What happens when you don’t start with a PM
AI-native, hyper-growth companies like Cursor, Lovable, and Linear have one thing in common. They didn’t start with a product manager!
In their early days, founders have publicly shared how teams were set up (links in comments):
Design and engineering at the center,
Strong product judgment, with designers holding a high bar for quality and craft,
And ownership sitting with the people closest to the work.
PMs came later —
when the challenge shifted from what to build to how to align at scale.
What’s interesting isn’t the absence of a role.
It’s what filled the space instead.
As playbooks shift and roles blur in an AI-First world,
design (finally) stops being merely the execution of strategy, and starts leading with having a point of view on what should exist at all!
Worth sitting with that.
Linear — Founder-led product built around taste, craft, and distributed product judgment rather than early PM roles.
https://www.lennysnewsletter.com/p/inside-linear-building-with-taste
Lovable — Early team deliberately collapsed roles so senior builders could make fast, high-judgment product decisions.
https://www.linkedin.com/posts/elenaverna_this-1000-this-at-lovable-we-shortcut-activity-7357095943877369856-_mIm/
Cursor — Rapid growth driven by small, senior teams keeping product judgment close to builders before formal structure.
https://www.lennysnewsletter.com/p/the-rise-of-cursor-michael-truell?utm_source=chatgpt.com