How we restructured Airtable's entire org for AI | Howie Liu (co-founder and CEO)

How we restructured Airtable's entire org for AI | Howie Liu (co-founder and CEO)

Lenny's PodcastAug 31, 20251h 40m

Howie Liu (guest), Lenny Rachitsky (host)

The IC‑CEO: why CEOs must become hands-on builders again in the AI eraRestructuring Airtable into “fast-thinking” (AI platform) and “slow-thinking” (core infra) orgsHow AI is reshaping PM, engineering, design, sales, and marketing rolesUsing AI tools continuously: play, experimentation, and personal workflowsEvaluations (evals) vs. “vibes first” when building novel AI productsRefounding legacy companies: when to rebuild on your assets vs. start overProduct leadership, founder mode, and staying close to the details over time

In this episode of Lenny's Podcast, featuring Howie Liu and Lenny Rachitsky, How we restructured Airtable's entire org for AI | Howie Liu (co-founder and CEO) explores airtable’s CEO on refounding legacy products for an AI-native future Airtable co-founder and CEO Howie Liu explains how he is fundamentally refounding Airtable around AI, restructuring teams into “fast-thinking” and “slow-thinking” groups to ship AI features at startup speed while still investing in long-term infrastructure.

Airtable’s CEO on refounding legacy products for an AI-native future

Airtable co-founder and CEO Howie Liu explains how he is fundamentally refounding Airtable around AI, restructuring teams into “fast-thinking” and “slow-thinking” groups to ship AI features at startup speed while still investing in long-term infrastructure.

He describes the rise of the IC-CEO: founders and leaders going back into the product weeds—prototyping, coding, and using AI tools hourly—to rediscover product–market fit in an AI-native world.

Liu shares how product, engineering, design, and even go-to-market roles must become more full-stack and AI-literate, collapsing traditional silos and embracing rapid prototyping, experimentation, and evals (after an initial “vibes-first” phase).

Throughout, he lays out a playbook for incumbents: reimagine your company as if starting today, aggressively use and learn from AI tools, restructure for speed, and only keep your legacy if it truly gives you an advantage in the AI era.

Key Takeaways

Refound your company for an AI-native world, don’t just bolt AI on.

Liu argues every software company must ask: “If we were founding today with the same mission, what would we build in an AI-native way—and do our existing assets actually help? ...

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Create distinct “fast-thinking” and “slow-thinking” orgs to balance speed and depth.

Airtable split EPD into a fast-thinking AI platform group shipping jaw-dropping capabilities weekly, and a slow-thinking group focused on deliberate, longer-horizon infrastructure like HyperDB. ...

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Leaders must become IC‑CEOs: in the product, in the tools, in the code.

Liu cut recurring 1:1s, spends his time building prototypes, abusing Airtable’s own AI (he’s their highest inference-cost user), and constantly playing with external AI products. ...

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Collapse role silos and raise the “minimum bar” across PM, eng, and design.

In Liu’s view, every PM, engineer, and designer now needs a baseline competence in the other two disciplines: PMs as prototypers with design taste, designers who understand AI/technical constraints, and engineers who can own product and UX decisions. ...

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Use AI continuously and playfully to discover new product form factors.

He pushes teams to cancel meetings for a day or a week just to play with AI tools, try side projects, and share results. ...

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Start AI product development with vibes, then lock in with evals.

For brand-new AI experiences, Liu first explores open-endedly—“throwing stuff at the wall” to understand where the model shines—before defining structured evals. ...

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Treat AI compute as cheap leverage, not a scarce luxury.

Liu intentionally runs very expensive inference workloads—like MapReduce-style LLM analyses across massive sales transcripts—because hundreds of dollars of compute can produce insights worth millions in strategic value. ...

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Notable Quotes

Every software product has to be refounded because AI is such a paradigm shift.

Howie Liu

If you were literally founding a new company from scratch with the same mission, how would you execute on that mission using a fully AI native approach? If you can't, then just find a buyer.

Howie Liu

I’m proud to say I’m pretty sure I’m still the number one most expensive in inference-cost user of Airtable AI.

Howie Liu

As a PM, you need to start looking more like a hybrid PM prototyper who has some good design sensibilities.

Howie Liu

Don’t step away from the details that both you love and that made this product happen.

Howie Liu

Questions Answered in This Episode

How do you practically decide whether your existing product assets are an advantage or a liability when attempting to become AI-native?

Airtable co-founder and CEO Howie Liu explains how he is fundamentally refounding Airtable around AI, restructuring teams into “fast-thinking” and “slow-thinking” groups to ship AI features at startup speed while still investing in long-term infrastructure.

Get the full analysis with uListen AI

What concrete steps can a mid-level PM, engineer, or designer take in the next 90 days to become the kind of cross-functional “unicorn” Liu describes?

He describes the rise of the IC-CEO: founders and leaders going back into the product weeds—prototyping, coding, and using AI tools hourly—to rediscover product–market fit in an AI-native world.

Get the full analysis with uListen AI

How should companies outside pure software (e.g., marketplaces, hardware, services) adapt the fast-thinking/slow-thinking org model to their realities?

Liu shares how product, engineering, design, and even go-to-market roles must become more full-stack and AI-literate, collapsing traditional silos and embracing rapid prototyping, experimentation, and evals (after an initial “vibes-first” phase).

Get the full analysis with uListen AI

Where is the line between an IC-CEO who’s deeply involved in product details and one who’s micromanaging and slowing the team down?

Throughout, he lays out a playbook for incumbents: reimagine your company as if starting today, aggressively use and learn from AI tools, restructure for speed, and only keep your legacy if it truly gives you an advantage in the AI era.

Get the full analysis with uListen AI

How might Airtable’s AI-first, agent-driven UX influence or replace current norms like static dashboards, CRUD UIs, and manual configuration in business software?

Get the full analysis with uListen AI

Transcript Preview

Howie Liu

If you were literally founding a new company from scratch with the same mission, how would you execute on that mission using a fully AI native approach? If you can't, then just find a buyer. And then if you really care about this mission, like, go and start the next incarnation of it.

Lenny Rachitsky

For people that work for you, how have you adjusted what you expect of them to help them be successful?

Howie Liu

If you wanna cancel all your meetings for, like, a day or for an entire week and just go play around with every AI product that you think could be relevant to Airtable, go do it.

Lenny Rachitsky

Of the different functions on a product team, PM, engineering, design, who has had the most success being more productive with these tools?

Howie Liu

It really does become more about individual attitude. There's a strong advantage to any of those three roles who can kind of cross over into the other two. As a PM, you need to start looking more like a hybrid PM prototyper who has some good design sensibilities.

Lenny Rachitsky

Do you see one of these roles being more in trouble than others? Today, my guest is Howie Liu. Howie is the co-founder and CEO of Airtable. I'm having a bunch of conversations on this podcast with founders who are reinventing their decade-plus-old business in this AI era to help you navigate this existential transition that every company and product is going through right now. Howie and Airtable's journey is an incredible example of this, and there's so much to learn from what Howie shares in this conversation. We talk about a very interesting trend that I've noticed that Howie is very much an example of, of CEOs almost becoming individual contributors again, getting into the code, building things, leading initiatives themselves. There's something that we call the ICCEO. We also talk about the very specific skills that he believes product managers and product leaders, also engineers and designers, need to build to do well in this new world that we're in. Also, how he restructured his company into two groups, a fast-thinking group and a slow-thinking group, which allowed their AI investments to significantly accelerate. If you're struggling to figure out how to be successful in this new AI era, this episode is for you. If you enjoy this podcast, don't forget to subscribe and follow it in your favorite podcasting app or YouTube. Also, if you become an annual subscriber of my newsletter, you get a year free of 15 incredible products, including Lovable, Replit, Bolt, n8n, Linear, Superhuman, Descript, Whisperflow, Gamma, Perplexity, Warp, Granola, Magic Patterns, Raycast, ChatBRD, and Mobit. Check it out, lennysnewsletter.com and click Product Pass. With that, I bring you Howie Liu. This episode is brought to you by Lucidlink, the storage collaboration platform. You've built a great product, but how you show it through video, design, and storytelling is what brings it to life. If your team works with large media files, videos, design assets, layered project files, you know how painful it can be to stay organized across locations. Files live in different places. You're constantly asking, "Is this the latest version?" Creative work slows down while people wait for files to transfer. Lucidlink fixes this. It gives your team a shared space in the cloud that works like a local drive. Files are instantly accessible from anywhere. No downloading, no syncing, and always up-to-date. That means producers, editors, designers, and marketers can open massive files in their native apps, work directly from the cloud, and stay aligned wherever they are. Teams at Adobe, Shopify, and top creative agencies use Lucidlink to keep their content engine running fast and smooth. Try it for free at lucidlink.com/lenny. That's L-U-C-I-D-L-I-N-k.com/lenny. Today's episode is brought to you by DX, the developer intelligence platform designed by leading researchers. To thrive in the AI era, organizations need to adapt quickly. But many organization leaders struggle to answer pressing questions like, which tools are working? How are they being used? What's actually driving value? DX provides the data and insights that leaders need to navigate this shift. With DX, companies like Dropbox, Booking.com, Adyen, and Intercom get a deep understanding of how AI is providing value to their developers and what impact AI is having on engineering productivity. To learn more, visit DX's website at getdx.com/lenny. That's getdx.com/lenny. Howie, thank you so much for being here, and welcome to the podcast.

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