Jan 8
Databricks: From Data to Decisions - [Business Breakdowns, EP.238]
Today we’re breaking down Databricks, a $130B private company that helps companies collect, store, and process very large amounts of data, and then use that data to run analytics and train machine learning models. Databricks sits in the middle of modern data systems, connecting r ... Show More
1h 14m
Dec 12
Amadeus: The IT Backbone of Travel - [Business Breakdowns, EP.237]
Today we are breaking down Amadeus, the dominant infrastructure powering global travel bookings. If you've used a travel agent or corporate booking system, you've likely interacted with Amadeus's technology—though most of what they do happens behind the scenes in airline operatio ... Show More
47m 49s
Dec 5
Doximity: The Hub of Healthcare - [Business Breakdowns, EP.236]
Today, we are breaking down one of the more impressive B2B media businesses I have come across, Doximity. It's been called “the LinkedIn for doctors.” Jim Jones, partner and analyst at William Blair Asset Management, helped explain exactly how Doximity works as a business. Jim ge ... Show More
32m 36s
Aug 2024
How to consistently go viral: Nikita Bier’s playbook for winning at consumer apps (co-founder of TBH, Gas, advisor, investor)
<p><strong>Nikita Bier</strong> is one of the most in-demand consumer, social, and growth experts in the world. He’s the co-founder of TBH (sold to Meta for more than $30 million) and Gas (sold to Discord for millions more) and has helped more consumer apps that have hit #1 in th ... Show More
1h 38m
May 2025
Fidji Simo - Creating Delightful Consumer Experiences - [Invest Like the Best, CLASSICS]
Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. In the midst of her transition to OpenAI, we are spotlighting the force that is Fidji Simo. She is the former CEO ... Show More
1h 12m
Aug 2024
Succeeding as an introvert, building zero-to-one, and why you should PM your career like you PM your product | Deb Liu (CEO of Ancestry, ex-Facebook, PayPal, eBay)
<p><strong>Deb Liu</strong> is the CEO of Ancestry and former longtime VP of Product at Facebook. At Facebook, Deb led the creation of Facebook Marketplace, developed the first mobile ad product for apps, built the company’s games business, and launched Facebook Pay. She’s also h ... Show More
1h 11m
May 2025
Patrick McGee on the Apple-China Toxic Nexus and Where India Stands
From Steve Jobs’s design obsession to Cold War-like entanglements in China, Apple’s supply chain story is as much geopolitical as it is operational. In this episode of The Morning Brief, hosts Anirban Chowdhury and Dia Rekhi speak with Financial Times’ lead Apple reporter, journa ... Show More
40m 7s
Aug 2025
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they dive deep into China’s explosive innovation across AI and EVs, the rise of open-source models, lessons for U.S. competitiveness, the real story on tar ... Show More
1h 6m
Apr 2025
Inside monday.com’s transformation: radical transparency, impact over output, and their path to $1B ARR | Daniel Lereya (Chief Product and Technology Officer)
Daniel Lereya, the Chief Product and Technology Officer at monday.com, shares how he and his team realized they were being outpaced by competitors and how that realization completely transformed how they operate and allowed them to build a global powerhouse, doing over $1 billion ... Show More
1h 32m
Today, we’re breaking down one of the most important apps in the world, WeChat. WeChat is the default operating system for life and business in China. Founded inside of Tencent in 2011, it is the original super app and its 1.3 billion monthly active users can order food, message friends, play games, pay bills, shop, and more on the service.
To break down WeC ... Show More
<p><strong>Eilon Reshef</strong> is the co-founder and chief product officer at Gong, one of the most ubiquitous B2B products in the world. In our conversation, we discuss:</p><p>• Gong’s unique approach to working with design partners</p><p>• Their unique pod model</p><p>• Why E ... Show More
