

Why great AI products are all about the data | Shaun Clowes (CPO Confluent, ex-Salesforce, Atlassian)
State of Product Management
- Most PMs are not very effective, and the discipline feels underdeveloped.
- There's a significant opportunity to improve product management practices.
AI's Impact on Product Management
- AI's impact on product management lies in improving data management.
- LLMs are limited by data quality and recency, making data management crucial.
Value of SaaS Apps
- The true value of enterprise SaaS apps isn't the UI/UX but the business rules.
- Replicating these apps is hard because they are deeply configured to specific business processes.




Shaun Clowes is the chief product officer at Confluent and former CPO at Salesforce’s MuleSoft and at Metromile. He was also the first head of growth at Atlassian, where he led product for Jira Agile and built the first-ever B2B growth team. In our conversation, we discuss:
• Why most PMs are bad, and how to fix this
• Why great AI products are all about the data
• Why he changed his mind about being data-driven
• How to build your B2B growth team
• How to choose your next career stop
• Much more
—
Brought to you by:
• Enterpret—Transform customer feedback into product growth
• BuildBetter—AI for product teams
• Wix Studio—The web creation platform built for agencies
—
Find the transcript at: https://www.lennysnewsletter.com/p/why-great-ai-products-are-all-about-the-data-shaun-clowes
—
Where to find Shaun Clowes:
• X: https://x.com/ShaunMClowes
• LinkedIn: https://www.linkedin.com/in/shaun-clowes-80795014/
• Website: https://shaunclowes.com/about-shaun
• Reforge: https://www.reforge.com/profiles/shaun-clowes
—
Where to find Lenny:
• Newsletter: https://www.lennysnewsletter.com
• X: https://twitter.com/lennysan
• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/
—
In this episode, we cover:
(00:00) Shaun’s background
(05:08) The state of product management
(09:33) Becoming a 10x product manager
(13:23) Specific ways to leverage AI in product management
(17:15) Feedback rivers
(19:20) AI's impact on data management
(24:35) The future of enterprise businesses with AI
(35:41) Data-driven decision-making
(45:50) Building effective growth teams
(50:18) The evolution of product-led growth
(56:16) Career insights and decision-making
(01:07:45) Failure corner
(01:12:32) Final thoughts and lightning round
—
Referenced:
• Steve Blank’s website: https://steveblank.com/
• Getting Out of the Building. 2 Minutes to See Why: https://www.youtube.com/watch?v=TbMgWr1YVfs
• OpenAI: https://openai.com/
• Claude: https://claude.ai/
• Sachin Rekhi on LinkedIn: https://www.linkedin.com/in/sachinrekhi/
• Video: Building Your Product Intuition with Feedback Rivers: https://www.sachinrekhi.com/video-building-your-product-intuition-with-feedback-rivers
• Confluent: https://www.confluent.io
• Workday: https://www.workday.com/
• Lenny and Friends Summit: https://lennyssummit.com/
• A conversation with OpenAI’s CPO Kevin Weil, Anthropic’s CPO Mike Krieger, and Sarah Guo: https://www.youtube.com/watch?v=IxkvVZua28k
• Anthropic: https://www.anthropic.com/
• Salesforce: https://www.salesforce.com/
• Atlassian: https://www.atlassian.com/
• Jira: https://www.atlassian.com/software/jira
• Ashby: https://www.ashbyhq.com/
• Occam’s razor: https://en.wikipedia.org/wiki/Occam%27s_razor
• Breaking the rules of growth: Why Shopify bans KPIs, optimizes for churn, prioritizes intuition, and builds toward a 100-year vision | Archie Abrams (VP Product, Head of Growth at Shopify): https://www.lennysnewsletter.com/p/shopifys-growth-archie-abrams
• Charlie Munger quote: https://www.goodreads.com/quotes/11903426-show-me-the-incentive-and-i-ll-show-you-the-outcome
• Elena Verna on how B2B growth is changing, product-led growth, product-led sales, why you should go freemium not trial, what features to make free, and much more: https://www.lennysnewsletter.com/p/elena-verna-on-why-every-company
• The ultimate guide to product-led sales | Elena Verna: https://www.lennysnewsletter.com/p/the-ultimate-guide-to-product-led
• Metromile: https://www.metromile.com/
• Tom Kennedy on LinkedIn: https://www.linkedin.com/in/tom-kennedy-37356b2b/
• Building Wiz: the fastest-growing startup in history | Raaz Herzberg (CMO and VP Product Strategy): https://www.lennysnewsletter.com/p/building-wiz-raaz-herzberg
• Wiz: https://www.wiz.io
• Colin Powell’s 40-70 rule: https://www.42courses.com/blog/home/2019/12/10/colin-powells-40-70-rule
• Detroiters on Netflix: https://www.netflix.com/title/80165019
• Glean: https://www.glean.com/
• Radical Candor: Be a Kick-Ass Boss Without Losing Your Humanity: https://www.amazon.com/Radical-Candor-Kick-Ass-Without-Humanity/dp/1250103509
• Listen: Five Simple Tools to Meet Your Everyday Parenting Challenges: https://www.amazon.com/Listen-Simple-Everyday-Parenting-Challenges/dp/0997459301
• Empress Falls Canyon and abseiling: https://bmac.com.au/blue-mountains-canyoning/empress-falls-canyon-and-abseiling
—
Recommended books:
• The Lean Startup: How Today’s Entrepreneurs Use Continuous Innovation to Create Radically Successful Businesses: https://www.amazon.com/Lean-Startup-Entrepreneurs-Continuous-Innovation/dp/0307887898
• Inspired: How to Create Products Customers Love: https://www.amazon.com/Inspired-Create-Products-Customers-Love/dp/0981690408
—
Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.
—
Lenny may be an investor in the companies discussed.
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.lennysnewsletter.com/subscribe