"Company Breakdowns"

Turpentine
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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

  1. Footprint: AI, Biometrics, and the Battle Against Identity Theft with Eli Wachs

    06/10/2025

    Footprint: AI, Biometrics, and the Battle Against Identity Theft with Eli Wachs

    In this episode of Company Breakdowns, host Lorenzo Bartolini and Footprint Co-founder and CEO Eli Wachs discuss the complex landscape of digital identity verification and fraud prevention. Wachs explains how his company addresses the growing sophistication of identity fraud through "portable identity" infrastructure, enabling secure user onboarding for financial services. — 📰 Be notified early when Turpentine's drops new publication: https://www.turpentine.co/exclusiveaccess  — SPONSOR: CARTA | NETSUITE | SHOPIFY | ADQUICK Carta Carta is offering up to 40% off a new Carta plan, including cap table management, QSBS Attestation, and Carta Total Compensation. This limited-time offer runs through the end of July at ⁠z.carta.com/econ102⁠. NetSuite More than 41,000 businesses have already upgraded to NetSuite by Oracle, the #1 cloud financial system bringing accounting, financial management, inventory, HR, into ONE proven platform. Download the CFO's Guide to AI and Machine learning: ⁠⁠⁠⁠⁠https://netsuite.com/102 Shopify 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/momentofzen.⁠⁠⁠⁠⁠ AdQuick The easiest way to book out-of-home ads (like billboards, vehicle wraps, and airport displays) the same way you would order an Uber. Ready to get your brand the attention it deserves? Visit ⁠⁠⁠⁠⁠https://adquick.com/⁠⁠⁠⁠⁠ today to start reaching your customers in the real world. -- RECOMMENDED PODCAST: Check out Modern Relationships, where Erik Torenberg interviews tech power couples and leading thinkers to explore how ambitious people actually make partnerships work. Founders Fund's Delian Asparouhov and researcher Nadia Asparouhova kick off the series with an unfiltered conversation about their relationship evolution. Apple: https://podcasts.apple.com/us/podcast/id1786227593 Spotify: https://open.spotify.com/show/5hJzs0gDg6lRT6r10mdpVg YouTube: https://www.youtube.com/@ModernRelationshipsPod -- LINKS: Footprint: https://www.onefootprint.com/ -- X: @lozo_the_bozo (Lorenzo) @EliWachs (Eli) @turpentinemedia (Turpentine) -- KEY HIGHLIGHTS: 42 million US adults were victims of identity fraud in 2023 - that's 1 in 5 people, with $30-50 billion lost annually AI is exponentially worsening fraud by enabling sophisticated synthetic identities and deepfakes Most current identity verification is fundamentally flawed - companies blindly send data through APIs without observing user behavior Footprint's "portable identity" approach treats fraud as a math problem: instead of finding every fraudster, detect when two people claim the same identity Former Macau mafia now operates sophisticated fraud networks from the Laos-Myanmar-Thai border, targeting Americans through "pig farming" operations The identity verification market is worth $700 million with room for multiple public companies Synthetic identity fraud accounts for 20% of credit losses at some lenders and is the fastest-growing fraud type Fraudsters have significant advantages: no red tape, no bureaucracy, and fraud is their full-time job Early customers won't question your trustworthiness - they believe in your vision so deeply they don't think to ask Contrarian startup advice: win on price early, be willing to act as a "dev shop" for large customers, and measure success by customer testimonials The Power Broker hiring rule: automatically hire any frontend engineer who has read the 1,600-page book about urban planner Robert Moses Network effects will determine winners - first company to 150 million portable identities gains major advantage "If you live in America, your identity's been leaked" - focus should be on detection and mitigation, not prevention Best identity protection remains surprisingly analog: passkeys, two-factor authentication, and verification through trusted channels

    48 min
  2. Delta: America's Premium Airline with Gary Leff

    03/05/2025

    Delta: America's Premium Airline with Gary Leff

    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, and building an exceptional loyalty program that generates billions in high-margin revenue. They discuss how Delta created lasting competitive advantages in one of travel's most challenging industries. — SPONSOR: CARTA | NETSUITE | SAFEBASE Carta Carta is offering up to 40% off a new Carta plan, including cap table management, QSBS Attestation, and Carta Total Compensation. This limited-time offer runs through the end of July at ⁠z.carta.com/econ102⁠. Over 41,000 businesses trust NetSuite by Oracle, the #1 cloud ERP, to future-proof their operations. Whether you're earning millions or hundreds of millions, NetSuite empowers you to tackle challenges and seize opportunities. Download the free CFO's guide to AI and machine learning at https://netsuite.com/zen. Ready to save time and close deals faster? Inbound security reviews shouldn’t slow down your team or your sales cycle. Leading companies use SafeBase to eliminate up to 98% of inbound security questionnaires, automate workflows, and accelerate pipeline. Go to safebase.io/podcast RECOMMENDED PODCAST: Check out Modern Relationships, where Erik Torenberg interviews tech power couples and leading thinkers to explore how ambitious people actually make partnerships work. Founders Fund's Delian Asparouhov and researcher Nadia Asparouhova kick off the series with an unfiltered conversation about their relationship evolution. Apple: https://podcasts.apple.com/us/podcast/id1786227593 Spotify: https://open.spotify.com/show/5hJzs0gDg6lRT6r10mdpVg YouTube: https://www.youtube.com/@ModernRelationshipsPod -- LINKS: View from the Wing: https://viewfromthewing.com/ -- X: @lozo_the_bozo (Lorenzo) @garyleff (Gary) @turpentinemedia (Turpentine) -- HIGHLIGHTS: Delta's Strategic Advantages Airport Infrastructure: Secured valuable slots and gates in capacity-constrained airports Made strategic deals with US Airways for LaGuardia slots, trading their DC slots plus cash Methodically built their New York presence through various deals, including taking United's JFK slots Created a moat through infrastructure that competitors can't easily replicate Maintenance Excellence: Transformed maintenance from a cost center to a profit center Does maintenance work for other carriers Uses older aircraft efficiently and maintains them well, saving capital costs Employee Relations: Pays employees better than competitors despite being largely non-union Outsources more than competitors to control costs Brand and Premium Positioning: Successfully sells first-class seats (87% occupied by paying customers including upgrades) Effectively uses data and personalized pricing Has built a strong presence in high-spending markets like New York and LA Loyalty Program and Revenue Diversification SkyMiles generates approximately $7 billion in revenue with 39% operating margins Loyalty program was valued high enough that Delta raised $6.5-10 billion in debt against it during the pandemic Using free inflight internet to drive loyalty program enrollment and credit card marketing International Strategy Owns stakes in airlines worldwide: Virgin Atlantic (49%), Korean Air, Air France, China Eastern Strategic global presence provides growth opportunities beyond the mature US market Future Outlook Potential disruption from new aircraft technologies (electric, vertical takeoff) Possibility of new revenue streams like inflight gambling Success will depend largely on the regulatory environment

    1h 8m
  3. Ramp: Fastest Growing SaaS Startup Ever | Eric Glyman and Jack Altman

    11/20/2024

    Ramp: Fastest Growing SaaS Startup Ever | Eric Glyman and Jack Altman

    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 — 🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse. — SPONSOR: Carta Carta is offering up to 40% off a new Carta plan, including cap table management, QSBS Attestation, and Carta Total Compensation. This limited-time offer runs through the end of July at ⁠z.carta.com/econ102⁠. 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: Check out Modern Relationships, where Erik Torenberg interviews tech power couples and leading thinkers to explore how ambitious people actually make partnerships work. Founders Fund's Delian Asparouhov and researcher Nadia Asparouhova kick off the series with an unfiltered conversation about their relationship evolution. Apple: https://podcasts.apple.com/us/podcast/id1786227593 Spotify: https://open.spotify.com/show/5hJzs0gDg6lRT6r10mdpVg YouTube: https://www.youtube.com/@ModernRelationshipsPod 🎙️ 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

    45 min
  4. Hims & Hers: Unparalleled Efficiency

    11/13/2024

    Hims & Hers: Unparalleled Efficiency

    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: https://highlightai.com/share/b58ed4a1-65ef-4eed-a5d8-9a3fc6f70ee3 — 🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse. — 🎙️ 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: Carta Carta is offering up to 40% off a new Carta plan, including cap table management, QSBS Attestation, and Carta Total Compensation. This limited-time offer runs through the end of July at ⁠z.carta.com/econ102⁠. 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: Check out Modern Relationships, where Erik Torenberg interviews tech power couples and leading thinkers to explore how ambitious people actually make partnerships work. Founders Fund's Delian Asparouhov and researcher Nadia Asparouhova kick off the series with an unfiltered conversation about their relationship evolution. Apple: https://podcasts.apple.com/us/podcast/id1786227593 Spotify: https://open.spotify.com/show/5hJzs0gDg6lRT6r10mdpVg YouTube: https://www.youtube.com/@ModernRelationshipsPod 🎙️ 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

    57 min
  5. Modal Labs

    08/21/2024

    Modal Labs

    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: CARTA | WORKOS Carta Carta is offering up to 40% off a new Carta plan, including cap table management, QSBS Attestation, and Carta Total Compensation. This limited-time offer runs through the end of July at ⁠z.carta.com/econ102⁠. 🛠️ 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

    51 min
  6. Databricks Deep Dive with Tomasz Tunguz: AI, Data Catalogs, and Compute

    06/26/2024

    Databricks Deep Dive with Tomasz Tunguz: AI, Data Catalogs, and Compute

    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. 🔥 Apply to join over 400 founders and Execs in the Turpentine Network: https://hmplogxqz0y.typeform.com/to/JCkphVqj Subscribe to this season of Company Breakdowns for analysis of Reddit, Databricks, and more! Subscribe to Company Breakdowns' newsletter: https://company-breakdowns.beehiiv.com/ Company Breakdowns is a part of the Turpentine podcast network. Learn more: www.turpentine.co -- RECOMMENDED PODCAST: 🎙️ 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 -- RECOMMENDED PODCAST: TURPENTINE VC Investor Erik Torenberg interviews partners at the top VCs in the world to learn their approach to the art and science of building a successful venture firm. Apple: https://podcasts.apple.com/us/podcast/id1701006772 Spotify: https://open.spotify.com/show/3Yb8ErLRnyoAqn4Y6NegTx – SPONSORS: CARTA | BABBEL | BRAVE Carta Carta is offering up to 40% off a new Carta plan, including cap table management, QSBS Attestation, and Carta Total Compensation. This limited-time offer runs through the end of July at ⁠z.carta.com/econ102⁠. 🌐 Ready to achieve your 2024 goals? Start learning a new language with Babbel in just three weeks. Enjoy app lessons, live classes, and podcasts designed for real-world conversations. Get up to 60% off at babbel.com/zen 🦁 The tech world turns to the Brave browser for a private ad platform that respects user privacy. Brave Ads offers first-party targeting, and it’s been cookieless since day one. Join the future of advertising at https://brave.com/ads. Mention “Turpentine” when signing up for a 25% discount on your first campaign. – LINKS: Tomasz’ website: https://tomtunguz.com/ Theory Ventures: https://theory.ventures/ Databricks' Accelerating Growth by @ttunguz: https://tomtunguz.com/databricks-growth-2024/ – FOLLOW ON X: @eriktorenberg (Erik) @ttunguz (Tomasz) @turpentinemedia (Turpentine) – TIMESTAMPS: (00:00) Introduction (00:24) Tomasz’ Initial Thoughts on Databricks (01:50) Databricks vs. Snowflake  (03:00) Unstructured Data Pipelines & Applications  (04:51) Databricks' Market Opportunity & Competitors  (07:00) The Investability of Databricks  (08:00) Databricks vs. Snowflake: A Deeper Dive  (09:57) The Future Battle of the Giants  (12:47) Bull & Bear Case for Databricks  (14:12) The Unbundling of the Database  (16:48) Sponsor: Babbel | Brave  (19:13) Databricks Bullish Outlook & Investment Considerations (20:00) Databricks: A Difficult Technical Problem  (22:47) The Power of the Data Catalog  (25:09) Open vs. Closed Source: The Databricks & Snowflake Dynamic  (27:44) The Importance of Compute Workloads  (29:40) Five Trends Shaping the Modern Data Stack  (31:40) Investor Perspective & the Evolution of the Market  (33:13) The Evolution of Business Intelligence  (35:28) Databases & AI Models: A New Frontier  (37:25) Nvidia: A Key Player in the AI Landscape  (39:26) Arguments for a Lower Nvidia Valuation  (42:49) Wrap

    41 min
  7. Quilter with Benchmark's Eric Vishria, Sergiy Nesterenko, and Nathan Labenz

    06/13/2024

    Quilter with Benchmark's Eric Vishria, Sergiy Nesterenko, and Nathan Labenz

    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 thinking beyond 'co-pilots' to fully automated AI solutions, and explore the balance of research and engineering in the AI space. 🔥 Apply to join over 400 founders and Execs in the Turpentine Network: https://hmplogxqz0y.typeform.com/to/JCkphVqj -- RECOMMENDED PODCAST: 🎙️ 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: CARTA | BABBEL | BRAVE Carta Carta is offering up to 40% off a new Carta plan, including cap table management, QSBS Attestation, and Carta Total Compensation. This limited-time offer runs through the end of July at ⁠z.carta.com/econ102⁠. 🌐 Ready to achieve your 2024 goals? Start learning a new language with Babbel. Enjoy app lessons, live classes, and podcasts designed for real-world conversations. Get up to 60% off at Babbel.com/torenberg 🚀 The tech world turns to the Brave browser for a private ad platform that respects user privacy. Brave Ads offers first-party targeting, and it’s been cookieless since day one. Join the future of advertising at https://brave.com/ads. Mention “Turpentine” when signing up for a 25% discount on your first campaign. -- LINKS: https://www.quilter.ai/ https://benchmark.com/ The Cognitive Revolution podcast: https://www.cognitiverevolution.ai/ -- TIMESTAMPS: (00:30) Introduction  (01:07) Eric's Investment Thesis (03:00) The "AI and Done" Approach (06:50) Diverging from Large Language Models (09:15) The "Idea Maze" Framework (11:54) Disruptive Innovation (12:47) Sponsor: Brave | Babbel (15:09) Exploring the Data Landscape (16:18) Data Limitations and Reinforcement Learning (18:00) Overcoming the Sparse Reward Problem (19:10) Human Heuristics and Intermediate Rewards (21:06) Extrapolation vs. Interpolation (24:37) Trusting the Reward Signal in Circuit Board Design (25:46) Physics as an Unambiguous Oracle (27:05) User-Defined Search Depthbility to adjust the search depth and iteration of the system, enabling flexibility based on design complexity and optimization goals. (29:39) Compute Allocation (31:47) Different Physics Simulation Techniques (33:31) The Diffusion Model Approach (36:00) Advantages of Reinforcement Learning (38:00) Timeline and Bottlenecks (39:37) Unsolvable Problems and Gradual Progress (41:58) The Future of Circuit Board Design (43:29) Benchmark Portfolio (45:00) Challenges and Opportunities in Each Category (51:00) The Gap Between Research and Engineering (53:00) Call for Startups (54:06) Wrap

    54 min
  8. Stripe's Unbundling Strategy and AI's Impact on Education with Byrne Hobart [The Riff]

    05/29/2024

    Stripe's Unbundling Strategy and AI's Impact on Education with Byrne Hobart [The Riff]

    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. 🔥 Apply to join over 400 founders and Execs in the Turpentine Network: https://hmplogxqz0y.typeform.com/to/JCkphVqj Subscribe to this season of Company Breakdowns for analysis of Reddit, Databricks, and more! Subscribe to Company Breakdowns' newsletter: https://company-breakdowns.beehiiv.com/ Company Breakdowns is a part of the Turpentine podcast network. Learn more: www.turpentine.co -- RECOMMENDED PODCAST: 🎙️ 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: CARTA | BRAVE Carta Carta is offering up to 40% off a new Carta plan, including cap table management, QSBS Attestation, and Carta Total Compensation. This limited-time offer runs through the end of July at ⁠z.carta.com/econ102⁠. The tech world turns to the Brave browser for a private ad platform that respects user privacy. Brave Ads offers first-party targeting, and it’s been cookieless since day one. Join the future of advertising at https://brave.com/ads. Mention “Turpentine” when signing up for a 25% discount on your first campaign. -- LINKS: “The Riff” podcast:  YouTube: https://www.youtube.com/@TheRiffPodcast Spotify: https://open.spotify.com/show/6rANlV54GCARLgMOtpkzKt Apple: https://podcasts.apple.com/us/podcast/the-riff-with-byrne-hobart-and-erik-torenberg/id1716646486 -- FOLLOW ON X: @eriktorenberg (Erik) @ByrneHobart @turpentinemedia (Turpentine) – TIMESTAMPS: (00:00) Intro (01:05) AI's Impact on Education (03:33) AI in Self-Directed Learning (06:22) Tech-Enabled Education and Its Challenges (14:40) Byrne’s Take on Kids and Schooling (17:46) Sponsor: Brave (18:48) Meta's AI and Social Media Strategy (22:46) Meta's Financial Strategy and the Metaverse (27:03) Meta's AI Strategy and Its Competitors (30:46) Microsoft's AI Strategy (30:52) The Android vs. Apple Analogy (31:41) Google's Commercial Leverage (32:11) The Importance of Data in AI (33:09) Meta's Open Source Dilemma (33:58) Microsoft's Data Privacy Concerns (34:16) The Uncertainty in AI's Future (34:47) The Role of Ads in Business Models (36:40) Amazon and Grocery Store Economics (41:11) The Future of Email Ad Networks (43:17) Investment Strategies and Market Dynamics (47:42) China's Economic Challenges (50:19) Stripe's Business Evolution (54:37) 24-Hour Stock Markets (59:04) Wrap

    1 hr
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Ratings & Reviews

4.2
out of 5
5 Ratings

About

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

Information

  • Creator
    Turpentine
  • Years Active
    2024 - 2025
  • Episodes
    13
  • Rating
    Clean
  • Copyright
    © 2024
  • Show Website
    "Company Breakdowns"

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