AI’s crown jewels, you data, is under siege. Lawsuits, API throttles, and Cloudflare’s “default-off” move have publishers slamming the gate while AI titans keep battering it down. Brian Balfour (Reforge) and Fareed Mosavat break down who’s suing whom, why API chokeholds matter, and how these defense moves could hand even more power to the Googles and OpenAIs of the world.

We then tackle Anthropic’s latest launch: Claude “artifacts.” These bite-sized AI mini-apps piggyback on the user’s own API quota, and spin up self-fueling growth loops to build a unique growth model. We unpack the model step-by-step, the constraints, and the upside for builders hunting leverage.

Grab your coffee, hit play, and turn today’s hot takes into tomorrow’s unfair advantage.

Get ready for a crash course for you in the next great distribution shift. In this episode, Brian Balfour and Fareed Mosavat pull back the curtain on why AI’s real battleground isn’t the tech itself—it’s the fight to be the next distribution platform. Fareed and Brian dissect the playbooks and cycles that crowned Facebook, Google, Apple and LinkedIn as the winners of their categories and turned them from open platforms into toll booths. The key part is who is going to be next, and what you need to know to play the game.

We cover:

If you build, invest, or obsess over AI products, this 45-minute sprint will hand you the hard truths and the hidden opportunities shaping the next couple of years. Plug in, level up—and learn how to play the game before the game plays you.

The AI Wild West just got wilder — and we’re riding straight into the melee.
In this episode, Brian Balfour, Fareed Mosavat, and special guest Aaron White crack open the three questions every builder is secretly sweating right now:

Expect hot takes on speed-as-a-moat, why Apple’s “slow and perfect” playbook suddenly looks brittle, and how vertical-niche founders can still carve out 10-to-100× markets hiding in plain sight. You’ll hear:

If you’re building, investing, or just trying to keep your head above the AI tidal wave, hit play. This convo will arm you with the mindset (and the memes) you need to survive the quicksand and still grab the crown.

Strap in—let’s ride.

Last week we talked about Everyone-versus-Everyone. That hasn’t stopped. Before we could edit and publish the last episode, Google unleashed a “do-everything” AI bundle. Last week we talked about when everyone ships everything at once, how do you find the whitespace? This week we continue to discuss two more tectonic shifts:

In the last 30 days, Notion fired off three products, Figma morphed into a mini-Adobe, OpenAI gobbled Windsurf, and Loom, Atlassian, Anthropic, Cursor, and Granola pointed their AI cannons straight at one another. Welcome to ludicrous speed—a market where every launch feels like a direct hit on your roadmap and “competitive landscape” now means everyone vs. everyone.  In this episode Brian Balfour and Fareed Mosavat are joined by Ravi Mehta to talk about The Great Bundle Brawl, Granola's Escape Hatch, The AI Flywheel, and more.

The “AI memo” craze is officially here—and it’s more than executive theater. In this episode, Brian Balfour and Fareed Mosavat break down how leading CEOs (Shopify, Duolingo, Box, Meta) are using public AI manifestos to jolt their companies into a faster, smarter future—and what product leaders must do next to turn those words into shipping velocity.

In this episode, Brian Balfour and Fareed Mosavat dive into the widening gulf between companies embracing AI and those drowning in corporate red tape. While some organizations are rewriting job descriptions and preparing to ax 40-50% of employees who can't adapt, others are taking MONTHS just to process a basic AI tool agreement. Plus: Glean's existential threat as OpenAI and Anthropic invade the enterprise space, why speed trumps perfection in AI coding tools, and OpenAI's curious social media play. The tech landscape is splitting between the innovators and the bureaucracy-bound—and the clock is ticking faster than ever.

In this episode, Brian and Fareed discuss the challenges facing product managers in the AI era with Shaun Clowes, CPO at Confluent.

Many product professionals are questioning their future as traditional PM workflows—documentation, basic prioritization, and coordination—become increasingly automated. Yet this technological shift isn't eliminating the product management function; rather, it's elevating what has always differentiated exceptional PMs from average ones. While low-value processes are being automated away, the core elements that create product success—strategic vision, judgment, taste, and leadership—are becoming dramatically more valuable.

The Unsolicited Feedback podcast is back for a season 3. We kicked off episode 1 with Casey Winters going deeper on Product Market Fit Collapse. In this episode we discuss:

And as a result of these things:

In the end, even successful companies with strong product-market fit are vulnerable of getting side swiped.Check out more from Unsolicited Feedback!

https://www.unsolicitedfeedback.co/

Reforge Insight Analytics

https://reforge.com/insight-analytics

Product Strategy Courses

https://www.reforge.com/courses/product-strategy/details

https://www.reforge.com/courses/ai-strategy/details

This is a special live episode of Unsolicited Feedback, as part of Reforge's ref:AI conference. Join Fareed Mosavat as he welcomes Andrew Chen from Andreessen Horowitz for an engaging discussion on AI's impact on product growth and innovation. This episode covers the significance of the S curve in technology adoption, the challenges and opportunities arising from rapid AI advancements, and what it means for startups and established companies alike. Andrew shares insights on how to differentiate in a competitive landscape, the evolving role of AI in various industries, and strategic approaches for maintaining relevance. Whether you're a product manager, designer, or tech enthusiast, this episode offers a wealth of knowledge to help you navigate the AI revolution.

Check out a full summary of the takeaways and lessons from this conversation at https://www.reforge.com/blog/strategies-to-beat-the-ai-s-curve

Check out more from Unsolicited Feedback! https://www.unsolicitedfeedback.co/ 

00:00 Welcome 

04:13 Understanding the S Curve

08:35 The Novelty Phase of AI Products

12:26 Challenges and Strategies in AI Product Development

23:19 The Future of AI and Product Innovation

27:44 Platform Shifts and AI Paradigms

Check out a full summary of the takeaways and lessons from this episode at ➡️ https://www.unsolicitedfeedback.co/