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