The “Oh S**t” Moment I was sitting in Zus Coffee in Kuala Lumpur —or maybe it was a Third Wave Coffee in Bangalore or a Blue Bottle in San Francisco; the scent of venture capital desperation smells the same everywhere—listening to a pitch. The founder, let’s call him “Prompty Paul,” was sweating through his sustainable Allbirds.
Inspired by: Shreyas Doshi’s Deep Dive on Micromanagement. Listen here before you rage-quit: Understanding Micromanagement: A Deep Dive
There is a moment in Shreyas Doshi’s brilliant analysis where he drops a truth bomb that usually sends “visionary” Product Managers scrambling for their noise-canceling headphones. He essentially argues that micromanagement is not a binary evil; it is a situational necessity.
“The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. The second is that automation applied to an inefficient operation will magnify the inefficiency.” — Bill Gates
This is Part 3 of my series on the collapse of the traditional software industry.
This is Part 2 of my series on the collapse of the traditional software industry. In Part 1, How “Vibecoding” and The Outcome Economy Are Killing the SaaS Dinosaurs, I explained how AI is making software production free. Today, let’s talk about why your pricing model is about to bankrupt you.
Let’s start with a bedtime story that is currently keeping the General Counsel of a $10 billion company awake at night.
In June of this year (2025), a developer named Michael Luo (known online as “AzianMike”) decided he was tired of paying DocuSign $15 a month to sign three PDFs.1 He didn’t complain on X (formerly Twitter).
Let me give you some context before I start ranting. I’ve been in the trenches of media technology for 25 years. I was writing code for Set-Top Boxes (STBs) when “on-demand” meant walking to Blockbuster. I built the architecture for the first DVRs that let you pause live TV. I have worked on engineering the streaming pipes that allow you to binge-watch in 4K without buffering and to figure out how to connect a second screen device to a Satellite Pay TV system.
If you work in the AdTech domain or are remotely connected to it, I believe you would have surely heard of identity wars and Privacy Sandbox. Safari & Firefox deprecated 3rd party cookies long back and then, Apple also blocked IFAs and now, they released Private Relays to block IP address too.
It doesn’t matter whether you are a product manager or not, if you have ever tried building a product, there are three keywords that you would have come across for sure; Strategy, Roadmap and Prioritization. In all organizations, these three keywords are used in every context whenever there is ambiguity and decision making is hard.
In 2009, My team and I were working on a prototype assuming that one day TVs will be connected to the internet and when that happens, advertising will become programmatic similar to what was online display advertising on the internet in those days. but more than that, people will also have second screen devices and the content they’ll be watching on the TV will be influenced with their second screen devices activity.