Lenny's Podcast: Product | Career | Growth
Lenny's Podcast: Product | Career | Growth

Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio)

October 11, 2026

AI Summary

5 min read

Josh Woodward, head of Google Labs, Gemini, and AI Studio, argues that every company now needs to think and operate like a labs team. The underlying technology is changing so fast that organizations must get good at experimenting with the latest models and figuring out what is now possible before a competitor or startup does. Drawing on his experience running one of the longest-lasting labs teams in the world, Woodward shares specific lessons on where ideas come from, how to know when to kill one, and what skills are becoming more valuable.

The Frontier Team and the "Almost Possible" List

Woodward’s core thesis is that every company needs a dedicated set of people whose job is to live at the frontier. These are the people who have “eight $200 a month subscriptions on everything” and are plugged into the hive mind of model releases and new capabilities. A key tactic for this team is maintaining a list of what is “almost possible.” This list tracks technical thresholds and user behavior shifts that, once crossed, represent a phase shift in opportunity. When something on that list becomes possible, the team can quickly rally around it. Woodward notes that the best ideas rarely come from scheduled design sprints or brainstorming meetings. Instead, they emerge from small groups of obsessed people hacking on side projects, often over a weekend or a break. The leader’s job is to

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What you'll learn

  • 1 (00:05) **The Core Thesis: Every Company Needs a Labs Team** - Josh Woodward introduces the central idea that every company needs a dedicated team operating at the frontier of technology.
  • 2 (01:24) **Guest Introduction & Context** - Josh is introduced as the head of Google Labs, the Gemini app, and AI Studio, with 16+ years at Google.
  • 3 (04:33) **Where the Best Ideas Come From** - Josh explains that great ideas rarely come from structured processes like design sprints.
  • 4 (08:00) **The "Almost Possible" List** - A practical tactic for identifying opportunities by tracking what is on the verge of becoming feasible.
  • 5 (09:41) **Areas of Focus: Entertainment and Beyond** - Josh shares specific areas Labs is watching, including the future of entertainment and immersive experiences.
  • 6 (12:00) **Signals of a Worthwhile Idea** - Josh outlines how to distinguish genuine opportunity from false signals.
  • 7 (14:41) **What Product-Market Fit Looks Like** - Josh describes the "art, not science" of recognizing PMF in the early stages.

+ Full timestamped outline available in the app

Show Notes

Josh Woodward is the head of Google Labs, the Gemini app, and AI Studio. He has spent over 17 years at Google and oversees its longest-running and largest labs team, whose products include NotebookLM (now Gemini Notebook), Project Genie, and Flow. His job is to find, experiment with, and scale new AI products, and he has built one of the most distinctive product cultures in the industry for generating ideas, running experiments, and, even more importantly, knowing when to quit.

In our in-depth conversation, we discuss:

1. Why every company now needs to think and operate like a labs team

2. Where the best ideas really come from

3. The “almost possible” framework

4. How to recognize genuine product-market fit early

5. When to kill an idea

6. What skills are rising in value in the AI era

7. Why roles are not actually blurring into one universal builder role

8. How to set up your internal labs team

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Episode transcript: https://www.lennysnewsletter.com/p/why-every-company-now-needs-to-think

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Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0

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Highlights: https://lennyspodcast.com/mostreplayedmoments

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Where to find Josh Woodward:

• X: https://x.com/joshwoodward

• LinkedIn: https://www.linkedin.com/in/joshwoodward

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Where to find Lenny:

• Newsletter: https://www.lennysnewsletter.com

• X: https://twitter.com/lennysan

• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/

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In this episode, we cover:

(00:00) Introduction

(02:53) Why every company now needs to think like a labs team

(05:43) Where great ideas c

Lenny's Podcast: Product | Career | Growth