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"Company Breakdowns"

"Company Breakdowns"

Von: 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 Management & Leadership Persönliche Finanzen Ökonomie
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  • Footprint: AI, Biometrics, and the Battle Against Identity Theft with Eli Wachs

    Footprint: AI, Biometrics, and the Battle Against Identity Theft with Eli Wachs
    Jun 10 2025
    In this episode of Company Breakdowns, host Lorenzo Bartolini and Footprint Co-founder and CEO Eli Wachs discuss the complex landscape of digital identity verification and fraud prevention. Wachs explains how his company addresses the growing sophistication of identity fraud through "portable identity" infrastructure, enabling secure user onboarding for financial services. — 📰 Be notified early when Turpentine's drops new publication: https://www.turpentine.co/exclusiveaccess — SPONSOR: CARTA | NETSUITE | SHOPIFY | ADQUICK 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. NetSuite More than 41,000 businesses have already upgraded to NetSuite by Oracle, the #1 cloud financial system bringing accounting, financial management, inventory, HR, into ONE proven platform. Download the CFO's Guide to AI and Machine learning: ⁠⁠⁠⁠⁠https://netsuite.com/102 Shopify 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/momentofzen.⁠⁠⁠⁠⁠ AdQuick The easiest way to book out-of-home ads (like billboards, vehicle wraps, and airport displays) the same way you would order an Uber. Ready to get your brand the attention it deserves? Visit ⁠⁠⁠⁠⁠https://adquick.com/⁠⁠⁠⁠⁠ today to start reaching your customers in the real world. -- 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: Footprint: https://www.onefootprint.com/ -- X: @lozo_the_bozo (Lorenzo) @EliWachs (Eli) @turpentinemedia (Turpentine) -- KEY HIGHLIGHTS: 42 million US adults were victims of identity fraud in 2023 - that's 1 in 5 people, with $30-50 billion lost annuallyAI is exponentially worsening fraud by enabling sophisticated synthetic identities and deepfakesMost current identity verification is fundamentally flawed - companies blindly send data through APIs without observing user behaviorFootprint's "portable identity" approach treats fraud as a math problem: instead of finding every fraudster, detect when two people claim the same identityFormer Macau mafia now operates sophisticated fraud networks from the Laos-Myanmar-Thai border, targeting Americans through "pig farming" operationsThe identity verification market is worth $700 million with room for multiple public companiesSynthetic identity fraud accounts for 20% of credit losses at some lenders and is the fastest-growing fraud typeFraudsters have significant advantages: no red tape, no bureaucracy, and fraud is their full-time jobEarly customers won't question your trustworthiness - they believe in your vision so deeply they don't think to askContrarian startup advice: win on price early, be willing to act as a "dev shop" for large customers, and measure success by customer testimonialsThe Power Broker hiring rule: automatically hire any frontend engineer who has read the 1,600-page book about urban planner Robert MosesNetwork effects will determine winners - first company to 150 million portable identities gains major advantage"If you live in America, your identity's been leaked" - focus should be on detection and mitigation, not preventionBest identity protection remains surprisingly analog: passkeys, two-factor authentication, and verification through trusted channels
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    48 Min.
  • Delta: America's Premium Airline with Gary Leff

    Delta: America's Premium Airline with Gary Leff
    Mar 5 2025
    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. — SPONSOR: CARTA | NETSUITE | SAFEBASE 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. 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 cashMethodically built their New York presence through various deals, including taking United's JFK slotsCreated a moat through infrastructure that competitors can't easily replicate Maintenance Excellence: Transformed maintenance from a cost center to a profit centerDoes maintenance work for other carriersUses older aircraft efficiently and maintains them well, saving capital costs Employee Relations: Pays employees better than competitors despite being largely non-unionOutsources 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 pricingHas 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 marginsLoyalty program was valued high enough that Delta raised $6.5-10 billion in debt against it during the pandemicUsing 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 EasternStrategic 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 gamblingSuccess will depend largely on the regulatory environment
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    1 Std. und 8 Min.
  • Ramp: Fastest Growing SaaS Startup Ever | Eric Glyman and Jack Altman

    Ramp: Fastest Growing SaaS Startup Ever | Eric Glyman and Jack Altman
    Nov 20 2024

    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

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    🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse.

    —


    SPONSOR:

    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.


    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


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    X :

    @eriktorenberg (Erik)

    @jaltma (Jack)

    @eglyman (Eric)

    @turpentinemedia (Turpentine)


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    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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    45 Min.
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