Omer Diri

PM @ MAG7. Former founder. Execution is commoditized, and product judgment is the new moat. Unpacking AI, business strategy and how to build inevitable products

[Omer Diri @omerldiri]

https://t.co/4BsPlLKluJ

[Omer Diri @omerldiri]

Humans are uniquely good at judgment, taste, empathy and deciding what actually matters. Either you have those or you’re the first to be replaced by AI.

[Omer Diri @omerldiri]

As a white collar or a knowledge worker your value has never been your ability to do repetitive work better than a machine. If that was your primary contribution, you were functioning as a human processor not a knowledge worker, regardless of how many hours you spent at your desk.

[Naval @naval]

The new competition isn’t Humans vs AI. It’s Humans with AI vs everyone else.

[Omer Diri @omerldiri]

If it had FSD 🤯

[Sawyer Merritt @SawyerMerritt]

BMW has unveiled the new all-electric i7 flagship sedan.

• Starting price: $108,000. Top trim is $127,000.
• Range: 350 miles (EPA)
• 112.5 kWh battery (usable)
• Peak charging speed: 250kW (10–80% in 28 mins)
• Standard NACS charge port
• New sixth-generation BMW eDrive cylindrical cells (20% higher volumetric energy density vs. Gen5 prismatic)
• Efficiency gains up to 7%
• Electrically excited synchronous motors (no rare-earth magnets in rotor)
• 536 hp, 549 lb-ft, 0-60 mph: 4.6s
• Crystal headlights (12 crystal glass elements per light with diamond-cut sparkle and start-up animation)
• New slim elongated rear lights with chrome strips and smoked glass look
• Special welcome/goodbye animations with Ceremonial Light Carpet (194,000+ pixel LED projection on ground)
• Instrument panel with “floating” Central Display
• 17.9" Central Display with matrix backlight
• Optional 31.3" 8K theater touchscreen with integrated camera for Zoom calls, HDMI input
• 14.6" Passenger Screen
• Full-width panoramic windscreen projection
• 3D Head-Up Display
• Panoramic Skylounge LED roof (40+ LEDs)
• Up to 36 speakers, 1,925 W, 4D audio with exciters, Dolby Atmos
• New fully electric slot-type air vents
• Optional Executive Lounge rear seats (leg rest, quilted/heated armrest with smartphone tray, reclining to 43° torso angle)
• Improved interior acoustics (flush glazing, acoustic glass, foam absorbers in tires, aero-optimized mirror caps, extra door insulation)
• BMW Maps with charging-optimized routing, predictive traffic, satellite/3D views
• BMW Symbiotic Drive: Level 2+ systems
• Adaptive Chassis Control with active roll stabilization (48V motor), Integral Active Steering, two-axle air suspension with self-leveling
• All functions updatable over-the-air via new E/E architecture (20× processing power, 30% lighter zonal wiring harness)

Deliveries start in the U.S. later this year. More photos in the thread below:

[Omer Diri @omerldiri]

Get $10 off your first ride! Download the Waymo app and use my unique referral link and code (OMERVQEY)
https://t.co/OuAB93c5lv @Waymo

[Omer Diri @omerldiri]

This app is free 🤩

[Claude @claudeai]

You can now enable Claude to use your computer to complete tasks.

It opens your apps, navigates your browser, fills in spreadsheets—anything you'd do sitting at your desk.

Research preview in Claude Cowork and Claude Code, macOS only.

[Omer Diri @omerldiri]

Hits home 🤩

[Nick Khami @skeptrune]

"mom, how did we get so poor?"

"your father spent our life savings on claude code and shipped nothing"

[Omer Diri @omerldiri]

@Austen Are you compliant 🤣

[Omer Diri @omerldiri]

This is the most articulate explanation I’ve come across regarding Uber’s investment in Rivian; buying a hedge with a mere $300 million.

[Aakash Gupta @aakashgupta]

Rivian lost $13.8 billion in three years. Today they announced a robotaxi.

The partner rotation is the business model at this point. Amazon: $1.3B equity plus 100K van order. VW: $5.8B joint venture. US DOE: $6.6B loan. Uber: $1.25B robotaxi deal. Every 12 to 18 months, a new institution writes a check large enough to fund the next chapter.

The $1.25B headline is misleading. Uber commits $300 million now. The remaining $950 million is gated behind “autonomous milestones” by unspecified dates through 2031. That’s not a conviction bet on Rivian’s autonomy. That’s a call option priced at $300 million with five years of expiry.

Look at Uber’s last 18 months. Waymo rides on the platform. Zoox in Las Vegas this year, LA in 2027. 20,000 Lucid vehicles with Nuro’s autonomy stack. Now Rivian. Every autonomy architecture covered. Camera-only, lidar-first, purpose-built pods, OEM conversions. Uber is building a portfolio of bets so that they win regardless of which stack reaches scale first. Rivian thinks they signed a partnership. Uber signed a hedge.

The R2 that this entire deal depends on launches this spring at $57,990. The $45,000 version? Late 2027. The version with lidar and the Gen 3 chip that actually enables robotaxi-grade perception? Late 2026 at the earliest. The robotaxi fleet in San Francisco and Miami? 2028. The Georgia factory for scale production? Still under construction.

Waymo is running fully driverless rides across San Francisco, Phoenix, and LA right now. No milestones to hit. No factory to build. No vehicle to finish designing. Rivian needs the product, the factory, the software, and the autonomous driving system to all work simultaneously three years from now.

Uber’s smartest move in the last decade was selling its own self-driving unit for a $4 billion loss. Its second smartest is buying call options on everyone else’s.

[Omer Diri @omerldiri]

https://t.co/TckowjqpxM

[Omer Diri @omerldiri]

7/ The Takeaway The AI-native PM isn't an administrator; they are a socio-technical jazz player. Hold ideas lightly, execute flawlessly, and obsess over reducing cycle time.
Are you adapting to the agentic paradigm, or are you still just writing tickets? Let me know below. 👇

[Omer Diri @omerldiri]

📣Traditional Product Management is dead.

If your core value add is writing PRDs, tracking status, making presentations and acting as a go-between for customer and engineering, AI will replace you.

The era of the AI-Native PM is here. Here is how the job is fundamentally mutating 🧵👇

[Omer Diri @omerldiri]

6/ AI Enables "Sitcom Startup Ideas" Because AI makes building so easy, teams are shipping features nobody actually wants. Stop brainstorming. Start noticing. Overcome "Schlep Blindness" and use AI to tackle the tedious, highly regulated, messy problems that everyone else unconsciously avoids.

[Omer Diri @omerldiri]

@JJEnglert Cc @OlcaytoCengiz