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

TikTok VP of Product on Killing the E-Commerce Funnel and Closing Commerce Inside the Feed | David Kaufman | E291

The Product Podcast