's Head of Growth, Elena Verna, will be sharing some these lessons in <a class="underline" href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fmetronome.com%2Fwebinars%2Fmonetization-operating-model-webinar-series%3Futm_campaign=monetization-wp%26utm_medium=newsletter%26utm_source=tldr-product%26utm_content=/4/0100019adebe6fed-4a1d4f22-3e45-4875-8359-61b99b3822bf-000000/QLGZ9FrVyus9JQb4Gr2irYIyKPYJkupxUARKRcHXNrM=433" rel="noopener noreferrer nofollow" target="_blank"><span>next's week free Metronome webinar.</span></a></p>
<p>Learn how to navigate the tension between self-serve and enterprise monetization, and how to start thinking about outcome-based value. <a class="underline" href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fmetronome.com%2Fwebinars%2Fmonetization-operating-model-webinar-series%3Futm_campaign=monetization-wp%26utm_medium=newsletter%26utm_source=tldr-product%26utm_content=/5/0100019adebe6fed-4a1d4f22-3e45-4875-8359-61b99b3822bf-000000/FHpKg8RgVvrm6pppe0HdCtrOzY9PmA0tIpWJyuN99cI=433" rel="noopener noreferrer nofollow" target="_blank"><span>Register for the webinar →</span></a>
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<strong>Charts of the Week: Code Gen Strikes Back (7 minute read)</strong>
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Most AI narratives break down under closer data: code-gen tools are rebounding, job trends are mixed, early valuations don't predict much, and data centers are scaling at extraordinary speed. The real lesson is not to overreact to noisy data or tidy storylines.
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<strong>Google, Nvidia, and OpenAI (14 minute read)</strong>
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Google's TPU push threatens Nvidia's dominance, and Google's consumer reach challenges OpenAI, though ChatGPT's large user base still gives it a strong moat. OpenAI must adopt advertising to protect that position and compete with Google's scale.
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<strong>Stakeholders and the Product Model (6 minute read)</strong>
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Stakeholders support product teams by sharing context, framing clear problems, and enabling access to customers and data. This lets teams quickly test and deliver solutions that drive real business results while also managing essential operational tasks.
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<strong>9-9-6-0 (10 minute read)</strong>
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The AI boom may be a bubble fueled by extreme valuations and harsh work culture, where many workers risk years of effort for equity that could end up worthless. The real takeaway is to value people now, because when the frenzy ends, the memories we make with each other matter more than the outcomes.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fmiro.com%2Fresources%2Fai-prototyping-landscape-guide%2F%3Futm_campaign=glb-26q4-nsp-wp-c3_o2-prototypes_product_guide%26utm_source=tldr%26utm_medium=paidmedia%26utm_content=sponsorship%26src=-tldr_glb/1/0100019adebe6fed-4a1d4f22-3e45-4875-8359-61b99b3822bf-000000/RKAyK9QqBttyhkwpKk5o4_VfXX-kT8Gox6FiLucnRNw=433">
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<strong>Before you pick an AI prototyping tool, answer one question (Sponsor)</strong>
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Most teams ask "Which tool is best?" The better question: "Which approach gets us from idea to collaboration fastest?" <a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fmiro.com%2Fresources%2Fai-prototyping-landscape-guide%2F%3Futm_campaign=glb-26q4-nsp-wp-c3_o2-prototypes_product_guide%26utm_source=tldr%26utm_medium=paidmedia%26utm_content=sponsorship%26src=-tldr_glb/2/0100019adebe6fed-4a1d4f22-3e45-4875-8359-61b99b3822bf-000000/G0Az_9cFX1mgOOotCtn6J8K7jvNAlgkUtru5oBEehWk=433" rel="noopener noreferrer nofollow" target="_blank"><span>Miro's AI prototyping landscape guide</span></a> provides a requirement question set, decision framework, and evaluation scorecard so you can pick the tools that actually match your needs. <a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fmiro.com%2Fresources%2Fai-prototyping-landscape-guide%2F%3Futm_campaign=glb-26q4-nsp-wp-c3_o2-prototypes_product_guide%26utm_source=tldr%26utm_medium=paidmedia%26utm_content=sponsorship%26src=-tldr_glb/3/0100019adebe6fed-4a1d4f22-3e45-4875-8359-61b99b3822bf-000000/4NWcyrdQCpzOMZjuHgwQ2tlz9q4LB_V0DO6NV-GyliI=433" rel="noopener noreferrer nofollow" target="_blank"><span>Get the guide</span></a>
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.productmarketfit.tech%2Fp%2Fhow-deepsky-got-acquired-by-airtable%3Futm_source=tldrproduct/1/0100019adebe6fed-4a1d4f22-3e45-4875-8359-61b99b3822bf-000000/QoP1IGXUD-_-qmXuF20JdjD4jQpJ0i4nAvSQr54fEb4=433">
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<strong>How Deepsky got acquired by Airtable just 4 months out of stealth (12 minute read)</strong>
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Airtable acquired DeepSky because it could turn unclear problems into structured, trustworthy decisions, something most AI tools skip. Its reasoning system and polished outputs paired naturally with Airtable's workflow tools, completing the path from problem to action.
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<strong>PMs who use AI will replace those who don't (40 minute video)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
Marily Nika's workflow chains AI tools together to turn ideas into full product visions in minutes, using structured debates and rapid “tool hopping” to find better answers. Her message is simple: PMs who master AI will far outperform those who do not.
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<div style="text-align: center;"><strong><h1>Miscellaneous</h1></strong></div>
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