Email: Good product ideas don’t survive 🪽, an AI-native company 🤖, the agentic death spiral 🌀

Subject:
Good product ideas don’t survive 🪽, an AI-native company 🤖, the agentic death spiral 🌀
Received:
9/25/2026, 10:09:56 AM
From:
"TLDR Product" <dan@tldrnewsletter.com>
To:
silk.theater.56@fwdnl.com
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&lt;div style="display: none; max-height: 0px; overflow: hidden;"&gt;Traditional product development models use a cumulative funnel of hurdles (prioritization, specification, implementation, and post-launch iteration)&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;‌&nbsp;&lt;/div&gt;

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&lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.marqeta.com%2Fmoney-2020%3Fsp=AYOEHldkaUvD0gjmxaOYnbQa%26utm_source=partnername_tldr%26utm_medium=display%26utm_campaign=event_money-2020-us_fy26q3%26utm_content=na_us_na_na_header_payment_program_only%26utm_term=2026-09-25_tldr_product/1/010001a0d80b0601-a7920e59-2dc3-471b-a1df-473096edc69f-000000/VXOF4tzr_VLTCOnt7e8itwMHZbMQgBb5F8Y65kqpLkQ=452"&gt;&lt;img src="https://images.tldr.tech/marqeta.png" valign="middle" style="vertical-align: middle !important; height: 100%;" alt="Marqeta"&gt;&lt;/a&gt;&lt;/td&gt;&lt;/tr&gt;&lt;/tbody&gt;&lt;/table&gt;


&lt;table style="table-layout: fixed; width:100%;" width="100%"&gt;&lt;tbody&gt;&lt;tr&gt;&lt;td style="padding:0;border-collapse:collapse;border-spacing:0;margin:0;"&gt;
&lt;div style="text-align: center;"&gt;

&lt;h1&gt;&lt;strong&gt;TLDR Product Management &lt;span id="date"&gt;2026-09-25&lt;/span&gt;&lt;/strong&gt;&lt;/h1&gt;
&lt;/div&gt;
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&lt;span&gt;
                                &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.marqeta.com%2Fmoney-2020%3Fsp=AYOEHldkaUvD0gjmxaOYnbQa%26utm_source=partnername_tldr%26utm_medium=display%26utm_campaign=event_money-2020-us_fy26q3%26utm_content=na_us_na_na_header_payment_program_only%26utm_term=2026-09-25_tldr_product/2/010001a0d80b0601-a7920e59-2dc3-471b-a1df-473096edc69f-000000/dj_vu_sx55m_2--pSDAe4Dxs07BOyG23nhu4BdXc-Gw=452"&gt;
                                    &lt;span&gt;
                                        &lt;strong&gt;Your payment program is only as good as the partner behind it. (Sponsor)&lt;/strong&gt;
                                    &lt;/span&gt;
&lt;/a&gt;
&lt;br&gt;
&lt;br&gt;
&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    Payment decisions compound. The infrastructure you choose today shapes your product roadmap for years, from commercial payments to stablecoin-backed cards, getting them right takes more than a capable platform. It takes a partner built to scale with you, engineered for reliability, and ready to go the distance, not just the first mile.&lt;p&gt;&lt;/p&gt;&lt;p&gt;Marqeta powers modern card issuing for the world's leading companies, with the flexibility and uptime your roadmap demands.&lt;/p&gt;&lt;p&gt;If you're heading to Money20/20, let's talk about what you're building and how we can help guide you towards a program that's built to last. &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.marqeta.com%2Fmoney-2020%3Fsp=AYOEHldkaUvD0gjmxaOYnbQa%26utm_source=partnername_tldr%26utm_medium=display%26utm_campaign=event_money-2020-us_fy26q3%26utm_content=na_us_na_na_cta_request_meeting%26utm_term=2026-09-25_tldr_product/1/010001a0d80b0601-a7920e59-2dc3-471b-a1df-473096edc69f-000000/bZw-OhwBG2M06k_1CLEoDDuP5HCK8FMUlMimbua-tTo=452" rel="noopener noreferrer nofollow" target="_blank"&gt;&lt;span&gt;&lt;strong&gt;Request a meeting →&lt;/strong&gt;&lt;/span&gt;&lt;/a&gt;


&lt;/p&gt;
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&lt;div class="text-block"&gt;
&lt;div style="text-align: center;"&gt;&lt;span style="font-size: 36px;"&gt;📱&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;
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&lt;div style="text-align: center;"&gt;

&lt;h1&gt;&lt;strong&gt;News &amp; Trends&lt;/strong&gt;&lt;/h1&gt;
&lt;/div&gt;
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&lt;table align="center" border="0" cellpadding="0" cellspacing="0" width="100%"&gt;&lt;tbody&gt;&lt;tr&gt;&lt;td class="container" style="padding: 15px 15px;"&gt;
&lt;div class="text-block"&gt;
&lt;span&gt;
                                &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fitamargilad.com%2Fgood-ideas%2F%3Futm_source=tldrproduct/1/010001a0d80b0601-a7920e59-2dc3-471b-a1df-473096edc69f-000000/krqDT3bAdDkULSlMQpxe50pqUYw_8QdDCRwQDjIx3A8=452"&gt;
                                    &lt;span&gt;
                                        &lt;strong&gt;Why Good Product Ideas Don't Survive (12 minute read)&lt;/strong&gt;
                                    &lt;/span&gt;
&lt;/a&gt;
&lt;br&gt;
&lt;br&gt;
&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    Traditional product development models use a cumulative funnel of hurdles (prioritization, specification, implementation, and post-launch iteration) that drastically reduces the survival rate of high-impact ideas. Based on estimated survival rates across these phases, only about 5% of genuinely high-value product ideas launch and achieve their full potential.
                                &lt;/span&gt;
&lt;/span&gt;
&lt;/div&gt;
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&lt;div class="text-block"&gt;
&lt;span&gt;
                                &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.fastcompany.com%2F91611398%2F5-tips-for-building-an-ai-tool-to-address-worker-shortages%3Futm_source=tldrproduct/1/010001a0d80b0601-a7920e59-2dc3-471b-a1df-473096edc69f-000000/xE6hqJjEuEpTtSb_QPaPSJbOiSmGd3iQ_KZskBj-beY=452"&gt;
                                    &lt;span&gt;
                                        &lt;strong&gt;5 tips for building an AI tool to address worker shortages (3 minute read)&lt;/strong&gt;
                                    &lt;/span&gt;
&lt;/a&gt;
&lt;br&gt;
&lt;br&gt;
&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    Here are five practical strategies for building AI agents to address worker shortages in high-stakes industries like construction, manufacturing, and heavy equipment. The approach emphasizes defining specific problems, unifying fragmented data, using specialized multi-agent architectures, maintaining high accuracy, and clearly communicating user benefits.
                                &lt;/span&gt;
&lt;/span&gt;
&lt;/div&gt;
&lt;/td&gt;&lt;/tr&gt;&lt;/tbody&gt;&lt;/table&gt;

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&lt;div class="text-block"&gt;
&lt;div style="text-align: center;"&gt;&lt;span style="font-size: 36px;"&gt;🚀&lt;/span&gt;&lt;/div&gt;
&lt;/div&gt;
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&lt;div class="text-block"&gt;
&lt;div style="text-align: center;"&gt;

&lt;h1&gt;&lt;strong&gt;Opinions &amp; Tutorials&lt;/strong&gt;&lt;/h1&gt;
&lt;/div&gt;
&lt;/div&gt;
&lt;/td&gt;&lt;/tr&gt;&lt;/tbody&gt;&lt;/table&gt;


&lt;table style="table-layout: fixed; width: 100%;" width="100%"&gt;&lt;tbody&gt;&lt;tr&gt;&lt;td style="padding:0;border-collapse:collapse;border-spacing:0;margin:0;" valign="top"&gt;

&lt;table align="center" border="0" cellpadding="0" cellspacing="0" width="100%"&gt;&lt;tbody&gt;&lt;tr&gt;&lt;td class="container" style="padding: 15px 15px;"&gt;
&lt;div class="text-block"&gt;
&lt;span&gt;
                                &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.doc.cc%2Farticles%2Ffastest-gun%3Futm_source=tldrproduct/1/010001a0d80b0601-a7920e59-2dc3-471b-a1df-473096edc69f-000000/O30WLqRnDq075Rg0WjRoEC11EcCRaRttNWkExw5W07s=452"&gt;
                                    &lt;span&gt;
                                        &lt;strong&gt;The fastest gun in UX: Why your team is telling the wrong story (7 minute read)&lt;/strong&gt;
                                    &lt;/span&gt;
&lt;/a&gt;
&lt;br&gt;
&lt;br&gt;
&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    Design teams in a post-ZIRP economy face intense pressure to deliver rapid outputs, leading them to skip crucial steps like user research. This dynamic plays into the hands of stakeholders dubbed "Fastest Guns in the West," who use speed and deliberate ambiguity to control product narratives and secure early commitment to ideas before proper evaluation can occur.
                                &lt;/span&gt;
&lt;/span&gt;
&lt;/div&gt;
&lt;/td&gt;&lt;/tr&gt;&lt;/tbody&gt;&lt;/table&gt;

&lt;table align="center" border="0" cellpadding="0" cellspacing="0" width="100%"&gt;&lt;tbody&gt;&lt;tr&gt;&lt;td class="container" style="padding: 15px 15px;"&gt;
&lt;div class="text-block"&gt;
&lt;span&gt;
                                &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fyeseniaperezcruz.substack.com%2Fp%2Fhas-your-product-outgrown-its-floor%3Futm_source=tldrproduct/1/010001a0d80b0601-a7920e59-2dc3-471b-a1df-473096edc69f-000000/VVCYDhWzuV359Dn7IaH268dIXU4LO01dSswKnrjLLuQ=452"&gt;
                                    &lt;span&gt;
                                        &lt;strong&gt;Has your product outgrown its floor plan? (6 minute read)&lt;/strong&gt;
                                    &lt;/span&gt;
&lt;/a&gt;
&lt;br&gt;
&lt;br&gt;
&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    Successful digital products often outgrow their initial structural simplicity as features accumulate, requiring a clear spatial "floor plan" rather than just consistent design system components. Mismatched spatial movement and flat UI cues make products harder for users to navigate and understand.
                                &lt;/span&gt;
&lt;/span&gt;
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&lt;div class="text-block"&gt;
&lt;div style="text-align: center;"&gt;&lt;span style="font-size: 36px;"&gt;🧑‍💻&lt;/span&gt;&lt;/div&gt;
&lt;/div&gt;
&lt;/td&gt;&lt;/tr&gt;&lt;/tbody&gt;&lt;/table&gt;

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&lt;h1&gt;&lt;strong&gt;Resources &amp; Tools&lt;/strong&gt;&lt;/h1&gt;
&lt;/div&gt;
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                                &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.fullstory.com%2Fblog%2F5-questions-to-ask-your-product-analytics-vendor%2F%3Futm-source=tldr%26utm_medium=digital-sponsorship%26utm_campaign=DS-2026-TLDR%26utm_offer=blog/1/010001a0d80b0601-a7920e59-2dc3-471b-a1df-473096edc69f-000000/CXaf14GSts-vVy6XIKawCv3c-bAbP8yMpg-xty79TbY=452"&gt;
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                                        &lt;strong&gt;What Separates Analytics Vendors Isn't the Feature List (Sponsor)&lt;/strong&gt;
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&lt;br&gt;
&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    Every vendor says yes to complete capture, real AI, easy implementation. The feature list stopped being the differentiator, so the questions that actually reveal value had to change too.&lt;p&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.fullstory.com%2F/1/010001a0d80b0601-a7920e59-2dc3-471b-a1df-473096edc69f-000000/XvL4FkWN6mqfyR4dPhgDfvu8nu3xanBDDqTTTSrHjwc=452" rel="noopener noreferrer nofollow" target="_blank"&gt;&lt;span&gt;&lt;strong&gt;Fullstory&lt;/strong&gt;&lt;/span&gt;&lt;/a&gt; solutions engineers &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.fullstory.com%2Fblog%2F5-questions-to-ask-your-product-analytics-vendor%2F%3Futm-source=tldr%26utm_medium=digital-sponsorship%26utm_campaign=DS-2026-TLDR%26utm_offer=blog/2/010001a0d80b0601-a7920e59-2dc3-471b-a1df-473096edc69f-000000/p3vhZVZ3j5GD9F7wGnwWt1bpVgjU82-yjX_1iYHzvdA=452" rel="noopener noreferrer nofollow" target="_blank"&gt;&lt;span&gt;share the five questions that expose the gap&lt;/span&gt;&lt;/a&gt; between a vendor's claim and their architecture, and what separates a real answer from a rehearsed one. Learn more today.


&lt;/p&gt;
&lt;/span&gt;&lt;/span&gt;&lt;/div&gt;
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                                    &lt;span&gt;
                                        &lt;strong&gt;How to Get a ‘Transformative' AI Fluency Rating as a PM (74 minute video)&lt;/strong&gt;
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&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    Product managers can achieve a transformative AI fluency rating on the company's updated rubric. This video highlights the evolution of AI fluency evaluations from simple usage metrics to frameworks encompassing mindset, strategy, building, and accountability. Foster grades live PM work products to demonstrate what capable and transformative AI usage looks like in practice.
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                                        &lt;strong&gt;What it's like to work at an AI-native company (11 minute read)&lt;/strong&gt;
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&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    AI-native companies flatten hierarchies and give individuals more autonomy, leverage, and fluid roles. As AI makes execution cheaper and organizations faster, human judgment becomes increasingly important.
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&lt;div style="text-align: center;"&gt;&lt;span style="font-size: 36px;"&gt;🎁&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;
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&lt;div style="text-align: center;"&gt;&lt;strong&gt;&lt;h1&gt;Miscellaneous&lt;/h1&gt;&lt;/strong&gt;&lt;/div&gt;
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                                    &lt;span&gt;
                                        &lt;strong&gt;Product Manager, Applied AI at TLDR ($200k base + $60k bonus, Fully Remote)&lt;/strong&gt;
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&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    TLDR is hiring its first PM to help build the agent-first operating layer used across the company. We're looking for a builder who has shipped real products/systems with LLMs. &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fjobs.ashbyhq.com%2Ftldr.tech%2F897f4391-66ab-44ca-a8eb-65dd9809200d%3Futm_source=tldr/2/010001a0d80b0601-a7920e59-2dc3-471b-a1df-473096edc69f-000000/uU1qTqUlj45OV8chsAquUXRiJcsD3MT-8PNGydgXmd0=452" rel="noopener noreferrer" target="_blank"&gt;&lt;span&gt;Click here to learn more&lt;/span&gt;&lt;/a&gt;.
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                                        &lt;strong&gt;What will make personal AI go big? (11 minute read)&lt;/strong&gt;
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&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    The key design principles behind the consumer AI agent Muse (approachability, contextual trust, handling burdensome tasks, and maintaining downtime engagement) demonstrate how it lowers barriers for non-technical users compared to traditional chat interfaces.
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                                &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fcutlefish.substack.com%2Fp%2Ftbm-441-ai-the-loss-of-positive-friction%3Futm_source=tldrproduct/1/010001a0d80b0601-a7920e59-2dc3-471b-a1df-473096edc69f-000000/dNJyszq4b24p2B_qwjlhTMF-SIMidKnmH_eejqQEHSM=452"&gt;
                                    &lt;span&gt;
                                        &lt;strong&gt;AI, the Loss of Positive Friction, and What to Do About It (8 minute read)&lt;/strong&gt;
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&lt;br&gt;
&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    Generative AI tools risk eliminating "positive friction". By automating these transition points, knowledge workers may produce overwhelming volumes of unverified output that outpaces customer absorption. To maintain quality and intentionality, teams should preserve original feedback and keep deliberate human loops.
                                &lt;/span&gt;
&lt;/span&gt;
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&lt;div style="text-align: center;"&gt;&lt;span style="font-size: 36px;"&gt;⚡&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;
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&lt;h1&gt;&lt;strong&gt;Quick Links&lt;/strong&gt;&lt;/h1&gt;
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                                &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.lukew.com%2Fff%2Fentry.asp%3F2163=%26utm_source=tldrproduct/1/010001a0d80b0601-a7920e59-2dc3-471b-a1df-473096edc69f-000000/y0oWXg6O__E-s4rFXE3REgqlan6uefFXqN-_QC3w620=452"&gt;
                                    &lt;span&gt;
                                        &lt;strong&gt;Skip the Tools, Make the Outcomes (2 minute read)&lt;/strong&gt;
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&lt;/a&gt;
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&lt;br&gt;
&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    In the age of AI, software design should shift from prioritizing intermediate tools to delivering direct outcomes and immediate answers.
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&lt;/span&gt;
&lt;/div&gt;
&lt;/td&gt;&lt;/tr&gt;&lt;/tbody&gt;&lt;/table&gt;

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                                &lt;a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fthreadreaderapp.com%2Fthread%2F2102909376923046020.html%3Futm_source=tldrproduct/1/010001a0d80b0601-a7920e59-2dc3-471b-a1df-473096edc69f-000000/A0E7Jkuweq7Xjf7yCsBtcPVOOOwlHDzUZ7p-BzUPXm0=452"&gt;
                                    &lt;span&gt;
                                        &lt;strong&gt;Avoiding the Agentic Death Spiral in B2B Software Pricing (1 minute read)&lt;/strong&gt;
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&lt;br&gt;
&lt;br&gt;
&lt;span style="font-family: &quot;Helvetica Neue&quot;, Helvetica, Arial, Verdana, sans-serif;"&gt;
                                    Pre-AI B2B software vendors raising prices for agent and API access risk triggering an "agentic death spiral," where users bypass platforms to avoid fees and ultimately weaken product stickiness and moats.
                                &lt;/span&gt;
&lt;/span&gt;
&lt;/div&gt;
&lt;/td&gt;&lt;/tr&gt;&lt;/tbody&gt;&lt;/table&gt;

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