BILLIONS

Guillaume Moubeche
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After building my company to a $150M valuation in 4 years, I had one question left: How do you build a billion-dollar company? I’m Guillaume Moubeche, and on the BILLIONS Podcast, I’m taking you inside the room with the world’s most iconic builders, founders, and investors to find the answer. This is more than just another startup podcast; it’s a masterclass in high-growth SaaS, AI implementation, and wealth creation. From SaaS growth strategies and AI Agent pivots to the raw truth behind venture capital and exit strategies, we go where others don't. What you’ll learn on BILLIONS: SaaS Scal

  1. Creating a $140B market: The secondary market masterclass - Larry Aschebrook [G Squared]

    −6 D

    Creating a $140B market: The secondary market masterclass - Larry Aschebrook [G Squared]

    Today on BILLIONS, I'm sitting down with Larry Aschebrook, the guy who invented a market that Wall Street didn't think existed. Larry started personally buying shares in Twitter and Uber on the side and he realized: there are thousands of employees sitting on life-changing paper gains, with zero liquidity, waiting for companies that might never IPO. So in 2011, he quit his safe university job and launched G Squared, a fund to solve that problem. Nobody took him seriously. The secondary market was "taboo." Companies thought selling shares meant you were failing.Today, he manages $5 billion. He turned a $150M Spotify bet into $1 billion. He made $800M on Coursera. And the market he built is now worth $140 billion a year. Larry, welcome to BILLIONS.TIMELINE : 00:00 : The psychology of the secondary market pioneer. 01:13 : Quitting a decade-long career for a "ghost" market. 03:23 : The Hustle: Cold-calling alumni for early Twitter and Uber shares. 05:41 : The $150 million Spotify bet and the $9M personal risk with zero collateral. 11:19 : Data Arbitrage: How Larry knew record labels were secretly buying Spotify. 15:43 : Scaling G Squared: From a $35 million pool to $7 billion AUM. 20:05 : Why DPI (Cash Back) is the only metric that matters, and why paper gains are a lie. 25:09 : The Scars: Learning from the "quick commerce" collapse and other losses. 37:09 : The Future: OpenAI, SpaceX, and the evolution of private liquidity. 53:12 : Advice for Founders: Why you must hire "grinders," not just pedigree. REFERENCES : Daniel Ek  Spencer McLeod Mitchell Green Jim Simons Elon Musk  Spotify  Twitter  Uber  Palantir  Coursera  Anthropic  OpenAI  SpaceX  Stripe  Wiz  Toast  Netflix Apple Music  Instacart  Postmates  Meituan  Alibaba  Turo  Getaround Klarna  Revolut  Databricks  23andMe  Gorillas  Pagaya⁠

    56 min
  2. McKinsey's AI leader moved to head a $2B AI workforce - Matthew Fitzpatrick [Invisible]

    28 APR.

    McKinsey's AI leader moved to head a $2B AI workforce - Matthew Fitzpatrick [Invisible]

    Is the traditional SaaS model officially dead ? On this episode of BILLIONS, I’m sitting down with Matthew Fitzpatrick, the man Fortune 500 CEOs called when they didn’t know what to do with AI. Matthew walked away from one of the most prestigious roles in tech, leading 1 000 engineers at McKinsey’s QuantumBlack Labs to lead Invisible Technologies. Invisible is the "invisible" engine behind the AI revolution. They don't just build software; they provide the RLHF (Reinforcement Learning from Human Feedback) and the data that trains the models the entire world is building on. With $100M raised at a $2B+ valuation, Matthew is proving that the future isn't in selling tools, but in selling outcomes. In this masterclass, we break down: The McKinsey Exit: Why a top AI leader "jumped ship" for a $2B startup.The Death of SaaS: Why "Outcome-based pricing" is replacing the subscription model.The Enterprise Gap: Why 90% of companies are failing to get AI into production.The Scaling Laws: The truth about data bottlenecks and the future of AI training.Process as Code: How Invisible integrates human intelligence with AI to solve "impossible" problems. TIMELINE : 00:00 The data bottleneck: Why Enterprise AI is currently "stuck" 01:01 Why McKinsey’s AI chief left to lead a $2B unicorn 02:33 The "Four Platforms": How Invisible actually works 05:58 SaaS vs. Outcomes: The pricing model of the future 09:19 Why the "AI Bubble" reality check is coming 15:12 The "Capability Gap" holding back the Fortune 500 22:15 RLHF & Data: Building the workforce behind the major models 31:42 "Process is Code": The new architecture for billion-dollar companies 41:10 Matthew’s advice for founders: Don't just build a "wrapper" 48:20 The future of the "Invisible" empire REFERENCES : Mary Meeker Elon Musk Étude MIT Sloan Étude NBER (National Bureau of Economic Research) Article Bloomberg McKinsey & Company  Quantum Black  Invisible Technologies  SwissGear  Y Combinator WeCP (We Create Problems) Databricks  Snowflake Jevons paradox  Reinforcement learning from human feedback (RLHF) Chain-of-thought reasoning  Revolut

    49 min
  3. $0 to $100M ARR in 3 months: The AI plan to run every company - Ben Cera [CloudKitchens & Polsia]

    16 APR.

    $0 to $100M ARR in 3 months: The AI plan to run every company - Ben Cera [CloudKitchens & Polsia]

    On this episode of BILLIONS, I’m sitting down with Ben Cera, the man who helped Travis Kalanick (Uber Founder) build CloudKitchens, and who is now building the "God Mode" for startups: Polsia. Polsia is an AI that builds and runs companies autonomously. No employees, no meetings, just 24/7 execution. Ben is currently at a $6M annual run rate with a 30% week-on-week growth and he plans to hit $100M ARR in just 3 months. If you want to understand how AI agents are replacing the traditional SaaS model and how "Product-Market Fit" has become a search problem, this is your masterclass. In this episode, we break down: The CloudKitchens Era: Lessons learned from building a global giant with Travis Kalanick.The Autonomous Blueprint: How Pulsia builds companies from scratch without human intervention.$100M ARR in 90 Days: The aggressive growth strategy behind the AI revolution.The "SaaS-pocalypse": Why the software you use today is about to be replaced by agents.The "Taste" Economy: Why humans are moving from "builders" to "orchestrators."TIMELINE : 00:00 "Click a button, get a company": The vision for Polsia 01:12 Building with Travis Kalanick: The CloudKitchens masterclass 04:45 The $100M ARR Plan: How to scale an AI company in 90 days 09:30 Why Product-Market Fit is just a "Search Problem" 15:10 The SaaS-pocalypse: Replacing legacy software with AI agents 22:40 How Polsia finds demand and builds products autonomously 31:15 The Meta Ads Strategy: Scaling from $10/day to millions 38:50 Why "Taste" is the only human skill left in the AI era 45:10 Influencer-led distribution: The new "Billion-dollar" funnel 53:05 Ben’s advice for founders: Stop building for others, build for yourself REFERENCES Travis Kalanick (X/Twitter)  Rick Rubin  CloudKitchens Future Foods Polsia ChatGPT  Claude Sora 2  Uber  Meta Ads  Shopify Stripe Universal Paperclips Wikipedia / Craigslist / Amazon  HubSpot  DoorDash

    58 min
  4. $0 to 2 Unicorns: bootstrap vs $250M VC - Jason Cohen [WP Engine]

    9 APR.

    $0 to 2 Unicorns: bootstrap vs $250M VC - Jason Cohen [WP Engine]

    On this episode of BILLIONS, I’m sitting down with a legendary architect of the SaaS world: Jason Cohen, founder of WP Engine and Smart Bear.Jason has "cracked the code" twice, using two diametrically opposite strategies:The Pure Bootstrap: He built Smart Bear to millions in profit with zero outside funding, eventually leading to a unicorn valuation.The VC War Machine: He raised $250 million from Silver Lake for WP Engine, scaling it to $400M in revenue and 200,000 customers by 2024.This is a masterclass in capital efficiency. Whether you are a solo-founder or a venture-backed CEO, Jason’s framework for building "enduring companies" is the raw truth you won't hear in most boardrooms.TIMELINE : 00:00 - Why AI products almost never work01:20 - Switching from Bootstrapping to $250M VC rounds04:51 - The SaaS-pocalypse: The truth behind HubSpot & legacy decline09:30 - Solving legacy problems with AI-powered search16:17 - Experts vs. Muggles: The three categories of AI products21:55 - Why evergreen insights beat AI hype26:06 - The Power Move: Firing yourself as CEO to save the company34:01 - The "301 Redirect" strategy for management transitions40:48 - Hidden multipliers and the labor of love44:02 - The Raw Truth: Post-exit depression and infinite optionality58:25 - Redefining identity: Leveraging accumulated wisdomREFERENCES :

    1 tim 2 min
  5. Never wrote a line of code, now a $6.6B unicorn : the vibe coder - Lazar Jovanovic [Lovable]

    2 APR.

    Never wrote a line of code, now a $6.6B unicorn : the vibe coder - Lazar Jovanovic [Lovable]

    Lazar Jovanovic is the world's first official "Vibe Coding Engineer." Working at Lovable (the AI startup that hit $100M ARR in just 8 months) Lazar is proving that the future of software engineering isn't about syntax; it's about taste and intent.In this episode, we dive into how Lazar ships production-grade apps for a $6.6B unicorn without writing a single line of manual code. We discuss the "SaaS-pocalypse," why ignorance is a superpower in the AI era, and how you can transition from a traditional role to a Vibe Coder.TIMELINE : 00:00 - Meet the world's first "vibe coding" engineer01:06 - Why "not knowing how to code" is your new superpower04:43 - Is software maintenance dead in the age of AI?09:15 - The Lovable story: hitting $100M ARR in 8 months15:42 - The end of bootstrapping? Vibe coding vs. the old way24:16 - SaaS-pocalypse: the future of software interfaces29:47 - Beyond code: the only metrics that matter for AI products37:01 - Will enterprises ever adopt AI-generated code?44:35 - The "Aladdin & Genie" trick for mastering AI prompts56:05 - How to become a vibe coder (no permission required)REFERENCES : Warren Mason Kurt Cobain  Pieter Levels. Marc Lou Victor Wembanyama  Elena Verna Jony Ive Lovable  Claude  OpenAI Shopify  Stripe  TechCrunch  Salesforce  HubSpot  28 Days of Lovable She Builds Aladdin and the Genie

    1 tim 1 min
  6. The 15-day pivot that saved a $1.3B company - Des Traynor [INTERCOM]

    28 MARS

    The 15-day pivot that saved a $1.3B company - Des Traynor [INTERCOM]

    Today on BILLIONS, I'm sitting down with Des Traynor, co-founder of Intercom. In 2023, his company was stuck at 10% growth. Customer service teams were shrinking. The old model was dying. So he did something radical: he launched an AI agent priced at $0.99 per resolved conversation. Not per seat. Per outcome. The result? Growth doubled to 25%. $343M in revenue. And a complete reinvention of a $1.3B company in 18 months. TIMELINE : 00:00:00 - 00:01:02 : Des Traynor - Intercom 00:01:02 - 00:05:22 : The $1.3 billion bet on AI : moving 15 days after ChatGPT launched 00:05:22 - 00:09:08 : Why building AI is not building SaaS 00:09:08 - 00:12:51 : The "torture test" for engineering reliability 00:12:51 - 00:20:14 : Developing the "white smoke" moment for product 00:20:14 - 00:25:16 : Defining what "good" looks like in AI 00:25:16 - 00:34:53 : The Blockbuster warning: Adapt or die 00:34:53 - 00:40:27 : Killing hallucinations with actor-critic logic 00:40:27 - 00:48:55 : Outcome-based pricing and the future of CRM 00:48:55 - 00:55:56 : The end of frontline customer service jobs REFERENCES : ⁠Fergal Reid⁠  ⁠Ciarán Lee⁠  ⁠Eoghan McCabe⁠ ⁠Marc Andreessen⁠  ⁠If Anyone Builds It, Everyone Dies⁠ ⁠OpenAI / ChatGPT⁠ ⁠Zendesk⁠ ⁠Salesforce⁠  ⁠Fin.AI⁠ ⁠Gong⁠  ⁠ClickUp⁠ ⁠DALL-E⁠ ⁠Cursor⁠  ⁠Windsurf⁠ ⁠Devin⁠ ⁠Claude Code⁠ ⁠Attio⁠ ⁠Clarify⁠ ⁠Netflix⁠ ⁠The Cheeky Pint

    56 min
  7. Building Odoo's American war machine - Wilfried Juncker [Odoo]

    19 MARS

    Building Odoo's American war machine - Wilfried Juncker [Odoo]

    Today on BILLIONS, I'm sitting down with Wilfried Juncker. He's the Managing Director for Odoo's Americas a Belgian software unicorn that just hit a €8 billion valuation. Under Wilfried's watch, Odoo's Americas operation exploded from 35 people in 2016 to over 950 in America only. In this episode, we're digging into how Wilfried built Odoo's American war machine, what it takes to conquer a new market from scratch, and how he's fighting high SMB churn while scaling at breakneck speed. While SAP and Oracle charge millions for ERP, Odoo's open-source model is democratizing enterprise software and Wilfried built the Americas war machine that's making it happen. Wilfried, thanks a lot for being here! TIMELINE : 00:00:00 - 00:01:05 : Odoo's explosive growth from 70 to 2,000 employees 00:01:05 - 00:02:30 : The early days and Wilfried's journey at Odoo 00:02:30 - 00:05:25 : Entering the US market with channel partners strategy 00:05:25 - 00:09:25 : Open source model and freemium conversion tactics 00:09:25 - 00:14:20 : Building the partner ecosystem and revenue sharing 00:14:20 - 00:18:07 : Scaling partner relationships and management approach 00:18:07 - 00:24:12 : Hiring and retention philosophy - promote from within only 00:24:12 - 00:27:14 : Industry specialization vs size-based team structure 00:27:14 - 00:34:32 : Managing SMB churn while maintaining growth 00:34:32 - 00:42:17 : Demo-first culture and bottom-up sales approach 00:42:17 - 00:48:20 : Resource allocation and offline marketing strategy 00:48:20 - 00:52:27 : Unconventional customer acquisition tactics 00:52:27 - 00:54:29 : Building local ecosystems and final thoughts REFERENCES : - Oracle NetSuite - Microsoft Dynamics - SAP - Acumatica - Sage - Epicor - Infor - QuickBooks - HubSpot - GitHub - Lemlist - Clay - Lucia - NPR - NASA

    54 min
  8. From selling startups to Google to backing multibillion‑dollar AI winners - Anish Acharya [a16Z]

    12 MARS

    From selling startups to Google to backing multibillion‑dollar AI winners - Anish Acharya [a16Z]

    Today on BILLIONS, I'm sitting down with Anish Acharya. He sold his first company to Google. His second to Credit Karma — then stayed and helped scale their U.S. Card business to nearly a billion dollars in annual revenue. In 2019, Andreessen Horowitz made him a General Partner. Since then, he's led the Series A in Deel, which just hit a $17.3 billion valuation in October 2025. Most VCs have never operated anything. Anish built, scaled, sold, and then learned how to pick. Anish, thanks a lot for being here ! TIMELINE : 00:00:00 - 00:02:30 : Anish Acharya’s entrepreneurial journey 00:02:30 - 00:06:28 : Why 2008 and today are the most exciting times for founders 00:06:28 - 00:11:38 : The AI model competition and Google's comeback 00:11:38 - 00:14:50 : Why the "LLM wrapper" fear is no longer relevant 00:14:50 - 00:20:07 : Multi-model approach and the future of AI applications 00:20:07 - 00:24:01 : Learning from Credit Karma and the importance of winning 00:24:01 - 00:29:14 : Why paternalism kills products and going with human nature 00:29:14 - 00:35:28 : AI's human impact and why it's different from social media 00:35:28 - 00:42:45 : The future of coding, jobs, and why SaaS isn't dead 00:42:45 - 00:55:21 : Investing in Deel, AI companionship, and what it costs to win REFERENCES Mark Zuckerberg  Sam Altman  Sergey Brin  Nicolas Dessaigne - Billions EP2 Andrej Karpathy  Alex Bouaziz  Shuo Wang  Harry Stebbings - Billions EP4 Eugenia Kuyda  Credit Karma Deel  ChatGPT  Gemini  Claude  Grok Cursor  Lovable  Harvey Replika Wabi Life360  Papaya Qwen

    55 min
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Om

After building my company to a $150M valuation in 4 years, I had one question left: How do you build a billion-dollar company? I’m Guillaume Moubeche, and on the BILLIONS Podcast, I’m taking you inside the room with the world’s most iconic builders, founders, and investors to find the answer. This is more than just another startup podcast; it’s a masterclass in high-growth SaaS, AI implementation, and wealth creation. From SaaS growth strategies and AI Agent pivots to the raw truth behind venture capital and exit strategies, we go where others don't. What you’ll learn on BILLIONS: SaaS Scal

Information

  • Skapad av
    Guillaume Moubeche
  • Aktiva år
    2025 - 2026
  • Avsnitt
    19
  • Åldersgräns
    Vuxet innehåll
  • Copyright
    © Guillaume Moubeche
  • Programmets webbplats
    BILLIONS
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