Episode
The Post-IPO PM Playbook Is Being Rewritten
- Podcast
- The Skip Podcast
- Published
- Mar 18, 2026
- Duration seconds
- 3465
- Processing state
not_requested- Canonical source
- https://theskip.substack.com/p/the-post-ipo-pm-playbook-is-being
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Summary
Most of the conversation about rebuilding product management comes from two ends of the spectrum: AI-first startups with 30 people and no real installed base, or big tech with thousands of PMs and decades of process. This episode is about the third category: companies that went public in the last few years, have real customers and revenue to protect, and are now trying to move like startups again. The CPOs of Hims & Hers, Rubrik, and Figma joined me to discuss what that actually looks like. Several of their findings directly contradict the advice you'd get from either end of the spectrum. Key topics • Why going public doesn't mean replacing your PM team with "business people" • Why AI makes PM workload explode, not shrink • What happens when engineering is no longer the bottleneck • The skill Figma values most at scale (and why speed is the wrong thing to optimize for) • Whether the IPO date is a real line in the sand—and why Yuhki and Anneka land in different places • Why AI adoption at post-IPO companies requires the CPO to go first • How Anneka wrote her team's Claude Code onboarding guide, opened the GitHub repos, and built a triage agent between meetings • Why Dheerja joined Hims & Hers as the "AI Queen" • Dheerja’s three-part AI framework she’s executing on • Why Yuhki hired AI veterans first—then immediately hired people with no AI background at all • The case against take-homes (and Anneka's idea for what should replace them) • What a blank canvas reveals about a PM candidate that no case study or behavioral question can • Why every PM is about to become a manager of agents • How to talk to your team when the stock is down and you haven't announced anything new • Why Figma deprecated annual planning—and what Yuhki thinks will become core PM work within a year W…