"Company Breakdowns"

In this episode of Company Breakdowns, host Lorenzo Bartolini sit down with Gary Leff, aviation expert and writer of View from the Wing. Gary shares invaluable insights on Delta Airlines' 100-year transformation from a crop dusting operation to America's premium carrier.

The conversation explores how Delta disrupted the traditional airline model through strategic airport slot acquisitions, turning maintenance into a profit center...

In this episode of Company Breakdowns, host Erik Torenberg and Jack Altman sit down with Eric Glyman, CEO of Ramp - the fastest growing SaaS startup ever. Eric shares invaluable insights on building his second company, product strategy, board management, and scaling a startup in New York City. The conversation explores how Ramp disrupted the corporate card industry by focusing on helping companies spend less rather than more. For f...

In this episode of Company Breakdowns, host Lorenzo Bartolini is joined by William McDougall (author at Fundasy Investor) to delve into the business model and strategy of Hims & Hers, a direct-to-consumer healthcare platform. They explore the company's unique approach to pharmaceutical distribution, its growth trajectory, and the challenges and opportunities it faces in the healthcare industry. For full shownotes, visit highlight: ...

In this episode of Company Breakdowns, 1 to 100 podcast host Usman Hanif welcomes Erik Bernhardsson, founder and CEO of Modal Labs.

Modal has rapidly scaled by offering high-performance, serverless GPU cloud solutions crucial for gen AI, machine learning, and data applications. The discussion covers their impressive growth, unique infrastructure advantages, and commitment to enhancing the developer experience. Bernhardsson also sh...

In this episode of 'Company Breakdowns', Erik Torenberg is joined by Tomasz Tunguz, general partner of Theory Ventures to explore how Databricks is changing the way we handle unstructured data, its impact on AI, data analytics, and the future of the data landscape.

Understand why Databricks is becoming indispensable for AI development and deployment, and learn about the key features and benefits it offers to businesses.

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Today we're diving into Quilter, which just raised a $10M Series A, to get a deeper understanding of venture capital's investments into AI-assisted hard tech problems. Eric Vishria, General Partner at Benchmark, and Sergiy Nesterenko, Founder and CEO of Quilter, join Nathan Labenz to discuss Quilter's groundbreaking use of reinforcement learning to automate integrated circuit board designs. They delve into the importance of thinkin...

Today we’re sharing an episode of The Riff podcast where Erik Torenberg and writer- investor Byrne Hobart discuss the future of AI & education, analyze several companies including Stripe's shift towards unbundling, and the possibility of 24-hour markets.

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In this episode of Company Breakdowns, we're publishing an episode from CJ Gustafson's “Run the Numbers” podcast, where he interviews Lee Kirkpatrick, former CFO of Twilio who was at the helm during their highly publicized 2016 IPO. Get an exclusive look inside Twilio's IPO journey, the strategy behind their IPO, and discover the key elements for building a tech company that led to their market dominance.

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In this episode of 'Company Breakdowns', Drew Cohen from Speedwell Research joins Erik to delve into the intricacies of Copart's business, a leading tech company in the salvage vehicle marketplace. Dive into Copart's impressive financial performance, including high ROIC, consistent growth, and a strong balance sheet.

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In this episode of 'Company Breakdowns', Alex Clayton from Meritech Capital joins Erik to discuss Klaviyo's remarkable journey from bootstrapped startup to market leader, achieving nearly $700 million in ARR with impressive capital efficiency. Gain valuable insights into what sets Klaviyo apart in the competitive tech landscape.

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This episode of 'Company Breakdowns' features a deep dive into Reddit's S-1, business strategies, user engagement, and potential monetization avenues. Tanay Jaipuria of Wing Venture Capital joins Erik Torenberg to explore Reddit's journey to IPO, its unique position as a global community platform, its exploration into data licensing, and its ad-based revenue model's intricacies compared with other social media giants.

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In the debut episode of Company Breakdowns, Erik Torenberg invites CJ Gustafson to dissect Rubrik's strategy in advance of its IPO on the NYSE on April 24, 2024. Rubrik, initially a backup and recovery firm, transitioned to a cloud-based subscription model, expanding its market reach and cybersecurity focus. The discussion covers Rubrik's funding, valuation, sales strategies, competitive landscape, and the challenges of subscriptio...