Bending Spoons is the acquisition machine of the tech world. They have acquired the likes of Evernote, Vimeo, Eventbrite, Streamyard and more. However, they never open their gates to the secrets behind Evernote's product machine. Today that changes with Federico Simionato joining 20Product. Fede has been a Product Lead at Bending Spoons for 8 years where he has led product teams at Evernote, WeTransfer and more.

AGENDA:

03:02 From Dentist Games to $11BN Bending Spoons

04:54 Advice for Aspiring Product Managers

05:38 Building a Coveted Brand at Bending Spoons

07:43 Evaluating and Testing New Product Ideas

13:35 How Evernote has Mastered User Retention

25:24 The Impact of AI on Product Design and Prototyping

31:19 How Bending Spoons Does Product Launches and Lessons Learned

33:27 How Every Product Team Should Do Monthly Updates to Users

36:38 Recording and Transparency in Updates

38:06 Lessons from Failed Product Launches

45:14 Structuring Teams and Acquisitions

47:12 Monetization Strategies and Push Notifications

57:21 Quick Fire Round: Insights and Reflections

AGENDA:

04:20 Thrive and OpenAI Partnership

07:14 Databricks Raising $5BN at $134BN Valuation: Cheap or Not?

17:39 Eventbrite Acquired by Bending Spoons for $500M

21:39 Pagerduty's $1BN Market Cap, Just 2x Revenue

26:59 The TAM Trap: Why SaaS Is Like Japan

37:42 Lessons from Companies Hitting $100M ARR

44:57 The Future of Labour Markets is F******

52:10 The Importance of Compounding in Investments

56:45 The Relevance Game in Venture Capital

01:05:01 Supabase at $5BN or Lovable at $6BN: Which One?

Jonathan Siddharth is Founder and CEO of Turing, one of the fastest-growing AI companies advancing frontier models. Jonathan has led the company to an astonishing $300M ARR with just $225M raised and a profitable company. A Stanford-trained AI scientist, Jonathan previously helped pioneer natural language search at Powerset, which was acquired by Microsoft.

AGENDA:

03:35 Data, Compute, Algorithms: What is Most Abundant? What is Lacking Most?

09:18 What Does No One Know About AI's Data Requirements That Everyone Should?

17:05 The Biggest Challenges Enterprises Have with AI Adoption

20:38 Why Will 99% of Knowledge Work Will be Gone in 10 Years

27:12 How Will Data-Driven Feedback Loops Replace Technology as the Moat

36:08 Who Wins the Data Labelling Market? Who Loses?

38:23 Is Revenue BS in Data Labelling? Are Players Calling GMV Revenue?

45:20 Why is SaaS Dead in a World of AI?

51:23 Will the Phone be the Primary User Interface to an AI World?

57:07 Quickfire Round

John McMahon is widely regarded as one of the greatest enterprise-software sales leaders of all time. He's the only person to have served as Chief Revenue Officer at five public software companies: PTC, GeoTel, Ariba, BladeLogic and BMC Software. He helped scale BladeLogic from a startup into a public company — ultimately leading to its ~$880M sale to BMC — and drove GeoTel into a multi-billion dollar acquisition. Today he sits on the boards of top names such as Snowflake and MongoDB, while also mentoring and influencing a who's-who of modern SaaS sales leaders.

AGENDA:

03:33 The Art and Science of Sales: Insights from a Veteran

04:29 Adapting Sales Strategies in the Age of AI and PLG

07:47 The Ultimate Framework to do Deal Qualification

14:13 How to Drive Urgency and Maintain Sales Process

20:06 How to Hire the Best Sales Reps

25:11 Step-by-Step Guide to Training Sales Reps

45:22 The Mindset of the Best Sales Reps

54:55 Single Most Important Skill to Win in Sales

AGENDA:

04:06 Anthropic's $30BN Investment from Microsoft and NVIDIA

07:01 Google vs. OpenAI: Sam Altman's "War Mode" Memo

15:27 NVIDIA's Customer Concentration: Bull or Bear

22:12 Is "War Mode" BS: Does Hyper-Aggressive Ever Work?

36:12 Sierra Hits $100M ARR: Justify $10BN Price?

46:14 Implementation is the Biggest Barrier to Enterprise AI Growth

01:04:04 Is LLM Search Optimisation (GEO) Selling Snake Oil? What AI is a Fraud vs Real?

01:14:27 Figma Market Cap: Is the IPO Market F****** for 2026

Maor Shlomo is the Founder and CEO of Base44, the AI building platform that Maor built from idea to $80M acquisition by Wix, in just 8 months. Today the company serves millions of users and will hit $50M ARR by the end of the year. Before Base44, Maor was the Co-Founder and CTO of Explorium.

AGENDA:

00:05 – 00:10: How Vibe Coding is Going to Kill Salesforce and SaaS

00:13 – 00:15: Do Vibe Coding platforms have any defensibility?

00:22 – 00:24: I am not worried about Replit and Lovable, I am worried about Google…

00:28 – 00:29: Margins do not matter, the price of the models will go to zero

00:31 – 00:32: Speed to copy has never been lower; has the technical moat been eroded?

00:47 – 00:48: How does Base44 beat Cursor?

00:56 – 00:57: Do not pay attention to competition: focus on your business

00:57 – 00:58: How Base44 is helped, not hurt by not being in Silicon Valley?

00:58 – 00:59: What percent of code will be written by AI in 12 months?

01:01 – 01:02: OpenAI or Anthropic: Why Maor is Long Anthropic?

01:03 – 01:04: If I could have any board member in the world it would be Jack Dorsey

Max Altman is Co‑Founder & Managing Partner at Saga Ventures, a US$125 M early‑stage fund. Before Saga Max was an investor with Apollo Projects, Hydrazine Capital and Altman Capital (where he helped deploy over US$500 M) into breakout names such as Rippling and Reddit.

AGENDA:

03:55 – Venture Capital Is FULL of Tourists With Single-Digit IQs

06:20 – Inside the Madness of Parker Conrad: Genius, Chaos, and WTF Emails

10:35 – The Rippling Deal That Changed Everything

12:40 – Living in Sam Altman's Shadow: The Confession

17:30 – $200M Fund Mistakes: Max's Brutal Lessons From Hydrazine

22:05 – The $2B Reddit Return… and the $2B Left on the Table

25:00 – Why Climate Tech Is a Total VC Mirage

28:40 – The New Seed War: Can Anyone Survive Sequoia & Andreessen?

46:55 – Max's Boldest Predictions

AGENDA:

04:47 Cursor Raises $2.3BN at $29BN Valuation

11:36 What Gemini 3 Means for Lovable, Cursor and Replit

30:54 Peter Thiel and Softbank Sell NVIDIA: The Bubble Bursting?

48:54 Oracle Credit Default Swaps: The Risk is Increasing

01:07:22 Stripe Does Tender at All-Time High: Why the Best Companies Will Never IPO

01:19:18 Why Retail WIll Cause a Surge of Capital into VC Funds

Dr. Andrew Ng is a globally recognized leader in AI. He is Founder of DeepLearning.AI, Executive Chairman of LandingAI, General Partner at AI Fund, Chairman and Co-Founder of Coursera. As a pioneer in machine learning Andrew has authored or co-authored over 200 research papers in machine learning, robotics and related fields. In 2023, he was named to the Time100 AI list of the most influential AI persons in the world.

Agenda:

03:19 What are the Biggest Bottlenecks in AI Today?

08:51 How LLMs Can Be Used as a Geopolitical Weapon

15:48 Should AI Talent Really Be Paid Billions?

29:07 Why is the Application Layer the Most Exciting Layer?

36:22 Do Margins Matter in a World of AI?

38:02 Is Defensibility Dead in a World of AI?

45:29 Will AI Deliver Masa Son's Predictions of 5% GDP Growth?

49:39 Are We in an AI Bubble?

57:31 Will Human Labour Budgets Shift to AI Spend?

Carl Rivera is the Chief Design Officer at Shopify, where he previously led both Merchant Services and the Shop App as VP of Product. Before joining Shopify through its acquisition of Tictail, Carl was the co-founder and CEO of Tictail, the "Tumblr for e-commerce," where he built one of the most beloved design-forward commerce platforms of its era.

AGENDA:

05:05 Biggest Lessons from Selling My Company to Shopify

09:55 Where Does Shopify Suck at Product: Lessons from that?

17:37 What makes Truly Great product Design: The Five Pillars

31:02 The Future of Design in an AI-Driven World

36:00 Do We Skip the Design Phase in AI: Figma's Evolving Role in Design

40:09 Remote Work vs. In-Person Collaboration: Where Remote Loses?

42:43 What Happens to the Vibe Coding Market

47:06 Product Management and Team Dynamics

59:48 Does AI Favour Incumbents or Startups