Listen to the original at Lenny’s Podcast ↗lennysnewsletter.com
By Lenny Rachitsky · with Ray Cao · lennysnewsletter.com · @lennysan on X · YouTube · LinkedIn
Ray Cao, Global Head of Monetization Product Strategy & Operations at TikTok (previously six years at Google scaling Google Shopping), describes how TikTok's culture, product development, hiring and planning work. The conversation also covers how advertisers and creators can succeed on TikTok's content-driven platform.
01Key learnings
- Succeeding in global markets requires sending people in, hiring local talent, and understanding local culture, since the algorithm can't replace local insight.
- Adopt a 'context, not control' mindset: give teams full information and ownership, then let them proactively think and reactively collaborate across silos.
- Hire for curiosity, discipline, and prioritization skill; Cao notes that hiring quality over speed is a mistake he made early on.
- Keep product, engineering, and sales tightly connected by reading shared docs at quarterly meetings and taking PMs and engineers on client immersion trips.
- Treat planning as a baseline and iterate often, keeping long-term strategy stable while adjusting tactics quickly based on market signals.
- For advertisers, expect a learning curve: commit at least a month, test around 10 creatives per week, and start with broad targeting rather than narrow niches.
- Advertising on TikTok is driven by content discovery rather than search or social-graph intent, so apply TikTok-specific tactics and join trends instead of copying Meta or Google playbooks.
“The number one thing resonating really, really well with me is context, no control.”Ray Cao · Lenny’s Podcast · 00:15:43
“If your PM doesn't know how to sell the product they're creating, you won't be able to do your job better.”Ray Cao · Lenny’s Podcast · 00:30:40
02Frameworks mentioned
Summary and takeaways written by PM Atlas; quotes are short excerpts. © the original author.