Podcasts about ARR

Windsurf grew fast, hit $82M in ARR, and was nearly acquired by OpenAI for $3 billion—until the deal collapsed. Google stepped in with a $2.4 billion offer, but only for 40 engineers.  In this episode, Sam, Asad, and AJ are joined by Peter Walker, Head of Insights at Carta, to break down what really happened and what this deal signals for the future of startup M&A. They explore how acqui-hires are evolving into talent-first extractions, what founders owe their teams in billion-dollar outcomes, and why equity might not mean what employees think it does. The crew also debates whether enterprise revenue is still reliable in AI startups, how employees can protect themselves in a shifting market, and whether we're already deep in another bubble. Thanks for tuning in! New episodes of Topline drop every Sunday and Thursday. Don't miss GTM2025 — the only B2B tech conference exclusively for GTM executives. Elevate your 2026 strategy and join us from September 23 to 25 in Washington, D.C. Use code TOPLINE for 10% off your GA ticket. Stay ahead with the latest industry developments and emerging go-to-market trends with Topline Newsletter by Asad Zaman. Subscribe today. Tune in to The Revenue Leadership Podcast every Wednesday, where host Kyle Norton talks with real revenue operators and dives deep into what it takes to succeed as a modern revenue leader. You're invited! Join the free Topline Slack channel to connect with 600+ revenue leaders, share insights, and keep the conversation going beyond the podcast! This episode is sponsored by UserEvidence. Want to know what actually moves the needle on trust? Download The Evidence Gap, a data-backed report on the customer proof that drives real results. Get it now at userevidence.com/evidence. Key chapters: (00:00) - Introduction to Topline Podcast (00:47) - The Windsurf Acquisition and Its Implications (12:39) - The State of Startups and Market Dynamics (23:55) - Employee Impact and Corporate Responsibility (36:08) - The Future of Startup Employment and Negotiation (46:04) - Venture Capital Trends and Market Outlook  

Este podcast es posible gracias a Santander:https://online.bancosantander.es/landings/cuentas/cuenta-autonomos/Bienvenidos a esta tertulia en directo con Jordi Romero, Bernat Farrero y César Miguelañez.Empezamos hablando con la montaña rusa de Windsurf, la compañía que pasó de facturar 0 a 80 M $ en doce meses, intentó venderse a OpenAI y acabó viviendo un “Acqui-hiring” express de Google por 2,4 B $ mientras Cognition compraba los restos y 250 empleados se quedaban en tierra de nadie, un culebrón que abre un debate crudo sobre si hoy vale más el talento que el ARR .Conversamos con Ilya que desgrana por qué Grok 4 ha doblado el récord del benchmark ARC‑AGI y, entre aplausos y pullas a Elon Musk, discutimos si es el modelo más potente o simplemente el menos alineado con los “guard‑rails” tradicionales . A partir de ahí saltamos a la “guerra de los navegadores con IA”: ARC patina y Perplexity presenta Comet, un agente que navega y hace clics por ti, mientras OpenAI contraataca integrando su propio navegador en ChatGPT; todo ello dispara la eterna pregunta de si el SEO tal y como lo conocemos está condenado.Hablamos Carla y Jia, cofundadores de Theker, para celebrar en directo la mayor ronda seed de la historia en España —21 M € liderados por Kibo, Kfund e Inditex— y explicar cómo sus robots “tipo ChatGPT” aprenden tareas industriales sobre la marcha, por qué patentan sus grippers y cómo la velocidad es su verdadero moat . Analizamos la subida de precios de Cursor, las fugas a Cloud Code o Copilot y la fragilidad de cualquier startup cuando el proveedor de modelos le cierra el grifo .Entre preguntas del público surgen dilemas sobre CFOs en etapa seed y la utilidad de los SDR en la era de los agentes.Sigue a los "tertulianos" en Twitter:• Bernat Farrero: @bernatfarrero• Jordi Romero: @jordiromero• César Migueláñez: @heycesrSOBRE ITNIG

Gilad Uziely is the co-founder and CEO of Sequence, the all-in-one money OS automating cash flow for small businesses and consumers. Launched in 2024, Sequence has already moved over $750 million, hit 1.5 million in ARR, grown 600% YOY, and raised $15 million from top VCs. Gilad is a serial fintech builder with deep experience in launching data-driven tech companies, and now helps thousands master their money through smart automation. Based in Tel Aviv, Gilad's entrepreneurial journey is a testament to grit, risk-taking, and building tools that truly empower others. On this episode we talk about: Gilad's first business: the classic lemonade stand outside his childhood home in Israel The rise of Tel Aviv's tech scene and why it's become a global startup powerhouse Fundraising in Israel's VC-rich environment and the challenge of selling new ideas to investors Lessons learned from earlier ventures—including raising capital for boutique hotels in Italy and navigating the risks of unconventional startups The importance of choosing the right venture partners, understanding cap tables, and protecting yourself as a founder Sequence's core mission: Making it effortless to automate your cash flow, savings, investing, and financial goals with customizable rules and smart triggers How to build intentional financial habits, protect your downside, and use automation to free up mental energy The psychology of money: why separating funds, paying your future self first, and “working like you're broke” are game-changing Sequence users' creative approaches to saving—whether for starting a business, IVF, travel, or building a true safety net Advice for entrepreneurs: balancing business growth with personal finance, risk tolerance, and taking deliberate steps toward freedom Top 3 Takeaways Automate to Win: Setting up simple, intentional automation for your money removes human error, builds better habits, and gives you the peace of mind needed to take bigger risks and grow your business. Intentional Planning Beats Random Spending: Building financial “maps” (like saving automatically for trips, investments, or your next business) ensures you live life now while planning for the future. Connect, Ask, and Learn: Don't wait for perfection—reach out to experienced founders for help with cap tables or decisions, and always dig your well before you're thirsty (network before you need it). Notable Quotes “Automation can really change the trajectory of your life. We think of Sequence as a fitness app that goes to the gym for you.” “Be intentional. Even if your plan is simple, it's 90% of the work—just start, automate it, and tweak as you go.” “If you don't give your money a job, it'll find a job somewhere else for you.” Connect with Gilad Uziely & Sequence: Website: use.getsequence.io/travischappell Discount code: TRAVIS25 Email: gilad@getsequence.io (offering free support for founders and those struggling with cap table issues)

José María Arrúa @arruajm (Ministro de Turismo de la Provincia de Misiones) Del Arco Político @delarcopolitico @DarioDelArco

DEL ARCO POLÍTICO con Darío Del Arco 17-07-2025 Entrevistas a: Matías Norte @MatiasNorte (Jefe de Cirugía de Cabeza y Cuello del Hospital Español) José María Arrúa @arruajm (Ministro de Turismo de la Provincia de Misiones) Dr. Ramiro Larrea (Médico, Jefe del Servicio de Clínica Médica del Hospital Central de San Isidro)

Sid Bendre and his co-founders at Oleve built a $6 million ARR mobile app empire with just 6 people, generating $500,000 monthly revenue and 10-30% profit margins from their education apps Quizzard and Unstuck. Their first TikTok video exploded to 2.3 million views overnight, converting to 10,000 users instantly, and they've since scaled to 4 million total downloads by running 6-7 A/B tests simultaneously and building AI agents that automatically find app store arbitrage opportunities. In this episode, Sid reveals their exact "milk the alpha" playbook for building million-dollar apps in any market, including their viral TikTok formula, paywall testing strategies, and how they're using AI agents to replace entire marketing teams.

Sam Lambert, the CEO of PlanetScale, joins Dax for a candid discussion about the remarkable journey of launching the Postgres product and scaling the company's success. Discover how PlanetScale is on track to achieve a million dollars in ARR for their Postgres product, delve into the technical nuances of their groundbreaking infrastructure, and learn why PlanetScale is considered a reliable alternative to Amazon Aurora for large-scale database solutions. Sam shares his experiences and insights on navigating startup challenges, maintaining focus amidst tempting opportunities, and fostering a culture that thrives on innovation and reliability. Links:Announcing PlanetScale for Postgres – PlanetScaleThe principles of extreme fault tolerance – PlanetScaleSam Lambert (@isamlambert) / XDeath wrestling with ogresWhopKickCursor - The AI Code EditorConvex | The reactive database for app developersFigmaSponsor: Terminal now offers a monthly box called Cron.Want to carry on the conversation? Join us in Discord. Or send us an email at sliceoffalittlepieceofbacon@tomorrow.fm.Topics:(00:30) - Airline travel advice with a baby (02:32) - What was it like launching PlanetScale for Postgres? (08:00) - What was reused and what was new? (12:08) - Is the sharding from scratch? (17:27) - Is PlanetScale the main alternative to Aurora? (19:33) - Is there a link between Postgres and AI companies? (24:57) - What is your goal for PlanetScale? (27:13) - The joy of seeing other products running on your platform (30:00) - Is vibe coding worth paying attention on a services side? (45:39) - The regret of not enjoying what we get to do (49:09) - Intertwinning making money with running a business (53:24) - Playing the long game and avoiding temptations (58:49) - Remembering the era of database experimentation ★ Support this podcast ★

En Syrie, 42 premières familles ont été évacuées du camp de Al-Hol, prison à ciel ouvert où s'entassent près de 30 000 familles suspectées d'être liées à l'État islamique. À l'heure où le groupe terroriste reprend du terrain en Syrie, le rapatriement de ces familles radicalisées est un enjeu de taille pour les nouvelles autorités de Damas. Un accord a été signé fin mai avec les autorités kurdes du Nord-Est, jusqu'ici en charge de ces familles.    De notre envoyée spéciale au camp d'Al-Hol,  Le pas lourd, Amina traîne ses trois fils sous un préfabriqué en taule. À l'intérieur, quatre tables, une liste de noms, et une association, chargée de faire sortir les 42 premières familles du camp d'Al-Hol. Un homme de l'association : « Quel est votre nom de famille ? Quelle est votre maladie ? Je dois vérifier votre identité ».  Amina, trente ans, a été emmenée ici en 2019. Arrêtés dans le réduit de Baghouz, le dernier bastion de l'État islamique, son mari était accusé d'avoir rejoint l'organisation terroriste. Six années plus tard, Amina et ses enfants sont autorisés à sortir... quitter Al-Hol, ses innombrables tentes et ses immenses grillages surmontés de barbelés. « Je suis triste, car je laisse derrière moi mes amis, ma famille. Et à la fois très heureuse parce que je pars là où je peux élever mes enfants en toute liberté », avoue-t-elle. Amina prend ses trois fils par le bras, fait un premier pas à l'extérieur, puis jette un dernier regard à ses amies. Elles sont toutes là, les mains fermement accrochées au grillage, les yeux remplis de larmes. Une femme du camp : « Personne ne veut rester dans ce camp. Regardez, même cette enfant veut partir, tout le monde veut partir. C'est de la détention, c'est pire qu'une prison ». Une autre femme du camp : « La situation est tellement grave ici. Il n'y a pas assez d'eau, de nourriture. Nous avons peur, nous sommes terrifiés, il n'y a aucune sécurité ». À lire aussiSyrie: plus de 200 Français liés à l'EI toujours dans l'attente d'une solution Arrivés dans le bus, les fils d'Amina s'entassent sur un seul siège. Le plus vieux avait un an lorsqu'ils sont arrivés dans le camp. « Ils vont enfin voir le monde extérieur, ils n'ont vu que les tentes ici… Depuis tout à l'heure, ils me demandent : "est-ce qu'il y a de l'eau à l'extérieur" ? "Les arbres, est-ce que nous devons les planter ou est-ce qu'ils poussent naturellement ?" », confie Amina. Près du bus défilent désormais les malades. Des vieillards estropiés, des corps décharnés, souvent trop maigres. Par endroits, trop gros. Déformés par une tumeur ou une blessure mal soignée. Seuls ces cas humanitaires graves ont été autorisés à sortir du camp. Leurs dossiers ont été soigneusement étudiés pour s'assurer qu'ils n'étaient plus radicalisés. Pour les autres, aucune procédure n'a encore été mise en place, explique Jihan Henan, directrice du camp. Jihan Henan : « Il est urgent de trouver une solution. Depuis toujours, le risque, c'est que ces personnes obtiennent des armes, tuent des gens. Avec les opérations de sécurité dans le camp, la situation a commencé à s'améliorer. Mais une fois, ils ont tout de même réussi à hisser un drapeau de l'État islamique sur le toit. En attendant, il existe des réseaux de passeurs qui font sortir ces familles, et cela a augmenté au cours des trois derniers mois. Certains ont pu sortir clandestinement à travers les clôtures, d'autres secrètement par des camions-citernes, d'autres encore grâce à de faux papiers ». Après 10 heures de bus, le retour dans la ville natale d'Amina se fera sans joie. Amina : « Nous sommes tristes, car il n'y a personne pour nous accueillir… » Il y avait déjà la violence psychologique, les corps défaits. Désormais, la solitude. Car revenir des camps de l'enfer, c'est aussi cela. Être affilié à jamais au califat. À lire aussiDans le Sud syrien, la crainte d'une résurgence du groupe État islamique

On this episode Pat sits down with Lucas Vargas, CEO and Founder of Nomad, a leading cross border account and investment solution for Brazilians that want to reduce their exposure to the local currency investing in US dollar dominated assets. Lucas takes us down the rabbit hole on building out the product, scaling to 100M in ARR within 5 years, incorporating new features and his take on dollar primacy, other fiat currencies and stable coins. So much to unpack there. You will learn about: Prioritizing always jobs to be done and customer needs for your product roadmapHow to build generational wealth and allow the 99% to invest like the 1% The FX, investing market opportunity in Brazil Want to stay up-to-date on latest episodes?Follow The Enthusiast wherever you are getting your podcasts and make sure to check out our newsletter on LinkedIn⁠⁠⁠here⁠⁠⁠ to stay up to date on our latest episodes with founders and investors beyond the Valley.Follow Pat on LinkedIn ⁠⁠⁠here⁠⁠⁠.

En Syrie, 42 premières familles ont été évacuées du camp de Al-Hol, prison à ciel ouvert où s'entassent près de 30 000 familles suspectées d'être liées à l'État islamique. À l'heure où le groupe terroriste reprend du terrain en Syrie, le rapatriement de ces familles radicalisées est un enjeu de taille pour les nouvelles autorités de Damas. Un accord a été signé fin mai avec les autorités kurdes du Nord-Est, jusqu'ici en charge de ces familles.    De notre envoyée spéciale au camp d'Al-Hol,  Le pas lourd, Amina traîne ses trois fils sous un préfabriqué en taule. À l'intérieur, quatre tables, une liste de noms, et une association, chargée de faire sortir les 42 premières familles du camp d'Al-Hol. Un homme de l'association : « Quel est votre nom de famille ? Quelle est votre maladie ? Je dois vérifier votre identité ».  Amina, trente ans, a été emmenée ici en 2019. Arrêtés dans le réduit de Baghouz, le dernier bastion de l'État islamique, son mari était accusé d'avoir rejoint l'organisation terroriste. Six années plus tard, Amina et ses enfants sont autorisés à sortir... quitter Al-Hol, ses innombrables tentes et ses immenses grillages surmontés de barbelés. « Je suis triste, car je laisse derrière moi mes amis, ma famille. Et à la fois très heureuse parce que je pars là où je peux élever mes enfants en toute liberté », avoue-t-elle. Amina prend ses trois fils par le bras, fait un premier pas à l'extérieur, puis jette un dernier regard à ses amies. Elles sont toutes là, les mains fermement accrochées au grillage, les yeux remplis de larmes. Une femme du camp : « Personne ne veut rester dans ce camp. Regardez, même cette enfant veut partir, tout le monde veut partir. C'est de la détention, c'est pire qu'une prison ». Une autre femme du camp : « La situation est tellement grave ici. Il n'y a pas assez d'eau, de nourriture. Nous avons peur, nous sommes terrifiés, il n'y a aucune sécurité ». À lire aussiSyrie: plus de 200 Français liés à l'EI toujours dans l'attente d'une solution Arrivés dans le bus, les fils d'Amina s'entassent sur un seul siège. Le plus vieux avait un an lorsqu'ils sont arrivés dans le camp. « Ils vont enfin voir le monde extérieur, ils n'ont vu que les tentes ici… Depuis tout à l'heure, ils me demandent : "est-ce qu'il y a de l'eau à l'extérieur" ? "Les arbres, est-ce que nous devons les planter ou est-ce qu'ils poussent naturellement ?" », confie Amina. Près du bus défilent désormais les malades. Des vieillards estropiés, des corps décharnés, souvent trop maigres. Par endroits, trop gros. Déformés par une tumeur ou une blessure mal soignée. Seuls ces cas humanitaires graves ont été autorisés à sortir du camp. Leurs dossiers ont été soigneusement étudiés pour s'assurer qu'ils n'étaient plus radicalisés. Pour les autres, aucune procédure n'a encore été mise en place, explique Jihan Henan, directrice du camp. Jihan Henan : « Il est urgent de trouver une solution. Depuis toujours, le risque, c'est que ces personnes obtiennent des armes, tuent des gens. Avec les opérations de sécurité dans le camp, la situation a commencé à s'améliorer. Mais une fois, ils ont tout de même réussi à hisser un drapeau de l'État islamique sur le toit. En attendant, il existe des réseaux de passeurs qui font sortir ces familles, et cela a augmenté au cours des trois derniers mois. Certains ont pu sortir clandestinement à travers les clôtures, d'autres secrètement par des camions-citernes, d'autres encore grâce à de faux papiers ». Après 10 heures de bus, le retour dans la ville natale d'Amina se fera sans joie. Amina : « Nous sommes tristes, car il n'y a personne pour nous accueillir… » Il y avait déjà la violence psychologique, les corps défaits. Désormais, la solitude. Car revenir des camps de l'enfer, c'est aussi cela. Être affilié à jamais au califat. À lire aussiDans le Sud syrien, la crainte d'une résurgence du groupe État islamique

Sujets traités : Une édition record pour le festival Décibulles. L'événement, qui s'est tenu de vendredi à dimanche dans la Vallée de Villé, a attiré 36 000 festivaliers et affichait complet 46 jours avant l'ouverture des portes. Une réussite aussi notamment permise grâce à l'investissement de nombreux bénévoles. Jean-Paul Humbert, président de l'association organisatrice, revient sur ce succès, au micro de Solène Martin. Malgré ce succès, l'association Décibulles annonce que l'équilibre budgétaire sera difficile à atteindre, notamment à cause de baisses de subventions, hausses de coûts de production et un contexte économique morose. Pour sa prochaine édition, le festival donne d'ores et déjà rendez-vous du 10 au 12 juillet 2026.Colmar parraine un navire de la marine nationale, ce dernier sera baptisé du nom d'un résistant alsacien, Jacques Stosskopf, ingénieur et résistant durant la dernière guerre. Arrêté, il fut exécuté au Struthof en 1944. Le navire devrait prendre du service dans un an. Cette délibération a été prise à l'unanimité des voix, lors du dernier conseil municipal le 16 juin dernier. Pour Eric Straumann, le 1er édile, il s'agissait de marquer le soutien de la commune envers la marine nationale. Il s'agit du 4ème partenariat tissé entre l'armée et une collectivité Alsacienne, après Strasbourg Jebsheim et la CeA.Haguenau, des festivités du 14 juillet perturbées par la météo ! Si le défilé militaire a pu se tenir dans de bonnes conditions, hier, les deux spectacles proposés par la Ville, en soirée, à savoir le théâtre de la choucrouterie, et Salade Mixte, ont été délocalisés à la Halle aux houblons par mesure de sécurité, suite au placement, par Météo-France, du bas-Rhin en vigilance jaune “orages” !La liste des personnalités nommées ou promues dans l'ordre de la Légion d'honneur est parue au Journal officiel dimanche 13 juillet. Parmis les quelques Alsaciens, on peut noter Alexis KOHLER, ancien secrétaire général de la présidence de la République française ou encore Odile Uhlrich-Mallet, première adjointe au maire de Colmar et conseillère régionale du Grand Est.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

A Beton egy új supergroup, aminek az ötlete nagyon régre nyúlik vissza. Arról, hogy mi is ez, miért, kikkel és milyen formában, Pityesszel beszélgettem. Beton csoport a Facebookon:https://www.facebook.com/groups/925048206392717/Ric$ a Facebookon: https://facebook.com/szenegetorichard Ric$ blogja: https://ricsandgreen.hu Ha bármi észrevétel, hozzáfűznivaló, témaötlet van, azt a rics@ricsandgreen.hu címre küldhetitek! Ha szeretnéd, hogy több videó készüljön, akkor támogasd a csatornát a https://patreon.com/ricscast oldalon, használd a "köszönet" gombot, vagy vásárolj pólós csomagot a Facebook oldalamon! Ha szeretnéd hamarabb megnézni a videókat, válaszd a csatornatagságot! Köszönöm! Intro zene: Szehoffner PéterIntro hangok: Papp János színművész, Horváth Martina, Danko Jones, Szehoffner PéterA műsor az NKA támogatásával készült!

Adriel Yong, Orvel Venture Partner, joins Jeremy Au to reflect on five years of career transitions from investing to building startups across Southeast Asia and the US. They unpack how American venture capital has turned inward, the unintended consequences of remote work, and why AI is upending both work and relationships. Through candid stories from fundraising dinners in San Francisco to AI-generated breakup scripts they explore how technology is transforming how we build companies, make decisions, and stay human. 03:12 American and Asian startup growth models differ: In San Francisco, startups often grow fast by selling to other startups and riding internal network effects, while Southeast Asian startups focus on capturing value chains and relationship-based sales. 06:05 Revenue in SF isn't always real: Founders in SF can reach $10 million ARR by selling to friendly peers, but in LA or Southeast Asia, sales are slower and relationship-driven, especially in industries like entertainment. 08:53 US venture capital is becoming protectionist: Where American VCs once backed global founders, they now prioritize companies based in or from the US, making it harder for Southeast Asian startups to access funding. 11:49 AI is replacing VC advisory work: Founders now use large language models to flag red flags in term sheets before reaching out to VCs, shifting the VC's role from explainer to final verifier and negotiation coach. 14:59 AI is eroding help-based relationships: As people ask ChatGPT instead of friends for advice, the everyday opportunities for give-and-take shrink, which could weaken social bonds especially in task-focused societies like Singapore. 18:13 Generative AI amplifies Western perspectives: Tools like ChatGPT default to American individualist values unless prompted otherwise, meaning users across Asia may unconsciously adopt Americanized ways of thinking and problem-solving. 20:53 Graduate employment in Singapore is dropping: Unemployment dipped below 80 percent as MNCs cut back due to trade wars and AI displaces entry-level roles. Many graduates prefer brand-name firms, leaving SME jobs overlooked despite being the bulk of local employment. Watch, listen or read the full insight at https://www.bravesea.com/blog/trained-by-ai Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts

Victor Hugo (1802 - 1885)Dès 1828 Hugo avait conçu Note Dame de Paris et se rend plusieurs fois à la cathédrale. Il ressuscite le Paris d'autrefois avec sa cathédrale. Notre-Dame de Paris retrace la destinée tragique au Moyen Âge d'une jeune bohémienne, Esméralda, victime du désir qu'elle inspire à trois hommes. Convoitée par l'archidiacre Frollo, elle est enlevée sur son ordre par le sonneur de cloches difforme de Notre-Dame, Quasimodo, puis est sauvée par le beau capitaine Phoebus dont elle s'éprend. Mais Frollo, jaloux, poignarde Phoebus, et n'intervient pas lorsque Esméralda est accusée de ce meurtre. Elle est emprisonnée, puis délivrée, cette fois, par Quasimodo, épris d'elle, qui l'entraîne au sein de l'inviolable cathédrale. Les truands de la cour des Miracles, inquiets de sa disparition, assaillent l'édifice, et livrent, sans s'en douter, Esméralda à son pire ennemi, Frollo. Arrêtée, la jeune fille sera pendue sous l'oeil cynique de ce dernier. Quasimodo, enfin édifié sur son «bienfaiteur» Frollo, le précipite du haut des tours de Notre-Dame, et se laisse ensuite mourir dans les bras d'Esméralda dans le charnier où elle repose.

Arrêtons le mensonge social : “ça va et toi ?” dans nos amitiésEt si ce simple “ça va et toi ?” était devenu un masque dans nos relations ?Dans cet épisode, on parle vrai. On explore pourquoi on se cache derrière cette question vide de sens, comment cette habitude entretient des relations superficielles, et surtout : comment oser être vrai sans devenir lourd.Tu mérites des amitiés où tu peux dire “non, ça ne va pas trop aujourd'hui” sans gêne ni peur d'être jugé.Tu mérites d'être écouté pour de vrai et d'écouter l'autre vraiment aussi.

The mission was simple: ride motorcycles from Georgia to Prudhoe Bay, Alaska, to raise funds and awareness for mental health among veterans and first responders. Two military men set off as a team, just like they had served—watching each other's backs and pushing through the miles together. But halfway through, everything changes. The team breaks. Shilo Crane is left to ride alone. And what happens after that… may be the most revealing part of the adventure.

Host Sagi Eliyahu welcomes Ben Murray, Co-Founder of Extend and Founder of The SaaS Academy. Ben shares insights from his work as a fractional CFO and finance educator supporting early- and growth-stage SaaS companies. They discuss the evolution of the CFO role, the realistic pace of AI adoption in finance and how SaaS businesses are reassessing growth strategies, pricing models and tech stacks in today's market.Key Takeaways:(02:52) The transition from traditional SaaS to agent AI is the next business model shift.(04:59) Modern CFOs manage 10–15 tools just to operate their back office.(06:14) AI adoption is often pushed by boards and C-level execs, not just IT.(07:52) Finance and accounting functions are slower to adopt AI due to precision requirements.(09:21) The rule of 40 may fade, but financial discipline stays essential.(12:20) Not every SaaS company needs to be AI-first to deliver long-term value.(14:14) Pricing models are shifting, but predictability and ARR clarity still matter.(16:53) SaaS metrics may not fully map to AI businesses with uncertain retention.(20:42) AI integration could reshape org charts by replacing specific manual tasks.(22:22) Leaders build trust by avoiding assumptions and seeking clarity in conflicts.Resources Mentioned:Ben Murrayhttps://www.linkedin.com/in/benrmurray/Extend | LinkedInhttps://www.linkedin.com/company/tryextend/Extend | Websitehttps://www.tryextend.com/The SaaS Academy | LinkeInhttps://www.linkedin.com/company/the-saas-academy/The SaaS CFO | Websitehttps://www.thesaascfo.com/This episode is brought to you by Tonkean.Tonkean is the operating system for business operations and is the enterprise standard for process orchestration. It provides businesses with the building blocks to orchestrate any process, with no code or change management required. Contact us at tonkean.com to learn how you can build complex business processes. Fast.#Operations #BusinessOperations

Have you ever seen a public company restate its ARR? In episode #296, Ben Murray dives into a real-world example from the London Stock Exchange—Celebrus Technologies—and unpacks why and how they updated their Annual Recurring Revenue (ARR) definition. Key Highlights: Financial restatements ≠ just GAAP: ARR, a non-GAAP metric, is increasingly being scrutinized as pricing and revenue models evolve. Case Study: Celebrus Technologies Old ARR definition: Included license revenue, cloud, support & maintenance, third-party software licenses, and project revenue (i.e. services). New ARR definition: Focuses solely on Celebrus software licenses and managed services—excluding third-party licenses and project revenue. Why the change? To better align with how peers in their sector define ARR. To give investors a “cleaner” view of core recurring software revenue. Impact of the change: ARR restated downward and now reported at 18.8M (FY25). Ben's take: This is a positive trend. While managed services are still debatable as “recurring,” overall transparency in ARR definitions is improving across public SaaS companies. Bonus Insight: ARR restatements, especially when they lower reported revenue, are rare—but this signals a maturing investor focus on true recurring revenue quality. Upcoming Webinar: Join Ben Murray and Ray Rike on July 17 as they explore how public SaaS companies are defining and calculating ARR. >> https://thesaascfo.webinarninja.com/live-webinars/10693368/register

Agentic commerce is no longer science fiction — it's arriving in your browser, your development IDE, and soon, your bank statement. In this episode of The MAD Podcast, Matt Turck sits down with Emily Glassberg Sands, Stripe's Head of Information, to explore how autonomous “buying bots” and the Model Context Protocol (MCP) are reshaping the very mechanics of online transactions. Emily explains why intent, not clicks, will become the primary interface for shopping and how Stripe's rails are adapting for tokens, one-time virtual cards, and real-time risk scoring that can tell good bots from bad ones in milliseconds.We also go deep into Stripe's strategic AI choices. Drawing on $1.4 trillion in annual payment flow—1.3 percent of global GDP—Stripe decided to train its own payments foundation model, turning tens of billions of historical charges into embeddings that boost fraud-catch recall from 59 percent to 97 percent. Emily walks us through the tech: why they chose a BERT encoder over GPT-style decoders, how three MLEs in a “research bubble” birthed the model, and what it takes to run it in production with five-nines reliability and tight latency budgets.We zoom out to Stripe's unique vantage point on the broader AI economy. Their data shows the top AI startups hitting $30 million in ARR three times faster than the fastest SaaS companies did a decade ago, with more than half of that revenue already coming from overseas markets. Emily unpacks the new billing playbook—usage-based pricing today, outcome-based pricing tomorrow—and explains why tiny teams of 20–30 people can now build global, vertically focused AI businesses almost overnight.StripeWebsite - https://stripe.comX/Twitter - https://x.com/stripe?Emily Glassberg SandsLinkedIn - https://www.linkedin.com/in/egsandsX/Twitter - https://x.com/emilygsandsFIRSTMARKWebsite - https://firstmark.comX/Twitter - https://twitter.com/FirstMarkCapMatt Turck (Managing Director)LinkedIn - https://www.linkedin.com/in/turck/X/Twitter - https://twitter.com/mattturck(00:00) Intro (01:45) How Big Is Stripe? Latest Stats Revealed (04:06) What Does “Head of Information” at Stripe Actually Do? (05:43) From Harvard to Stripe: Emily's Unusual Journey (08:54) Why Stripe Built Its Own Foundation Model (13:19) Cracking the Code: How Stripe Handles Complex Payment Data (16:25) Foundation Model vs. Traditional ML: What's Winning? (20:09) Inside Stripe's Foundation Model: How It Was Built (24:35) How Stripe Makes AI Decisions Transparent (28:38) Where Stripe Uses AI (And Where It Doesn't) (34:10) How Stripe's AI Drives Revenue for Businesses (41:22) Real-Time Fraud Detection: Stripe's Secret Sauce (42:51) The Future of Shopping: AI Agents & Agentic Commerce (46:20) How Agentic Commerce Is Changing Stripe (49:36) Stripe's Vision for a World of AI-Powered Buyers (55:46) What Is MCP? Stripe's Take on Agent-to-Agent Protocols (59:31) Stripe's Data on AI Startups Monetizing 3× Faster (01:03:03) How AI Companies Go Global — From Day One (01:07:48) The New Rules: Billing & Pricing for AI Startups (01:10:57) How Stripe Builds AI Literacy Across the Company (01:14:05) Roadmap: Risk-as-a-Service, Order Intent, and Beyond

Este podcast es posible gracias a Santander:https://online.bancosantander.es/landings/cuentas/cuenta-autonomos/En este episodio acompañamos a Jordi, Bernat e Ilya recién llegados de su off-site, cerca de la Costa Brava.Bernat y Jordi fueron hace unas semanas a suecia con fundadores que ya superan los 100 millones de dólares de ARR y con un prodigio que, sin escribir una sola línea de código, ha llevado su aplicación no-code a esa misma cifra en apenas nueve meses. Hablamos del talento en IA: Apple acaba de crear sus “Super-Intelligence Labs” y pone sobre la mesa cheques de ocho dígitos para seducir a cerebros que hoy trabajan en OpenAI, una maniobra que Meta y otras big tech se apresuran a imitar. De ahí pasamos a desnudar las tripas de Figma y su S-1: 821 millones de ARR, un crecimiento del 48 % y márgenes brutos del 90 %, aunque con una factura anual en AWS que ronda los 100 millones. Compartimos, además, las lecciones de organización de producto extraídas de un gigante europeo con miles de ingenieros: OKRs bien planteados, “tríos” que combinan diseño, ingeniería y negocio, y managers que por fin cargan objetivos reales.También hablamos sobre los riesgos del trabajo remoto: entrevistas atendidas por bots, identidades falsas y los métodos para detectar fraudes antes de que el equipo pague las consecuencias. Volvemos a la luz con la adrenalina de los prototipos y los deadlines semanales: enseñar maquetas y vídeos cada viernes convirtió un proyecto etéreo en un motor de hype colectivo. También desgranamos tácticas para evitar hallucinations en los LLMs cuando te juegas datos internos. Y, al final comentamos la fiebre de Granola, la herramienta que graba y resume todas las llamadas; el meme eterno de que “Nvidia siempre gana”; y la llegada a X de un ex-founder experto en viralidad juvenil que promete construir el próximo gran producto desde dentro de la plataforma.

Figma is a web-based collaborative design platform used by product designers, UX/UI teams and developers. They also just recently filed their S-1.During this episode, Dave "CAC" Kellogg and Ray "Growth" Rike discuss several aspects of the S-1 including:Customer count & revenue by customer segment (< $10,000 ARR, > $10,000 ARR, > $100,000 ARR, > $1M ARR)Net Revenue (Dollar) Retention Rate Calculation (132%)Gross Revenue (Dollar) Retention Rate Calculation (96%)Rule of 40 = 79 (higher than Palantir)Impact of the Adobe acquisition collapse - an enterprise valuation perspectiveInspiration for the discussion and a few data points beyond what was in the Figma S-1 included:Jamin Ball - Clouded Judgement NewsletterOnly CFO NewsletterCJ Gustafson - Mostly Metrics NewsletterIf you are interested in SaaS companies, S-1 filings and SaaS Metrics such as Net Revenue Retention, Gross Revenue Retention, and Rule of 40 - those metrics that impact enterprise value - this episode is for you!!!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  «Jesús dijo también: «El reino de Dios es como cuando un hombre arroja semilla sobre la tierra» (Marcos 4:26) Jesús comparó el reino de Dios con la siembra y la cosecha. Es un concepto sencillo de asimilar, uno que todos podemos entender. Entonces, ¿por qué no estamos todos recogiendo una cosecha abundante cada temporada? Porque nos la pasamos esperando que Dios haga todo el trabajo. Él no actúa de esa manera. Él colabora contigo, pero no lo hace todo. Hay algunas cosas que necesitas hacer por fe si quieres recoger una buena cosecha en el tiempo de la siega. Primero, debes sembrar por fe la semilla de la Palabra con la esperanza de que crezca. Debes encontrar las preciosas promesas de Dios en Su Palabra y sembrarlas en tu corazón y en tu vida. Luego, debes regar la semilla. Riégalas todos los días con alabanza y con el agua espiritual de la Palabra. Esa Palabra contiene vida y esas semillas de promesas no podrán crecer sin ella. Y por último, tienes que ¡arrancar la maleza! Cuando la mala hierba del rencor, la duda, el temor, el desaliento (y toda la basura que el diablo trata de sembrar en tu cosecha) quieran entrar, arráncalas. Éstas ahogarán la Palabra. Eso requerirá que seas diligente. Nadie más lo hará por ti. Es necesario que arranques la maleza de tu propia cosecha. Tendrás que mantenerte firme al respecto. Cuando la mala hierba empiece a brotar, ¡mátala! No le des lugar en tu terreno ni por unos instantes. Arráncala de raíz y fumiga ese lugar con la Palabra. No te conformes con una flor silvestre cuando puedes tener lo mejor—¡lo mejor de Dios! No te quedes con los brazos cruzados esperando que Dios sea quien produzca tu cosecha. Comienza sembrándola. Empieza a vigilar tu tierra (tu corazón y tu mente) para mantenerla húmeda con el agua de la Palabra y libre de toda maleza. Comprométete a cumplir tu parte y confía en que Dios hará la Suya. ¡Experimentarás una cosecha sobreabundante esta misma temporada! Lectura bíblica: Efesios 4:22-32   © 1997 – 2019 Eagle Mountain International Church Inc., también conocida como Ministerios Kenneth Copeland / Kenneth Copeland Ministries. Todos los derechos reservados.

Romain Torres bootstrapped ARCads.ai from zero to $6 million ARR in just 16 months with only 5 employees, achieving an extraordinary $1.2 million in revenue per employee while staying completely profitable. He launched in January 2024, hit $5,000 MRR in his first week, crossed $1 million ARR by June 2024, and recently added $1 million in new ARR in a single month between April and May 2025. His secret weapon is an arsenal of over 100 AI agents built in Gumloop that automate everything from competitor research to content creation, allowing his tiny team to serve 4,000+ customers and compete with much larger organizations. In this episode, Romain screen-shares his actual Gumloop dashboard and reveals exactly how he built AI agents that scrape competitor ads, automatically rewrite copy, and send daily Slack alerts with replication opportunities—plus his three-channel growth strategy that's driving $500,000+ in monthly recurring revenue.

Ever wondered how to create a high-ticket offer that transforms your business and your clients' lives? Today we sit down with Austin Ford, the mastermind behind Atomic Offers, to uncover the secrets of crafting irresistible, high-value, lip licking, tasty offers.. Austin shares his journey from struggling online personal trainer to offer creation expert, including the pivotal moment when he facilitated a $300,000 sales day for a client. You'll discover why offer creation is the key to wealth creation and how to communicate the true value of your services. Don't miss this #GoldenBoulders… they will make you thousands… literally: - How to price offers for maximum profitability and client satisfaction - Understand the "anti-resentment price" concept so we don't end up hating our customers. - Discover these hidden elements that help us pick the right market - How to communicate your offer so people buy! Juicy Juicy! Plus, we'll be waiting for you at our Atomic Offers Party live on Zoom on July 10th - Spots are limited! Click here

Les journalistes et experts de RFI répondent également à vos questions sur la succession du Dalaï-lama et la création du parti politique d'Elon Musk. Côte d'Ivoire : arrestation d'un membre influent du CNT malien   Arrêté à Abidjan, Mamadou Awa Gassama, membre du Conseil national de transition du Mali, est accusé d'« outrage au chef de l'État » et « incitation à la haine ». Que lui reprochent les autorités ivoiriennes ? Avec Serge Daniel, correspondant régional de RFI sur le Sahel.     Dalaï-lama : pourquoi la Chine veut s'immiscer dans sa succession ?   À l'occasion de ses 90 ans, le Dalaï-lama, chef spirituel des bouddhistes tibétains, a réaffirmé son autorité exclusive sur le choix de son successeur, défiant frontalement Pékin qui revendique un droit de regard sur cette nomination. Pourquoi le Parti communiste chinois veut-il intervenir dans le processus de succession qui relève du domaine religieux ? Quelles sont les règles traditionnelles pour désigner le successeur du Dalaï-lama ? Avec Heike Schmidt, journaliste au service international de RFI.     États-Unis : les ambitions politiques d'Elon Musk  En rupture avec Donald Trump, Elon Musk a annoncé la création d'un nouveau mouvement politique : le Parti de l'Amérique. Sachant qu'il ne pourra pas se présenter à la présidentielle, quel est donc son objectif ? Le milliardaire a-t-il un programme politique ? États-Unis : Elon Musk peut-il casser le bipartisme politique américain ?   « Nous vivons dans un système à parti unique, pas dans une démocratie », a déclaré Elon Musk sur son réseau social X en présentant son nouveau parti politique, le Parti de l'Amérique. Cette initiative peut-elle mettre fin au système bipartite américain ? Avec Françoise Coste, historienne et professeure d'études américaines à l'Université de Toulouse Jean-Jaurès.

Lovable released its vibe coder in late November. Within six month, the startup hit $50 million in ARR, CEO Anton Osika said. Learn more about your ad choices. Visit podcastchoices.com/adchoices

"We're in an industry that loves ROI calculators... but the industry has built some sort of skepticism to these ROI calculators."This reality check from David Horesh hit different.In today's episode of Bricks and Bytes, we had David Horesh and we got to learn about why construction marketing is still a blue ocean, how to avoid the handshake trap, and why memes might be your secret weapon... and many more!Tune in to find out about:✅ Why understanding construction jargon is make-or-break for tech marketers✅ The leaky bucket problem killing your sales funnel✅ How AI agents can replace entire marketing teams✅ Why construction professionals want memes with their morning coffeeDavid spent 7 years helping construction tech companies go from zero to serious ARR. His insights on digital marketing in a traditional industry will change how you think about go-to-market.Listen now on Spotify and discover what most construction tech founders get wrong about marketing.----------Chapters00:00 Intro01:52 Introduction to David Horesh and His Journey04:50 Understanding Go-To-Market Strategies07:52 The Importance of Knowing Your Customer10:52 Defining Go-To-Market Team Structures13:50 Navigating Change in the Construction Industry16:54 Building Relationships and Network Effects19:43 The Role of ROI in Marketing Strategies22:54 Marketing Channels in Construction26:00 Leveraging Digital Marketing in Construction28:42 Creating Engaging Content for the Industry38:22 Building Relationships in Marketing40:37 From Traffic to Sales: The Conversion Process43:27 The Importance of Awareness and Trust48:52 Understanding the Marketing Funnel55:58 Recruiting the Right Marketing Talent01:01:51 Leveraging AI in Marketing01:04:51 Measuring Marketing Success

Les journalistes et experts de RFI répondent également à vos questions sur l'inculpation des ressortissants français en Iran, l'aide aux réfugiés soudanais en difficultés et un navire qui fait le tour du monde pour sensibiliser à la pollution plastique. Sénégal : en tête des pays les plus endettés en Afrique   Le Sénégal est devenu le pays le plus endetté du continent. Selon la banque britannique Barclays, la dette s'élève désormais à 119% du produit intérieur brut. Cette situation nuit-elle à l'image du pays auprès des investisseurs étrangers ? Quelles mesures prévoit le gouvernement pour résorber la dette ?  Avec Léa-Lisa Westerhoff, correspondante permanente de RFI à Dakar. Iran : Cécile Kohler et Jacques Paris inculpés pour « espionnage »   Arrêtés en mai 2022 alors qu'ils voyageaient en Iran, les Français Cécile Kohler et Jacques Paris ont été inculpés pour «espionnage au profit d'Israël». Comment les autorités iraniennes justifient-elles cette inculpation ? Est-il encore possible que les deux ressortissants soient libérés ? Avec Siavosh Ghazi, correspondant de RFI à Téhéran. Soudan : l'aide aux réfugiés en sursis   Les quatre millions de personnes qui ont fui le Soudan depuis le début de la guerre risquent de se retrouver sans nourriture. Faute de financements suffisants, le Programme Alimentaire Mondial menace de fermer plusieurs camps de réfugiés dans les pays d'accueil. Quelles sont aujourd'hui les difficultés rencontrées par le PAM ? Quel avenir pour les réfugiés en cas de fermeture des camps ? Avec Ollo Sib, conseiller régional senior en recherche, suivi et évaluation au Programme Alimentaire Mondial. Plastique : un bateau fait le tour du monde pour dépolluer les océans  Après cinq mois dans l'océan Indien, le navire « Plastic Odyssey » termine sa tournée régionale aux Comores pour sensibiliser à la lutte contre la pollution plastique et promouvoir l'économie circulaire. Quelle est l'ampleur de ce projet ? Quelles solutions concrètes ce bateau-laboratoire apporte-t-il aux populations locales ?   Avec Simon Bernard, président de Plastic Odyssey. 

Ángeles Mastretta ha transformado la literatura con sus novelas y libros de ensayo. Arráncame la vida es el que inicia una trayectoria llena de premios y reconocimientos y es el libro que inspira la película que se ubica en la colonia ciudad de Puebla en México. Con ese libro gana el Premio Mazatlán de Literatura y con Mal de Amores gana el Premio Rómulo Gallegos. Hoy tenemos una conversación con ella para recorrer sus libros, su tiempo como periodista, su colaboración en la revista FEM que fue un parteaguas, y su escritura actual con una riquísima obra en ensayo. Gran, gran figura de nuestras letras, esta es una entrevista largamente esperada. Agradecemos a

Maor Shlomo is the founder of Base44, an AI-powered app builder that he bootstrapped to an over $80 million acquisition by Wix in just six months. As a solo founder (with severe ADHD), he hit $1 million ARR just three weeks after launch and grew the product to more than 400,000 users, all while navigating two wars in Israel and never raising a dollar of outside funding.What you'll learn:1. The growth playbook that took Base44 from three friends to 400,000 users without spending any money on marketing2. How he hasn't written a single line of front-end code in three months—and how to structure your code repository to make it easier for AI to write your code3. His AI productivity stack that allowed him to compete against heavily funded competitors4. Why being a solo founder in AI might be the ultimate advantage (and the wedding story that almost killed the business)5. The story of signing the $80M acquisition deal while war broke out with Iran6. How to identify when to sell vs. stay independent (and why Maor chose acquisition despite being highly profitable)7. The counterintuitive product decision that tripled activation by removing a “helpful” feature8. How building in public on LinkedIn drove more growth than any paid channel—Brought to you by:Sauce—Turn customer pain into product revenue: https://sauce.app/lennyDscout—The UX platform to capture insights at every stage: from ideation to production: https://www.dscout.com/Contentsquare—Create better digital experiences: https://contentsquare.com/lenny/—Transcript: ⁠https://www.lennysnewsletter.com/p/the-base44-bootstrapped-startup-success-story-maor-shlomo⁠—My biggest takeaways (for paid newsletter subscribers): https://www.lennysnewsletter.com/i/167384119/my-biggest-takeaways-from-this-conversation—Where to find Maor Shlomo:• X: https://x.com/ms_base44• LinkedIn: https://www.linkedin.com/in/maor-shlomo-1088b4144/—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Maor and Base44(08:16) The origin story: how Base44 came to be(14:55) Bootstrapping and solo founding: challenges and insights(22:52) Productivity hacks and tech stack for solo founders(27:23) How to get started using Base44(28:47) Thoughts on raising money(34:05) Distribution in the age of AI(36:09) Ambition and goals(40:05) Growth strategies: from first users to thousands(51:32) Building in public(57:42) The solo founder journey(01:00:23) Community support(01:03:23) Hackathons and partnerships(01:06:42) The importance of velocity in product development(01:08:20) Technical stack and infrastructure insights(01:15:24) Activation lessons(01:18:19) The acquisition journey with Wix(01:25:14) Final thoughts and advice for founders—Referenced:• Base44: https://base44.com/• Retool: https://retool.com/• Tzofim: https://www.israelscouts.org/• Y Combinator: https://www.ycombinator.com/• RescueTime: https://www.rescuetime.com/• Cursor: https://www.cursor.com/• Wix: https://www.wix.com/• The rise of Cursor: The $300M ARR AI tool that engineers can't stop using | Michael Truell (co-founder and CEO): https://www.lennysnewsletter.com/p/the-rise-of-cursor-michael-truell• Building Lovable: $10M ARR in 60 days with 15 people | Anton Osika (CEO and co-founder): https://www.lennysnewsletter.com/p/building-lovable-anton-osika• Inside Bolt: From near-death to ~$40m ARR in 5 months—one of the fastest-growing products in history | Eric Simons (founder and CEO of StackBlitz): https://www.lennysnewsletter.com/p/inside-bolt-eric-simons• Behind the product: Replit | Amjad Masad (co-founder and CEO): https://www.lennysnewsletter.com/p/behind-the-product-replit-amjad-masad• Everyone's an engineer now: Inside v0's mission to create a hundred million builders | Guillermo Rauch (founder and CEO of Vercel, creators of v0 and Next.js): https://www.lennysnewsletter.com/p/everyones-an-engineer-now-guillermo-rauch• Snowflake: https://www.snowflake.com• Yoav Orlev on LinkedIn: https://www.linkedin.com/in/yoav-orlev-4a044b72• WhatsApp: https://www.whatsapp.com/• Amazon: https://www.amazon.com/• Google: https://about.google/• MongoDB: https://www.mongodb.com/• Deloitte: https://www.deloitte.com/• Render: Render.com• Claude 4: https://www.anthropic.com/news/claude-4• Gemini: https://gemini.google.com/app• Cloudflare: https://www.cloudflare.com/—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

"Arrêtez de vouloir occuper absolument votre temps, laissez-le s'occuper de vous !" Agrégée de philosophie, Sophie Galabru est venue au micro des Lueurs nous parler du temps qui passe, de ce qu'on en fait et de cette injonction d'en “profiter” à tout prix. Bonne écoute !

Dans cet épisode je vous annonce enfin ma prochaine échéance, ainsi que la prépa qui va avec. Une nouvelle aventure qui commence et que je vais documenter entièrement sur les prochaines semaines.Je vous parle aussi de l'importance de faire preuve d'humilité, de se retrouver dans la position de débutant régulièrement et l'importance de croire en vous et votre vision.Si l'épisode te plait, tu peux laisser une review de 5 étoiles pour soutenir le podcast et les prochains épisodes. Bonne écoute, et à toi de faire la différence !---------------------------Pour me soutenir:►SOLDES Baz Athletics: https://bazathletics.com/► Le challenge Hybride: https://programmes.bazathletics.com/hybride30► Tous mes programmes: https://www.olivierjacquin.com/programmes► Ma chaîne Youtube: https://www.youtube.com/@bazinga.► Myprotein: code BAZ: https://tidd.ly/3rpht6a► Mon Instagram : https://www.instagram.com/bazingafit/Contact : olivierjacquin.contact@gmail.com00:00:00 Introduction00:01:00 Le problème de l'IA00:04:41 Le sommaire00:05:31 Mise en contexte00:08:28 Off season et motivation00:10:23 Ma prochaine course…00:17:58 L'importance de redevenir débutant00:22:15 Arrêtez de vous comparer00:26:59 L'objectif de cette prépa00:32:30 La vie en tant que papa de 1 mois00:40:26 L'évolution et les galères de la marque00:49:28 Une citation qui m'a frappée 00:54:35 Crois-en toi et ta vision00:57:02 Vos questions00:57:41 Est-ce que tu fais toujours des douches froides?00:59:13 Comment et combien courir pour un Hyrox?01:01:08 Avais-tu lu des livres sur le fait d'être papa?01:02:40 Upper Lower mieux que PPL?01:04:10 Comment éviter de stagner sur une charge? 01:05:31 Est-ce que tu vas bien? Et ta famille?

In episode #294 of SaaS Metrics School, Ben Murray dives into one of the most important metrics for SaaS operators and investors: CAC Payback Period—with a focus on adapting it for usage-based pricing models. Whether you're B2B, B2C, or AI-focused, CAC Payback is a must-have metric when you're investing heavily in go-to-market strategies. But how do you accurately calculate it when your business has subscription + usage revenue? Ben walks through: The standard CAC Payback formula and why it matters How to define "customer" accurately to calculate CAC How to adjust the denominator of the formula to include usage-based revenue How to estimate usage revenue when there's no clear minimum Public company trends in reporting ARR in usage-based models Practical judgment calls that SaaS CFOs must make when incorporating usage data If you're only including subscription ARR in your CAC Payback, but you're generating significant usage revenue—you're underestimating your efficiency. Learn more: https://www.thesaascfo.com/how-to-calculate-cac-payback-period-with-variable-revenue/ Coming Up Next: CAC Payback Period Benchmarks—why you can't just trust the averages you see online. Enjoying the show? Leave a 5-star review and stay tuned for more SaaS finance insights.

Key Trend 1: Hyper-Accelerated Scaling and New Venture Capital DynamicsSignificance:AI innovation is driving hypergrowth that shatters traditional timelines. Companies now catapult from zero to hundreds of millions in ARR in months, not years. Venture capital must adapt to this new reality with massively larger and risk-tolerant funding rounds focused on parallel scaling — raising as much capital as revenue grows to capture market share rapidly.Why it matters:The "burn rate is a feature, not a bug" mentality defines funding strategies today, making capital intensity a necessity in winner-take-all AI markets. Companies ignoring this shift risk falling behind or being outspent by competitors who build moats with talent, infrastructure, and data first.Key Trend 2: Talent and Data as Critical Moats in the AI Arms RaceSignificance:Talent wars are escalating, with massive compensation packages used to acquire top AI researchers and engineers, reflecting a strategy to build defensible moats beyond pure technology. Additionally, proprietary data pipelines and reinforcement learning processes are becoming crucial competitive advantages, often trumping model architectures alone.Why it matters:As AI models become commoditized and easier to replicate, the real differentiation lies in costly-to-copy human capital and exclusive data ecosystems. Companies investing in these defensive layers will sustain leadership and fend off rapidly emerging competitors.Key Trend 3: Redefining Content Economics in the AI EraSignificance:AI's reliance on vast amounts of web content to train models, often without compensation or permission, is triggering a fundamental rethink of content ownership, access, and monetization. Cloudflare's new policies signal a shift toward pay-for-access models that require AI companies to compensate content creators, disrupting the previous “free crawl” economic bargain.Why it matters:This reshapes incentives for publishers, creators, and AI businesses alike. Content providers gain leverage to set terms and generate revenues from AI models, while AI companies must adapt business models to accommodate these new costs, potentially accelerating AI ad monetization.Key Trend 4: The Great Differentiation — Building Hard-to-Copy Moats in an AI WorldSignificance:As AI makes imitation easy and replicable, companies must differentiate through costly signals, authentic experiences, and unique assets that competitors cannot copy cheaply. This includes physical infrastructure, branding, cultural elements, and deep human expertise — all forming sustainable moats in a landscape of digital abundance.Why it matters:In a world where digital replication is trivial, the economic value shifts toward rarity and authenticity. Companies adopting this mindset can build lasting competitive advantages that resist commoditization.Key Trend 5: The Geopolitical and Regulatory Landscape of AISignificance:AI development is not just a technology race but a geopolitical contest, with varied national approaches balancing innovation speed and regulation. Europe's AI Act exemplifies efforts to govern AI but faces pushback for potentially stifling competitiveness compared to the US and China's growth-first posture.Why it matters:The regulatory environment shapes where and how AI innovation flourishes. Diverging standards and delayed coordination may influence global market leadership, investment flows, and the speed of AI adoption.Discussion QuestionsHow does the new model of “parallel scaling” of funding and revenue fundamentally change startup growth strategies in AI compared to traditional SaaS? What risks and benefits does this introduce?With talent and data becoming primary moats, is the AI market at risk of consolidating power among a small set of firms? How can startups compete in such an environment?Cloudflare's “Pay Per Crawl” aims to rebalance value between content creators and AI companies. Will this model incentivize innovation or hamper the open data flows AI depends on?In a world where AI makes copying easy, what are the most viable forms of costly signals for differentiation? Can digital firms realistically replicate physical or cultural moats?Given the divergent regulatory approaches between the US, Europe, and China, how might geopolitical competition affect the speed and ethics of AI adoption globally?How do the controversies around tokenization and digital asset legitimacy, like OpenAI's rejection of Robinhood tokens, reflect broader regulatory challenges for blockchain-based financial innovation?Is the venture capital industry prepared to adapt investment models to AI's capital intensiveness and growth patterns? How might smaller VCs or new investors respond to the concentration of “ultra-unicorns”? This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.thatwastheweek.com/subscribe

Damian Monkhorst, an Australian rider, loves twisty roads and staying off the tourist track. When an online motorcycle forum connected him with riders in the United States, including Andy Morley, he knew he wanted to experience it for himself. From the other side of the world, he made a bold move—buying a bike and having it waiting for him when he arrived. But once he got there, the adventure wasn't quite what he expected—neither the ride nor the people.

Les journalistes et experts de RFI répondent également à vos questions sur les attaques du Jnim au Mali et la condamnation d'un journaliste français en Algérie. Gaza : polémique autour d'une organisation chargée de fournir de la nourriture  Les Nations unies et quelque 200 ONG appellent à la fin du programme de distribution d'aide soutenu par les États-Unis et Israël, à travers la Fondation humanitaire de Gaza (GHF). Pourquoi cette organisation pose-t-elle problème ? Quelles autres structures peuvent venir en aide aux Gazaouis ? Avec Nicolas Falez, journaliste au service international de RFI.  Mali : que sait-on des sept attaques simultanées du Jnim?   Le Groupe de soutien à l'islam et aux musulmans (Jnim), affilié à al-Qaïda, a revendiqué les sept attaques coordonnées lancées mardi contre les forces maliennes à Kayes, Nioro, Niono et dans plusieurs autres localités. Pourquoi ces offensives surviennent-elles près des frontières sénégalaise et mauritanienne ? Que sait-on du bilan humain ?  Avec David Baché, journaliste au service Afrique de RFI. Algérie : un journaliste français condamné à sept ans de prison   Arrêté en mai 2024 alors qu'il réalisait un reportage sur le club de football la Jeunesse sportive de Kabilye (JSK), le journaliste sportif Christophe Gleizes a été condamné à sept ans de prison par la justice algérienne pour « apologie du terrorisme ». Que lui reprochent les autorités algériennes ? Que révèle cette condamnation sur l'état actuel des relations franco-algériennes ? Avec Emmanuel Alcaraz, historien, chercheur-associé à Mesopolhis (Sciences Po Aix) et à l'IRMC (Institut de recherches sur le Maghreb contemporain). Et en fin d'émission, la chronique « Un œil sur les réseaux » de Jessica Taieb. Aujourd'hui, elle revient sur les réactions d'internautes après l'élection de Miss Côte d'Ivoire 2025.  

In this episode of Inside Startup Investing, Chris Lustrino interviews Sharon Samjitsingh, co-founder and CEO of Health Care Originals, a respiratory health startup using wearable technology and predictive AI to help asthma and COPD patients avoid flare-ups before they happen.Sharon shares her personal journey as an asthma patient and how that experience — paired with her background managing $150M+ in innovation deployments — led her to build a platform now supported by independently validated clinical results, $5.8M in ARR contracts, and a waitlist of 12,000+ patients. Founders will learn how to productize deep tech, unlock B2B2C healthcare sales, and design for scale in a hardware-software business model.Highlights include…Founder story: From chemical engineer to patient-turned-healthtech CEO (1:50)Product overview: Wearable + AI + coaching + environmental support (5:32)Predicting asthma attacks 3 months in advance (6:57)How to turn sensor data into behavior change, not just alerts (8:48)Proving outcomes: Clinical results, validation, and third-party guarantees (11:08)

Check out my newsletter at TKOPOD.com and join my new community at TKOwners.com I sat down with Eric Simons, the CEO of Bolt, to talk about how non-technical entrepreneurs are using AI to build real software businesses from scratch. We broke down how Bolt went from zero to 20 million ARR in just 2 months, and how people are using it to launch full SaaS platforms, create AI-powered CRMs, build client dashboards, and even run entire web app agencies. Eric explained how Bolt helps you go from idea to product in minutes with built-in payment integration, full-stack backend, and mobile app deployment. We also talked about the viral tweet that launched it all and why non-coders might have the edge in this new wave of AI automation.  If you want to build something without touching code, try Bolt using my affiliate link. And follow Eric at x.com/ericsimons and Bolt at x.com/boltdotnew. Timestamps below. Enjoy!---Watch this on YouTube instead here: tkopod.co/p-ytAsk me a question on or off the show here: http://tkopod.co/p-askLearn more about me: http://tkopod.co/p-cjkLearn about my company: http://tkopod.co/p-cofFollow me on Twitter here: http://tkopod.co/p-xFree weekly business ideas newsletter: http://tkopod.co/p-nlShare this podcast: http://tkopod.co/p-allScrape small business data: http://tkopod.co/p-os---00:00 The New Era of Entrepreneurship02:56 Building with Bolt: A Game Changer05:45 The Impact of AI on Coding and Development08:58 The Power of Community and Marketing11:44 The Pivot to AI and Its Success14:54 Understanding User Adoption and Use Cases26:42 The Power of ROI in Software Development29:29 Innovative Applications and Business Models32:19 The Non-Technical Advantage in Software Creation35:02 Monetization Strategies with Bolt37:49 Building with Bolt: Real-World Examples40:10 Prompting Best Practices for Effective Development43:30 Overcoming Development Challenges45:54 Designing with AI: Tips and Tricks49:36 Building Complex Applications with Bolt

Andrew Wilkinson is the co‑founder of Tiny, a holding company that quietly owns more than three dozen profitable internet and consumer brands, including Dribbble and the AeroPress coffee maker. Starting as a teenage barista and web designer, he's created a portfolio approaching $300 million in yearly sales (and he was personally worth over $1 billion at one point)—all without ever raising venture capital.In this conversation, you'll learn:1. The “fish where the fish are” framework for spotting high‑margin niches no one else notices2. The exact agent stack (Lindy, Replit, Limitless, and more) that supercharges Andrew's day-to-day productivity (and has replaced his assistant)3. How Andrew evaluates companies in less than 15 minutes using Buffett‑style moats and “lazy leadership”4. Telltale signs you should shut down (or never start) that startup idea5. His journey from crippling anxiety to clarity through SSRIs and ADHD medication6. His prediction that most knowledge work will be automated—and the skills to teach your kids now—Brought to you by:Sauce—Turn customer pain into product revenueEnterpret—Transform customer feedback into product growthMiro—A collaborative visual platform where your best work comes to life—Where to find Andrew Wilkinson:• X: https://x.com/awilkinson• LinkedIn: https://www.linkedin.com/in/awilkinson/—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Andrew Wilkinson(04:07) Finding the right business idea(07:18) Avoiding common business pitfalls(11:58) Finding your unfair advantage(17:08) Fish where the fish are(20:08) Why boring is good(25:30) Bootstrapping vs. venture capital(31:20) Lessons from acquiring and managing businesses(36:47) Avoiding people problems(42:39) Leveraging AI in business and life(49:30) The Limitless device(53:13) Job displacement and AI's future impact(58:20) Advice for new grads(01:02:50) Parenting in the age of AI(01:05:26) The pursuit of happiness beyond wealth(01:10:10) Mental health and medication(01:16:45) Lightning round and final thoughts—Referenced:• Andrew's post on X with the Charlie Munger quote: https://x.com/awilkinson/status/1265653805443506182• Metalab: https://www.metalab.com/• Letterboxd: https://letterboxd.com/• AeroPress: https://aeropress.com/• Brian Armstrong on X: https://x.com/brian_armstrong• Warren Buffett's quote: https://quotefancy.com/quote/931119/Warren-Buffett-I-am-a-better-investor-because-I-am-a-businessman-and-a-better-businessman• Flow: https://www.getflow.com/• Instacart: https://www.instacart.com/• Things: https://culturedcode.com/things/• Dustin Moskovitz on LinkedIn: https://www.linkedin.com/in/dmoskov/• Salesforce: https://www.salesforce.com/• Serato: https://serato.com/• Chris Sparling on X: https://x.com/_sparling_• Lindy: https://www.lindy.ai/• Replit: https://replit.com/• Behind the product: Replit | Amjad Masad (co-founder and CEO): https://www.lennysnewsletter.com/p/behind-the-product-replit-amjad-masad• David Ogilvy: https://en.wikipedia.org/wiki/David_Ogilvy_(businessman)• Malcolm Gladwell's website: https://www.gladwellbooks.com/• Inside Bolt: From near-death to ~$40m ARR in 5 months—one of the fastest-growing products in history | Eric Simons (founder and CEO of StackBlitz): https://www.lennysnewsletter.com/p/inside-bolt-eric-simons• Building Lovable: $10M ARR in 60 days with 15 people | Anton Osika (CEO and co-founder): https://www.lennysnewsletter.com/p/building-lovable-anton-osika• Limitless: https://www.limitless.ai/• Perplexity: https://www.perplexity.ai/• Claude: https://claude.ai/• ChatGPT: https://chatgpt.com/• Gemini: https://gemini.google.com/app• William Gibson's quote: https://www.goodreads.com/quotes/681-the-future-is-already-here-it-s-just-not-evenly• Palm Treo: https://en.wikipedia.org/wiki/Palm_Treo• Sam Altman on X: https://x.com/sama• Dario Amodei on X: https://x.com/darioamodei• Anthropic's CPO on what comes next | Mike Krieger (co-founder of Instagram): https://www.lennysnewsletter.com/p/anthropics-cpo-heres-what-comes-next• Challengers on AppleTV+: https://tv.apple.com/us/movie/challengers/umc.cmc.53cuz33n4e74ixj8whccj87oc• Matic vacuum: https://maticrobots.com/• Jerzy Gregorek's quote: https://www.goodreads.com/quotes/8652595-hard-choices-easy-life-easy-choices-hard-life• Tiny: https://www.tiny.com/• Dribbble: https://dribbble.com/—Recommended books:• The Laws of Human Nature: https://www.amazon.com/Laws-Human-Nature-Robert-Greene/dp/0525428143• How to Get Rich: One of the World's Greatest Entrepreneurs Shares His Secrets: https://www.amazon.com/How-Get-Rich-Greatest-Entrepreneurs/dp/1591842719—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.lennysnewsletter.com/subscribe

Grant Lee is the Co-founder & CEO of Gamma, building instant PowerPoints, presentations, and websites with AI.As someone who's made a lot of decks, its refreshing how Gamma thinks about slides starting with the words and narrative, using AI to build the design around the story.Gamma has put up impressive metrics, growing from zero to $50 million in ARR and 50 million users with only 30 employees. They've also had zero employee attrition, and a negative lifetime burn rate, with more cash in the bank than they've raised.We talk about building a horizontal product instead of for a specific vertical, why Grant likes hiring generalist's, how a quarter of the team is designers, why they've never raised large funding rounds, and how they run the company with an efficient team while not subscribing to 996 working hours.Grant also shares how Gamma rebuilt their entire product to be AI-native in the months after ChatGPT launched, and how every department at Gamma uses AI internally.Thanks to Anamitra and Gaurav at Afore, Shiyan @ Hustle Fund, Evan @ South Park Commons, and Vas @ Accel for helping brainstorm topics for Grant.Special thanks to presenting sponsor of The Peel, Ramp.Ramp: Time is money. Save both with Ramp. Join 40,000+ companies, go to https://ramp.com/ThePeelNumeral: The end-to-end platform for sales tax and compliance. Try it here: https://bit.ly/NumeralThePeelTimestamps:(3:46) Gamma: The anti-Powerpoint(5:56) How to be efficient with a small team(7:58) Importance of full-stack generalists(12:15) How to hire problem solvers(15:57) Changing slides from designs to narratives(20:13) Gamma's freemium AI business model(22:36) Ignoring conventional wisdom with a horizontal product(28:47) Why Gamma started with Slides(32:21) Raising a Pre-Seed for a horizontal product(38:25) Why Gamma avoided hyped funding rounds(40:57) How fundraising impacts recruiting(43:40) Liquidation preferences and employee equity(47:08) Gamma's zero employee attrition(49:54) Working in-person during COVID(52:15) Using waitlists to batch new user cohorts(56:08) Re-building the product to be AI-native(58:17) How to improve your onboarding(1:00:46) Benefitting from AI models getting better(1:05:10) Growing from 60k to 50 million users(1:07:30) How to stand out as an AI company(1:09:23) Creating a Gamma API(1:11:37) How Gamma uses AI internally(1:15:06) Why Gamma doesn't do 996 working hours(1:19:54) 4-month product sprints(1:22:16) Parenting hacks: sleep, exercise, nutrition(1:24:26) Brand and community lessons from Nike and AppleReferencedGammaCareers at GammaOptimizelyNotebookLMFin / Intercom: Afore CapitalFollow GrantTwitterLinkedInFollow TurnerTwitterLinkedInSubscribe to my newsletter here to get every episode + the transcript in your inbox every week.

Forget what you thought about early-stage growth. In this must-listen episode, you'll hear firsthand how startup success truly happens—and spoiler alert, there's no playbook. From companies like Carbon6 using roll-up strategies to Graphite pivoting multiple times before exploding, we unpack real founder journeys that prove getting to $1M ARR fast isn't what matters. You'll see why the real winners chase true product-market fit, why copying competitors is a trap, and why patience in the early stage might be your biggest competitive advantage. If you're building a startup, stop what you're doing and listen now.Why You Should ListenDiscover why getting to $1M ARR fast is NOT the goal (and what really matters instead).Learn how randomness and serendipity shape startup success—straight from real founder stories.Understand why chasing product-market fit beats obsessing over short-term revenue milestones.Hear why copying existing playbooks can sabotage your startup's long-term growth.Find out how radically different paths—roll-ups, pivots, or total serendipity—can all lead to success.Keywords product market fit, startup growth, early-stage startups, founder stories, zero to one, ARR milestones, startup pivots, product differentiation, scaling startups, startup playbook00:00:00 Intro00:02:47 Carbon6's $210M Exit—Roll-ups and Serendipity00:04:27 Lightspeed's Unplanned Journey to $1B00:06:04 Graphite's Pivots—How a Failed Idea Led to Success00:07:27 Vapi's Rapid Rise After Three Years of Flat Growth00:08:55 Why There's No Single Path to Product Market Fit00:11:19 The Million-Dollar ARR MythSend me a message to let me know what you think!

In episode #293, Ben dives into Contracted Annual Recurring Revenue (CARR)—a once obscure metric that's now becoming a standard in financial dashboards and valuation discussions. Ben explains how CARR differs from ARR, breaks down the formula, and shares how it's being used in real-world enterprise SaaS settings. He also shares why defining ARR is more complicated than it seems—especially with variable and usage-based revenue models. Key Topics Covered What is CARR (Contracted ARR) and how it differs from traditional ARR Why CARR is becoming more widely used in valuation discussions and financial reporting The CARR formula How Ben approaches CARR discussions with CFOs, consultants, and within The SaaS Academy The evolving complexity of ARR definitions, especially in hybrid subscription/usage models Resources Mentioned Blog: How to Define ARR in Subscription & Usage Models SaaS Academy – Courses & Community Shoutout Offer Enjoyed the episode? Leave a 5-star review, send Ben a screenshot, and get a shoutout in his newsletter!

What does it take to scale a B2B SaaS company from zero to $100 million in ARR? In the final episode of Season 6 of the Grow Your B2B SaaS Podcast, we explore this big question with two standout guests: Oji and Ezinne Udezue. They've worked with top tech companies like Typeform, WP Engine, and Twitter. They also co-wrote Building Rocketships: Product Management for High-Growth Companies. Beyond their resumes, they bring a unique perspective as a married couple with 20 years of partnership, both in life and in product leadership. This episode is full of sharp insights and practical strategies for anyone looking to build and grow successful SaaS products.Key Timecodes(0:00) - Knowing Your Ideal Customer Profile(0:09) - Most Important Task for Founders(0:59) - Closing Off Season 6 with a Bang(1:46) - Guest Welcome(1:53) - Diving Into Product Management(2:02) - Product Management as a Craft(3:19) - The Importance of Sharp Problems(4:44) - Why SaaS Founders Need Product Management(6:22) - Founders Thinking as Product Managers(7:54) - Misconceptions in Product Management(8:32) - Admin Layer of Product Management(9:27) - AI's Role in Product Management(10:19) - Calculated Decisions and Customer Needs(10:52) - AI as a Tool, Not a Replacement(11:13) - Scaling from Zero to $100 Million ARR(12:29) - Finding a Sharp Problem(13:46) - Sharpening Your ICP(16:05) - Building and Refining Your Product(18:13) - Signals Before Investing in Growth(19:38) - The Fundamentals of Product-Market Fit(20:36) - Creating a Unicorn vs. a Small Business(22:32) - Product Strategy Across Revenue Stages(25:41) - Strategic Moats and Distribution(26:11) - What is Product-Market Fit?(27:18) - Customer Investment as a Sign of Fit(28:23) - Phases of Growth in SaaS(30:56) - Virality vs. Network Effects(32:54) - When to Think About Virality and Network Effects(35:02) - AI as a Risk and Opportunity(36:18) - AI's Impact on Workflows(39:15) - Rethinking Business with AI(42:34) - Advice for SaaS Founders Starting Out(45:10) - Growing Towards 10 Million ARR(49:03) - Making Decisions When Not in the Room(51:01) - Summary of Key Points(51:26) - Building Rocketships Pro Edition(53:21) - Building a Community of Product Managers(53:57) - Closing Remarks and Call for Feedback

In episode 9 of Platform Builders, Christine and Isaac sit down with Manny Medina, founder and CEO of Paid, to unpack the tectonic shift happening in software. From the rise of AI agents that autonomously perform tasks, to the death of seat-based pricing, and why ARR and SaaS metrics just don't make sense anymore—Manny makes a compelling case that we're entering a new era. If you're building, investing in, or working with AI-native companies, this is essential listening.

David Placek is the founder of Lexicon Branding, a company that focuses exclusively on the development of brand names for competitive advantage. Lexicon is behind iconic names such as Sonos, Microsoft's Azure, Windsurf, Vercel, Impossible Foods, BlackBerry, Intel's Pentium, Apple's PowerBook, and Swiffer. Over 40 years, David's team has named nearly 4,000 brands and companies, employing over 250 linguists and pioneering naming innovation.What you'll learn:1. The three-step process that generated names like Windsurf and Vercel2. How a name can give you the edge that no marketing budget can buy3. Why you won't “know it when you see it”4. Why Microsoft called Azure “a dumb name” before it became their billion-dollar cloud platform5. Why polarizing opinions are the strongest signal that you've found the right name6. How every letter of the alphabet creates a specific psychological vibration7. The diamond framework: a 4-step process any founder can use to find their perfect name8. Why domain names don't matter anymore in the age of AI—Brought to you by:WorkOS—Modern identity platform for B2B SaaS, free up to 1 million MAUsStripe—Helping companies of all sizes grow revenueOneSchema—Import CSV data 10x faster—Where to find David Placek:• LinkedIn: https://www.linkedin.com/in/david-placek-05a82/• Website: https://www.lexiconbranding.com—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to David and Lexicon Branding(04:44) The story of Sonos(09:27) The psychology of naming(11:33) The initial resistance to Microsoft's Azure(14:35) The importance of a great brand name(18:11) The three steps of naming: create, invent, implement(28:23) Qualities of great brand name creators(31:24) How long the naming process takes(32:12) The Windsurf case study(36:10) Naming in the AI era(39:37) When to change your name(43:10) The role of linguists(45:54) The power of letters in branding(48:15) The Vercel case study(50:12) The implementation phase(52:52) Client management and market success(55:16) The diamond exercise(01:04:23) Suspending judgment(01:07:31) Polarization and boldness(01:11:01) Domain names(01:12:48) Final thoughts and lightning round—Referenced:• PowerBook: https://en.wikipedia.org/wiki/PowerBook• Pentium: https://en.wikipedia.org/wiki/Pentium• BlackBerry: https://en.wikipedia.org/wiki/BlackBerry• Swiffer: https://www.swiffer.com/• Impossible Burger: https://impossiblefoods.com/• Vercel: https://vercel.com/• Windsurf: https://windsurf.com/• CapCut: https://www.capcut.com/• Azure: https://azure.microsoft.com/• Sonos: https://www.sonos.com/• John MacFarlane on LinkedIn: https://www.linkedin.com/in/john-macfarlane-08a8aa20/• Harry Potter: https://en.wikipedia.org/wiki/Harry_Potter_(film_series)• The Call of the Wild: https://en.wikipedia.org/wiki/The_Call_of_the_Wild• Everyone's an engineer now: Inside v0's mission to create a hundred million builders | Guillermo Rauch (founder and CEO of Vercel, creators of v0 and Next.js): https://www.lennysnewsletter.com/p/everyones-an-engineer-now-guillermo-rauch• Sound symbolism: https://en.wikipedia.org/wiki/Sound_symbolism• Anduril: https://www.anduril.com/• Anthropic: https://www.anthropic.com/• Inside Bolt: From near-death to ~$40m ARR in 5 months—one of the fastest-growing products in history | Eric Simons (founder and CEO of StackBlitz): https://www.lennysnewsletter.com/p/inside-bolt-eric-simons• The rise of Cursor: The $300M ARR AI tool that engineers can't stop using | Michael Truell (co-founder and CEO): https://www.lennysnewsletter.com/p/the-rise-of-cursor-michael-truell• Building a magical AI code editor used by over 1 million developers in four months: The untold story of Windsurf | Varun Mohan (co-founder and CEO): https://www.lennysnewsletter.com/p/the-untold-story-of-windsurf-varun-mohan• Y Combinator: https://www.ycombinator.com/• Chevrolet Corvette: https://en.wikipedia.org/wiki/Chevrolet_Corvette• Viagra: https://www.viagra.com/• In vino veritas: https://en.wikipedia.org/wiki/In_vino_veritas• Infoseek: https://en.wikipedia.org/wiki/Infoseek• Andy Grove: https://en.wikipedia.org/wiki/Andrew_Grove• Churchill at War on Netflix: https://www.netflix.com/title/81609374• Yellowstone on Prime Video: https://www.amazon.com/Yellowstone-Season-1/dp/B07D7FBB8Z• 1883 on Prime Video: https://www.amazon.com/1883-Season-1/dp/B0B8JTS8QW• 1923 on Paramount+: https://www.paramountplus.com/shows/1923/• Taylor Sheridan on X: https://x.com/taylorSheridan• Hardy fly rods: https://www.hardyfishing.com/collections/fly-rods• T.E. Lawrence quote: https://www.goodreads.com/quotes/11340-all-men-dream-but-not-equally-those-who-dream-by• Lawrence of Arabia: https://www.imdb.com/title/tt0056172/• DreamWorks: https://www.dreamworks.com/—Recommended books:• Thucydides' Melian Dialogue: Commentary, Text, and Vocabulary: https://www.amazon.com/Thucydides-Melian-Dialogue-Commentary-Vocabulary/dp/0692772367• Resilience: Hard-Won Wisdom for Living a Better Life: https://www.amazon.com/Resilience-Hard-Won-Wisdom-Living-Better/dp/054432398X/• Churchill: Walking with Destiny: https://www.amazon.com/Churchill-Walking-Destiny-Andrew-Roberts/dp/1101980990—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.lennysnewsletter.com/subscribe

On this episode, we go beyond the usual explanations of freedom and thrill to explore how riding a motorcycle doesn't just feel different—it engages our brains in a uniquely powerful way. Cognitive scientist Mark Changizi believes that riding may be the one activity that truly fits how our brains evolved, creating a seamless connection between humans and machines.Mark Changizi is a cognitive scientist and theorist known for exploring why we think, feel, and see the way we do. His research has led to discoveries about colour vision, visual illusions, emotions, language, and even why fingers get pruney in water. He has published several books, co-founded VINO Optics to develop vein-enhancing glasses, and his work has been featured on TED, Brain Games, and Head Games.

Today's show:In this powerhouse VC roundtable, @Jason sits down with Sequoia's Doug Leone and Cyberstarts' Gili Raanan to share brutally honest insights on startup recruiting, evaluating second-time founders, and how to truly find product-market fit. They break down why big-tech résumés can be misleading, how to structure early teams, and what separates “missionary” talent from mercenaries. Plus, the myth of early ARR, the art of founder-board trust, and how AI is (and isn't) reshaping startup velocity. Must-watch for founders, VCs, and anyone building from 0 to 1.Timestamps:(03:25) The origins of Wiz and how VCs know when to invest(05:17) What qualities are investors looking for in founders and entrepreneurs?(09:53) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups(18:40) How to know when you've reached true Product Market Fit: the experts sound off(19:20) Notion - Try it for free today at https://notion.com/twist(25:39) The secrets of recruiting top talent(29:54) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech(39:38) Judging a startup's revenue quality and “founder vs. salesman” deals(53:38) Is venture capital kind of a SCAM?(55:00) Seed Investing: “Pick them right and early”Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(09:53) LinkedIn Ads - Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups(19:20) Notion - Try it for free today at https://notion.com/twist(29:54) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/techGreat TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

On this episode, I provide an unsponsored review of GenSpark, testing its capabilities across multiple business applications. I evaluate the platform's ability to create investor decks, product demos, customer personas, and marketing strategies. While I was impressed with GenSpark's research capabilities and business-oriented content, the product had significant limitations in design quality and occasional content confusion. Timestamps: 00:00 - Intro 00:55 - Genspark Super AI Agent Overview 03:28 - Building Fundraising Deck 07:33 - Building Product Demo 10:46 - Generating Social Media Strategy 16:26 - Building Fundraising Deck Pt2 17:17 - Building Data Room 18:59 - Researching Ideal Customer Persona 21:52 - Mapping/Researching Distribution Channels 24:05 - Final Thoughts on Genspark 25:43 - Genspark does not have Self Service Subscription Cancellation Key Points: • GenSpark is a new AI agent platform that reached $36 million ARR in 45 days, adding almost $1 million daily • Greg tests multiple use cases including creating investor presentations, product demos, customer research, and distribution strategies • The platform shows strengths in research and content creation but weaknesses in design and image generation • At $25/month, GenSpark offers value for specific use cases but isn't a complete replacement for other AI tools The #1 tool to find startup ideas/trends - https://www.ideabrowser.com LCA helps Fortune 500s and fast-growing startups build their future - from Warner Music to Fortnite to Dropbox. We turn 'what if' into reality with AI, apps, and next-gen products https://latecheckout.agency/ BoringMarketing — Vibe Marketing for Sale: http://boringmarketing.com/ Startup Empire - a membership for builders who want to build cash-flowing businesses https://www.skool.com/startupempire/about FIND ME ON SOCIAL X/Twitter: https://twitter.com/gregisenberg Instagram: https://instagram.com/gregisenberg/ LinkedIn: https://www.linkedin.com/in/gisenberg/

Peter Deng has led product teams at OpenAI, Instagram, Uber, Facebook, Airtable, and Oculus and helped build products used by billions—including Facebook's News Feed, the standalone Messenger app, Instagram filters, Uber Reserve, ChatGPT, and more. Currently he's investing in early-stage founders at Felicis. In this episode, Peter dives into his most valuable lessons from building and scaling some of tech's most iconic products and companies.What you'll learn:1. Peter's one‑sentence test for hiring superstars2. Why your product (probably) doesn't matter3. Why you don't need a tech breakthrough to build a huge business4. The five PM archetypes, and how to build a team of Avengers5. Counterintuitive lessons on growing products from 0 to 1, and 1 to 1006. The importance of data flywheels and workflows—Brought to you by:Paragon—Ship every SaaS integration your customers wantPragmatic Institute—Industry‑recognized product, marketing, and AI training and certificationsContentsquare—Create better digital experiences—Where to find Peter Deng:• X: https://x.com/pxd• LinkedIn: https://www.linkedin.com/in/peterxdeng/—In this episode, we cover:(00:00) Introduction to Peter Deng(05:41) AI and AGI insights(11:35) The future of education with AI(16:53) The power of language in leadership(21:01) Building iconic products(36:44) Scaling from zero to 100(41:56) Balancing short- and long-term goals(47:12) Creating a healthy tension in teams(50:02) The five archetypes of product managers(55:39) Primary and secondary archetypes(58:47) Hiring for growth mindset and autonomy(01:15:52) Effective management and communication strategies(01:19:23) Presentation advice and self-advocacy(01:25:50) Balancing craft and practicality in product management(01:30:40) The importance of empathy in design thinking(01:35:45) Career decisions and learning opportunities(01:42:05) Lessons from product failures(01:45:42) Lightning round and final thoughts—Referenced:• OpenAI: https://openai.com/• Artificial general intelligence (AGI): https://en.wikipedia.org/wiki/Artificial_general_intelligence• Head of ChatGPT answers philosophical questions about AI at SXSW 2024 with SignalFire's Josh Constine: https://www.youtube.com/watch?v=mgbgI0R6XCw• Professors Are Using A.I., Too. Now What?: https://www.npr.org/2025/05/21/1252663599/kashmir-hill-ai#:~:text=Now%20What• Herbert H. Clark: https://web.stanford.edu/~clark/• Russian speakers get the blues: https://www.newscientist.com/article/dn11759-russian-speakers-get-the-blues/• Ilya Sutskever (OpenAI Chief Scientist)—Building AGI, Alignment, Future Models, Spies, Microsoft, Taiwan, & Enlightenment: https://www.dwarkesh.com/p/ilya-sutskever• Anthropic's CPO on what comes next | Mike Krieger (co-founder of Instagram): https://www.lennysnewsletter.com/p/anthropics-cpo-heres-what-comes-next• Kevin Systrom on LinkedIn: https://www.linkedin.com/in/kevinsystrom/• Building a magical AI code editor used by over 1 million developers in four months: The untold story of Windsurf | Varun Mohan (co-founder and CEO): https://www.lennysnewsletter.com/p/the-untold-story-of-windsurf-varun-mohan• Microsoft CPO: If you aren't prototyping with AI, you're doing it wrong | Aparna Chennapragada: https://www.lennysnewsletter.com/p/microsoft-cpo-on-ai• The rise of Cursor: The $300M ARR AI tool that engineers can't stop using | Michael Truell (co-founder and CEO): https://www.lennysnewsletter.com/p/the-rise-of-cursor-michael-truell• Building Lovable: $10M ARR in 60 days with 15 people | Anton Osika (CEO and co-founder): https://www.lennysnewsletter.com/p/building-lovable-anton-osika• Granola: https://www.granola.ai/• Inside Bolt: From near-death to ~$40m ARR in 5 months—one of the fastest-growing products in history | Eric Simons (founder and CEO of StackBlitz): https://www.lennysnewsletter.com/p/inside-bolt-eric-simons• OpenAI's CPO on how AI changes must-have skills, moats, coding, startup playbooks, more | Kevin Weil (CPO at OpenAI, ex-Instagram, Twitter): https://www.lennysnewsletter.com/p/kevin-weil-open-ai• Fidji Simo on LinkedIn: https://www.linkedin.com/in/fidjisimo/• Airtable: https://www.airtable.com/• George Lee on LinkedIn: https://www.linkedin.com/in/geolee/• Andrew Chen on LinkedIn: https://www.linkedin.com/in/andrewchen/• Lauryn Motamedi on LinkedIn: https://www.linkedin.com/in/laurynmotamedi/• Twilio: https://www.twilio.com/• Nick Turley on LinkedIn: https://www.linkedin.com/in/nicholasturley/• Ian Silber on LinkedIn: https://www.linkedin.com/in/iansilber/• Thomas Dimson on LinkedIn: https://www.linkedin.com/in/thomasdimson/• Joey Flynn on LinkedIn: https://www.linkedin.com/in/joey-flynn-8291586b/• Ryan O'Rourke's website: https://www.rourkery.com/• Joanne Jang on LinkedIn: https://www.linkedin.com/in/jangjoanne/• Behind the founder: Marc Benioff: https://www.lennysnewsletter.com/p/behind-the-founder-marc-benioff• Jill Hazelbaker on LinkedIn: https://www.linkedin.com/in/jill-hazelbaker-3aa32422/• Guy Kawasaki's website: https://guykawasaki.com/• Eric Antonow on LinkedIn: https://www.linkedin.com/in/antonow/• Sachin Kansal on LinkedIn: https://www.linkedin.com/in/sachinkansal/• IDEO design thinking: https://designthinking.ideo.com/• The 7 Steps of the Design Thinking Process: https://www.ideou.com/blogs/inspiration/design-thinking-process• Linear's secret to building beloved B2B products | Nan Yu (Head of Product): https://www.lennysnewsletter.com/p/linears-secret-to-building-beloved-b2b-products-nan-yu• Jeff Bezos's quote: https://news.ycombinator.com/item?id=27778175• Friendster: https://en.wikipedia.org/wiki/Friendster• Myspace: https://en.wikipedia.org/wiki/Myspace• How LinkedIn became interesting: The inside story | Tomer Cohen (CPO at LinkedIn): https://www.lennysnewsletter.com/p/how-linkedin-became-interesting-tomer-cohen• “Smile” by Jay-Z: https://www.youtube.com/watch?v=SSumXG5_rs8&list=RDSSumXG5_rs8&start_radio=1• The Wire on HBO: https://www.hbo.com/the-wire• Felicis: https://www.felicis.com/—Recommended books:• Sapiens: A Brief History of Humankind: https://www.amazon.com/Sapiens-Humankind-Yuval-Noah-Harari/dp/0062316095• The Design of Everyday Things: https://www.amazon.com/Design-Everyday-Things-Revised-Expanded/dp/0465050654• The Silk Roads: A New History of the World: https://www.amazon.com/Silk-Roads-New-History-World/dp/1101912375—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.lennysnewsletter.com/subscribe