New Episodes Every Thursday!

Episodes

June 23, 2022

From Brick And Mortar To DTC. An Interview With Kolkata Chai

Paul and Ed have their first sit-down interview on the pod.

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June 16, 2022

Rising CAC Goes Mainstream And Paul Loses A Bet

Paul gets stuck at the car dealership for 3 hours, CAC goes mainstream and Paul loses a bet.

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June 9, 2022

Layoffs Keep Coming And Elon Keeps Tweeting

How many companies have reported layoffs since we last recorded? The numbers continue to grow.

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June 2, 2022

Layoffs Continue: Over 50 Major Companies In May 2022 Cutting Head Co…

Layoffs are stacking up. Diesel costs are rising.

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May 26, 2022

CAC in 2022: Stop Paying Landlords For Access To The Tenants

Founders need to stop paying landlords for access to the tenants. In other words, Facebook is the latest gatekeeper founders need to figure out.

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May 20, 2022

BONUS EP: Did YC Pull The Fire Alarm?

Things are getting crazy out there and a letter from Y Combinator is circulating.

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May 19, 2022

Don't Be 51-49. Be 90-10

Paul and Ed are diving into equity stakes for entrepreneurs, negotiating in public and returning to the office.

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May 12, 2022

How to Prepare for Recession or Worse

Maybe it's a recession, maybe not. But, founders, employees and investors should be prepared

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May 5, 2022

Are Boring Businesses The Perfect Investment Right Now?

We're digging into a new fund that's focused on "boring businesses". Is this the next phase?

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April 28, 2022

Elon Buys Twitter, Netflix Takes A Nosedive

The news has been fast and furious. Elon Musk buying Twitter, Netflix Stumbles, Google Ad Revenue on the fly.

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April 21, 2022

Fast.com and Better.com Lessons Learned

Fast.com fell over and Better.com hit some pretty rough waters. They're not the first and won't be last in the current cycle.

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April 14, 2022

Uber vs NYC Taxi: A Zero Sum Game?

We discuss some bread crumbs on the future of work and travel and then break down what the heck is going on with Uber and NYC taxis.

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April 7, 2022

Founders Succeeding With (Not Against) Incumbents

Most founders are looking to disrupt incumbents. What about those companies that buck the trend? And, what about those founders who didn't realize the length of calls for a free Zoom account?

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March 31, 2022

Is Walmart Preparing To Buy The Squeeze?

Walmart is notorious at cost-cutting. So, what are they up to with their latest move? And, why don't our phones protect us?

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March 24, 2022

Our Default Long-term Position is Optimism

We're are discussing must reading this week from Fabrice Grinda. Titled " The Great Unknown ", it's worth 10 minutes of your time. Paul shares why he's optimistic even if the short-term market conditions look rocky. Culture...

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March 17, 2022

Burgers, Bitcoin And Asymmetric Bets

Asymmetric bets might sound like buzz words and hand wavy stuff, but it's critical thinking. We're talking about why the devastation in Ukraine will have profound effects on your business (and where your attention should be ...

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March 10, 2022

Russian Invasion Means Difficult Decisions For Founders

The Russian invasion is front and center. There's plenty of heartache for the people of Ukraine. To a much lesser degree, there are also difficult decisions for founders in regards to fundraising, inventory and logistics. Pa...

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March 3, 2022

VCs vs Incumbents; Only Five Languages Matter

A discussion about one of the largest food delivery services in India leads Paul and Ed down the road of identifying the five key languages that divide the world markets. Paul tries to quantify the time lost by GDPR. Ed …

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Feb. 24, 2022

Is Google Following Apple On Cross-Ap Ad Tracking?

Google announced plans for some major changes on cross-app ad tracking, a topic Paul and Ed have discussed ad nauseum on the pod. On this, they don't quite see eye-to-eye on Google's intentions. They're also digging into why...

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Feb. 17, 2022

Is It Okay For Founders To Take Money Off The Table?

Paul starts the episode with the question of when it's okay for founders to take money out of a company. This is a complicated question, especially since you have outside investors. It doesn't happen often and we're discuss...

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Feb. 10, 2022

Fundraising: Is It Possible To Raise Too Much?

A lot to cover this week. Paul and Ed start with a discussion on Cana. This 3D beverage printer has the ability to cause serious disruption in a number of industries. The product itself is intriguing and brings up so …

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Feb. 3, 2022

Theranos Reminds Investors To Do Their Own Work

Paul and Ed loop back on a listener question and follow-up on the concept of turning something your company does well into an API for others. The Theranos verdict teaches important lessons for both founders and investors. Pau...

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Jan. 27, 2022

There's No Substitute For Shaking Hands

Paul and Ed are still discussing companies that are trying to pivot but may not be equipped to do so. This dates back to their Walmart discussion in Ep 14 . Ed digs into the wayback machine to talk about …

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Jan. 20, 2022

The Customer Is Our Focus, Of Course

Paul and Ed debate whether it makes more sense for a DTC company to handle logistics and shipping from one center or if a “micro-center” strategy might work better. Here's a reference to the map Paul discusses . Thanks to …

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