This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down Nubank. The Brazilian-based neobank has gone from nothing to extraordinary scale in a short period of time. 10 years after its founding, the company counts 46% of Brazil’s adult population as customers, is the largest Fintech in Latin America, and has a market capitalization of $ ... Show More
Jul 27
Applied Intuition: A Billion Intelligent Machines - [Business Breakdowns, EP.248]
Today, we are breaking down Applied Intuition. Our guests are co-founders Qasar Younis and Peter Ludwig, who started the company in 2017 with a mission to make a billion machines intelligent. The simplest way to understand Applied Intuition is that it builds the brains for machin ... Show More
47m 13s
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
Sep 2022
Julio Vasconcellos & Mate Pencz - Investing in Latin America - [Invest Like the Best, EP.296]
My guests today are Julio Vasconcellos and Mate Pencz, who are partners at Canary and Atlantico, leading early-stage investment firms in Latin America. They’re also both successful entrepreneurs. Mate is the co-founder and CEO of Brazilian real estate unicorn, Loft. Julio was Fac ... Show More
1h 4m
May 2024
Be fundamentally different, not incrementally better | Jag Duggal (Nubank, Facebook, Google, Quantcast)
<p><strong>Jag Duggal</strong> is chief product officer at Nubank, a decacorn neobank founded in Brazil. It’s valued at over $30 billion, is bigger than Coinbase, Robinhood, Affirm, and SoFi combined, has 100 million customers (more than Bank of America!) while only operating in ... Show More
1h 35m
Dec 2022
Rebecca Lynn - Finding Your Customers - [Invest Like the Best, EP.309]
My guest this week is Rebecca Lynn. Rebecca co-founded early-stage investor Canvas Ventures in 2013 and is regularly featured as one of the best VCs in the market. She has deep positioning and go-to-market experience, which she honed during her time at Procter & Gamble, and that' ... Show More
54m 4s
Jul 2021
David Sacks - How to Operate a SaaS Startup - [Invest Like the Best, EP. 234]
My guest today is David Sacks, General Partner at Craft Ventures and founding COO of PayPal. During our conversation, we explore what differentiates Enterprise SaaS from DTC subscriptions, what makes for a magical product launch event, and what key growth metrics David uses to me ... Show More
1h 4m
May 2022
Eric Glyman - Reimagining Corporate Finance - [Invest Like the Best, EP. 275]
My guest today is Eric Glyman, co-founder and CEO of Ramp. Ramp is best known for its corporate cards but it has a range of software products to help finance teams save money and time. Since its founding in 2019, the business has grown rapidly and was last valued at $8 billion. E ... Show More
1h 3m
Dec 2023
Doug Leone - Lessons from a Titan - [Invest Like the Best, REPLAY]
This week we are replaying our episode with Doug Leone. Doug led one of the world’s most successful venture firms, Sequoia, for over 25 years after he was given responsibility for the firm by its founder, Don Valentine, in 1996. Alongside Mike Moritz, the pair managed its expansi ... Show More
1h 10m
Oct 2024
Kareem Zaki - Small Ideas Attract Competition - [Invest Like the Best, EP.392]
My guest today is Kareem Zaki. Kareem is a General Partner at Thrive Capital and has been at the firm for a decade. In an episode last year, Thrive's founder, Josh Kushner, told me he is the best healthcare investor in the world. Kareem has co-founded three healthcare businesses ... Show More
1h 28m