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"Company Breakdowns"

Turpentine
IPO
Twilio
Rubrik
Quilter
Delta Airlines
Artificial Intelligence
AI In Education
Circuit Design
Hims & Hers
Goldman Sachs
Healthcare System
Sales and Marketing
JP Morgan
Stripe
Benchmark
Venture Capital
Direct-To-Consumer Healthcare
Subscription Revenue
Cybersecurity
Data Backup and Recovery

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 ... more

PublishesTwice monthlyEpisodes13Foundeda year ago
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BusinessManagement

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Artwork for "Company Breakdowns"

Latest Episodes

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 sophist... more

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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 Ameri... more

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 managem... more

YouTube

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... more

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Recent Guests

Erik Glyman
CEO of Ramp
Ramp
Episode: Ramp: Fastest Growing SaaS Startup Ever | Eric Glyman and Jack Altman
William McDougall
Expert in strategy consulting and private equity investing.
Episode: Hims & Hers: Unparalleled Efficiency
Erik Bernhardsson
Founder and CEO of Modal Labs
Modal Labs
Episode: Modal Labs
Tomasz Tunguz
Tech investor and pioneer in data analytics
N/A
Episode: Databricks Deep Dive with Tomasz Tunguz: AI, Data Catalogs, and Compute
Sergiy Nesterenko
Founder and CEO of Quilter
Quilter
Episode: Quilter with Benchmark's Eric Vishria, Sergiy Nesterenko, and Nathan Labenz
Eric Vishria
General Partner at Benchmark
Benchmark
Episode: Quilter with Benchmark's Eric Vishria, Sergiy Nesterenko, and Nathan Labenz
Byrne Hobart
A writer and investor with a following of over 50,000 subscribers, primarily in Silicon Valley.
The Riff
Episode: Stripe's Unbundling Strategy and AI's Impact on Education with Byrne Hobart [The Riff]
Lee Kirkpatrick
Former CFO of Twilio
Twilio
Episode: Twilio: Behind the IPO with Lee Kirkpatrick and CJ Gustafson
Drew Cohen
Founder of Speedwell Research
Speedwell Research
Episode: Copart: Growth Beyond Salvage with Drew Cohen

Hosts

Erik Torenberg
Host and co-founder of the platform. Erik leads discussions with industry insiders and experts, guiding the exploration of business insights and company analyses.
Lorenzo Bertolini
Host of Company Breakdowns, engaging in discussions to unpack company strategies and strengths.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Databricks Deep Dive with Tomasz Tunguz: AI, Data Catalogs, and Compute
Q: What do you think people misunderstand about Databricks?
Many underestimate the complexity of Databricks' technology and its capability to address large-scale data processing challenges with multiple distributed computing resources.
Databricks Deep Dive with Tomasz Tunguz: AI, Data Catalogs, and Compute
Q: What is the bull case for Databricks?
The bull case suggests that Databricks could dominate AI infrastructure markets, heavily driven by its accelerating growth and increasing adoption across enterprises.
Databricks Deep Dive with Tomasz Tunguz: AI, Data Catalogs, and Compute
Q: What makes Databricks so special in the current data landscape?
Databricks offers sophisticated technology that allows data professionals to effectively handle massive data volumes, including unstructured data, leveraging competitive advantages over traditional ETL processes.
Klaviyo: From Bootstrapped Startup to Market Leader with Alex Clayton of Meritech
Q: Can you explain the rule of 40 and its significance in evaluating companies?
The rule of 40 is a metric that combines revenue growth rate and free cash flow margin. This score helps assess a company’s efficiency in growth relative to profitability, influencing investor decisions on valuation and performance measurements in the software industry.
Klaviyo: From Bootstrapped Startup to Market Leader with Alex Clayton of Meritech
Q: What are your thoughts on their growth potential?
Klaviyo has significant room to grow within the Shopify ecosystem and beyond, especially as it begins to expand into larger enterprise clients and new verticals. Their historical performance and product efficiency suggest they could reach even higher revenue figures while remaining profitable.

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Frequently Asked Questions About "Company Breakdowns"

What is "Company Breakdowns" about and what kind of topics does it cover?

This podcast focuses on analyzing the intricacies behind successful startups and tech companies, often guided by influential insiders. Episodes typically break down various companies by examining their products, customer bases, and business models, with an emphasis on understanding their market strategies and competitive advantages. Unique features include in-depth discussions of S-1 filings, providing listeners with a clearer picture of a company's financial health and growth prospects. The content is likely to resonate with listeners interested in business strategy, entrepreneurship, and investment insights, as it systematically explores the factors contributing to a company's success.

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Which podcasts are similar to "Company Breakdowns"?

These podcasts share a similar audience with "Company Breakdowns":

1. "Econ 102" with Noah Smith and Erik Torenberg
2. All-In with Chamath, Jason, Sacks & Friedberg
3. Dwarkesh Podcast
4. a16z Podcast
5. Complex Systems with Patrick McKenzie (patio11)

How many episodes of "Company Breakdowns" are there?

"Company Breakdowns" launched a year ago and published 13 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on "Company Breakdowns"?

Recent guests on "Company Breakdowns" include:

1. Erik Glyman
2. William McDougall
3. Erik Bernhardsson
4. Tomasz Tunguz
5. Sergiy Nesterenko
6. Eric Vishria
7. Byrne Hobart
8. Lee Kirkpatrick

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