Madison's Morning Memo

Microsoft Ships Copilot Cowork, Figma Expands MCP, and LangSmith Benchmarks Go Public

June 16, 2026

AI PM Research Tuesday, June 16, 2026 Microsoft Ships Copilot Cowork, Figma Expands MCP, and LangSmith Benchmarks Go Public Three concrete product moves...

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Evals as PRDs, Agent Observability, and Anthropic's Rough Week

June 15, 2026

AI PM Research Monday, June 15, 2026 Evals as PRDs, Agent Observability, and Anthropic's Rough Week Three threads worth your attention today: Ankur Goyal at...

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AI Context Over Raw Intelligence, and Stripe's Agent Integrations

June 14, 2026

AI PM Research Sunday, June 14, 2026 AI Context Over Raw Intelligence, and Stripe's Agent Integrations Two things worth sitting with today: Ravi Mehta makes...

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US Government Suspends Fable 5: What It Means for AI Product Risk

June 13, 2026

AI PM Research Saturday, June 13, 2026 US Government Suspends Fable 5: What It Means for AI Product Risk The US government issued an export control directive...

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Vercel AI SDK 7, Stripe's Agent Story, and Claude's Policy Reversal

June 12, 2026

AI PM Research Friday, June 12, 2026 Vercel AI SDK 7, Stripe's Agent Story, and Claude's Policy Reversal Three distinct product signals today: Vercel shipped...

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Anthropic Walks Back a Policy That Would Have Broken Research Workflows

June 11, 2026

AI PM Research Thursday, June 11, 2026 Anthropic Walks Back a Policy That Would Have Broken Research Workflows Anthropic shipped Claude Cor (whatever comes...

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Claude Fable 5 arrives; Anthropic signals where AI autonomy is heading

June 10, 2026

AI PM Research Wednesday, June 10, 2026 Claude Fable 5 arrives; Anthropic signals where AI autonomy is heading Claude Fable 5 landed yesterday as Anthropic's...

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OpenAI Files S-1, Pieter Levels on Distribution, and Simon Willison on Siri at WWDC

June 9, 2026

AI PM Research Tuesday, June 9, 2026 OpenAI Files S-1, Pieter Levels on Distribution, and Simon Willison on Siri at WWDC OpenAI filed a confidential S-1,...

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Agent-Native Products and the Infrastructure Behind AI Autonomy

June 8, 2026

AI PM Research Monday, June 8, 2026 Agent-Native Products and the Infrastructure Behind AI Autonomy Three separate signals today point at the same underlying...

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When AI Becomes Infrastructure: Taste, Spend, and What Screens Are For

June 7, 2026

AI PM Research Sunday, June 7, 2026 When AI Becomes Infrastructure: Taste, Spend, and What Screens Are For Tony Fadell's interview on Lenny's podcast is the...

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When Agents Need Their Own Computers

June 6, 2026

AI PM Research Saturday, June 6, 2026 When Agents Need Their Own Computers Two big infrastructure moves this week: LangChain shipped isolated compute...

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LangChain Ships Interrupt, Cursor Upgrades Canvases, and the AI Spend Reckoning

June 5, 2026

AI PM Research Friday, June 5, 2026 LangChain Ships Interrupt, Cursor Upgrades Canvases, and the AI Spend Reckoning Three things converging today: LangChain...

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ChatGPT's Memory Gets Smarter, and Figma Charges for AI

June 4, 2026

AI PM Research Thursday, June 4, 2026 ChatGPT's Memory Gets Smarter, and Figma Charges for AI OpenAI shipped a new memory architecture for ChatGPT that...

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Uber Caps Claude Code, Cursor Goes Enterprise, and Figma Make Gets Smarter

June 3, 2026

AI PM Research Wednesday, June 3, 2026 Uber Caps Claude Code, Cursor Goes Enterprise, and Figma Make Gets Smarter Uber putting a hard cap on Claude Code...

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OpenAI Codex Goes Broad, LangChain Bets on Self-Evaluating Agents

June 2, 2026

AI PM Research Tuesday, June 2, 2026 OpenAI Codex Goes Broad, LangChain Bets on Self-Evaluating Agents OpenAI is repositioning Codex from a developer tool...

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Perplexity Goes Agentic on Mac, Rippling Goes AI-Native, and a PM Goes Zero to App Store

June 1, 2026

AI PM Research Monday, June 1, 2026 Perplexity Goes Agentic on Mac, Rippling Goes AI-Native, and a PM Goes Zero to App Store Perplexity is replacing its Mac...

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AI Cost Control, Agent Reliability, and Containing Claude

May 31, 2026

AI PM Research Sunday, May 31, 2026 AI Cost Control, Agent Reliability, and Containing Claude Three signals worth sitting with today: Cassie Kozyrkov's...

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Figma Make Goes Local, Cursor's Auto-Review, and LangSmith's Self-Healing Agents

May 30, 2026

AI PM Research Saturday, May 30, 2026 Figma Make Goes Local, Cursor's Auto-Review, and LangSmith's Self-Healing Agents Three things happened this week that...

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Claude Opus 4.8, Cursor Auto-Review, and Anthropic's $47B Run Rate

May 29, 2026

AI PM Research Friday, May 29, 2026 Claude Opus 4.8, Cursor Auto-Review, and Anthropic's $47B Run Rate Anthropic's run-rate revenue just hit $47 billion and...

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Anthropic's Claude Opus 4.8, Mistral's Vibe Agent, and Figma Make

May 28, 2026

AI PM Research Thursday, May 28, 2026 Anthropic's Claude Opus 4.8, Mistral's Vibe Agent, and Figma Make A busy Wednesday: Anthropic shipped Claude Opus 4.8...

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