Simon Sherwood, writing in The Register:

Amazon Web Services CEO Matt Garman has suggested firing junior workers because AI can do their jobs is “the dumbest thing I’ve ever heard.”

Garman made that remark in conversation with AI investor Matthew Berman, during which he talked up AWS’s Kiro AI-assisted coding tool and said he’s encountered business leaders who think AI tools “can replace all of our junior people in our company.”

That notion led to the “dumbest thing I’ve ever heard” quote, followed by a justification that junior staff are “probably the least expensive employees you have” and also the most engaged with AI tools.

“How’s that going to work when ten years in the future you have no one that has learned anything,” he asked. “My view is you absolutely want to keep hiring kids out of college and teaching them the right ways to go build software and decompose problems and think about it, just as much as you ever have.”

Yup. I agree.

Jessica Davies reports that new publisher data suggests that some sites are getting 25% less traffic from Google than the previous year.

Writing in Digiday:

Organic search referral traffic from Google is declining broadly, with the majority of DCN member sites — spanning both news and entertainment — experiencing traffic losses from Google search between 1% and 25%. Twelve of the respondent companies were news brands, and seven were non-news.

Jason Kint, CEO of DCN, says that this is a “direct consequence of Google AI Overviews.”

I wrote previously about the changing economics of the web here, here, and here.

And related, Eric Mersch writes in a LinkedIn post that Monday.com’s stock fell 23% because co-CEO Roy Mann said, “We are seeing some softness in the market due to Google algorithm,” during their Q2 earnings call and the analysts just kept hammering him and the CFO about how the algo changes might affect customer acquisition.

Analysts continued to press the issue, which caught company management completely off guard. Matthew Bullock from Bank of America Merrill Lynch asked frankly, “And then help us understand, why call this out now? How did the influence of Google SEO disruption change this quarter versus 1Q, for example?” The CEO could only respond, “So look, I think like we said, we optimize in real-time. We just budget daily,” implying that they were not aware of the problem until they saw Q2 results.

This is the first public sign that the shift from Google to AI-powered searches is having an impact.

I enjoyed this interview with Notion’s CEO, Ivan Zhao over at the Decoder podcast, with substitute host, Casey Newton. What I didn’t quite get when I first used Notion was the “LEGO” aspect of it. Their vision is to build business software that is highly malleable and configurable to do all sorts of things. Here’s Zhao:

Well, because it didn’t quite exist with software. If you think about the last 15 years of [software-as-a-service], it’s largely people building vertical point solutions. For each buyer, for each point, that solution sort of makes sense. The way we describe it is that it’s like a hard plastic solution for your problem, but once you have 20 different hard plastic solutions, they sort of don’t fit well together. You cannot tinker with them. As an end user, you have to jump between half a dozen of them each day.

That’s not quite right, and we’re also inspired by the early computing pioneers who in the ‘60s and ‘70s thought that computing should be more LEGO-like rather than like hard plastic. That’s what got me started working on Notion a long time ago, when I was reading a computer science paper back in college.

From a user experience POV, Notion is both simple and exceedingly complicated. Taking notes is easy. Building the system for a workflow, not so much.

In the second half, Newton (gently) presses Zhao on the impact of AI on the workforce and how productivity software like Notion could replace headcount.

Newton: Do you think that AI and Notion will get to a point where executives will hire fewer people, because Notion will do it for them? Or are you more focused on just helping people do their existing jobs?

Zhao: We’re actually putting out a campaign about this, in the coming weeks or months. We want to push out a more amplifying, positive message about what Notion can do for you. So, imagine the billboard we’re putting out. It’s you in the center. Then, with a tool like Notion or other AI tools, you can have AI teammates. Imagine that you and I start a company. We’re two co-founders, we sign up for Notion, and all of a sudden, we’re supplemented by other AI teammates, some taking notes for us, some triaging, some doing research while we’re sleeping.

Zhao dodges the “hire fewer people” part of the question and instead, answers with “amplifying” people or making them more productive.

Yesterday, OpenAI launched GPT-5, their latest and greatest model that replaces the confusing assortment of GPT-4o, o3, o4-mini, etc. with just two options: GPT-5 and GPT-5 pro. The reasoning is built in and the new model is smart enough to know what to think harder, or when a quick answer suffices.

Simon Willison deep dives into GPT-5, exploring its mix of speed and deep reasoning, massive context limits, and competitive pricing. He sees it as a steady, reliable default for everyday work rather than a radical leap forward:

I’ve mainly explored full GPT-5. My verdict: it’s just good at stuff. It doesn’t feel like a dramatic leap ahead from other LLMs but it exudes competence—it rarely messes up, and frequently impresses me. I’ve found it to be a very sensible default for everything that I want to do. At no point have I found myself wanting to re-run a prompt against a different model to try and get a better result.

It’s a long technical read but interesting nonetheless.

Jay Hoffman, writing in his excellent The History of the Web website, reflects on Kevin Kelly’s 2005 Wired piece that celebrated the explosive growth of blogging—50 million blogs, one created every two seconds—and predicted a future powered by open participation and user-created content. Kelly was right about the power of audiences becoming creators, but he missed the crucial detail: 2005 would mark the peak of that open web participation before everyone moved into centralized platforms.

There are still a lot of blogs, 600 million by some accounts. But they have been supplanted over the years by social media networks. Commerce on the web has consolidated among fewer and fewer sites. Open source continues to be a major backbone to web technologies, but it is underfunded and powered almost entirely by the generosity of its contributors. Open API’s barely exist. Forums and comment sections are finding it harder and harder to beat back the spam. Users still participate in the web each and every day, but it increasingly feels like they do so in spite of the largest web platforms and sites, not because of them.

My blog—this website—is a direct response to the consolidation. This site and its content are owned and operated by me and not stuck behind a login or paywall to be monetized by Meta, Medium, Substack, or Elon Musk. That is the open web.

Hoffman goes on to say, “The web was created for participation, by its nature and by its design. It can’t be bottled up long.” He concludes with:

Independent journalists who create unique and authentic connections with their readers are now possible. Open social protocols that experts truly struggle to understand, is being powered by a community that talks to each other.

The web is just people. Lots of people, connected across global networks. In 2005, it was the audience that made the web. In 2025, it will be the audience again.

For the past year, CPG behemoth Unilever has been “working with marketing services group Brandtech to build up its Beauty AI Studio: a bespoke, in-house system inside its beauty and wellbeing business. Now in place across 18 different markets (the U.S. and U.K. among them), the studio is being used to make assets for paid social, programmatic display inventory and e-commerce usage across brands including Dove Intensive Repair, TRESemme Lamellar Shine and Vaseline Gluta Hya.”

Sam Bradley, writing in Digiday:

The system relies on Pencil Pro, a generative AI application developed by Brandtech Group. The tool draws on several large language models (LLMs), as well as API access to Meta and TikTok for effectiveness measurement. It’s already used by hearing-care brand Amplifon to rapidly produce text and image assets for digital ad channels.

In Unilever’s process, marketers use prompts and their own insights about target audiences to generate images and video based on 3D renders of each product, a practice sometimes referred to as “digital twinning.” Each brand in a given market is assigned a “BrandDNAi” — an AI tool that can retrieve information about brand guidelines and relevant regulations and that provides further limitations to the generative process.

So far, they haven’t used this system to generate AI humans. Yet.

In many ways, this excellent article by Kaustubh Saini for Final Round AI’s blog is a cousin to my essay on the design talent crisis. But it’s about what happens when people “become” developers and only know vibe coding.

The appeal is obvious, especially for newcomers facing a brutal job market. Why spend years learning complex programming languages when you can just describe what you want in plain English? The promise sounds amazing: no technical knowledge required, just explain your vision and watch the AI build it.

In other words, these folks don’t understand the code and, well, bad things can happen.

The most documented failure involves an indie developer who built a SaaS product entirely through vibe coding. Initially celebrating on social media that his “saas was built with Cursor, zero hand written code,” the story quickly turned dark.

Within weeks, disaster struck. The developer reported that “random things are happening, maxed out usage on api keys, people bypassing the subscription, creating random shit on db.” Being non-technical, he couldn’t debug the security breaches or understand what was going wrong. The application was eventually shut down permanently after he admitted “Cursor keeps breaking other parts of the code.”

This failure illustrates the core problem with vibe coding: it produces developers who can generate code but can’t understand, debug, or maintain it. When AI-generated code breaks, these developers are helpless.

I don’t foresee something this disastrous with design. I mean, a newbie designer wielding an AI-enabled Canva or Figma can’t tank a business alone because the client will have eyes on it and won’t let through something that doesn’t work. It could be a design atrocity, but it’ll likely be fine.

This *can *happen to a designer using vibe coding tools, however. Full disclosure: I’m one of them. This site is partially vibe-coded. My Severance fan project is entirely vibe-coded.

But back to the idea of a talent crisis. In the developer world, it’s already happening:

The fundamental problem is that vibe coding creates what experts call “pseudo-developers.” These are people who can generate code but can’t understand, debug, or maintain it. When AI-generated code breaks, these developers are helpless.

In other words, they don’t have the skills necessary to be developers because they can’t do the basics. They can’t debug, don’t understand architecture, have no code review skills, and basically have no fundamental knowledge of what it means to be a programmer. “They miss the foundation that allows developers to adapt to new technologies, understand trade-offs, and make architectural decisions.”

Again, assuming our junior designers have the requisite fundamental design skills, not having spent time developing their craft and strategic skills through experience will be detrimental to them and any org that hires them.

Sonos announced yesterday that interim CEO Tom Conrad was made permanent. From their press release:

Sonos has achieved notable progress under Mr. Conrad’s leadership as Interim CEO. This includes setting a new standard for the quality of Sonos’ software and product experience, clearing the path for a robust new product pipeline, and launching innovative new software enhancements to flagship products Sonos Ace and Arc Ultra.

Conrad surely navigated this landmine well after the disastrous app redesign that wiped almost $500 million from the company’s market value and cost CEO Patrick Spence his job. My sincere hope is that Conrad continues to rebuild Sonos’s reputation by continuing to improve their products.

From UX Magazine:

Copilots helped enterprises dip their toes into AI. But orchestration platforms and tools are where the real transformation begins — systems that can understand intent, break it down, distribute it, and deliver results with minimal hand-holding.

Think of orchestration as how “meta-agents” are conducting other agents.

The first iteration of AI in SaaS was copilots. They were like helpful interns eagerly awaiting your next command. Orchestration platforms are more like project managers. They break down big goals into smaller tasks, assign them to the right AI agents, and keep everything coordinated. This shift is changing how companies design software and user experiences, making things more seamless and less reliant on constant human input.

For designers and product teams, it means thinking about workflows that cross multiple tools, making sure users can trust and control what the AI is doing, and starting small with automation before scaling up.

In case you missed it, there’s been a major shift in the AI tool landscape.

On Friday, OpenAI’s $3 billion offer to acquire AI coding tool Windsurf expired. Windsurf is the Pepsi to Cursor’s Coke. They’re both IDEs, the programming desktop application that software developers use to code. Think of them as supercharged text editors but with AI built in.

On Friday evening, Google announced that it had hired Windsurf’s CEO Varun Mohan, co-founder Douglas Chen, and several key researchers for $2.4 billion.

On Monday, Cognition, the company behind Devin, the self-described “AI engineer” announced that it had acquired Windsurf for an undisclosed sum, but noting that its remaining 250 employees will “participate financially in this deal.”

Why does this matter to designers?

The AI tools market is changing very rapidly. With AI helping to write these applications, their numbers and features are always increasing—or in this case, maybe consolidating. Choose wisely before investing too deeply into one particular tool. The one piece of advice I would give here is to avoid lock-in. Don’t get tied to a vendor. Ensure that your tool of choice can export your work—the code.

Jason Lemkin has more on the business side of things and how it affects VC-backed startups.

This post has been swimming in my head since I read it. Elena Verna, who joined Lovable just over a month ago to lead marketing and growth, writing in her newsletter, observes that everyone at the company is an AI-native employee. “An AI-native employee isn’t someone who ‘uses AI.’ It’s someone who defaults to AI,” she says.

On how they ship product:

Here, when someone wants to build something (anything) - from internal tools, to marketing pages, to writing production code - they turn to AI and… build it. That’s it.

No headcount asks. No project briefs. No handoffs. Just action.

At Lovable, we’re mostly building with… Lovable. Our Shipped site is built on Lovable. I’m wrapping hackathon sponsorship intake form in Lovable as we speak. Internal tools like credit giveaways and influencer management? Also Lovable (soon to be shared in our community projects so ya’ll can remix them too). On top of that, engineering is using AI extensively to ship code fast (we don’t even really have Product Managers, so our engineers act as them).

I’ve been hearing about more and more companies operating this way. Crazy time to be alive.

More on this topic in a future long-form post.

Paul Worthington writing about the recent Cannes Festival of Creativity:

…nostalgia is rapidly becoming a major idea d’jour among marketers targeting that oh-so-desirable “Gen Z” demographic.

As a result, it should come as no surprise that if you were to walk around Cannes over the past month or so, you’d be forgiven for thinking brands no longer had any interest in the future: Lisa Frank notebooks. Tamagotchi cameos. Taglines from 1999. Brand after brand strapping itself to the past, seeking refuge in comfort. Instacart. Mattel. Burger King. Skoda. All treating relevance as if it were a rerun.

But along with nostalgia, another theme was present at Cannes—differentiation:

Cannes was also a parade of brands betting on something riskier. Something sharper. Something new. Liquid Death. Stripe. Tesla. Anduril. Companies building out from belief systems focused resolutely on what makes them unique. Making things you couldn’t have predicted because they weren’t remixes of the past—they were statements of the future.

Worthington argues that these two themes are diametrically opposed. Nostalgia brands are “fundamentally risk-averse” and feel safe. While differentiated brands are “risk-embracing,” betting that consumers are desperate for “something weird, sharp, and built from scratch.”

Here we go. Figma has just dropped their S-1, or their registration for an initial public offering (IPO).

Rollup of stats from Figma’s S-1.

While a lot of the risk factors are boilerplate—legalese to cover their bases—the one about AI is particularly interesting, “Competitive developments in AI and our inability to effectively respond to such developments could adversely affect our business, operating results, and financial condition.”

Developments in AI are already impacting the software industry significantly, and we expect this impact to be even greater in the future. AI has become more prevalent in the markets in which we operate and may result in significant changes in the demand for our platform, including, but not limited to, reducing the difficulty and cost for competitors to build and launch competitive products, altering how consumers and businesses interact with websites and apps and consume content in ways that may result in a reduction in the overall value of interface design, or by otherwise making aspects of our platform obsolete or decreasing the number of designers, developers, and other collaborators that utilize our platform. Any of these changes could, in turn, lead to a loss of revenue and adversely impact our business, operating results, and financial condition.

There’s a lot of uncertainty they’re highlighting:

• Could competitors use AI to build competing products?
• Could AI reduce the need for websites and apps which decreases the need for interfaces?
• Could companies reduce workforces, thus reducing the number of seats they buy?

These are all questions the greater tech industry is asking.

In a dual profile, Ben Blumenrose spotlights Phil Vander Broek—whose startup Dopt was acquired last year by Airtable—and Filip Skrzesinski—who is currently working on Subframe—in the Designer Founders newsletter.

One of the lessons Vander Broek learned was to not interview customers just to validate an idea. Interview them to get the idea first. In other words, discover the pain points:

They ran 60+ interviews in three waves. The first 20 conversations with product and growth leaders surfaced a shared pain point: driving user adoption was painfully hard, and existing tools felt bolted on. The next 20 calls helped shape a potential solution through mockups and prototypes—one engineer was so interested he volunteered for weekly co-design sessions. A final batch of 20 calls confirmed their ideal customer was engineers, not PMs.

As for Skrzesinski, he’s learning that being a startup founder isn’t about building the product—it’s about building a business:

But here’s Filip’s counterintuitive advice: “Don’t start a company because you love designing products. Do it in spite of that.”

“You won’t be designing in the traditional sense—you’ll be designing the company’s DNA,” he explains. “It’s the invisible work: how you organize, how you think, how you make decisions. How it feels to work there, to use what you’re making, to believe in it.”

Brian Balfour, writing for the Reforge blog:

Speed isn’t just about shipping faster, it’s about accelerating your entire learning metabolism. The critical metric isn’t feature velocity but rather your speed through the complete Insight → Act → Learn loop. This distinction separates products that compound advantages from those that compound technical debt.

The point being that now with AI, product teams are shipping faster. And those who aren’t might get lapped (to use an F1 phrase).

Bell Labs was a famed research lab run by AT&T (aka “Ma Bell” before it was broken up). You can draw a straight line from Bell Labs to Xerox PARC where essential computing technologies like the graphical user interface, the mouse, Ethernet, and more were invented.

Aeroform, writing for 1517 Fund:

The reason why we don’t have Bell Labs is because we’re unwilling to do what it takes to create Bell Labs — giving smart people radical freedom and autonomy.

The freedom to waste time. The freedom to waste resources. And the autonomy to decide how.

Nate Jones performed a yeoman’s job of summarizing Mary Meeker’s 340-slide deck on AI trends, the “2025 Technology as Innovation (TAI) Report.” For those of you who don’t know, Mary Meeker is a famed technology analyst and investor known for her insightful reports on tech industry trends. For the longest time, as an analyst at Kleiner Perkins, she published the Internet Trends report. And she was always prescient.

Half of Jones’ post is the summary, while the other half is how the report applies to product teams. The whole thing is worth 27 minutes of your time, especially if you work in software.

Josh Miller, writing in The Browser Company’s substack:

After a couple of years of building and shipping Arc, we started running into something we called the “novelty tax” problem. A lot of people loved Arc — if you’re here you might just be one of them — and we’d benefitted from consistent, organic growth since basically Day One. But for most people, Arc was simply too different, with too many new things to learn, for too little reward.

“Novelty tax” is another way of saying using non-standard patterns that users just didn’t get. I love Arc. It’s my daily driver. But, Miller is right that it does have a steep learning curve. So there is a natural ceiling to their market.

Miller’s conclusion is where things get really interesting:

Let me be even more clear: traditional browsers, as we know them, will die. Much in the same way that search engines and IDEs are being reimagined [by AI-first products like Perplexity and Cursor]. That doesn’t mean we’ll stop searching or coding. It just means the environments we do it in will look very different, in a way that makes traditional browsers, search engines, and IDEs feel like candles — however thoughtfully crafted. We’re getting out of the candle business. You should too.

“You should too.”

And finally, to bring it back to the novelty tax:

**New interfaces start from familiar ones. **In this new world, two opposing forces are simultaneously true. How we all use computers is changing much faster (due to AI) than most people acknowledge. Yet at the same time, we’re much farther from completely abandoning our old ways than AI insiders give credit for. Cursor proved this thesis in the coding space: the breakthrough AI app of the past year was an (old) IDE — designed to be AI-native. OpenAI confirmed this theory when they bought Windsurf (another AI IDE), despite having Codex working quietly in the background. We believe AI browsers are next.

Sad to see Arc’s slow death, but excited to try Dia soon.

Patrick Morgan writing for UX Collective:

The tactical tasks that juniors traditionally cut their teeth on are increasingly being delegated to AI tools. Tasks that once required a human junior designer with specialized training can now be handled by generative AI tools in a fraction of the time and cost to the organization.

This fundamentally changes the entry pathway. When the low-complexity work that helped juniors develop their skills is automated away, we lose the natural onramp that allowed designers to gradually progress from tactical execution to strategic direction.

Remote work has further complicated things by removing informal learning opportunities that happen naturally in an in-person work environment, like shadowing senior designers, being in the room for strategy discussions, or casual mentorship chats.

I’ve been worried about this a lot. I do wonder how the next class of junior designers—and all professionals, for that matter—will learn. (I cited Aneesh Raman, chief economic opportunity officer at LinkedIn, in my previous essay.)

Morgan does have some suggestions:

Instead of waiting for the overall market to become junior-friendly again (which I don’t see happening), focus your search on environments more structurally accepting of new talent:

1. Very early-stage startups: Pre-seed or seed companies often have tight budgets and simply need someone enthusiastic who can execute designs. It will be trial-by-fire, but you’ll gain rapid hands-on experience.

2. Stable, established businesses outside of ‘big tech’: Businesses with predictable revenue streams often provide structured environments for junior designers (my early experience at American Express is a prime example). It might not be as glamorous as a ‘big tech’ job, but as a result they’re less competitive while still offering critical experience to get started.

3. Design agencies: Since their business model focuses on selling design services, agencies naturally employ more designers and can support a mix of experience levels. The rapid exposure to multiple projects makes them solid launchpads even if your long-term goal is to work in-house in tech.

OpenAI is acquiring a hardware company called “io” that Jony Ive cofounded just a year ago:

Two years ago, Jony Ive and the creative collective LoveFrom, quietly began collaborating with Sam Altman and the team at OpenAI.

…

It became clear that our ambitions to develop, engineer and manufacture a new family of products demanded an entirely new company. And so, one year ago, Jony founded io with Scott Cannon, Evans Hankey and Tang Tan.

We gathered together the best hardware and software engineers, the best technologists, physicists, scientists, researchers and experts in product development and manufacturing. Many of us have worked closely for decades.

The io team, focused on developing products that inspire, empower and enable, will now merge with OpenAI to work more intimately with the research, engineering and product teams in San Francisco.

It has been an open rumor that Sam Altman and Ive has been working together on some hardware. I had assumed they formalized their partnership already, but I guess not.

There are some bold statements that Ive and Altman make in the launch video, teasing a revolutionary new device that will enable quicker, better access to ChatGPT. Something that is a lot less friction than how Altman explains in the video:

If I wanted to ask ChatGPT something right now about something we had talked about earlier, think about what would happen. I would like reached down. I would get on my laptop, I’d open it up, I’d launch a web browser, I’d start typing, and I’d have to, like, explain that thing. And I would hit enter, and I would wait, and I would get a response. And that is at the limit of what the current tool of a laptop can do. But I think this technology deserves something much better.

There are a couple of other nuggets about what this new device might be from the statements Ive and Altman made to Bloomberg:

…Ive and Altman don’t see the iPhone disappearing anytime soon. “In the same way that the smartphone didn’t make the laptop go away, I don’t think our first thing is going to make the smartphone go away,” Altman said. “It is a totally new kind of thing.”

…

“We are obviously still in the terminal phase of AI interactions,” said Altman, 40. “We have not yet figured out what the equivalent of the graphical user interface is going to be, but we will.”

While we don’t know what the form factor will be, I’m sure it won’t be a wearable pin—ahem, RIP Humane. Just to put it out there—I predict it will be a voice assistant in an earbud, very much like the AI in the 2013 movie “Her.” Altman has long been obsessed with the movie, going as far as trying to get Scarlett Johansson to be one of the voices for ChatGPT.

EDIT 5/22/2025, 8:58am PT: Added prediction about the form factor.

Sam Bradley, writing for Digiday:

One year in from the launch of Google’s AI Overviews, adoption of AI-assisted search tools has led to the rise of so-called “zero-click search,” meaning that users terminate their search journeys without clicking a link to a website.

“People don’t search anymore. They’re prompting, they’re gesturing,” said Craig Elimeliah, chief creative officer at Code and Theory.

It’s a deceptively radical change to an area of the web that evolved from the old business of print directories and classified sections — one that may redefine how both web users and marketing practitioners think about search itself.

And I wrote about answer engines, earlier this year in January:

…the fundamental symbiotic economic relationship between search engines and original content websites is changing. Instead of sending traffic to websites, search engines, and AI answer engines are scraping the content directly and providing them within their platforms.

I love this wonderfully written piece by Julie Zhou exploring the Ghiblification of everything. On how we feel about a month later:

The second watching never commands the same awe as the first. The 20th bite doesn’t dance on the tongue as exquisitely. And the 200th anime portrait certainly no longer impresses the way it once did.

The sad truth is that oversaturation strangles quality. Nothing too easy can truly be tasteful.

She goes on to make a point that Studio Ghibli’s quality is beyond style—it’s of narrative and imagination.

AI-generated images in the “Ghibli style” may borrow its surface features but they don’t capture the soul of what makes Studio Ghibli exceptional in quality. They lack the narrative depth, the handcrafted devotion, and the cultural resonance.

Like a celebrity impersonator, the ChatGPT images borrow from the cache of the original. But sadly, hollowly, it’s not the same. What made the original shimmer is lost in translation.

And rather than going down the AI-is-enshitification conversation, Zhou pivots a little, focusing on the technological quality and the benefits it brings.

…ChatGPT could offer a flavor of magic that Studio Ghibli could never achieve, the magic of personalization.

…

The quality of Ghibli-fication is the quality of the new image model itself, one that could produce so convincing an on-the-fly facsimile of a photograph in a particular style that it created a “moment” in public consciousness. ChatGPT 4o beat out a number of other image foundational models for this prize.