『"Company Breakdowns"』のカバーアート

"Company Breakdowns"

"Company Breakdowns"

著者： Turpentine
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 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.co2024 マネジメント マネジメント・リーダーシップ 個人ファイナンス 経済学
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  • Delta: America's Premium Airline with Gary Leff

    Delta: America's Premium Airline with Gary Leff
    2025/03/05
    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 America's premium carrier. The conversation explores how Delta disrupted the traditional airline model through strategic airport slot acquisitions, turning maintenance into a profit center, and building an exceptional loyalty program that generates billions in high-margin revenue. They discuss how Delta created lasting competitive advantages in one of travel's most challenging industries. — 📰 Be notified early when Turpentine's drops new publication: https://www.turpentine.co/exclusiveaccess 🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse — SPONSOR: NETSUITE | SAFEBASE Over 41,000 businesses trust NetSuite by Oracle, the #1 cloud ERP, to future-proof their operations. Whether you're earning millions or hundreds of millions, NetSuite empowers you to tackle challenges and seize opportunities. Download the free CFO's guide to AI and machine learning at https://netsuite.com/zen. Ready to save time and close deals faster? Inbound security reviews shouldn’t slow down your team or your sales cycle. Leading companies use SafeBase to eliminate up to 98% of inbound security questionnaires, automate workflows, and accelerate pipeline. Go to safebase.io/podcast RECOMMENDED PODCAST: Check out Modern Relationships, where Erik Torenberg interviews tech power couples and leading thinkers to explore how ambitious people actually make partnerships work. Founders Fund's Delian Asparouhov and researcher Nadia Asparouhova kick off the series with an unfiltered conversation about their relationship evolution. Apple: https://podcasts.apple.com/us/podcast/id1786227593 Spotify: https://open.spotify.com/show/5hJzs0gDg6lRT6r10mdpVg YouTube: https://www.youtube.com/@ModernRelationshipsPod -- LINKS: View from the Wing: https://viewfromthewing.com/ -- X: @lozo_the_bozo (Lorenzo) @garyleff (Gary) @turpentinemedia (Turpentine) -- HIGHLIGHTS: Delta's Strategic Advantages Airport Infrastructure: Secured valuable slots and gates in capacity-constrained airports Made strategic deals with US Airways for LaGuardia slots, trading their DC slots plus cash Methodically built their New York presence through various deals, including taking United's JFK slots Created a moat through infrastructure that competitors can't easily replicate Maintenance Excellence: Transformed maintenance from a cost center to a profit center Does maintenance work for other carriers Uses older aircraft efficiently and maintains them well, saving capital costs Employee Relations: Pays employees better than competitors despite being largely non-union Outsources more than competitors to control costs Brand and Premium Positioning: Successfully sells first-class seats (87% occupied by paying customers including upgrades) Effectively uses data and personalized pricing Has built a strong presence in high-spending markets like New York and LA Loyalty Program and Revenue Diversification SkyMiles generates approximately $7 billion in revenue with 39% operating margins Loyalty program was valued high enough that Delta raised $6.5-10 billion in debt against it during the pandemic Using free inflight internet to drive loyalty program enrollment and credit card marketing International Strategy Owns stakes in airlines worldwide: Virgin Atlantic (49%), Korean Air, Air France, China Eastern Strategic global presence provides growth opportunities beyond the mature US market Future Outlook Potential disruption from new aircraft technologies (electric, vertical takeoff) Possibility of new revenue streams like inflight gambling Success will depend largely on the regulatory environment
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    1 時間 11 分
  • Ramp: Fastest Growing SaaS Startup Ever | Eric Glyman and Jack Altman

    Ramp: Fastest Growing SaaS Startup Ever | Eric Glyman and Jack Altman
    2024/11/20
    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 management, and scaling a startup in New York City. The conversation explores how Ramp disrupted the corporate card industry by focusing on helping companies spend less rather than more. For full shownotes, visit highlight: https://highlightai.com/share/7f9c7d26-ce6f-40ac-aa6f-1a22daf1fb5f — 🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse. — SPONSOR: Take your personal data back with Incogni! Use code ECON102 at the link below and get 60% off an annual plan: https://incogni.com/econ102 -- RECOMMENDED PODCAST: Check out Modern Relationships, where Erik Torenberg interviews tech power couples and leading thinkers to explore how ambitious people actually make partnerships work. Founders Fund's Delian Asparouhov and researcher Nadia Asparouhova kick off the series with an unfiltered conversation about their relationship evolution. Apple: https://podcasts.apple.com/us/podcast/id1786227593 Spotify: https://open.spotify.com/show/5hJzs0gDg6lRT6r10mdpVg YouTube: https://www.youtube.com/@ModernRelationshipsPod 🎙️ Unpack Pricing - Dive into the dark arts of SaaS pricing with Metronome CEO Scott Woody and tech leaders. Learn how strategic pricing drives explosive revenue growth in today's biggest companies like Snowflake, Cockroach Labs, Dropbox and more. Apple: https://podcasts.apple.com/us/podcast/id1765716600 Spotify: https://open.spotify.com/show/38DK3W1Fq1xxQalhDSueFg -- X : @eriktorenberg (Erik) @jaltma (Jack) @eglyman (Eric) @turpentinemedia (Turpentine) -- TIMESTAMPS: (00:00) Introduction and show overview (00:35) Eric Glyman introduction (01:00) Differences between first and second-time founders (02:10) Focus on people and hiring in second company (04:10) Learning from Capital One acquisition experience (07:10) Product strategy and market positioning (10:17) Early customer conversations and feedback (13:54) Building scalable solutions (17:57) Product expansion strategy (21:40) Executive hiring philosophy (25:10) Competition and being a later mover (28:09) Customer segmentation strategy (32:55) Executive hiring lessons (35:24) Decision making on borderline hires (39:20) Board construction and management (42:10) Building a company in New York (44:50) Evolution of NYC tech ecosystem (46:00) Wrap up and closing thoughts
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    48 分
  • Hims & Hers: Unparalleled Efficiency

    Hims & Hers: Unparalleled Efficiency
    2024/11/13
    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's unique approach to pharmaceutical distribution, its growth trajectory, and the challenges and opportunities it faces in the healthcare industry. For full shownotes, visit highlight: https://highlightai.com/share/b58ed4a1-65ef-4eed-a5d8-9a3fc6f70ee3 — 🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse. — 🎙️ Dealcraft | Insights from Great Negotiators https://link.chtbl.com/3CG3TbHY?sid=Turpentine is the brand new weekly podcast that features interviews with world’s greatest dealmakers and diplomats, including Former Secretary of State Henry Kissinger, Blackstone CEO Steve Schwarzman, and music industry super-lawyer John Branca, on their most challenging negotiations. Each episode, host Jim Sebenius (Harvard Business School professor and renowned negotiation expert) relates fascinating deal stories and distills useful insights for listeners to apply in their toughest deals and disputes. -- SPONSORS: Discover Carta, the innovative end-to-end accounting platform revolutionizing private fund management with streamlined operations and on-demand insights. Experience the new standard at https://carta.com/investors. GiveWell spends 50,000 hours every year doing deep-dives into different charitable programs to try to find the ways to do the most good for your dollar. GiveWell has now spent over 17 years researching charitable organizations and only directs funding to a few of the HIGHEST-IMPACT opportunities they’ve found. Visit ⁠https://www.givewell.org⁠ to find out more or make a donation. Select PODCAST and enter Econ 102 at checkout to make sure they know you heard about them from us. Shopify is the world's leading e-commerce platform, offering a market-leading checkout system Shoppay and exclusive AI apps. Nobody does selling better than Shopify. Get a $1 per month trial at https://shopify.com/cognitive -- RECOMMENDED PODCASTS: Check out Modern Relationships, where Erik Torenberg interviews tech power couples and leading thinkers to explore how ambitious people actually make partnerships work. Founders Fund's Delian Asparouhov and researcher Nadia Asparouhova kick off the series with an unfiltered conversation about their relationship evolution. Apple: https://podcasts.apple.com/us/podcast/id1786227593 Spotify: https://open.spotify.com/show/5hJzs0gDg6lRT6r10mdpVg YouTube: https://www.youtube.com/@ModernRelationshipsPod 🎙️ This Won't Last - Eavesdrop on Keith Rabois, Kevin Ryan, Logan Bartlett, and Zach Weinberg's monthly backchannel. They unpack their hottest takes on the future of tech, business, venture, investing, and politics. Apple Podcasts: https://podcasts.apple.com/us/podcast/id1765665937 Spotify: https://open.spotify.com/show/2HwSNeVLL1MXy0RjFPyOSz YouTube: https://www.youtube.com/@ThisWontLastpodcast -- X : @lozo_the_bozo (Lorenzo) @FundasyInvestor (William) @wearehers @wearehims @turpentinemedia (Turpentine) -- TIMESTAMPS: (00:00) Introduction of William McDougall & Lorenzo Bartolini (00:10) Overview of Hims & Hers (01:00) William's background and initial impressions of Hims & Hers (02:00) Company growth and valuation insights (03:30) Hims & Hers' business model explained (06:00) Comparison with traditional healthcare systems (10:00) The role of insurance companies in healthcare (13:00) Hims & Hers' competitive advantages (15:00) Product strategy and market positioning (20:00) Regulatory challenges and opportunities (25:00) Discussion on GLP-1 products and market impact (30:00) Future outlook and potential market disruption (35:00) Bull and bear case scenarios for Hims & Hers (40:00) Impact of marketing strategies on margins (45:00) Closing thoughts and William's contact information
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    1 時間 2 分

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