Season 1
![Stripe's Unbundling Strategy and AI's Impact on Education with Byrne Hobart [The Riff]](https://megaphone.imgix.net/podcasts/c207f326-1db3-11ef-803f-4b9ad7f7d3e5/image/95640abdeb4a1453b573d87b0616ff46.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress "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]
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 p…
May 22, 2024
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 …
May 15, 2024
Copart: Growth Beyond Salvage
In this episode of 'Company Breakdowns', Drew Cohen from Speedwell Research joins Erik to delve into the intricacies of Copart's business, a leading tech company in the salvage vehicle marketplace.
May 8, 2024
Klaviyo: From Bootstrapped Startup to Market Leader
In this episode of 'Company Breakdowns', Alex Clayton from Meritech Capital joins Erik to discuss Klaviyo's remarkable journey from bootstrapped startup to market leader, achieving nearly $700 million in ARR with impressive …
April 25, 2024
Rubrik: From Startup to IPO with CJ Gustafson
This episode of Company Breakdowns, hosted by Eric Torenberg with guest CJ Gustafson, focuses on Rubrik's innovative approach in the tech space, particularly in backup and recovery, and its strategy towards IPO. CJ shares hi…