What does it take to bring AI into businesses that run on physical work, human judgment, and processes nobody has ever written down? In this episode of Supra Insider, Marc Baselga and Ben Erez sit down with Noah Levin, founder of Serious People, to unpack what he calls being a “free-range AI consultant.” Noah explains why most of his work is business consulting from first principles rather than AI consulting, why agents still need humans to deliver real value, and how he groups AI for any company into three buckets: a coworker, an operator, and a product or engineering capability. They explore how AI is collapsing the distance between a conversation and a working prototype, why the new IP is business judgment instead of code, why he believes everything is becoming product management, and the humility it takes to solve problems on a client’s terms inside companies that aren’t, and shouldn’t be, run like tech startups. If you’re a product leader figuring out where AI actually creates leverage, an operator weighing whether to go independent, or a builder realizing that distribution now matters more than the thing you build, this episode is for you. All episodes of the podcast are also available on Spotify, Apple and YouTube. New to the pod? Subscribe below to get the next episode in your inbox 👇 Want company-specific interview intel? If you’re preparing for PM interviews at Meta, Anthropic, OpenAI, Google, Stripe, DoorDash, Uber, or Figma… we think you’re going to love Insider Loops. You can read about it in Ben’s LI post, Marc’s LI post or check out the site directly below. Supra Insider listeners get $50 off all interview guides with promo code SUPRAINSIDER50 In this episode, we covered the following topics: * (01:33) Noah defines the “free-range AI consultant”: applying AI with no fixed stack or playbook, adapting to whatever the business needs * (02:32) Why most of the work is business consulting from first principles, with AI as a tool in service of the goals * (09:55) Why this need exists at all: forward deployed engineer postings up 700%, and Dan Shipper’s point that every agent needs a human * (16:20) The three buckets every company should think about: AI as coworker, AI as operator, and AI as product/engineering * (19:05) The gym, Granola, and Claude Code story: a 20-minute conversation becomes a research report and a working prototype before the meeting ends * (22:17) The floor went up, but raw model output isn’t a finished product; baking work into reusable skills so IP compounds * (27:07) Why the new IP is business judgment, not code, and why you shouldn’t automate a process until you know it’s the right one * (29:30) Why everything is becoming product management, and why PMs get the most leverage from AI * (35:31) “Life is a series of prompts”: every conversation is a prompt for the next task * (40:18) The optimization trap: the unopened Mac Mini and balancing system-building against actual leverage * (48:25) Why not every company is a tech company: McDonald’s three-legged stool and the humility to solve on a client’s terms * (1:04:33) Distribution over building: in a world where anyone can build anything, market choice matters more than the product * (1:08:50) Why the real opportunity is making contact with the world outside tech * (1:13:31) Where to find Noah, plus the Serious People Podcast launching in July * (1:19:27) Gratitude Corner: Noah thanks his first boss, Rick Boultinghouse, from his Navy Pier days * And more! Links and Resources: * Lenny’s podcast with Dan Shipper: https://www.youtube.com/watch?v=4D3hDmGhFhA * Matt Van Horn: https://x.com/mvanhorn/articles * Something big is happening: https://x.com/mattshumer_/status/2021256989876109403 * Something small is happening: https://myriadperspectives.com/p/something-small-is-happening * Serious People: https://seriouspeople.ai/ * Serious People AI Podcast: https://seriouspeople.ai/podcast * Rick Boultinghouse: https://www.linkedin.com/in/rick-boultinghouse-435a813/ * Noah Levin: https://www.linkedin.com/in/noahlevin/ * Marc: https://www.linkedin.com/in/marcbaselga/ * Ben: https://www.linkedin.com/in/benerez/ If you’re a new subscriber, we encourage you to check out some of the recent episodes you might have missed: To support the podcast, please check out the links below: * Supra has teamed up with Maven to bring you something special – courses that our own community members have personally curated. And because you’re part of the Supra family, you can get up to 35% in some of these handpicked selections with code SUPRAxMAVEN. * Check out Ben’s AI Practice Copilot and top-rated Maven course: Self-Paced PM Interview Bootcamp: Product Sense & Analytical Thinking (selected by Lenny Rachitsky as a top course 🔥). Get 25% off the course with promo code suprainsider (auto-applied here). This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit suprainsider.substack.com