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
All content for "Company Breakdowns" is the property of Turpentine and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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
Stripe's Unbundling Strategy and AI's Impact on Education with Byrne Hobart [The Riff]
"Company Breakdowns"
59 minutes 37 seconds
1 year ago
Stripe's Unbundling Strategy and AI's Impact on Education with Byrne Hobart [The Riff]
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
Subscribe to this season of Company Breakdowns for analysis of Reddit, Databricks, and more! Subscribe to Company Breakdowns' newsletter: https://company-breakdowns.beehiiv.com/
Company Breakdowns is a part of the Turpentine podcast network. Learn more: www.turpentine.co
--
RECOMMENDED PODCAST:
🎙️ 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
--
SPONSOR: CARTA | BRAVE
Carta
Carta is offering up to 40% off a new Carta plan, including cap table management, QSBS Attestation, and Carta Total Compensation. This limited-time offer runs through the end of July at z.carta.com/econ102.
The tech world turns to the Brave browser for a private ad platform that respects user privacy. Brave Ads offers first-party targeting, and it’s been cookieless since day one. Join the future of advertising at https://brave.com/ads. Mention “Turpentine” when signing up for a 25% discount on your first campaign.
--
LINKS:
“The Riff” podcast:
YouTube: https://www.youtube.com/@TheRiffPodcast
Spotify: https://open.spotify.com/show/6rANlV54GCARLgMOtpkzKt
Apple: https://podcasts.apple.com/us/podcast/the-riff-with-byrne-hobart-and-erik-torenberg/id1716646486
--
FOLLOW ON X:
@eriktorenberg (Erik)
@ByrneHobart
@turpentinemedia (Turpentine)
–
TIMESTAMPS:
(00:00) Intro
(01:05) AI's Impact on Education
(03:33) AI in Self-Directed Learning
(06:22) Tech-Enabled Education and Its Challenges
(14:40) Byrne’s Take on Kids and Schooling
(17:46) Sponsor: Brave
(18:48) Meta's AI and Social Media Strategy
(22:46) Meta's Financial Strategy and the Metaverse
(27:03) Meta's AI Strategy and Its Competitors
(30:46) Microsoft's AI Strategy
(30:52) The Android vs. Apple Analogy
(31:41) Google's Commercial Leverage
(32:11) The Importance of Data in AI
(33:09) Meta's Open Source Dilemma
(33:58) Microsoft's Data Privacy Concerns
(34:16) The Uncertainty in AI's Future
(34:47) The Role of Ads in Business Models
(36:40) Amazon and Grocery Store Economics
(41:11) The Future of Email Ad Networks
(43:17) Investment Strategies and Market Dynamics
(47:42) China's Economic Challenges
(50:19) Stripe's Business Evolution
(54:37) 24-Hour Stock Markets
(59:04) Wrap
"Company Breakdowns"
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
