"Company Breakdowns"

By: Turpentine
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  • Summary

  • If you want to make bets about the future, you have to understand the why behind a startup’s success. Company Breakdowns from Turpentine is a deep dive with influential tech insiders like Tomasz Tunguz, Alex Clayton, CJ Gustafson, and Tanay Jaipuria, hosted by Erik Torenberg. We’ll be breaking down a particular company's strengths, such as its products or services, growing customer base, business model, and potential for market penetration and domination. Special episodes will dissect S-1 filings. Companies covered this season include: Reddit, Rubrik, Databricks and more. Company Breakdowns is a podcast from Turpentine. Learn more: turpentine.co
    2024
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Episodes
  • Ramp: Fastest Growing SaaS Startup Ever | Eric Glyman and Jack Altman

    Ramp: Fastest Growing SaaS Startup Ever | Eric Glyman and Jack Altman
    Nov 20 2024
    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 full shownotes, visit highlight: https://highlightai.com/share/7f9c7d26-ce6f-40ac-aa6f-1a22daf1fb5f -- 📰 Be notified early when Turpentine's drops new publication: https://www.turpentine.co/exclusiveaccess -- SPONSOR: Take your personal data back with Incogni! Use code ECON102 at the link below and get 60% off an annual plan: https://incogni.com/econ102 -- RECOMMENDED PODCAST: 🎙️ Unpack Pricing - Dive into the dark arts of SaaS pricing with Metronome CEO Scott Woody and tech leaders. Learn how strategic pricing drives explosive revenue growth in today's biggest companies like Snowflake, Cockroach Labs, Dropbox and more. Apple: https://podcasts.apple.com/us/podcast/id1765716600 Spotify: https://open.spotify.com/show/38DK3W1Fq1xxQalhDSueFg -- X : @eriktorenberg (Erik) @jaltma (Jack) @eglyman (Eric) @turpentinemedia (Turpentine) -- TIMESTAMPS: (00:00) Introduction and show overview (00:35) Eric Glyman introduction (01:00) Differences between first and second-time founders (02:10) Focus on people and hiring in second company (04:10) Learning from Capital One acquisition experience (07:10) Product strategy and market positioning (10:17) Early customer conversations and feedback (13:54) Building scalable solutions (17:57) Product expansion strategy (21:40) Executive hiring philosophy (25:10) Competition and being a later mover (28:09) Customer segmentation strategy (32:55) Executive hiring lessons (35:24) Decision making on borderline hires (39:20) Board construction and management (42:10) Building a company in New York (44:50) Evolution of NYC tech ecosystem (46:00) Wrap up and closing thoughts
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    48 mins
  • Hims & Hers

    Hims & Hers
    Nov 13 2024
    In this episode of Company Breakdowns, host Lorenzo Bartolini is joined by William McDougall 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: https://highlightai.com/share/b58ed4a1-65ef-4eed-a5d8-9a3fc6f70ee3 -- 📰 Be notified early when Turpentine's drops new publication: https://www.turpentine.co/exclusiveaccess -- 🎙️ Dealcraft | Insights from Great Negotiators https://link.chtbl.com/3CG3TbHY?sid=Turpentine is the brand new weekly podcast that features interviews with world’s greatest dealmakers and diplomats, including Former Secretary of State Henry Kissinger, Blackstone CEO Steve Schwarzman, and music industry super-lawyer John Branca, on their most challenging negotiations. Each episode, host Jim Sebenius (Harvard Business School professor and renowned negotiation expert) relates fascinating deal stories and distills useful insights for listeners to apply in their toughest deals and disputes. -- SPONSORS: Discover Carta, the innovative end-to-end accounting platform revolutionizing private fund management with streamlined operations and on-demand insights. Experience the new standard at https://carta.com/investors. GiveWell spends 50,000 hours every year doing deep-dives into different charitable programs to try to find the ways to do the most good for your dollar. GiveWell has now spent over 17 years researching charitable organizations and only directs funding to a few of the HIGHEST-IMPACT opportunities they’ve found. Visit ⁠https://www.givewell.org⁠ to find out more or make a donation. Select PODCAST and enter Econ 102 at checkout to make sure they know you heard about them from us. Shopify is the world's leading e-commerce platform, offering a market-leading checkout system Shoppay and exclusive AI apps. Nobody does selling better than Shopify. Get a $1 per month trial at https://shopify.com/cognitive -- RECOMMENDED PODCASTS: 🎙️ This Won't Last - Eavesdrop on Keith Rabois, Kevin Ryan, Logan Bartlett, and Zach Weinberg's monthly backchannel. They unpack their hottest takes on the future of tech, business, venture, investing, and politics. Apple Podcasts: https://podcasts.apple.com/us/podcast/id1765665937 Spotify: https://open.spotify.com/show/2HwSNeVLL1MXy0RjFPyOSz YouTube: https://www.youtube.com/@ThisWontLastpodcast -- X : @lozo_the_bozo (Lorenzo) @FundasyInvestor (William) @wearehers @wearehims @turpentinemedia (Turpentine) -- TIMESTAMPS: (00:00) Introduction of William McDougall & Lorenzo Bartolini (00:10) Overview of Hims & Hers (01:00) William's background and initial impressions of Hims & Hers (02:00) Company growth and valuation insights (03:30) Hims & Hers' business model explained (06:00) Comparison with traditional healthcare systems (10:00) The role of insurance companies in healthcare (13:00) Hims & Hers' competitive advantages (15:00) Product strategy and market positioning (20:00) Regulatory challenges and opportunities (25:00) Discussion on GLP-1 products and market impact (30:00) Future outlook and potential market disruption (35:00) Bull and bear case scenarios for Hims & Hers (40:00) Impact of marketing strategies on margins (45:00) Closing thoughts and William's contact information
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    1 hr and 2 mins
  • Modal Labs

    Modal Labs
    Aug 21 2024
    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 shares insights on building from scratch, handling cloud resource allocation, and the company's future ambitions. 🔥 Apply to join over 400 Founders and Execs in the Turpentine Network: https://hmplogxqz0y.typeform.com/to/JCkphVqj -- RECOMMENDED PODCASTS: 🎙️ This Won't Last - Eavesdrop on Keith Rabois, Kevin Ryan, Logan Bartlett, and Zach Weinberg's monthly backchannel. They unpack their hottest takes on the future of tech, business, venture, investing, and politics. Apple Podcasts: https://podcasts.apple.com/us/podcast/id1765665937 Spotify: https://open.spotify.com/show/2HwSNeVLL1MXy0RjFPyOSz YouTube: https://www.youtube.com/@ThisWontLastpodcast -- SPONSOR: WORKOS 🛠️ Building a B2B SaaS app? WorkOS has got you covered with easy-to-integrate APIs for SAML, SCIM, and more. Join top startups like Perplexity, Vercel, Jasper & Webflow in powering your app with WorkOS. Enjoy a free tier for up to 1M users! Start now at https://bit.ly/WorkOS-TCR -- LINKS: Modal Labs: https://modal.com Hiring: https://jobs.ashbyhq.com/modal Why You Should Join essay on Modal : https://whyyoushouldjoin.substack.com/p/modal -- X : @bernhardsson (Erik) @usygoosy (Usman) @modal_labs (Modal) @why2join (Why You Should Join) @turpentinemedia (Turpentine) -- TIMESTAMPS: (00:00) Intro (01:17) Overview of Modal Labs (02:26) Deep dive into Modal Labs' technology (03:39) Developer experience and infrastructure (07:09) Challenges and innovations in cloud computing (11:28) Measuring performance (15:07) Why do people come to Modal? (20:08) Sponsor: WorkOS (21:16) High demand for GPUs (24:51) Early days and business growth (26:59) Power of developer experience (29:09) Importance of onboarding and documentation (32:23) Challenges in developer tools (34:00) Insights from Spotify and Better.com (36:33) Hiring the right talent (40:48) Fundraising and investor relations (42:02) Insights on the team culture (44:42) Future of Modal (49:41) Wrap
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    52 mins

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