CK

Product leader interested in confluence of ideas, resources & people , and how our purpose is changing in the AI era.

[CK @ckoglmeier]

@m2jr Managed in GitHub for central admin, but the core interface is a simple CLI for context and skills.

Have helped a few companies deploy this.

[CK @ckoglmeier]

@m2jr https://t.co/mBWZ6vFviO

[CK @ckoglmeier]

@alliekmiller This will work in isolated spots, but context bloat / lack of clarity will break it at scale.

The team at Task fixed that problem: https://t.co/prMTJEa8MZ

[CK @ckoglmeier]

Somewhere between the ending of the subscription subsidy period ending and maintenance costs starting on homegrown slop, businesses are about to realize what a great deal they had/had with SaaS.

[CK @ckoglmeier]

@buccocapital Welcome to the party: https://t.co/loZjfFPuw0

And, builders and sellers is still the simplest, cleanest framing out there for how we create value.

[CK @ckoglmeier]

I do not understand why anyone lets this guy talk after his history. I also don't understand how someone gave him a CEO job again.

[FORTUNE @FortuneMagazine]

"We got rid of our HR team.”

Bolt CEO Ryan Breslow defended sweeping workforce cuts at Bolt—including a recent layoff affecting roughly 30% of employees—as well as his decision to eliminate the company’s HR team.

#FortuneWorkplaceSummit | https://t.co/8iLEhnNoWf

[CK @ckoglmeier]

I generally find Anthropic thoughtful vs peers

But this is so out of touch with history and humanness. Also arrogant beyond belief.

[Overlap: Business & Tech @Overlap_Tech]

Dario Amodei: Ideology Won't Survive the Reality of AI⁣
⁣
"We're going to find that ideology will not survive the nature of this technology. The things I'm talking about are gonna become bipartisan and universal because everyone will recognize the necessity of it." — @DarioAmodei

[CK @ckoglmeier]

This surprises me zero, and is a great reminder of things generative LLMs are not good at.

Also, narrative violation. You mean all those specialized, deterministic systems might have value? No way.

[khushi suri @khushkhushkhush]

the personal finance product openai launched is actually one of the worst personal finance tools i’ve ever used in my entire life. borderline hazardous for people with low financial literacy to be using

i had chatgpt tell me everything it messed up:

[CK @ckoglmeier]

@mcuban Too gameable.

Tax the energy.

[CK @ckoglmeier]

Of all the agents I actually need, accounting is by far the highest on the list. Who's built the best ones?

[CK @ckoglmeier]

Can someone explain to me how VCs believe that there will be sustained 80% margins in the services sector?

And where I can get some of whatever they are on? Must be some powerful stuff to take you from 30% to 80%.

[CK @ckoglmeier]

@nikunj I got rid of recurring 1:1s 3 years ago and never looked back.

My teams had their best years in this mode.

[tobi lutke @tobi]

Also don’t remember. But it’s been living rent free in my head ever since. Puts a very important truth that you intuit when building companies in a very accessible form.

[CK @ckoglmeier]

@nichochar I think there's a smarter answer.

Canonical, extensible context and skills. https://t.co/YJmbnIOK6D

Every person can be a craftsperson. But guardrails that make it all flow together.

Guided chaos.

[CK @ckoglmeier]

@Mark_Goldberg_ If you’re interested in this, you need a demo of what the team is doing and thinking at Task (https://t.co/lEzjo2Oq4R).

[CK @ckoglmeier]

5.5 + codex is really good. huge jump from the OAI team. can't wait for the response from anthropic.

[CK @ckoglmeier]

@cynthiamcgillis Big problem.

Have been publishing out some of what's been working for my teams here: https://t.co/YJmbnIOK6D

[CK @ckoglmeier]

Anthropic and Perplexity on the same day trying to make Americas finance professionals have a coronary.

[CK @ckoglmeier]

Man, Anthropic now has Boris out shilling for enterprise context and complexity with ServiceNow. It really is all hands on deck to hit those IPO numbers.

[Marcelo P. Lima @MarceloLima]

Boris Cherny of Anthropic on $NOW: "If I'm doing something and I don't have the context, I'm not going to do a great job... ServiceNow is a really a great way to bring in that context that it needs to do the job."

[CK @ckoglmeier]

First of many, at least for those that have the talent concentration to do it (Coinbase does), and those that don't will wither.

[Brian Armstrong @brian_armstrong]

This is an email I sent earlier today to all employees at Coinbase:

Team,

Today I’ve made the difficult decision to reduce the size of Coinbase by ~14%. I want to walk you through why we're doing this now, what it means for those affected, and how this positions us for the future.

Why now
Two forces are converging at the same time. We need to be front footed to respond to both.

First, the market. Coinbase is well-capitalized, has diversified revenue streams, and is well-positioned to weather any storm. Crypto is also on the verge of the next wave of adoption, with stablecoins, prediction markets, tokenization, and more taking off. However, our business is still volatile from quarter to quarter. While we've managed through that cyclicality many times before and come out stronger on the other side, we’re currently in a down market and need to adjust our cost structure now so that we emerge from this period leaner, faster, and more efficient for our next phase of growth.

Second, AI is changing how we work. Over the past year, I’ve watched engineers use AI to ship in days what used to take a team weeks. Non-technical teams are now shipping production code and many of our workflows are being automated. The pace of what's possible with a small, focused team has changed dramatically, and it's accelerating every day.

All of this has led us to an inflection point, not just for Coinbase, but for every company. The biggest risk now is not taking action. We are adjusting early and deliberately to rebuild Coinbase to be lean, fast, and AI-native. We need to return to the speed and focus of our startup founding, with AI at our core.

What this means
To get there, we are not just reducing headcount and cutting costs, we’re fundamentally changing how we operate: rebuilding Coinbase as an intelligence, with humans around the edge aligning it. What does this mean in practice?

- Fewer layers, faster decisions: We are flattening our org structure to 5 layers max below CEO/COO. Layers slow things down and create coordination tax. The future is small, high context teams that can move quickly. Leaders will own much more, with as many as 15+ direct reports. Fewer layers also means a leaner cost structure that is built to perform through all market cycles.

- No pure managers: Every leader at Coinbase must also be a strong and active individual contributor. Managers should be like player-coaches, getting their hands dirty alongside their teams.

- AI-native pods: We’ll be concentrating around AI-native talent who can manage fleets of agents to drive outsized impact. We’ll also be experimenting with reduced pod sizes, including “one person teams” with engineers, designers, and product managers all in one role.

In short: AI is bringing a profound shift in how companies operate, and we’re reshaping Coinbase to lead in this new era. This is a new way of working, and we need to leverage AI across every facet of our jobs.

To those who are affected
I know there are real people behind these decisions — talented colleagues who have poured themselves into this company and our mission. To those of you who will be leaving: thank you. You’ve helped build Coinbase into what it is today, and I am sincerely grateful for everything you've done.

All impacted team members will receive an email to their personal account in the next hour with more information, and an invitation to meet with an HRBP and a senior leader in your organization. Coinbase system access has been removed today. I know this feels sudden and harsh, but it is the only responsible choice given our duty to protect customer information.

To those affected, we will be providing a comprehensive package to support you through this transition. US employees will receive a minimum of 16 weeks base pay (plus 2 weeks per year worked), their next equity vest, and 6 months of COBRA. Employees on a work visa will get extra transition support. Those outside of the US will receive similar support, based on local factors and subject to any consultation requirements.

Coinbase prides itself on talent density. Our employees are among the most talented people in the world, and I have no doubt that your skills and experience will be highly sought after as you pursue your next chapters.

How we move forward
To the team that is staying, I know this is a difficult day. We’re saying goodbye to colleagues and friends you've been in the trenches with. But here’s what I want you to know as we move forward together:

Over the past 13 years, we have weathered four crypto winters, gone public, and built the most trusted platform in our industry. We’ve made it this far by making hard decisions and by always staying focused on our mission. This time will be no different – nothing has changed about the long term outlook of our company or industry. And most importantly, our mission has never been more important for the world. Increasing economic freedom requires a new financial system, and we’re building it.

The Coinbase that emerges from this will be more capable than ever to achieve our mission.

Brian