I’m Jesse Pujji and today we’re breaking down MongoDB. The MongoDB story traces back to 2007 when the founding team was running DoubleClick, a large adtech business now owned by Google. They could not find an existing database software with the agility and scalability that the internet requires. Today, MongoDB has over 25,000 customers across 100 countries. ... Show More
May 29
Toast: Sticky SaaS - [Business Breakdowns, EP.247]
Today, we are breaking down Toast, a name we have covered before but are revisiting because the story has changed enough to be worth telling again. Most listeners will have tapped a Toast terminal without thinking much about the business behind it. Our guest is Sean Barrett, foun ... Show More
49m 24s
May 15
Auto1: EU-sed Car Marketplace - [Business Breakdowns, EP.246]
Today, we are breaking down Auto1, and this is an interesting episode because we are tackling a business that most US listeners will not be familiar with, even though it resembles names they already know well. Our guest is Harrison Moot, co-founder and CIO of Sandstone, who walks ... Show More
1h 5m
May 8
Opendoor: Q1 2026 Earnings - [Business Breakdowns, EP.245]
Today, we are breaking down Opendoor, and this is a unique episode. We recorded with Kaz Nejatian, the CEO of Opendoor, shortly after the company reported its first quarter 2026 earnings, and we covered both what is happening inside the business right now and how he is thinking a ... Show More
25m 34s
Apr 2021
Mike Kerns and Jesse Jacobs - Content to Commerce - [Invest Like the Best, EP. 220]
My guests this week are Jesse Jacobs and Mike Kerns, co-founders and partners at The Chernin Group, TCG, a multi-stage investment firm dedicated to building consumer businesses. Many think of TCG as some of the best media investors in the world, and in this discussion, you’ll qui ... Show More
1h 13m
Feb 2022
Joey Levin - Building an Anti-Conglomerate - [Invest Like the Best, EP. 264]
My guest today is IAC’s CEO, Joey Levin. IAC is a unique business in that it’s a holding company which builds world-class digital businesses. Since Barry Diller created IAC over two decades ago, it has produced 11 public companies, including Match Group, Expedia, and Live Nation. ... Show More
1h 11m
Jan 2023
John Fio - Creating Magic for Consumers - [Invest Like the Best, EP.311]
My guest today is John Fiorentino. John is a product inventor and entrepreneur who, in the space of a few years, has bootstrapped four products; Gravity Blanket, Moon Pod, Moon Pals, and Birthdate Candles which have collectively sold hundreds of millions of dollars of revenue. Ou ... Show More
1h 24m
Nov 2022
Parker Conrad - Building a Compound Company - [Invest Like the Best, EP.303]
My guest today is Parker Conrad, co-founder and CEO of Rippling. I wanted to speak to Parker because he is building Rippling in a way that we don’t come across often. Rather than focus narrowly on one product, he is building a suite of interrelated products simultaneously to carr ... Show More
1h 2m