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Transcript

The Strategy Stack - Tech Breakdown (With Guest: Mike Goitein)

Episode 9: Code, Craft, and Cloud Capitalism — Navigating the Thin Web and Building Products That Matter

Strategy Stack: Weekly Tech Breakdown

👥 Featuring:

  • Guest: Mike Goitein, Product Strategist, IT Consultant, and Substack Writer

  • Host: Alex (The Strategy Stack)

Get more from Alex Pawlowski in the Substack app
Available for iOS and Android

Key Topics Covered

  • Mike shared his unique journey from tennis strategy blogging in the '90s to leading IT and product strategy at major organizations like KeyBank.

  • Highlighted Linear as a modern "Jira killer," designed with elegance and deep UX empathy. Emphasized product decisions that favor unscalable, user-first experiences over A/B testing and ML-based feature optimization.

  • AI will be increasingly embedded into tools like OS interfaces and workflow systems—less as a standalone novelty, more as invisible infrastructure (citing Steve Jobs’ view of Dropbox).

  • Stressed that LLMs are only as good as the past data they were trained on. Strategy and product sense remain uniquely human and indispensable.

  • Envisioned a future where AI agents reduce noise and increase user efficiency by thinning the web—eliminating the clutter of 50 open tabs with personalized agent orchestration.

  • Cautioned that generative AI can empower small teams but doesn’t inherently elevate quality. The core challenge remains: are we solving the right problems, for the right people?

  • Discussed the shift from traditional capitalism to “cloud capitalism” where value flows through invisible infrastructures controlled by platforms like Apple and Google.

  • Compared the tech industry to “playing tennis without a net.” Advocated for balanced governance to maintain fair innovation, especially in highly regulated industries like finance and healthcare.

  • Strategy and product success hinge on what you choose not to do. Quoting Agassi’s late-career precision, Mike noted that great outcomes come from clear constraints and thoughtful subtraction.

  • Praised Substack as an algorithm-free, open platform that supports genuine discourse and thoughtful publishing. Cited his journey under the mentorship of Tim Denning.

💡 Takeaways

From Alex:

  • The future belongs to tools and systems that remove friction—especially in an age of digital overload.

  • Agentic AI may reintroduce healthy abstraction between humans and overwhelming digital interfaces.

  • Advocated for nuanced, geopolitical awareness in product development, particularly around tech sovereignty and global innovation equity.

From Mike:

  • Strategy is the master skill in a world where AI can build, code, and write. The remaining human edge is knowing what to build and why.

  • Linear’s approach—unscalable, beautifully crafted, human-first—shows the power of thoughtful product design over hyper-optimization.

  • Subtraction is the soul of great storytelling and product creation. It’s not about adding more; it’s about making the right strategic tradeoffs.

  • Vibe coding and AI-powered prototyping lower technical barriers, enabling more builders—but don't replace the need for critical thinking and narrative clarity.

  • Technological abundance doesn’t equal excellence. Great strategy still starts with sharp, essential questions.

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