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Recent Episodes

June 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.

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May 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.

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May 22, 2024

Twilio: Behind the IPO with Lee Kirkpatrick and CJ Gustafson

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.

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May 15, 2024

Copart: Growth Beyond Salvage

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.

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May 8, 2024

Klaviyo: From Bootstrapped Startup to Market Leader

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

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May 1, 2024

Reddit with Tanay Jaipuria

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

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April 25, 2024

Rubrik: From Startup to IPO with CJ Gustafson

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.

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