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Recent Episodes

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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