Episodes 13
Avg. Duration 50m
Activity Moderate
Since Apr 2024
Latest Episode Jun 2025

Publishing Details

Schedule
Every 2 Months
Format
Episodic
Hosting
feeds.simplecast.com

Contact & Outreach

About This Podcast

If you want to make bets about the future, you have to understand the why behind a startup’s success. Company Breakdowns from Turpentine is a deep dive with influential tech insiders like Tomasz Tunguz, Alex Clayton, CJ Gustafson, and Tanay Jaipuria, hosted by Erik Torenberg. We’ll be breaking down a particular company's strengths, such as its products or services, growing customer base, business model, and potential for market penetration and domination. Special episodes will dissect S-1 filings. Companies covered this season include: Reddit, Rubrik, Databricks and more.  Company Breakdowns is a podcast from Turpentine. Learn more: turpentine.co

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Recent Episodes

Footprint: AI, Biometrics, and the Battle Against Identity Theft with Eli Wachs

Jun 10, 2025 48m

In this episode of Company Breakdowns, host Lorenzo Bartolini and Footprint Co-founder and CEO Eli Wachs discuss the complex landscape of digital identity verification and fraud prevention. Wachs…

Delta: America's Premium Airline with Gary Leff

Mar 05, 2025 1h 7m

In this episode of Company Breakdowns, host Lorenzo Bartolini sit down with Gary Leff, aviation expert and writer of View from the Wing. Gary shares invaluable insights on Delta Airlines' 100-year…

Ramp: Fastest Growing SaaS Startup Ever | Eric Glyman and Jack Altman

Nov 20, 2024 44m

In this episode of Company Breakdowns, host Erik Torenberg and Jack Altman sit down with Eric Glyman, CEO of Ramp - the fastest growing SaaS startup ever. Eric shares invaluable insights on building…

Hims & Hers: Unparalleled Efficiency

Nov 13, 2024 57m

In this episode of Company Breakdowns, host Lorenzo Bartolini is joined by William McDougall (author at Fundasy Investor) to delve into the business model and strategy of Hims & Hers, a…

Modal Labs

Aug 21, 2024 51m

In this episode of Company Breakdowns, 1 to 100 podcast host Usman Hanif welcomes Erik Bernhardsson, founder and CEO of Modal Labs. Modal has rapidly scaled by offering high-performance, serverless…

Databricks Deep Dive with Tomasz Tunguz: AI, Data Catalogs, and Compute

Jun 26, 2024 41m

In this episode of 'Company Breakdowns', Erik Torenberg is joined by Tomasz Tunguz, general partner of Theory Ventures to explore how Databricks is changing the way we handle unstructured data, its…

Quilter with Benchmark's Eric Vishria, Sergiy Nesterenko, and Nathan Labenz

Jun 13, 2024 53m

Today we're diving into Quilter, which just raised a $10M Series A, to get a deeper understanding of venture capital's investments into AI-assisted hard tech problems. Eric Vishria, General Partner…

Stripe's Unbundling Strategy and AI's Impact on Education with Byrne Hobart [The Riff]

May 29, 2024 59m

Today we’re sharing an episode of The Riff podcast where Erik Torenberg and writer- investor Byrne Hobart discuss the future of AI & education, analyze several companies including Stripe's shift…

Twilio: Behind the IPO with Lee Kirkpatrick and CJ Gustafson

May 22, 2024 43m

In this episode of Company Breakdowns, we're publishing an episode from CJ Gustafson's “Run the Numbers” podcast, where he interviews Lee Kirkpatrick, former CFO of Twilio who was at the helm during…

Copart: Growth Beyond Salvage with Drew Cohen

May 15, 2024 57m

In this episode of 'Company Breakdowns', Drew Cohen from Speedwell Research joins Erik to delve into the intricacies of Copart's business, a leading tech company in the salvage vehicle marketplace.…

Klaviyo: From Bootstrapped Startup to Market Leader with Alex Clayton of Meritech

May 08, 2024 38m

In this episode of 'Company Breakdowns', Alex Clayton from Meritech Capital joins Erik to discuss Klaviyo's remarkable journey from bootstrapped startup to market leader, achieving nearly $700…

Reddit with Tanay Jaipuria

May 01, 2024 49m

This episode of 'Company Breakdowns' features a deep dive into Reddit's S-1, business strategies, user engagement, and potential monetization avenues. Tanay Jaipuria of Wing Venture Capital joins…

Rubrik: From Startup to IPO with CJ Gustafson

Apr 25, 2024 40m

In the debut episode of Company Breakdowns, Erik Torenberg invites CJ Gustafson to dissect Rubrik's strategy in advance of its IPO on the NYSE on April 24, 2024. Rubrik, initially a backup and…

Frequently Asked Questions

How many episodes does "Company Breakdowns" have?

"Company Breakdowns" has published 13 episodes since April 2024, covering topics in Business, Management.

Is "Company Breakdowns" still active?

"Company Breakdowns" is currently moderate with new episodes every 2 months. Average episode length is 50m.

How do I contact "Company Breakdowns" for sponsorship or guest appearances?

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