The Product Podcast

Product School

Hosted by Product School CEO Carlos Gonzalez de Villaumbrosia, The Product Podcast drills deep into the minds of Chief Product Officers from Cisco, Lovable, Perplexity, Shopify and many more.  We move beyond high-level theory to reveal how top executives actually lead in the age of AI. We dig deep into their real-world decision-making, strategic frameworks, and the operational playbooks used to build intelligent products. If you are a VP, Director, or CPO looking to drive innovation at scale, this is your essential listen.

  1. 4d ago

    Cisco President & CPO on Rebuilding Products So Agents Can Use Them, Running a $460B+ Company in Founder Mode & the Rule of Thirds | Jeetu Patel

    Agents now consume more tokens than humans do, and Jeetu Patel thinks that breaks almost every product built for people to click through. In this episode of The Product Podcast, Carlos (CEO at Product School) sits down with Jeetu Patel, President and Chief Product Officer at Cisco, for his fifth appearance, to unpack what it actually takes to rebuild products so agents, not just humans, can use them, and how a $63 billion company runs in founder mode. What you’ll learn: Why products now have two users, humans and agents, and how to design for bothThe stats behind the shift: agents at 5x human token consumption, 60% of compute going to inferenceWhy fewer than 2% use agents today, and why Jeetu predicts 30 to 40% within 12 to 15 monthsHow agents disintermediate the middleman, and the new business models that createsFounder mode vs. functional mode, and why owner mentality wins during a platform shiftWhy a $63B company runs in “war mode,” not “peace mode,” during a refactorWhy Cisco has “no product managers, only feature managers,” and sells the platform, not productsHow to become a multi-product company by reusing your route to market, not building new onesCisco’s M&A discipline, why it kills acquired brands, and the promise it makes to foundersThe coming compute, power, and data-center supply crunch, and why it favors CiscoJeetu Patel, President and Chief Product Officer, Cisco LinkedIn: https://www.linkedin.com/in/jeetupatel/ Host: Carlos, CEO at Product School LinkedIn: https://www.linkedin.com/in/villaumbrosia/ About Cisco: Cisco is a global technology leader in networking, security, and infrastructure, now central to the compute, connectivity, and security demands of the AI and agent era. About the Product Podcast: Product School’s podcast brings you candid conversations with the founders and product leaders shaping tech. Social Links: Find out more about Product School hereFollow our Podcast on TikTok hereFollow Product School on LinkedIn here

    Cisco President & CPO on Rebuilding Products So Agents Can Use Them, Running a $460B+ Company in Founder Mode & the Rule of Thirds | Jeetu Patel
  2. Oct 28

    Replit CEO on The Self-Driving Company: How AI Agents Learn to Operate Themselves While Humans Set the Destination | Amjad Masad | E317

    Replit spent eight of its first ten years just searching for product-market fit. Then it 100x’d its revenue in a single year. In this episode of The Product Podcast, Carlos (CEO at Product School) sits down with Amjad Masad, founder and CEO of Replit, to unpack how a decade of patience turned into one of the fastest growth stories in software, and why he thinks not knowing how to code is becoming an advantage. What you’ll learn: - Why the classic product-market-fit timeline was a SaaS-era myth, and what patience really takes - The four long-term trends Amjad bet the company on: cloud, AI, mobile, and collaboration - How Replit Agent (the first coding agent) was built right after a layoff, and why conviction held - What 100x revenue in a year, 50M+ users, and a $9B valuation actually came from - Why 75%+ of Replit users are non-engineers, and why not knowing how to code can be an advantage - Why frontier models reward simple prompts, and why micromanaging the AI makes results worse - How to keep oversight of parallel agents without falling back into micromanagement - Why Amjad thinks “code,” not “chat,” is the real AI breakthrough for getting work done - Why Replit went compute-maximalist with built-in code review and security to earn trust - Why the future of building a company looks more like an open-source community   Guest: Amjad Masad, Founder and CEO, Replit LinkedIn: https://www.linkedin.com/in/amjadmasad/ Host: Carlos, CEO at Product School LinkedIn: https://www.linkedin.com/in/villaumbrosia/ About Replit: Replit is an AI-powered software creation platform where anyone can build, deploy, and run apps from the browser, powered by Replit Agent. It serves over 50 million users, from individual creators to enterprises and governments. About the Product Podcast: Product School’s podcast brings you candid conversations with the founders and product leaders shaping tech. Social Links: Find out more about Product School hereFollow our Podcast on TikTok hereFollow Product School on LinkedIn here

    Replit CEO on The Self-Driving Company: How AI Agents Learn to Operate Themselves While Humans Set the Destination | Amjad Masad | E317
  3. Oct 21

    MrBeast CPTO on How the World's Biggest YouTuber Uses AI to Run Every Video Like a Product Launch | Shiva Rajaraman

    Mr. Beast makes YouTube videos the way most companies ship software: with product reviews before, retros after, and a daily build cycle. In this episode of The Product Podcast, Carlos (CEO at Product School) sits down with Shiva (Chief Product and Technology Officer at Beast Industries) to unpack how a channel with 520M+ subscribers and 1.6B views in the last 90 days treats every video like a product launch, and how AI is now rewiring the whole operation. Shiva has built products inside some of tech’s most iconic platforms (Google, Spotify, WeWork, Uber), but this role is fundamentally different: here the product is the output itself, not just the platform that enables it. He explains why that lets his team do something a platform never could, get deep into the actual workflow and change it, and why off-the-shelf enterprise SaaS kept falling short for a company that regularly attempts first-ever-in-the-world productions. So, about three months ago, they started building their own internal operating system instead, and now they ship every day. He and Carlos get into the mechanics that make that possible: forward-deployed engineers embedded inside functions (the studio, marketing) who prototype solutions overnight and ship the next day, why it’s now so cheap to try ten versions of something and throw away the nine that don’t work, and how an issue spotted on set at midnight becomes a meeting that night, a vibe-coded prototype, and a live feature by morning. Shiva also reframes what AI really unlocks for product people: not just speed, but the superpower of exploration, the ability to build three variants instead of betting on one, which finally fixes the oldest failure mode in product (shipping what the founder wants instead of what users need). He shares how working with Jimmy (a creator who thinks like a product manager, breaking creative wins into analytical recipes) shapes the culture, how he builds an institutional memory layer so one person’s hard-won knowledge becomes available to everyone on day one, and how the business thinks about turning attention into revenue through a new consumer app, sponsorships, merch, and testing monetization differently across markets like the US and India. What you’ll learn: - Why MrBeast runs every video like a product launch, with reviews before and retros after - What changes when the product is the output itself, not the platform behind it - Why they ditched off-the-shelf SaaS and built their own internal operating system in three months - How forward-deployed engineers prototype overnight and ship to the team the next day - Why “try ten, keep one, throw away the rest” is now a viable way to build - How AI gives product teams the superpower of exploration, not just speed - Why founders so often ship products built for themselves, and how AI finally fixes that - How to build an institutional memory layer so knowledge isn’t trapped in one person’s head - What it’s like to work with Jimmy, a creator who thinks like a product manager - How Beast Industries thinks about converting attention into revenue across global markets Connect with Shiva: Chief Product and Technology Officer, Beast Industries LinkedIn: https://www.linkedin.com/in/shivar/ Host: Carlos, CEO at Product School LinkedIn: https://www.linkedin.com/in/villaumbrosia/ About Beast Industries: Beast Industries is the company behind MrBeast, the world’s most-subscribed YouTube creator, spanning its flagship channels, a growing studio of new channels, and consumer products. About the Product Podcast: Product School’s podcast brings you candid conversations with the founders and product leaders shaping tech. Social Links: Find out more about Product School hereFollow our Podcast on TikTok hereFollow Product School on LinkedIn here

    MrBeast CPTO on How the World's Biggest YouTuber Uses AI to Run Every Video Like a Product Launch | Shiva Rajaraman
  4. Oct 14

    Deel Head of Product on How AI Agents Do the Work of 600 Employees and Added $140M in New Revenue Without Hiring | Aaron Goldsmid, SVP of Product, Deel

    Deel found over $140 million in ARR through AI optimizations, work equivalent to 600 employees, now done by agents. In this episode of The Product Podcast, Carlos (CEO at Product School) sits down with Aaron Goldsmid, SVP of Product at Deel, to unpack what that actually looks like in practice, and how a company goes from roughly $250 million to $1.5 billion in ARR across 150+ countries while staying profitable for nearly three years. What you’ll learn: - The story behind the stat: $140M in ARR and 600 people’s worth of work now handled by AI agents - Why software was “the last artisanal craft,” and what changes when building gets cheap - Why building is easy but maintaining is hard, and why the rewrite is now a real tech-debt strategy - How Deel scaled from ~$250M to $1.5B ARR and stayed profitable for nearly three years - Why growth and profitability aren’t opposite ends of a pendulum, and the “always do the math” discipline - Why the signal a leader receives gets more filtered at scale, and how to fight it - How every-two-weeks business reviews kill pairwise conversations and improve decisions - How Aaron scales himself with a chief of staff, internal bots, and a semantic layer - Why Deel’s real AI moat is compliance expertise and a global-work corpus, not the model - Why no company is as sticky as it used to be, and why judgment is the ultimate differentiator Connect with Aaron Goldsmid, SVP of Product, Deel LinkedIn: linkedin.com/in/aarongoldsmid Host: Carlos, CEO at Product School LinkedIn: https://www.linkedin.com/in/villaumbrosia/ About Deel: Deel is a global work platform that helps companies hire, pay, and manage teams anywhere, spanning payroll, employer of record (EOR), compliance, and contractor management across 150+ countries. About the Product Podcast: Product School’s podcast brings you candid conversations with the founders and product leaders shaping tech. Social Links: Find out more about Product School hereFollow our Podcast on TikTok hereFollow Product School on LinkedIn here

    Deel Head of Product on How AI Agents Do the Work of 600 Employees and Added $140M in New Revenue Without Hiring | Aaron Goldsmid, SVP of Product, Deel
  5. Sep 30

    HP President on Replacing Middle Management and Cutting Tickets 40% with AI Agents | Faisal Masud | E314

    HP is best known for hardware and printers. Faisal Masud is turning it into a software and AI company, and he thinks the era of stacked management layers is ending. In this episode of The Product Podcast, Carlos (CEO at Product School) sits down with Faisal Masud, SVP and President of Worldwide Digital Services at HP, for a candid conversation about building enterprise AI, and what it does to how companies are actually run. Faisal has a rare vantage point: two decades across Amazon, eBay, Groupon, and Alphabet's Wing (the drone delivery moonshot, where he was COO), then CEO of the $1.5B commerce platform fabric, and now running all of HP's commercial software business. He explains why a hardware giant deliberately built a standalone software unit, how the thesis (collect telemetry from HP's devices, turn it into insights that serve customers) became the Workforce Experience Platform, and why HP stopped reselling third-party software to sell its own owned-IP products instead. The heart of the conversation is what AI is doing to organizations. Faisal argues that AI is demonstrably making extra layers of management unnecessary, because the monitoring, data collection, and aggregation those layers existed to do can now be handled by individuals and agents. His provocative framing: the future "manager" is managing agents, not people, and managers will have to know far more than just how to manage. He's equally blunt about the hype, AI is part of your strategy, not your strategy, adoption metrics alone prove nothing, and "everything is easier with AI until you go to production, which is a whole different ball game," where token budgets and real ROI bite. He also gives a working leader's read on the competitive landscape (OpenAI on the frontier, Amazon's moat, Microsoft Copilot's gains) and how his own PMs and developers use Claude, Codex, and Cloud Code every day. What you'll learn: Why AI is making additional layers of management unnecessary, and what replaces themThe shift from managing people to managing agents, and why managers will need to know moreWhy a hardware company like HP built a standalone software and AI businessHow device- and OS-agnostic telemetry became the Workforce Experience PlatformWhy HP stopped reselling third-party software to sell owned-IP productsWhy "AI is part of your strategy, not your strategy," and why adoption metrics aren't enoughThe real wall: AI makes building easy until you hit production, budgets, and token limitsHow Faisal pushes PMs on what should be done with AI vs. what needs a human in the loopA working read on OpenAI, Amazon, and Microsoft Copilot in the enterpriseWhat Faisal predicts for headcount and org structure in the mid-term Connect with Faisal Masud: President, HP LinkedIn: https://www.linkedin.com/in/faisal/ Host: Carlos, CEO at Product School LinkedIn: https://www.linkedin.com/in/villaumbrosia/ About HP Digital Services: HP's Digital Services division builds the commercial software HP sells into enterprises and channel partners, including the Workforce Experience Platform, which uses AI to anticipate and resolve employees' IT needs across a device- and OS-agnostic fleet. About the Product Podcast: Product School's podcast brings you candid conversations with the founders and product leaders shaping tech. Social Links: Find out more about Product School hereFollow our Podcast on TikTok hereFollow Product School on LinkedIn here

    HP President on Replacing Middle Management and Cutting Tickets 40% with AI Agents | Faisal Masud | E314
  6. Sep 25

    Toast VP of Product on Building Agents Into Pre-AI SaaS; Shipping AI Into a 14-Year-Old Platform and Building for the Real Economy

    Toast was built long before generative AI existed. So how do you weave AI agents into a platform that thousands of restaurants already run their business on, without breaking the thing that works? In this episode of The Product Podcast, Carlos (CEO at Product School) sits down with Maggie Crowley, VP of Product at Toast, to unpack what it actually takes to build AI into mature, pre-AI SaaS. Maggie is a former Olympic speed skater (fifth at the 2006 Winter Olympics) turned product leader, with an MBA from Harvard and product roles across Drift, TripAdvisor, and Charlie Health before Toast. She was also a Product School contributor years ago, back in her Drift days, which is what makes this a fitting return. At Toast she leads product on Toast IQ, the company's AI layer for restaurant and retail operators. In this conversation, she and Carlos get into the genuinely hard parts: why the quality bar for building on an established platform is punishingly high, how her team actually shipped their first assistant (sitting in WhatsApp groups with real customers and turning it on for a few of them), and why you have to physically bring the AI to the user instead of assuming they'll discover it. Maggie is refreshingly blunt that restaurant operators have zero tolerance for "AI for AI's sake." They don't care whether it's Anthropic, OpenAI, or an open-weight model under the hood; they only care whether you helped them run their business. She explains how the tight P&L of a restaurant forces real discipline about what's worth charging for, how Toast IQ Grow (an agent that drives demand and fills seats) became a breakthrough use case by slashing the cost of marketing work, and why she still manages a frontline team directly to stay close to how AI is changing the way products get built. The episode closes with a live demo of Toast IQ. What you'll learn: - How to build AI agents into a platform designed years before AI, without lowering the quality bar - The scrappy build process: WhatsApp groups with customers and turning an assistant on for a few - Why you have to bring the AI to the user, and why AI onboarding is an unsolved problem - Why context (where the user is, what time, what role) is everything for an AI product - Why restaurant operators have zero tolerance for "AI for AI's sake" - How the tight P&L of a restaurant enforces discipline about what's worth building and charging for - How Toast IQ Grow uses AI to cut the cost of marketing and drive real demand - Why abstracting model choice (Anthropic vs. OpenAI vs. open weights) away from the user matters - Why a product leader should keep a hand in how teams build, and manage close to the work - A live look at Toast IQ answering real operator questions in plain language Connect with Maggie Crowley: VP of Product, Toast LinkedIn: https://www.linkedin.com/in/maggie-crowley-42a97112/ Host: Carlos, CEO at Product School LinkedIn: https://www.linkedin.com/in/villaumbrosia/ About Toast: Toast is an all-in-one platform built for restaurants and retail, spanning point of sale, payments, operations, and marketing, now including Toast IQ, its AI layer for operators. About the Product Podcast: Product School's podcast brings you candid conversations with the founders and product leaders shaping tech. Social Links: Find out more about Product School hereFollow our Podcast on TikTok hereFollow Product School on LinkedIn here

    Toast VP of Product on Building Agents Into Pre-AI SaaS; Shipping AI Into a 14-Year-Old Platform and Building for the Real Economy
  7. Sep 16

    Hinge CPTO on Building an App Designed to Be Deleted, Merging the CPO and CTO Roles, Chasing $1B in Revenue Without Chasing Engagement | Ben Celebicic | E312

    Most apps optimize for time on screen. Hinge optimizes for you leaving. In this episode of The Product Podcast, Carlos (CEO at Product School) sits down with Ben Celebicic, Chief Product and Technology Officer at Hinge, the dating app "designed to be deleted," to unpack how you build a product whose North Star is great dates, not engagement, and still chase a billion dollars in revenue. Ben has been at Hinge for 11 years, since the 2015 relaunch, and recently became one of a growing number of leaders to hold both the product and technology mandate in a single CPTO role. He and Carlos get into the healthy tension between the CPO instinct (ship fast, innovate) and the CTO instinct (protect quality and infrastructure), and how he now runs that debate inside one person and across a team of nearly 300. He lays out Hinge's monetization philosophy in two principles: build the free experience so everyone can succeed, and only charge for things you can't give away free without breaking the ecosystem (which is why fewer than 15% of users pay). He explains how a dedicated culture and consumer insights team studies real daters to find core needs, how generative AI now enables per-user profile coaching that was impossible before, why trust and safety makes up roughly a third of the entire Hinge organization, and where he draws the line on AI-assisted engineering today. He closes on Hinge's mission to reach $1 billion in revenue in 2027. What you'll learn: - Why "designed to be deleted" is a real product principle, and how an anti-engagement North Star works - How to run the CPO-vs-CTO tension, even when both roles live in one person - Hinge's two-principle monetization model, and why fewer than 15% of users pay by design - Why you should only charge for things that would break the ecosystem if they were free - How a culture and consumer insights team turns real dater problems into features - How generative AI enables personalized profile coaching that wasn't possible before - Why trust and safety is about a third of the whole org, and how AI powers it - Where an engineering-background leader draws the line on AI-built product today - The mission to hit $1B in revenue in 2027, and the "obsess over user needs" formula behind it Connect with Ben Celebicic: CPTO, Hinge LinkedIn: https://www.linkedin.com/company/lrb-podcasts/about/ Host: Carlos, CEO at Product School LinkedIn: https://www.linkedin.com/in/villaumbrosia/ About Hinge: Hinge is the dating app "designed to be deleted," built to help people get off the app and out on great dates. Founded by Justin McLeod and relaunched in 2015, Hinge is part of Match Group's portfolio of dating and social discovery apps. About the Product Podcast: Product School's podcast brings you candid conversations with the founders and product leaders shaping tech. Social Links: Find out more about Product School hereFollow our Podcast on TikTok hereFollow Product School on LinkedIn here

    Hinge CPTO on Building an App Designed to Be Deleted, Merging the CPO and CTO Roles, Chasing $1B in Revenue Without Chasing Engagement | Ben Celebicic | E312
  8. Sep 9

    Bolt CEO on Turning AI Prototypes Into Production Code Engineers Trust, the Story Behind a 5M-to-20M ARR Ramp in Two Months | Eric Simons | E311

    One month before Bolt exploded, Eric Simons was preparing to wind the company down. In this episode of The Product Podcast, Carlos (CEO at Product School) sits down with Eric Simons, CEO of Bolt, to tell the story behind one of the fastest revenue ramps software has ever seen, and what he learned building toward it for seven years first. Eric is a high-school dropout who approaches life from first principles and treats endurance sports as training for the pain of building a company. He and Carlos trace the near-death moment (a board meeting set to start spinning the company down was one month away), the bet on WebContainers (an operating system Eric's team wrote to run in WebAssembly inside the browser, so you can build real full-stack apps from a browser tab, the way Figma brought design to the web), and the ramp that followed: zero to about $5M ARR in the first 30 days, then to roughly $20M ARR within two months, a curve that normally takes companies years. He explains why StackBlitz is now going deep on professional builders (PMs, designers, engineers), how Bolt is solving the hard part of turning AI-generated prototypes into production code your engineering team will actually sign off on, and why he frames the market like the ChatGPT-vs-Anthropic split: pick a specific ICP and workflow instead of spraying money at everything. He closes on the open-weights bet (StackBlitz was the earliest backer of Vite), aggressive usage-based pricing, and why cheaper open models are closing the last bit of distance to the labs. What you'll learn: - The near-death story: one month from shutting down, then a record revenue ramp - Why the WebContainer bet (a real OS running in the browser) took seven years and made Bolt possible - What a 0-to-$20M-ARR-in-two-months curve actually looks like, and why it's so rare - Why StackBlitz is focusing on professional product builders, not just cute prototypes - How to turn an AI prototype into production code your engineering team signs off on - The "ChatGPT vs. Anthropic" framing: why going deep on one ICP beats spraying money everywhere - Why first-principles thinking and endurance sport shape how Eric builds - The open-weights bet, aggressive usage-based pricing, and open models catching up to the labs Connect with Eric Simons, CEO, Bolt LinkedIn: https://www.linkedin.com/in/eric-simons-a464a664/ Host: Carlos, CEO at Product School LinkedIn: https://www.linkedin.com/in/villaumbrosia/ About Bolt / StackBlitz: StackBlitz is the company behind Bolt (bolt.new), an AI-powered web development platform that lets anyone build real full-stack applications from a browser tab, powered by its in-browser WebContainer operating system. StackBlitz was also the earliest backer of the open-source Vite project. About the Product Podcast: Product School's podcast brings you candid conversations with the founders and product leaders shaping tech. Social Links: Find out more about Product School hereFollow our Podcast on TikTok hereFollow Product School on LinkedIn here

    Bolt CEO on Turning AI Prototypes Into Production Code Engineers Trust, the Story Behind a 5M-to-20M ARR Ramp in Two Months | Eric Simons | E311
4.3
out of 5
169 Ratings

About

Hosted by Product School CEO Carlos Gonzalez de Villaumbrosia, The Product Podcast drills deep into the minds of Chief Product Officers from Cisco, Lovable, Perplexity, Shopify and many more.  We move beyond high-level theory to reveal how top executives actually lead in the age of AI. We dig deep into their real-world decision-making, strategic frameworks, and the operational playbooks used to build intelligent products. If you are a VP, Director, or CPO looking to drive innovation at scale, this is your essential listen.

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