Anthropic just closed a $65 billion Series H round at a valuation approaching one trillion dollars — and has crossed $30 billion in annualized revenue, driven largely by enterprise demand. Claude Code alone became generally available in May 2025 and reached $2.5 billion in annualized revenue in February 2026, with that figure more than doubling since the beginning of 2026. 

Meaghan Choi, Head of Design for Claude Code and Cowork at Anthropic, was in that room. This conversation goes inside the operating model behind that growth.

What you'll learn:

• Claude Code's evolution from an internal feature into one of the fastest-growing revenue products in history
• Anthropic's secret sauce to shipping products at an incredibly high cadence while ensuring quality
• How product teams get structured into small pods of 5 AI Builders and a fleet of agents, where non-engineers ship code into production
• Driving enterprise adoption through PLG from technical teams
• How organizations can measure AI ROI beyond AI adoption and token usage
• Designing user interfaces for agentic capabilities, including CLI

Key takeaways:

• Titles and role boundaries matter less than contribution. At Anthropic, designers ship code and engineers design, and the pod owns the output collectively.
• Quality gates have moved downstream. The richest product learnings come from working software, not from reviewing mocks or PRDs.
• Managing a team now means managing both people and a fleet of AI agents. The skills are more similar than they appear.

Credits:
Host: Carlos Gonzalez de Villaumbrosia
Guest: Meaghan Choi

Social Links:

• Find out more about Product School here
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Eric Ries wrote The Lean Startup — a book that has sold over 2 million copies and reshaped how a generation of founders and product teams build products. Fifteen years later, he's back with a new book, Incorruptible, and a harder question: not how to build a great company, but how to keep it that way.

What you'll learn:

• Why the forces destroying great companies are structural, not moral — and what that means for how you build
• How Saul Price built FedMart, and Costco's Jim Sinegal each solved half the problem, and why you need both halves
• How Anthropic used a purpose trust structure, the Long-Term Benefit Trust, to protect its safety mission from investor pressure
• Why values on the wall fail and what the Johnson & Johnson asbestos scandal reveals about how incentives quietly overwrite principles
• How builders at any level of an organization can start influencing governance without a title or authority

Key takeaways:

• Success makes you a target: the more valuable your company becomes, the more pressure it faces to betray the mission that made it valuable
• Ethos is the real moat: the intangible system of principles that makes a company trustworthy is harder to copy than any product or contract
• Governance is not a legal formality; it is the active, ongoing practice of protecting what you built from the forces that will try to extract it

Credits:
Host: Carlos Gonzalez de Villaumbrosia
Guest: Eric Ries

Social Links:

• Find out more about Product School here
• Follow our Podcast on TikTok here
• Follow Product School on LinkedIn here

Snowflake is the AI Data Cloud behind some of the world's largest enterprises — $4.68 billion in annual revenue, 29% year-over-year growth, and over 760 Forbes Global 2000 companies as customers. Baris Gultekin, VP of AI at Snowflake, leads the product efforts that sit at the center of how those enterprises actually operationalize AI. Before Snowflake, he co-founded Google Assistant and scaled it from 10 million to 500 million monthly users.

What you'll learn:

• Why our data isn't clean enough is a delay tactic — and the scoped approach to move past it
• What the semantic layer is and how it lets AI answer business questions accurately, not just fluently
• Why running AI next to data (instead of sending data to models) makes governance dramatically easier
• How Snowflake deployed AI internally: a CEO-level non-optional mandate combined with bottom-up access to their own Cortex coding agent
• Why context — not just data — is what agents need to operate reliably at enterprise scale

Key takeaways:

• Start with one scoped use case, build the semantic model around it, layer governance — don't wait for perfect data
• Context is a shared reality for agents: unified data + business semantics + codified workflows
• AI adoption compounds when leadership sets a hard mandate and simultaneously gives everyone a tool to experiment with

Credits:
Host: Carlos Gonzalez de Villaumbrosia
Guest: Baris Gultekin

Social Links:

• Find out more about Product School here
• Follow our Podcast on TikTok here
• Follow Product School on LinkedIn here

Superhuman Mail users respond to 72% more emails per hour and save an average of four hours every week — numbers backed by a case study from one of the Big Three strategy consulting firms. Rahul Vohra, CEO at Superhuman Mail, built the world's fastest email engine over three years without launching, held the line until the product was ready, and then productized product-market fit into a repeatable, measurable science. Following Superhuman's acquisition by Grammarly in 2025, Rahul is now steering the company toward a unified AI-native productivity suite spanning email, calendar, tasks, and agents.

What you'll learn:

• The 5-step PMF Engine: how to survey, segment, analyze, implement, and track your way to product-market fit with a numerical score
• Why you should ignore the not disappointed and most somewhat disappointed users — and which signals actually tell you who to build for
• How to use the High Expectation Customer (HXC) framework to narrow your market without changing your product
• Why PMF is a moving target and how to defend it against commoditization and copy-cat competition
• How Rahul operates as the editor of the product — using 20 verbatim quotes to push PMs and designers to sharper decisions

Key takeaways:

• If more than 40% of your users would be very disappointed without your product, you have an initial PMF — and you can measure your way there
• Changing your market is faster than changing your product — segmentation alone can jump your PMF score 10 points overnight
• Building for your highest-expectation customer is not the same as building for your ICP — confuse the two, and you'll optimize for the wrong signal

Credits:
Host: Carlos Gonzalez de Villaumbrosia
Guest: Rahul Vohra

Social Links:

• Find out more about Product School here
• Follow our Podcast on TikTok here
• Follow Product School on LinkedIn here

GoFundMe has facilitated over $40 billion in help since 2010, powering a community of more than 200 million people across 20 countries. Arnie Katz is the Chief Product and Technology Officer there — and a three-time CPTO, having previously led product and engineering at StubHub and TheRealReal. In this episode, he brings the rare perspective of someone who has built and scaled marketplaces at every stage, across multiple industries.

What you'll learn:

• The three failure modes every marketplace must solve — cold start, imbalance failure, and false positive growth — and how to fix each one
• How GoFundMe is using AI agents to reduce friction for fundraisers, resulting in an expected $125 million in additional funds raised
• Why AI is driving revenue growth at GoFundMe, not just developer productivity — and how they sequenced that deliberately
• The real trade-offs of the CPTO model: what you gain in speed, and what you have to mitigate through hiring
• How GoFundMe is building demand-side and matching mechanisms to grow donation volume beyond viral sharing

Key takeaways:

• Marketplace liquidity isn't just about having enough supply — it's about designing the right matching and demand mechanisms at every stage of scale
• AI unlocks revenue opportunities that were previously uneconomical to pursue, especially when the customer is already in a vulnerable, high-friction state
• The CPTO structure enables faster decision-making, but requires consciously strong functional leaders underneath to offset the natural lean toward one side

Credits:
Host: Carlos Gonzalez de Villaumbrosia
Guest: Arnie Katz

Social Links:

• Find out more about Product School here
• Follow our Podcast on TikTok here
• Follow Product School on LinkedIn here

Robinhood posted $4.5 billion in revenue in 2025, up 52% year-over-year, while growing its Gold subscriber base 58% to 4.2 million paid members. Abhishek Fatehpuria, VP of Product at Robinhood, joined the platform as an intern in 2016 and has built the brokerage business from a single-product equities app into a multi-product financial platform. This episode is a detailed look at how Robinhood structures product thinking at scale — without sacrificing the UX moat that made it win in the first place.

What you'll learn:

• How Robinhood uses two leading indicators, net deposits and Gold subscriptions, to measure long-term customer commitment before revenue shows up
• Why treating legal and compliance partners as product owners, not blockers, is the unlock for shipping fast in a regulated market
• The "barbell strategy" for UX: design for the newest user and the most advanced user simultaneously, and let the middle take care of itself
• How the early-stage ideation sprint has compressed from 4–5 weeks to 2–3 days with AI tools
• Why Robinhood Social is built on verified identity and real trades — and what that unlocks for the future of retail investor relations

Key takeaways:

• Paid subscriptions aren't just a revenue line — they're the connective tissue that drives multi-product adoption across a platform
• Pride is a scalable quality standard: when teams enforce it themselves, quality and speed stop being in conflict
• AI embedded into workflows moves faster than AI bolted on as a standalone feature

Credits:
Host: Carlos Gonzalez de Villaumbrosia
Guest: Abhishek Fatehpuria

Social Links:

• Find out more about Product School here
• Follow our Podcast on TikTok here
• Follow Product School on LinkedIn here

Zoom generates $4.87B in annual revenue and powers modern work for hundreds of millions of users worldwide. In this episode, Carlos González de Villaumbrosia, CEO at Product School, sits down with Jeff Smith, Chief Product Officer at Zoom.
Jeff joined Zoom in 2019 and has led product through three distinct eras — COVID hypergrowth, multi-product expansion, and the current agentic AI shift. In this conversation, he breaks down what actually changes when AI becomes core infrastructure for how teams work.

What you'll learn:

• How Zoom tripled headcount in under a year during COVID and what breaks at that scale
• Why expanding into mail, calendar, and documents was never about copying Google or Microsoft — it was about owning the full work lifecycle around meetings
• How AI Companion 3.0 performs agentic retrieval across first- and third-party tools to surface insights and produce work product from a single prompt
• Why MCP and open integrations are non-negotiable when you can't afford to be siloed
• How to move from personal AI productivity gains to real, measurable business outcomes

Key takeaways:

• When engineering velocity is abundant, strategic direction becomes the scarce resource
• The right engagement metric isn't more meetings — it's whether users produced something valuable as a result
• Agentic AI is the first real opportunity to disrupt entrenched productivity tools that switching costs have protected for decades

Credits:
Host: Carlos Gonzalez de Villaumbrosia
Guest: Jeff Smith

Social Links:

• Find out more about Product School here
• Follow our Podcast on TikTok here
• Follow Product School on LinkedIn here

TikTok has officially crossed 200 million monthly active users in the US — but the real story is what they've built underneath the surface.

In this episode, Carlos González de Villaumbrosia, CEO at Product School, sits down with David Kaufman, Vice President of Product at TikTok, to go deep on the platform's transformation into a full end-to-end commerce engine. David breaks down how TikTok is using AI to automate everything from creative generation to affiliate-based promotion — so merchants can upload a catalog and let the platform handle the rest.

If you want to understand where social commerce is heading, this one is essential listening.

What you'll learn:

• Why removing steps from the purchase funnel is the single biggest growth lever for modern product teams.
• How TikTok's generative AI tools allow merchants to produce high-performing video creative at scale without a production team.
• The shift from spontaneous live streams to scheduled commercial events driving $1M per hour in sales.
• How TikTok balances feed, commerce, search, and messaging as four distinct monetization pillars.

Key takeaways:

• The most successful products in the AI era put the user directly at the point of transaction.
• Organic creator content consistently outperforms traditional high-production advertising.
• A long-tail creator ecosystem can promote a 100,000-item catalog automatically through affiliate-based commission.

Credits:
Host: Carlos Gonzalez de Villaumbrosia
Guest: David Kaufman

Social Links:

• Find out more about Product School here
• Follow our Podcast on TikTok here
• Follow Product School on LinkedIn here

AI is collapsing the silos between design and engineering. In this episode, Carlos Gonzalez de Villaumbrosia, CEO at Product School, sits down with Ed Bayes (Design Lead, OpenAI) and Matt Colyer (Product Director, Figma) to discuss their groundbreaking integration that enables a seamless round-trip workflow from code to canvas.

Matt Colyer walks us through a step-by-step demo of the new code to canvas and right to Figma capabilities. You’ll see exactly how OpenAI’s Codex and Figma’s Plugin API allow builders to move fluidly between development and design environments, using AI agents to update design systems and iterate faster than ever before.

What you'll learn:

• Step-by-step demo: Moving from a code component in Codex to a live Figma design.
• How the round-trip workflow eliminates lossy handoffs between designers and devs.
• Strategies for using AI agents to update design libraries autonomously.
• The impact of Model Context Protocol (MCP) on product team interoperability.

Key takeaways:

• Velocity as a Moat: How AI-native tools are accelerating the speed of prototyping.
• The Evolving PM Role: Why curiosity is now more critical than technical hurdles.
• Human Judgment: Why AI increases the premium on high-level design taste.

Credits:
Host: Carlos Gonzalez de Villaumbrosia
Guests: Ed Bayes and Matt Colyer

Social Links:

• Find out more about Product School here
• Follow our Podcast on TikTok here
• Follow Product School on LinkedIn here

In this episode, Carlos Gonzalez de Villaumbrosia, CEO at Product School, sits down with Diya Jolly, CPTO at Xero, the global accounting platform trusted by over 4 million customers. Diya shares how Xero is redefining B2B software by building JAX, an agentic AI platform that intelligently manages specialized sub-agents to streamline business operations.

What you'll learn:

• How Xero built an agentic AI platform that orchestrates multiple agents across payroll, payments, and bank reconciliation workflows.
• The strategy for implementing strict guardrails to ensure accuracy in highly regulated, AI-driven accounting processes.
• How to design a global product that scales common services while adapting to hyper-local tax and payment requirements.
• The two-way door framework for accelerating product decisions and course-correcting with imperfect data.

Key takeaways:

• Why the future of SaaS interfaces is conversational, transitioning users away from static dashboards into review and insight roles.
• The strategic advantage of combining product and technology leadership into a single CPTO role to drive tighter cross-functional alignment.
• Why deeply serving the SMB market requires specialized product design that balances consumer-grade simplicity with enterprise-grade workflow depth.

Credits:

Host: Carlos Gonzalez de Villaumbrosia
Guest: Diya Jolly

Social Links:

• Find out more about Product School here
• Follow our Podcast on TikTok here
• Follow Product School on LinkedIn here

In this episode, Carlos Gonzalez de Villaumbrosia, CEO at Product School, interviews Vanessa Lee, Vice President of Product at Shopify, the engine of global commerce powering over $1.1 trillion in sales. As the most senior product leader at Shopify reporting directly to the CEO, Vanessa oversees the product strategy for a platform with a $165B+ market cap and recent 30% year-over-year revenue growth. A two-time YC founder, Vanessa brings a builder’s mindset to leadership, emphasizing the need for technical fluency and courage as a service when making high-stakes decisions.

What you'll learn:

• AI-Native Playbook: How Shopify transitioned from traditional SaaS to agent-led commerce.
• Internal AI Evals: How to use LLM-based judges to grade and ensure product quality.
• Technical Product Leadership: Why staying involved in API details and technical cohesion is critical for senior roles.
• The Versioning Framework: The strategy Vanessa used to successfully push back and convince her CEO to version Shopify's API.

Key Takeaways:

• Beyond the PRD: Shifting focus from rigid specs to training AI models for non-deterministic outcomes.
• Courage as a Service: How to leverage deep domain expertise to find your screw it moment and drive organizational change.
• The Founder Mindset: Maintaining autonomy and an experimental spirit within a 10,000-person global organization.

Credits:
Host: Carlos Gonzalez de Villaumbrosia
Guest: Vanessa Lee

Social Links:

• Find out more about Product School here
• Follow our Podcast on TikTok here
• Follow Product School on LinkedIn here