"Company Breakdowns"

Aug 21 2024 9 ep. 16

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

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Modal Labs

Aug 21 2024 52 mins  
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 enhan

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

Jun 26 2024 45 mins  
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 feature

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

Jun 13 2024 57 mins  
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

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

May 29 2024 59 mins  
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 Subscr

Twilio: Behind the IPO with Lee Kirkpatrick and CJ Gustafson

May 22 2024 43 mins  
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. Get an exclusive look inside Twilio's IPO journey, the strategy behind their IPO, and discover the key elements for building a tech company that le

Copart: Growth Beyond Salvage with Drew Cohen

May 15 2024 57 mins  
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. Dive into Copart's impressive financial performance, including high ROIC, consistent growth, and a strong balance sheet. 🔥 Apply to join over 400 founders and Execs in the Turpentine

Klaviyo: From Bootstrapped Startup to Market Leader with Alex Clayton of Meritech

May 07 2024 38 mins  
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. Gain valuable insights into what sets Klaviyo apart in the competitive tech landscape. 🔥 Apply to join over 400 founders and Execs in th

Reddit with Tanay Jaipuria

May 01 2024 49 mins  
This episode of 'Company Breakdowns' features a deep dive into Reddit's S-1, business strategies, user engagement, and potential monetization avenues. Tanay Jaipuria of Wing Venture Capital joins Erik Torenberg to explore Reddit's journey to IPO, its unique position as a global community platform, its exploration into data licensing, and its ad-based revenue model's intricacies com

Rubrik: From Startup to IPO with CJ Gustafson

Apr 24 2024 40 mins  
In the debut episode of Company Breakdowns, Erik Torenberg invites CJ Gustafson to dissect Rubrik's strategy in advance of its IPO on the NYSE on April 24, 2024. Rubrik, initially a backup and recovery firm, transitioned to a cloud-based subscription model, expanding its market reach and cybersecurity focus. The discussion covers Rubrik's funding, valuation, sales strategies, compe