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.

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.

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.

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.

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.

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

This episode of 'Company Breakdowns' features a deep dive into Reddit's S-1, business strategies, user engagement, and potential monetization avenues.

This episode of Company Breakdowns, hosted by Eric Torenberg with guest CJ Gustafson, focuses on Rubrik's innovative approach in the tech space, particularly in backup and recovery, and its strategy towards IPO. CJ shares his insights on Rubrik's business model, transition from perpetual licensing to cloud-based subscriptions, entry into cybersecurity, and their market positioning against competitors.