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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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
Twilio: Behind the IPO with Lee Kirkpatrick and CJ Gustafson
"Company Breakdowns"
43 minutes 1 second
1 year ago
Twilio: Behind the IPO with Lee Kirkpatrick and CJ Gustafson
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 led to their market dominance.
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Company Breakdowns is a part of the Turpentine podcast network. Learn more: www.turpentine.co
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Apple Podcasts: https://podcasts.apple.com/us/podcast/id1765665937
Spotify: https://open.spotify.com/show/2HwSNeVLL1MXy0RjFPyOSz
YouTube: https://www.youtube.com/@ThisWontLastpodcast
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LINKS:
Twilio: https://www.twilio.com/en-us
Run the Numbers podcast:
YouTube: https://www.youtube.com/channel/UCv8fsAhOJKLDxyx2lkNS_Og
Spotify: https://open.spotify.com/show/0zQCkklNnVgMD364kCW5SV
Apple: https://podcasts.apple.com/us/podcast/run-the-numbers/id1723787140
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FOLLOW ON X:
@eriktorenberg (Erik)
@LeeKirkpatrick
@turpentinemedia (Turpentine)
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TIMESTAMPS:
(00:00) Intro
(00:18) Behind Twilio's IPO with Lee Kirkpatrick
(02:11) The Journey to Twilio's IPO: Preparation and Strategy
(03:42) Twilio's Unique Business Model and Market Position
(05:52) Navigating the IPO Process: Challenges and Strategies
(09:11) The Big Day: Twilio Goes Public Amidst Brexit Vote
(15:05) Post-IPO Reflections: Pricing, Branding, and Investor Relations
(19:01) Sponsor: Brave
(20:03) Choosing the Right Bankers and Building Investor Relationships
(23:53) The Reality of IPO Roadshows and Investor Behavior
(25:12) Inside the Intense 8-Day IPO Roadshow Journey
(30:16) Mastering the Earnings Call as a Public Company CFO
(36:30) The Qualities That Distinguish a Great CFO
(37:49) Learning from Mistakes: A CFO's Reflections
(41:20) The Craziest Expense Report Story
(42:51) 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