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S1E30 30: Google Maps: Engineering Billions through a Physical World OS
Charles Zhang and Shiv Kodak dive into the 20-year evolution of Google Maps—a $12 billion powerhouse that has successfully indexed the physical world for over 2 billion users. They break down the…
29: YouTube Podcasts: Engineering Billions from an Accidental Discovery Engine - Shiv preference
Charles Zhang and Shiv Kodak dive into the "accidental" dominance of YouTube Podcasts, a platform that out-executed legacy giants by simply letting its massive video ecosystem swallow the industry.…
S1E28 28: Ramp to $1 Billion: The Billion-Dollar Data Flywheel Powering Spend Intelligence
Charles Zhang and Shiv Kodak dive into Ramp - the spend management juggernaut that launched in 2019, scaling from $0 to $1B ARR by late 2025 en route to a blistering $32B valuation. Ramp's north…
S1E27 27: Sierra AI: From $0 to $100M ARR – The $10B Agents Startup
Charles Zhang and Shiv Kodak dive into Sierra AI — the customer service agents platform that launched in 2023, surging from $0 to $100M ARR in just 2 years en route to a $10B valuation. They break…
S1E26 26 Claude Code: The Billion-Dollar AI That Writes Itself
In this conversation, Shiv Kodak and Charles Zhang dissect Claude Code — Anthropic’s agentic coding assistant that launched in February 2025, and is now, as of November 2025, nearing $1 billion in…
S1E25 25: DoorDash DashPass: How Free Delivery Became a Billion-Dollar Flywheel
Charles Zhang and Shiv Kodak unpack DoorDash DashPass—the $1B+ subscription powering 22M users,—revealing how a $9.99/month membership drives DoorDash’s 65% U.S. market share through network…
S1E24 24: Statsig: Open AI’s Billion Dollar Experiment Engine
In this conversation, Charles Zhang and Shiv Kodak dive into Statsig, the $1.1B experimentation platform acquired by OpenAI in 2025, exploring its features, revenue model, and role in the product…
S1E23 23: Figma’s Billion Dollar Canvas: Building a Design Empire from Scratch
In this episode, Shiv Kodak and Charles Zhang dive into Figma, a design platform poised to be 2025’s top IPO with a near-$1B ARR. The conversation covers Figma’s revenue model, and its competitive…
22: Adobe Creative Cloud: Turning Pixels into Billions
Join Charles Zhang and Shiv Kodak as they deep-dive into Adobe Creative Cloud, the $13.8 B subscription powerhouse redefining digital creation. See how its 20-app bundle—Photoshop, Illustrator,…
S1E21 21: Shopify Shop Pay: Driving Billions with One Tap
In this episode, Shiv Kodak and Charles Zhang explore Shopify’s Shop Pay, a one-tap checkout and digital wallet driving 61% of Shopify’s $300 billion GMV in 2024. They discuss its key features,…
S1E20 20: Salesforce Tableau: Visualizing the Next Billion
Join Charles Zhang and Shiv Kodak as they deepdive into Tableau, the $15.7B data visualization titan that redefined business intelligence. Discover how a drag-and-drop interface evolved into a…
S1E19 19: Cash App: From Peer Transactions to Billions with a Super App Strategy
Join Charles Zhang and Shiv Kodak as they unpack Cash App, the $16.2B revenue juggernaut that transformed peer-to-peer payments into a fintech empire. Discover how a simple $Cashtag evolved into a…
S1E18 18: Moveworks AI: ServiceNow’s Next Billion Enterprise Automation
We explore Moveworks, the AI powered enterprise platform that ServiceNow is in the process of acquiring. We explore the business model, revenue growth, and the strategic importance of the deal to…
S1E17 17: Facebook Marketplace: Turning Local Listings into Billions in Revenue
Join our hosts as they dive into Facebook Marketplace, the $7B revenue engine hidden in your Facebook app. Learn how turning free local listings into ad inventory created a commerce powerhouse,…
S1E16 16: Robinhood Gold: The Key to a Billion-Dollar Future
In this conversation, Shiv Kodak and Charles Zhang dive into Robinhood Gold, the premium subscription service that's transforming retail investing. They explore how Robinhood pivoted from…
S1E15 15: Azure AI: Microsoft’s $10B Bet on Enterprise AI
In this conversation, Shiv Kodak and Charles Zhang dissect Microsoft Azure AI, examining how Microsoft transformed its cloud infrastructure into a multi-billion dollar AI powerhouse. They analyze…
S1E14 14: Google TV: How a TV Platform Becomes a Billion-Dollar Ecosystem
In this conversation, Charles Zhang and Shiv Kodak discuss Google TV, its features, metrics, product strategies, and revenue potential. They explore how Google TV differentiates itself in the smart…
S1E13 13: Apple Wallet: The Hidden Billions Behind Every Tap
We delve into the functionality and strategic value of Apple Wallet as a leading digital payment solution. We discuss its core features, such as fraud reduction, user-centered design, and…
S1E12 12: MosaicML: How Efficiency Engineered a $1.3 Billion Exit to Databricks
We dive into Databricks' $1.3 billion acquisition of MosaicML and what it means for the future of AI infrastructure and machine learning optimization. We discuss how MosaicML's focus on simplifying…
S1E11 11: PayPal's Honey Pot: Turning Browser Extensions into Billions
We dive into Honey, a deal-finding browser extension & app that revolutionized online shopping by automatically applying coupon codes. With a focus on its business model, growth metrics, and…
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Billion Dollar Products has published 30 episodes since May 2024, covering topics in Technology.
Billion Dollar Products is currently highly active with new episodes monthly. Average episode length is 21m.
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