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Company Breakdowns

If you want to make bets about the future you have to understand the why behind a startup’s success.

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Quilter with Benchmark's Eric Vishria, Sergiy Nesterenko, and Nathan Labenz
Jun 13, 2024

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

Stripe's Unbundling Strategy and  AI's Impact on Education with Byrne Hobart [The Riff]
May 29, 2024

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

Twilio: Behind the IPO with Lee Kirkpatrick and CJ Gustafson
May 22, 2024

Twilio: Behind the IPO with Lee Kirkpatrick and CJ Gustafson

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 led to their market dominance.

Copart: Growth Beyond Salvage
May 15, 2024

Copart: Growth Beyond Salvage

Deep dive into Copart's impressive financial performance, including high ROIC, consistent growth, and a strong balance sheet.

Klaviyo: From Bootstrapped Startup to Market Leader
May 08, 2024

Klaviyo: From Bootstrapped Startup to Market Leader

Deep dive into Klaviyo's remarkable journey from bootstrapped startup to market leader, achieving nearly $700 million in ARR with impressive capital efficiency.

Reddit's Future: AI and Data Licensing
May 01, 2024

Reddit's Future: AI and Data Licensing

Deep dive into Reddit's business strategies, user engagement, and potential monetization avenues.

Rubrik: From Startup to IPO with CJ Gustafson & Erik Torenberg
Apr 25, 2024

Rubrik: From Startup to IPO with CJ Gustafson & Erik Torenberg

Deep Dive into Rubrik's Business and IPO Strategy

If you want to make bets about the future you have to understand the why behind a startup’s success.

Company Breakdowns

If you want to make bets about the future you have to understand the why behind a startup’s success.

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