Results Junkies: Recent Episodes
Ed Pizza, Paul Singh
The Results Junkies podcast features Paul Singh and Ed Pizza sharing the realities of starting, building and growing companies — from both sides of the table. No hand-waving, no fluff, just tactics from two operators and investors that have 3,000+ portfolio companies between them.
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Ed and Paul dive deep into OpenAI’s massive long-term compute commitments and what it means for the company’s economics, competitive positioning, and the broader AI arms race. They break down the tension between explosive revenue growth and unprecedented spending, the venture-logic behind “land-grab” behavior, and the risks these commitments pose to both vendors and competitors.
In the second half, the conversation turns to Microsoft Teams, the EU’s antitrust ruling, and the messy realities of bundling, competition, and predatory pricing — all served with classic Results Junkies candor, startup-operator logic, and more than a few cheeseburger metaphors.
Topics & Timestamps
00:05 – Opening banter & travel logistics Ed and Paul compare time zones, Vegas scenery, and the eternal quest for a cheeseburger.
01:04 – Housekeeping Where to find Ed and Paul online; quick reminders for Results Junkies listeners.
01:20 – OpenAI’s staggering compute spend Discussing the article outlining OpenAI’s commitment to tens of billions in annual compute spending — and why the math seems wild compared to current revenue.
03:20 – Revenue vs. spend: does the model scale? How OpenAI reportedly moved from $1.7B to $12B annualized revenue in ~18 months — and whether that trajectory justifies a $60B/year commitment.
04:40 – Venture-style land-grab logic Why this looks like a classic “spend now, dominate later” strategy — just at an unprecedented scale.
06:00 – What happens if OpenAI misses the commitment? Exploring the vendor-risk problem: what does a partner do when they’re left $10–20B short?
07:27 – Founders vs. investors: who’s really risking what? Why downside risk isn’t shared equally — especially when founders have little capital invested.
08:04 – Barriers to competition increase dramatically The larger these commitments get, the harder it becomes for smaller AI startups to realistically compete.
08:35 – Capacity lock-up strategies Why monopolizing vendor resources may be a conscious competitive tactic.
09:17 – Transition to Microsoft Teams & Slack’s EU complaint Ed outlines the EU’s ruling requiring Microsoft to unbundle Teams and adjust pricing.
10:58 – Is this really a European-only issue? A look at how bundling plays out in the US market as well.
11:36 – The role of precedent Can EU regulatory pressure spill into US practice?
12:22 – Government-mandated pricing: tricky territory Paul reacts to the idea of regulators dictating price gaps — and why it feels risky through a startup-operator lens.
14:01 – Is Teams effectively a “free burger”? Ed argues that bundling Teams at near-zero cost resembles predatory pricing designed to box out Slack.
15:49 – Revisiting antitrust basics Where’s the line between aggressive competition and anti-competitive behavior?
17:33 – Airline analogy: when incumbents crush challengers Ed recounts how United Airlines once priced a regional competitor out of existence — and why the dynamic resembles the Microsoft–Slack situation.
18:59 – Could giants always “out-capacity” challengers? Why big players can add supply and out-discount smaller competitors indefinitely.
20:01 – Independence Air and the Dulles example A real-world case study in predatory pricing and market power.
22:12 – The free-market debate A nuanced discussion on where regulators should intervene.
23:01 – US vs. Microsoft (2000s) Why the landmark browser-bundling case still matters today.
25:17 – How defaults create de-facto monopolies Browsers then; team-collaboration suites now.
27:01 – Why Teams frustrates so many users Ed’s legendary rant: stability issues, UX complaints, and cross-platform challenges.
28:29 – The cheeseburger episode idea A running joke about turning Results Junkies into a Bourdain-style food-and-business hybrid.
28:48 – More Vegas talk & logistics Travel schedule, long hotel stays, and construction-trip life.
30:07 – How Vegas won over Dana Why today’s Vegas is more dining and convenience than chaos.
30:30 – Cheeseburger Day, store openings & invites Future events, potential travel, and family logistics.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
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Orchard AI is making it easier for farmers to harvest better crops. Will companies like this help the agriculture industry rely less on migrant labor?
And, is everyone lying about AI usage? Paul asks that very question.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Why do investors hate it when founders say they're never going to sell their company?
Is there really a market for single-use hardware devices?
Should AI regulation happen at the state level or the federal level?
Paul and Ed are digging into new malware being installed on phones by the Chinese government.
Anthropic is throttling some of their biggest subscribers.
And, Open AI makes the difficult decision NOT to acquire a company so Microsoft can't get the IP, only to see Google step in.
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An early-stage company in Ed's portfolio has a unique opportunity to pre-empt their next round. Paul and Ed discuss in detail.
Health tech seems to be having a moment in the ecosystem. Paul offers his perspective based on his current role.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
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Paul and Ed turn into middle school boys as they discuss a new AI-powered startup.
Is Jony Ive poised to release the next "must have" device for millions of people?
And, is Fortnite back on the Apple app store for good?
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
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Prompt engineer was the hot job 2 years ago. It was a well paid position that companies were clamoring for. And, then, it wasn't.
Microsoft bought Skype for $8 billion. That investment has yielded....Microsoft Teams? As Skype sunsets, we ask if Microsoft got their money's worth.
And, we wrap up with Bezos getting into the car game....with crank windows.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
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Paul and Ed discuss the standards for employee stock options pools and how a portfolio company can deal with a unique situation.
More large AI models are adopting a common protocol for how to transfer data.
Lastly, Paul brings up some important points from the CEO of Shopify.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
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It's not exactly Moore's Law, but the size of the tasks that AI agents can take on continues to increase at an unbelievable pace.
Google continues to weave AI into their travel services, including some new features including price tracking on hotel reservations.
In the fight against AI web crawlers, some developers have employed an interesting tactic.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
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Paul is sharing his real world recent experiences with ChatGPT. He's upgraded to the paid version of ChatGPT and has some interesting experiences to share.
The DOJ is reconsidering their stance on the Google lawsuit. We're digging into the changes.
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Apple is investing half a trillion dollars in the US. What will that look like?
And, Ed did a bunch of research with ChatGPT's Deep Research. Is it worth the price?
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
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Google Gemini has a good memory about your past conversations, so it can use previous info to give you better answers. Is that good....or bad?
And, Cursor built a $100MM ARR machine with only 12 employees. Talk about the power of AI.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
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AI had a prominent role in Super Bowl commercials this year, at the same time that Sam Altman was talking about the potential dangers of AGI.
Paul and Ed also talk about a new AI research tool.
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It's a complicated time in the IPO markets right now. Will 2025 really be the year things open up?
And, Google is giving their customers more features, but making it awful hard to say no to taking their data.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
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DeepSeek, a China-based company building an AI model to compete with the likes of ChatGPT, has released a model that uses significantly fewer resources than other leading models. This led to quite the uproar.
Multiple unicorns in the travel space indicate a ramp-up in valuations and interest in the sector. Paul and Ed are digging in.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
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The cost to move goods from Asia continues to increase amidst the uncertainty of another port strike. Hardware startups need to pay close attention, and may need to consider moving their production into North or Central America.
Nvidia is dealing with government restrictions while they're also rolling out a new desktop AI computer.
And, for less than $500 you can have your own reasoning AI model up and running.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
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A sizable new fund points to tougher fundraising conditions for late-stage startups.
Turo is an example of a startup that has avoided liability by holding renters and owners responsible to help grow faster.
Microsoft is giving you AI, whether you like it or not.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
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We're ending the year where we began, talking about layoffs in the tech world.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
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Investors are getting irritated with how some founders are using fundraising proceeds. Hear Paul and Ed's take.
And, Ed shares a story about a chance meeting with a founder that Paul and Ed both invested in.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
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Part 2 of our on-the-road office hours.
Paul and Ed hit the road recently with the founder of one their portfolio companies. Julian Kheel, founder of Points Path, traveled to Sioux Falls, South Dakota to spend time with Matt Paulson, CEO of MarketBeat.
They're conducting office hours, coaching Julian on how to grow Points Path. We thought you might like an inside look into how investors and mentors coach founders. Hope you enjoy the show!
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
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Part 2 of our on-the-road office hours.
Paul and Ed hit the road recently with the founder of one their portfolio companies. Julian Kheel, founder of Points Path, traveled to Sioux Falls, South Dakota to spend time with Matt Paulson, CEO of MarketBeat.
They're conducting office hours, coaching Julian on how to grow Points Path. We thought you might like an inside look into how investors and mentors coach founders. Hope you enjoy the show!
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Watch us on YouTube!
Paul and Ed hit the road recently with the founder of one their portfolio companies. Julian Kheel, founder of Points Path, traveled to Sioux Falls, South Dakota to spend time with Matt Paulson, CEO of MarketBeat.
They're conducting office hours, coaching Julian on how to grow Points Path. We thought you might like an inside look into how investors and mentors coach founders. Hope you enjoy the show!
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
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Paul is wondering when members of the public will have their first "A-HA!" moment with AI. He's also wondering if AirPods are his answer to a self-perceived loss of hearing.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
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Apple made a small change to contact sharing that aid customer privacy. It's causing people to lose their minds.
And, Google now has the rule book for how a judge will enforce competition with the Google Play Store.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
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Google, Amazon and Microsoft are all using AI credits to pick winners and losers in the startup ecosystem.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
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Paul has been quietly fundraising for Strata and is finally ready to talk about the entire process. If you have additional questions for Paul, e-mail us at show@resultsjunkies.com and he'll answer them live on a future show.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
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Amazon is pushing a move for a full return to office. All employees will be required to be in the office 5 days a week. Paul is wondering if this is for culture or to force some people to move on.
And, California is pushing through new AI laws that create a lot of questions.
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Klarna's CEO is back in the news again with the announcement that they plan to rip out Salesforce and Workday.
And, a long article details a number of ways that companies may inadvertently run afoul of risky issues involving AI.
Lastly, check out my travel podcast Miles to Go for free access to a new tool that helps you figure out whether you should use cash or miles the next time you buy an airline ticket.
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Klarna is back to cutting headcount with AI, now up to 50% of their 2022 headcount. And, Sea-Tac is struggling with a massive data breach.
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Paul and Ed are breaking down the math of a recent acquisition to illustrate headline numbers are not always exciting. Here's the full scoop on the Truepill acquisition.
Plus, where are all the good tech employees?
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
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Paul and Ed are breaking down the math of a recent acquisition to illustrate headline numbers are not always exciting. Here's the full scoop on the Truepill acquisition.
Plus, where are all the good tech employees?
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Duolingo is the epitome of success when it comes to the Freemium model. Paul and Ed are breaking down some of the success that helped them achieve a multi-billion dollar public value.
And, alternative app stores are now a reality. Epic Games wades into this brave new world on both Apple and Android platforms.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Paul reached out to Ed to ask about travel strategy for work and for family. They decided to turn it into a show. Ed brings his expertise from his travel world to help Paul make some decisions.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Google has announced that they're changing direction on cookies. Instead of eliminating third-party tracking cookies, they're going to make it easier for customers to disable them.
Meanwhile, the market has already shifted away from a direct attribution model. That presents a number of challenges for both founders and their investors.
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Part 2 of our Figma discussion. Figma rolled out a new product and quickly took it off the market. The AI landscape is changing quickly, and products like this are detailing how complicated the upcoming months will be as the technology develops.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Figma rolled out a new product and quickly took it off the market, seemingly due to some disturbing issues involving infringement on other company's products. Paul and Ed are digging into this in a 2-part episode.
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As social media has expanded into the workplace, "employee influencers" have become more of a reality
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An interesting trend from recent YC companies has us wondering if founders are changing how they fundraise.
Are smaller raises (for higher valuations) the new norm? What are the positives and negatives of this strategy for founders.
How should investors think about this development?
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Paul and Ed are discussing the value of miles and points.
Also, did AI just have an Apple Moment?
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Paul is quizzing Ed on why there's no Mint.com equivalent in the travel space.
Paul and Ed are looking at an interesting development, VCs involved in AI deals selling shares on the secondary market in SPVs.
And, OpenAI seems to be coming clean a bit more on their exit agreements with employees.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Scarlett Johansson appears to be pretty surprised that the new voice for ChatGPT sounds remarkably like her.
If you work at OpenAI, you better not say bad things about the company.
OpenTable has walked back their previous bad decision on customer privacy.
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A cautionary tale about accelerators gone awry. And, Reddit notches another AI deal. Is this a good thing for Redditors?
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Reddit is getting serious about AI and the data Redditors create on the site.
And, there's plenty of outrage over this new Apple ad. Paul and Ed are sharing their view.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
A bit of a surprise, noncompetes have been banned for most people nationwide. Paul and Ed are digging into this development.
They're also debating whether a recent change to the tax code that will drastically impact some startups and how they need to account for their development costs. This one is bound to trip up some founders who don't budget for this shift.
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Paul and Ed are talking about AI agents and how founders might be able to find early (and worthwhile) exits by selling to the kingmakers of AI earlier in their growth curve.
Then, to wrap up, Paul and Ed really mix it up on the story of Hopin, and whether the founder did right by their employees.
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https://youtu.be/TX7bVG2M2l8
This tweet about journalism helps support the notion that AI won't necessarily eliminate jobs. It'll enhance many jobs and may eliminate those that were already destined for failure.
As a founder, one of your jobs is to build trust in your product. Open Table's latest actions teach us a lot about the wrong way to do this.
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https://youtu.be/TX7bVG2M2l8
Paul is back from Lubbock, Texas where he caught up with their startup community. He's recapping the visit, including his table pounding moment and some opportunities he sees to invest.
Paul and Ed also discuss a concept that came up on the new BG Squared podcast that we also discussed on Results Junkies a couple of months ago.
Companies like Microsoft and Google are monopolizing the compute assets necessary to build a LLM or AI startup. How much will that impact the ability of startups to grow in this new ecosystem?
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Carta released some head count data that's very revealing about last few years of hiring and layoffs in the startup world.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
A breakdown of the lawsuit between NY Times and Open AI is very revealing.
Open AI comments about their new Sora platform are damaging.
But Sora.....Sora is something to behold. The next wave of AI is pretty incredible.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
After some legal setbacks in Europe, Apple is making some new decisions in regards to their app store in Europe.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
The creators of Layoffs.fyi had a very interesting podcast appearance, detailing a number of interesting stats about the startup ecosystem. We also discuss the somewhat surprising ad revenue numbers being generated by companies such as Uber and Instacart.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Cisco is laying off employees.
Google's Gemini "build in public" is messy.
And, Klarna is crushing it with AI.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Paul and Ed are back from South Dakota. They recap their time at Startup Sioux Falls and share their thoughts on the startup ecosystem.
Reddit is going public and the economics of the deal may help tell us where things stand in the startup world right now.
Florida's legislation is working on a new law that will affect how B2C startups can grow.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Paul and Ed trek to South Dakota. After spending time at Startup Sioux Falls, they sat down with MarketBeat CEO Matt Paulson.
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Paul and Ed are discussing the ripple effect of continued layoffs in the tech industry, including the knock-on effects of seat/license shrinkage. After that, Paul is pretty steamed about Google's latest move in AI.
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Joe Rogan is resetting the market again with an incredible new Spotify deal. The eye-popping numbers may not even be the biggest factor here. Paul and Ed are talking about Spotify's big pivot on distribution.
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Paul and Ed are looking at Layoffs.fyi again. Lots of interesting changes at big tech companies.
Ed asks Paul if he's more likely to invest in a new startup right now or write a follow-on check to an existing portfolio company.
And, Apple is making some changes overseas based on new legislation. Will we see this move to the US?
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There are two Elon stories we're talking about today. One involves him asking Tesla for more shares and the other talks about him raising money for other ventures. The stories are interesting in their own right. But, there's also an interesting concept about how a company might choose to decide to issue more shares to a founder to keep them engaged in the business.
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Carta, a leading provider of cap table management for startups, found themselves in some hot water recently. Did they violate the trust of founders? Paul and Ed tackle this issue.
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Paul and Ed can't recall the last time they heard about a fund returning money to their limited partners, and yet here we are. And, AI continues to occupy our minds as interest groups force a shareholder vote at Apple in regards to the use of AI.
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The NY Times is suing ChatGPT over the use of its content to train the AI model. This move seemed almost inevitable.
At the same time, Apple is reaching out to publishers to strike content deals to train their own AI models.
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Epic wins an odd lawsuit against Google. Judge decides Google does have a monopoly but Epic did not include any damages in their lawsuit.
Adobe and Figma announced a mega-merger well over a year ago. Now, regulators have said they won't allow the merger.
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Paul and Ed welcome Julian Kheel, founder of Points Path, to the show. Paul is excited about Julian's idea but wants to see him growing quicker. They also discuss potential fundraising options.
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Paul and Ed are recapping last week and talking a bit about travel.
Sports Illustrated made a major decision based on some issues around AI. Paul and Ed dig into the details and hypothesize about the future of rules around AI.
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Ed is talking about travel.....investments. He and his business partner are seeking to invest in 10 companies focusing on travel or "travel adjacent" spaces per year for the next 5 years. Paul is digging in on both the investing thesis and how consumers feel about this. They talk about point.me and Points Path, two companies that Ed's team has invested time and money into.
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Sam Altman is back at OpenAI after what Paul says is being called "AI Easter". Listen to Paul and Ed break down the craziest weekend in AI.
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There has been an incredible amount of chaos at OpenAI over the past week (this episode was recorded prior to Sam Altman's apparent reinstatement as CEO). Paul and Ed discuss why the OpenAI turmoil reinforce the need for D&O coverage.
Amazon has been busy, announcing they'll be selling new Hyundai vehicles and training up to 2 million people on AI.
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WeWork officially declared bankruptcy this week and FTX's controversial CEO was convicted on a number of criminal counts. After we discuss the ramifications of these developments on the startup ecosystem we dive into Paul's food delivery habits.
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Do you love your free returns? They may not be around for much longer.
YouTube single-handedly crushing ad blockers?
Apple's disappointing laptop results.
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Paul and Ed go down a rabbit hole on Zoom vs Teams vs Meet and lay out another clear example where distribution is king.
Google is making a massive defensive bet. Paul and Ed wonder what the future holds for this and that "fruit forward" tech company that has been somewhat quiet on the AI front.
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Google announced some guarantees to their customers regarding indemnification for their generative AI products, but left out one key part.
A competitor stole his voice and used it against him. What happens next?
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Paul breaks down what he's seeing for content conversion on both LinkedIn and Twitter right now. He also shared a Tweet with Ed that got Ed fired up about opinions on VC returns. Spoiler alert: Ed thinks this take is just wrong.
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Tom Hanks has an AI problem, something Paul and Ed expect we'll see more of.
Meta is considering a pretty massive change in how they charge customers. Netflix is raising subscription prices. X is considering multiple new pricing plans. These three price increases couldn't be more different.
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Interestingly, the recent Hollywood writer/actor strike arrived at the crossroads of tech. Paul and Ed discuss the actors' demands on AI in their work going forward and why this could be a widely adopted standard in the future.
Peloton and Lululemon are combining their strengths in a new deal.
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Last episode Paul and Ed talked about some IPOs that gave some indication that the public markets might be more open than we thought. Current evidence (ARM stock chart and CART stock chat).
Paul is wondering about recent Delta Air Lines changes and why more big companies don't become banks/credit card issuers.
And, Ed has a poll up about whether Paul will actually buy a computer.
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Meta is quietly developing a new AI system that may hit the market at just the right time.
A UAW strike points out the advantage Tesla has.
The Instacart IPO follows another recent successful IPO. Is the market shifting?
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Flexport, a startup that's raised over $2B, is rescinding 70 offer letters for folks that were due to start imminently. This is in the wake of a CEO change.
Meanwhile, Y Combinator has graduated their latest class and one investor has an interesting perspective on the valuations and traction from the current cohort.
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The cost of meetings has been high for a long time but a recent step by Spotify illustrates this and attempts to get it under control.
And, this could quite possibly be the worst SPAC ever, but it's clearly one of the worst in recent memory.
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Paul and Ed look back on 100 episodes and over 50 hours of recordings. What were our favorite moments? What was cringe-worthy? Let us know! show@resultsjunkies.com
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The NY Times is considering a lawsuit against ChatGPT over unresolved copyright issues. What does that mean for the future of models like ChatGPT?
Stack Overflow, a popular tool for coders, has seen some incredible changes in traffic. Is this due to ChatGPT "learning" their database of questions and answers?
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A laptop restart sent Ed down a rabbit hole on targeted ads via the Google Chrome browser. Paul and Ed dig into what this looks like for both consumers and business owners.
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Thanks to Casey Allen on Twitter for sharing this thread. Paul and Ed are digging into this scandal and wondering why we haven't heard of more like this.
Separately, they dig into Overstock's purchase of Bed, Bath & Beyond and Paul is wondering how many coupons his mom has left.
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Paul is wondering whether the time is right for a CFO. It's a question many founders ponder.
Google is testing a new AI tool that writes news articles, and Ed is wondering if it will replace him.
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It seems like not a day goes by right now without a prominent SaaS company raising their pricing. Some are encountering more headwinds than others. There are some interesting case studies that we talk about on today's episode.
Meanwhile, the office environment continues to change as some sizable companies shed office space. How can founders take advantage of larger corporations moving to a decentralized workforce?
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There are two ChatGPT stories that caught our attention. The first is a lawsuit to determine copyright infringement. This was bound to happen and we discussed it on the show a couple of months ago. Second, the government is wading into the fray on regulation of GPT.
Paul has been thinking about an acquihire. In the current economic climate we're going to see plenty of these.
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Meta has released their new Twitter clone, Threads. Paul and Ed have both jumped onboard and Ed is losing badly when it comes to subscriber count.
Paul also checks in with a Strata update.
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A recent IPO has some pieces that don't add up when you look at the overall financial landscape.
Alongside that, a sizable REIT is walking away from a massive asset in a very big city. What do Paul and Ed see in the tea leaves.
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We touch base with Paul on the reactions around Strata.
The FTC is taking on Amazon in regards to alleged shady business practices around their flagship product Amazon Prime.
And, Tesla's charging protocol is quickly ramping up to be the standard in the US.
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Paul is naming names. He's talking about Strata, "Stripe For Healthcare", which is the latest venture he's a part of. Ed dishes up all the questions and Paul has all the answers.
You can sign up for their newsletter to get all the details.
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SaaS valuations are somewhat equal parts art, science and voodoo witchcraft. SaaS companies can see huge growth (and massive drops) in revenue. That can lead to some crazy multiples. Brick and mortar businesses usually have more predictable growth, which leads to tighter spreads on valuation. Paul and Ed discuss this in more detail on today's show.
They're also discussing Google's adoption of stricter "return to office" policies.
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A recent development with a compelling consumer product ready to go to market should give founders serious pause about tracking down funding for hardware startups.
And, this article about Reddit's recent changes illustrates the real platform risk for founders.
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Tesla and Ford have a new partnership where Ford EVs will be able to use the Tesla charging network. Is this a stroke of genius from Tesla or a big mistake?
Also, Paul and Ed are talking about whether they are investing in AI startups.
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AT&T is laying lots of fiber across the US. Paul and Ed debate whether that's the right path forward.
Rackspace suffered a ransomware attack earlier this year which caused them to shut down one of their legacy systems, one they used to dominate the market in.
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There's a fever pitch around AI right now. It's an integral part of seemingly every stump speech Google is giving right now. The common refrain is that the robots are coming for our jobs. What should you expect?
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VC darling Clubhouse is the latest to announce layoffs. But, the names in the latest round of layoffs is very diverse.
There are plenty of signs that late-stage funding is drying up at a remarkable rate. That means founders need a very different mindset.
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83b elections are usually pretty straightforward. But, Paul's is anything but.
Investing in companies that use ChatGPT is going to be an interesting mine field. How do we get the AIs to forget something if we're ordered to by law? There are a lot of details to work out.
Oh, and Paul thinks Ed is a psycho. What else is new?
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Paul loses his blue checkmark and we're wondering if that changes his behavior. He's curious about Ed buying the blue checkmark.
Twitter is suppressing Substack links on Twitter. Are food fights the future of social media?
Netflix is ending their DVD-by-mail service. Paul and Ed had no idea it still existed.
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Capital One is pushing workers to come back to the office and, at the same time, pulling back on inventory credit lines. Are they a canary in the coal mine?
A founder is indicted in relation to an item we discussed a few months ago.
And, Instacart raises their internal valuation, which raises Paul's blood pressure.
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Paul called Ed this week to ask a question about a line of credit for the business he still won't name. It lead to a longer discussion between Paul and Ed that founders should take note on.
Paul and Ed are also digging into the comparison of Stripe and Adyen. It's an interesting look into the world of credit card processing.
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We start out this week talking about DoorDash and how they're hitting the Paul flex of making distribution your super power.
Stripe is raising money at a bit of a surprising valuation.
And, Paul shares a tweet that makes Ed see red.
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TikTok has been appearing in front of Congress to ask tough questions. The two that we're asking this week. Would the US agree to allow Twitter or Facebook to divest their code to China, like the US is asking TikTok to do? And, what's the impact on creators if TikTok is banned in the US?
A recent contract with the Air Force illustrates how public markets and for-profit companies may not always be the best place to monetize.
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Paul and Ed continue to discuss the ramifications of the Silicon Valley Bank failure. How will this change term sheets for founders going forward? What steps should founders be taking right now to protect themselves?
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Silicon Valley Bank, a bank that founders rely heavily on, was closed on Friday by the FDIC. We recorded this episode before things got really ugly. We were going to scrap it, but figured it would be part 1 of a 2-part look into SVB and how this will affect the startup community.
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Twitter has laid off over a third of their workforce but still seem to be functioning and even adding features. Does that tell us something about the relative staffing levels of tech firms, or is Twitter unique?
And, Sequoia is chasing returns outside of North America. Is that an indication of the quality of US-based startups or does it speak to the growth potential "everywhere else"?
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Paul and Ed are talking about the labels people put on their fundraising rounds. They're both a bit stumped about what constitutes a seed round today.
Paul asked Ed what he's seeing from portfolio companies in terms of their quarterly planning. Should companies be hunkering down or pressing hard?
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Was it smart for ChatGPT to sell half the company? Would Google have done something similar at the same spot? Paul and Ed argue about this one.
And, Ed finally gets the chance to ask Paul the trivia question he's been dying to ask for weeks. Don't Google the answer ahead of time, see if you can guess.
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Is it a poem about burgers that ChatGPT wrote for us? No way. It's so much more tactical than that!
We're also talking about the interesting intersection we think ChatGPT is at right now.
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Paul and Ed are looking at data about VC participation falling and where valuations seem to be heading. There's some difference in opinion on what that actually means.
However, on the subject of the quality of cold pitches, Paul and Ed are 100% aligned. Meanwhile, one of our listeners has a different take on how effective those cold e-mails might be.
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When you consider how many startups ultimately fail, many founders never get to an organized period of cost-cutting. They may have an "all hands on deck" moment when funds are running short, but the startup community is still keyed into growth, sometimes at all costs. So, what does it say when one of the biggest startups of the previous generation starts focusing more on cost-cutting?
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Paul and Ed are discussing the value of angel groups in today's investing ecosystem. Are they valuable for founders looking to raise money? Do they still hold value for angel investors?
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JP Morgan acquired a company named Frank back in 2021, the peak of the craziness in the VC world. Now, they're suing the founder claiming massive fraud. Who's responsible?
Microsoft has a proposed deal with ChatGPT that made our jaws drop. We may never see another deal with a structure this unique. Will it get funded?
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
ChatGPT has been dominating the news. One of the newest developments is a fundraising round at a massive $29 billion valuation. This is on the heels of Paul and Ed talking recently about whether Google should try to buy ChatGPT. We were actually pretty close on valuation.
Meanwhile, we delve into the world of Microsoft machines and how much they control the privacy experience versus Apple. And, we wrap up with a discussion about whether a large paid TV provider like Netflix is "too big to fail".
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
ChatGPT has been one of the hottest topics the past few weeks. The rise has been so striking that Google has taken notice in a major way. Paul and Ed are breaking this down and asking whether Google should buy ChatGPT right now.
They also spend time trying to figure out how much YouTubeTV costs and whether it will be the biggest area of Google's growth in years to come.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Paul and Ed discuss the current state of fundraising. Ed thinks that the requirements to raise a round really haven't changed all that much, and that investors aren't "walking the talk" of a tougher fundraising environment. Paul thinks it may be a reflection on their individual deal flow.
And, Twitter continues to release features quicker than any time in recent history. That's a great example for how founders should be thinking about their own products. The most recent feature releases make Paul and Ed think that Twitter may have its sights set on LinkedIn.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Microsoft has made plenty of significant investments over the years. Some of them have propelled the company to unparalleled success. One of their most recent investments may turn out to be one of the smartest they've ever made.
Meanwhile, Apple is in the news for some European developments that could completely change a big part of their business model.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Paul and Ed dig into an LLC operating agreement that creates all kinds of headaches for the partners. Paul references some incredible statistics about the growth of AI with ChatGPT as an example.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Paul needles Ed about his "emergency Disney trip" but also makes a great point about people trying to make simple things sound too complicated. Founders should have their ears perked up.
Ed put together a spreadsheet to dig into the quarterly metrics for three popular platforms, Door Dash, Lyft and Uber.
Paul is still pushing updates on Beacons and the guys promise to talk about LLCs and divorce attorneys next week.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
On a brief break from Thanksgiving, Paul and Ed get together to share some quick takes. A tweet from Elon Musk illustrates not only why it's so valuable to build in public but how Twitter's previous leadership may have been grossly negligent.
Paul and Ed go deep into a discussion about entrepreneurs being subject matter experts on what they're building.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
We start out asking if Ed really did buy the Frontier Airlines GoWild Pass. Paul still isn't quite sure he believes Ed. Paul also figures out everything he needs to know about the blue plate special. He also updates on some new Beacons code and the promise of exciting bits to come.
Paul and Ed discuss this phenomenon of cold pitch e-mails. They both get an unbelievable number of e-mails from people who they've never met, all looking for an investment. Hear how many of these Paul and Ed have invested in.
And, how can the guys not offer up an opinion on Twitter with everything that's happened lately?
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
There's so much to discuss about Twitter. Paul and Ed are just scratching the surface but the debate is focused on one question. Are the aspects of Twitter that Paul loves a good indication of why it's broken?
After that discussion Paul and Ed are talking about two decks they received recently. We almost named this episode "Founders:Entry Point Matters" because of how important this detail is. The market is shifting, and current values are definitely more in the favor of the investor. But, does that mean these are good valuations?
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Paul and Ed are discussing the first year of the podcast and discussing where to go with the show in year 2. Do you think we should be more unscripted? Drop us a note at show@resultsjunkies.com or on social media and let us know.
Meanwhile, Paul has been obsessed with something Ed said last week and essentially built him a business since the last time they recorded.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Apple is growing their ad share at the same time they've created a walled garden for other companies who operate iOS apps. Meanwhile, Elon has taken over Twitter. Are some of his early comments a road map for an upcoming conflict between Apple and Twitter?
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Elon Musk is talking about cutting up to 75% of Twitter's staff. That probably has a lot of folks worried.
Amazon is going a step further in their quest for airplanes, taking a stake in a major US airline.
Instacart has dropped their valuation significantly twice even in the face of rising revenue and profit.
What to make of TechCrunch Disrupt winners not being SaaS companies?
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Paul checks in from home amidst a case of RSV and kids rioting against parents. Beacons continues to chug along.
Netflix and Disney are changing their pricing model. Paul and Ed debate which one will come out ahead.
The headline is about some startups producing apps that help Uber, Lyft and Door Dash drivers to make more money. But, the buried lede is that these companies may want customers to tip more money ahead of time to get better service.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Paul is still struggling with sleep as he and Dana adjust to life with another kid in the family. Blissful and delirious!
We check in on Beacons and Paul talks about upcoming weekly newsletters and a potential paywall.
Funding is way down in markets outside of the US. We shouldn't be surprised, but what are the effects of such a big drop in available funds.
Lastly, Delta Air Lines joins the party of airlines partnering with EVTOL (electric vertical take-off and landing) vehicles. How will the venture markets react to these companies? And, since Paul said no to Uber and Airbnb so many years ago, will he say no to EVTOL?
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Paul announces the news that he and Dana have a new addition to the family. Sleep deprivation has set in big time but he still manages to sound coherent this week.
We get a Beacons update (if you haven't signed up for a weekly Beacons newsletter, do it now) and Paul has started messing with some pretty cool stats on what folks are actually talking about right now.
Paul asks Ed about some travel tools he uses to hack his travel. Ed's 3 top travel tools right now:
- Expert Flyer allows you to search inventory for paid and award flights across dozens of airlines and set alerts for what you're searching for.
- Flighty is a new app that helps you deal with travel problems when they arise. Ed interviewed the founder recently and Flighty has already saved him a coupe of times when flights got delayed or canceled.
- Point.me allows you to search over 30 airline loyalty programs with just a few clicks to maximize you airline miles and credit card points.
That leads to a discussion as to why "small apps" can be game changers for consumers and founders.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Paul is cranking on Beacons but an unfortunate error has lead to a setback.
We hear the term "Use of Proceeds" tossed around frequently during fundraising. Paul and Ed are digging into what a UOP is, whether it's necessary and how founders (and investors) should approach a discussion about Use of Proceeds.
Layoffs seem to have leaked over into the big tech companies, with Google and Facebook quietly going about rearranging and downsizing.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Paul launched Beacons and continues to crank out updates.
Ethereum completed it's long-awaited Merge, which reduces energy consumption significantly. We discuss how this will affect everyone (and it will affect everyone).
FedEx has a very gloomy outlook right now. Is this another sign of a rough road ahead?
Figma seems to be the only company bucking the trend of dropping valuations, to a staggering number.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Paul is still wrestling with Beacons. He's promised us a new version of his podcast search tool, keep an eye out for it!
A spoof account on Twitter has Paul and Ed discussing Twitter's business model. Should they be doing more to help key users?
Paul and Ed spend time talking about Shopify and Amazon. Shopify, the company helping equip the little guy with the tools to sell against Amazon, is getting picked on by Amazon. Through a unique solution, Amazon is offering Shopify sellers the ability to have Amazon handle payment for them. A very interesting fight.
Lastly, Apple launched their new iPhone last week. Unlike their normal positive messaging, there's a bit of doom and gloom.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Paul continues to iterate on Beacons. He's promised us a new version of his podcast search tool, keep an eye out for it!
Layoffs continue to mount in the tech industry. Paul and Ed dig into why this hasn't spread to other sectors yet and what you should watch for.
A comment about a pitch Ed's team received leads Paul and Ed deep down the rabbit hole of all the things you shouldn't do when you're trying to raise money for your startup. Paul has strong opinions on how to navigate this phase of your company.
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If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
There was a time where you could push out a really crappy product with a bunch of bugs just to demonstrate a key feature or two. Millions of dollars have been raised on MVP (Minimum Viable Product) with heavy emphasis on "Minimum". Not today. And, it's not just investors that will demand you have a better product. Customers just don't have the patience. You don't have to be all things to all people, but you do have to do something really, really well. We break it down this week.
Before we dig into that concept we look at yet another effort by Apple to get employees back in the office, and the effort by those employees to do anything but that.
And, if you're feeling feisty, you can weigh in on Ed's question about Gmail's conversation feature.
If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Softbank sold their entire stake in Uber to satisfy a very interesting requirement by one of their LPs. Paul and Ed are discussing why this is such a unique requirement. Meanwhile, Andreessen Horowitz wrote their largest check ever to the founder of WeWork. Reportedly, $350 million on a valuation over $1 billion. And, Paul is trying to figure out why anyone would borrow money to invest in startups.
If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
We spend this episode pinning Paul down on the specifics of what should be in your pitch deck (and what shouldn't). It's the first thing most investors will see when you begin the process of asking them for money. So many pitch decks lack the key items necessary to get you a second meeting with an investor. It's such an important part of your business that Paul built a free e-mail program on fundraising for startups.
If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Uber Eats, Door Dash and other 3rd party delivery services may be another signal of changes in consumer behavior. Founders need to understand the metrics that matters most and show they can manage them. Paul sees plenty of evidence in the pitch decks he receives that not all founders are keyed into this new reality just yet.
YC Combinator is trimming the number of companies in their latest class. On its own that represents headwinds for founders. On top of that Softbank is hurting. If those hundreds of millions are on the sideline that will create an even more challenging environment to fundraise in.
If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Shopify's CEO was brutally (and refreshingly) honest that he made the wrong call during the pandemic which contributed to the current round of layoffs the company is executing. Founders should pay attention not only to how Shopify is broadcasting their intentions but what lead them astray in their decision-making.
Fundraising continues to shift to an environment where VCs have more leverage. If you're raising money there are still ways to make your company stand out. They require ruthless transparency and an understanding of the biggest challenges your company may face.
Paul is hammering away at a new version of Beacon that should be awesome. To be continued....
If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Paul and Ed are both struggling with tech this week but in very different ways. The episode starts with Ed's e-mail server crashing. Paul waxes nostalgic about the days of setting up a new e-mail server, spam filters and all. These are truly days nobody misses.
Paul is trying to figure out how to move forward with Beacon. He wants to do some serious work under the hood and also is facing a question common to many founders, how do I monetize?
Lastly, Twitter is suing Elon Mush to enforce their deal. Paul and Ed wonder what good comes of this? Are there any winners or just losers?
If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Paul's release of Beacon makes him think about Group 1 and Group 3 companies. He hates the first version of Beacon which means he probably released it at the right time. Paul sheds some light about his history of developing in public and how it informed the way he went about launching Beacon.
Ed and Paul dig in a little bit to some slashed valuations and how this should impact the thinking of entrepeneurs (both founders and employees).
If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
It's launch day! But, before that, Paul and Ed are digging into the latest round of layoffs. Over 100 companies on layoffs.fyi since they last recorded. Do employees bear some responsibility for their demise?
Next up, Paul is launching a new side project called Beacon. It's a new podcast search tool that transcribes podcasts and makes key terms searchable (think "travel" or "Roe v Wade"). Discoverability is the biggest issue facing the podcast community and Beacon may be part of what changes that.
If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
We're featuring a cross-over episode this week of Results Junkies and Miles to Go, Ed's travel podcast. Paul's wallet needs some serious work after a decade of neglect. We're breaking down what's in his wallet and giving him some suggestions how to rescue the situation.
It's not all about beating up on Paul because his crypto strategy is pretty solid (700% plus returns). We're digging into his thoughts on the current downturn in the market and how he's playing it with his own crytpo investments.
If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Paul and Ed talk about podcasts and the lack of discoverability. Will this "bottom of the funnel" tool ever move up the funnel? Paul has been working on a project to increase the ability to search podcasts. Is it too corny to say it could be a game changer?
And, if it's another podcast episode in 2022, Paul and I are looking at all the layoffs that have been announced. It's a great time for companies still hirin
If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Paul and Ed are sitting down with Ani Sanyal of Kolkata Chai. Kolkata Chai is one of Paul's portfolio companies that he also advises. It's a perfect example of a company that, as Paul says, is at the intersection of "offline and online". Kolkata Chai has a brick and mortar location in New York City and a thriving DTC business. Ani spends an hour with Paul and Ed breaking down Kolkata Chai's growth plans.
If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
The day didn't start out well for Paul after getting stuck at the dealership for hours on end only to leave without his problem solved. That leads to a discussion of how Tesla is driving Ford to make changes on how they sell vehicles.
Paul and Ed predicted that discussions about CAC would go mainstream and that time has arrived.
Paul and Ed are recapping their bet on how many companies would have layoffs in the past week and it looks like Paul came out on the losing end.
If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
We continue to be fascinated by the data being published by Layoffs.fyi. Lots of mid- and late-stage companies are laying off employees in the face of a very uncertain fundraising environment.
Elon Musk is drawing a hard line in the sand on folks returning to the office. He doubled down on an internal letter at Tesla outlining the need for employees to return to the office with a Tweet backing it up.
Paul and I are also placing bets on what the layoff pace will look like over the next week. What's your guess?
If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
The landscape is changing rapidly. There's still demand for great employees but many companies are shedding head count for a variety of reasons. Some have run out of runway and can't raise more funds. Other are just plain overstaffed as market conditions have shifted.
Speaking of market conditions, the cost of diesel is wreaking havoc with shipments as well. Look for holiday shipping costs to spike and for continued disruption in the supply chain.
We also discovered this layoff tracker website this week. While we can't guarantee its accuracy, much of the details there seem accurate (and sobering).
If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Paul and Ed are talking about Apple pausing their move back to the office. There seems to be plenty of controversy about the decision. Businesses are making decisions about infrastructure right now in a time of significant volatility.
The market for fundraising is changing dramatically. We talked a bit about it in a bonus episode over the weekend in case you missed it.
Paul asks me Ed his opinion on the new Apple watch and the Oura ring, which leads us to discuss how the two of us met.
Lastly, we dig into this concept of "Don't Pay The Landlords For Access To The Tenants". It's a fascinating discussion.
If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Things are getting crazy out there and a letter from Y Combinator is circulating that illustrates what some of the smartest folks out there are thinking about right now. Y Combinator is a major accelerator program that appears to be sounding a major alarm right now. The image of the letter appears to be missing the postscript:
"PS: If for any reason you believe this message does not apply to your business or you need someone to say it to you in person to believe it…please reassess your beliefs monthly to make sure you don’t. Don’t drive your business off a cliff. Also remember that you can always contact your group partners."
Link to the letter.
This is another clear signal that smart founders should be thinking about their business and how they're going to raise money/reduce burn ASAP.
If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Paul and Ed are looping back on a discussion a few weeks ago about the upside to investing in boring businesses. As we learned more details about the boring business fund, it brought up all sorts of questions on dominant shareholder issues and selection bias.
Elon is negotiating in public for Twitter and the strategy seems to be working. And, Paul is wondering what the future of work looks like.
If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Markets have been volatile lately and the value of some companies has plummeted. We've seen another mass layoff at a company that raised at big valuations. Paul and Ed are discussing how founders need to be prepared for employees who may have a wandering eye due to the dwindling value of their employee options. Employees have decisions in front of them as well. Investors can play a valuable role for founders right now.
Also, did Paul break the law? He surprises Ed with a question about restaurants to wrap this week's episode.
If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Paul digs into a new fund built specifically to target traditional businesses (think laundromats) by purchasing them and adding technology to improve profitability. We touch on fund size, the ease of raising capital and what the future looks like if this fund is successful.
Ed pitches Paul on a pitch he received recently, though without much information (to protect the innocent, of course). Why does Paul say it's insane?
Lastly, Paul and Ed take a look at a new Tech Stars fund that focus on underrepresented founders of color. This fund focuses on the very early stages of these companies. Paul gets a bit fired up during the discussion.
If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Due to a late recording date we got to cover some things that are just happening. We dive into Elon Musk's offer to buy Twitter. Is it real? Netflix is spending more on advertising while losing subscribers. And, Google's ad revenue is up. Not a surprise when you think of the companies impacted by Apple's new privacy rules.
If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Fast.com was a one-click checkout solution that flamed out pretty brilliantly two weeks ago. After raising over $100 million, Fast never even managed to earn $1 million in gross revenue. Better.com is faring a bit better but going through another massive round of layoffs. Is it enough to save the company?
If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Paul brings up forecasts from travel tech infrastructure giant Amadeus and draws some conclusions about the future of work and business travel. Travel is changing along with the nature of work and Paul talks about why this is so important to entrepeneurs. After that, Ed and Paul discuss the recent development where Uber is now listing NYC taxis in their app for riders to book. What started as the original battleground for Uber now becomes their latest frontier.
If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Paul and Ed start the show with a quick nod to the work from home culture that most of us have embraced during the pandemic. From Ed's hatred of Microsoft Teams to Paul's shocking realization of how much Zoom can cost for a small team, it's a real-world look into how entrepreneurs are thriving and suffering in WFH. Speaking of cost, Ed shares a story about a company in fundraising mode that ran out of time during their pitch using a free Zoom account.
Ed and Paul discuss one of Ed's portfolio companies, Point.me. They buck the trend of disruption, where the vast majority of founders are looking to disrupt the business of incumbents. It's somewhat rare to see founders causing disruption that helps incumbents.
Lastly, Paul tees up a discussion on a new type of accelerator launched by Hubspot. Paul thinks this is a watershed moment for podcasting and creators and he explains why.
Oh, and he's working on a pretty cool new tool that he's almost ready to launch.
If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
What is Walmart up to with their latest move in the tech world? Is this a sign that founders should be cozying up to the massive retailer? Is this a move for Walmart to "buy the squeeze"?
A discussion between Paul and Ed brings up a relevant question. Why don't our phones to more to protect us from bad phone calls, texts , etc?
2:45 - Why Walmart might be setting up a “tech hub” in Toronto (and Atlanta).
5:40 - Why the economic footprint of coworking spaces is more important than the square footage.
16:30 - Ask Not To Track and what ads Paul saw while on hotel wifi. (Hint: behind-the-scenes data sharing is a thing.)
19:55 - My First Million, Sam Parr’s Twitter hack and some opportunities for developers of browser extensions and other apps. Skip to 29:00 for some arbitrage ideas.
If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
We're are discussing must reading this week from Fabrice Grinda. Titled "The Great Unknown", it's worth 10 minutes of your time. Paul shares why he's optimistic even if the short-term market conditions look rocky.
Culture matters in every company. We take issue with a tweet from a prominent CEO. How you build your company and your culture will be some of the most critical thinking that you do. The nature of work is changing, but leaders are still responsible for looking to the future to determine what their core values should be.
If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Asymmetric bets might sound like buzz words and hand wavy stuff, but it's critical thinking. We're talking about why the devastation in Ukraine will have profound effects on your business (and where your attention should be focused).
Bitcoin seems to be a part of so many conversations but the buzz may not match the engagement level.
Here's a few time stamps to tune-in:
5:15 - How Bump reacted to the original pandemic lockdowns. How that reaction is even more relevant to the Russia/Ukraine situation today.
8:30 - will consumers be willing to give up Free Shipping or paying for fuel surcharges?
12:30 - Cash is a key driver. Except in situations like today.
15:45 - why people at Yum Brands and Panera are probably patting themselves on the back right now.
19:55 - Burgers and Bitcoin… and asymmetric bets.
30:15 - Should you wait to get into crypto?
34:20 - the people and companies that are best positioned for whatever’s ahead.
If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
The Russian invasion is front and center. There's plenty of heartache for the people of Ukraine. To a much lesser degree, there are also difficult decisions for founders in regards to fundraising, inventory and logistics.
Paul provides feedback from his single opt-in test on his mailing list. If you missed our discussion on whether the gold standard of double opt-in is no longer the standard, you can check it out here.
Oh, and Paul is looking for sweatpants. Or, boot pants. Or something.
If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
A discussion about one of the largest food delivery services in India leads Paul and Ed down the road of identifying the five key languages that divide the world markets.
Paul tries to quantify the time lost by GDPR. Ed and Paul discuss Facebook's whitewashing of privacy regulation. Paul is annoyed by the logo on his TV.
Paul raises the point that VC-backed startups may never unseat incumbents.
If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Key Topics:
(4:30) Paul believes the world is made up of five major cultures divided by language and what that means for high growth companies.
(10:30) Why catching up on local culture is the hardest part of expanding into new geographies.
(12:50) For founders, putting name brand investors on your cap table is no longer a viable defense. And, why raising at higher valuations or openly discussing your revenue growth rates may be a better strategy.
(17:30) Google vs Apple on user privacy… and why the “average” person’s 401k performance might be what ultimately drives more government attention on this topic.
(21:00) GDPR: good intentions, billions of inconvenienced people and an arbitrage opportunity for browser extension developers.
(24:30) How Facebook is using Hulu advertising spots to influence public perception about their stance on user privacy. And how Rolls Royce and GE put their logo on the side of airplane engines to do the same thing.
(28:25) Craft your narrative and brand consciously — personally and professionally — or it’ll be crafted for you.
(29:15) Why venture-backed companies won’t be the ones to truly unseat incumbents in mainstream industries. And why we think the “biggest” VC-funded wins of the past few years are actually rounding errors.
Google announced plans for some major changes on cross-app ad tracking, a topic Paul and Ed have discussed ad nauseum on the pod. On this, they don't quite see eye-to-eye on Google's intentions.
They're also digging into why speed and aggression are such key traits to succeed as a founder.
If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Paul starts the episode with the question of when it's okay for founders to take money out of a company. This is a complicated question, especially since you have outside investors. It doesn't happen often and we're discussing when it might make sense. It's also a great reminder of why it's so important for founders to stay connected to investors.
Ed asks the question of whether double opt-in, the gold standard of mailing lists is no longer the gold standard.
If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
A lot to cover this week. Paul and Ed start with a discussion on Cana. This 3D beverage printer has the ability to cause serious disruption in a number of industries. The product itself is intriguing and brings up so many questions. The unique capital structure that enabled Cana to progress is also up for discussion.
Peloton is on the docket. The current state of the company raises the question of how much capital to raise. Both founders and investors have strong opinions on the topic. Paul and Ed weigh in with their own.
And, Paul is obsessed with Wordle even though he's never actually played. The NYTimes acquisition leads to a host of questions, and leads back to a discussion about Apple's privacy changes and the massive shift they have caused.
If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online @paulsingh and @pizzainmotion.
Paul and Ed loop back on a listener question and follow-up on the concept of turning something your company does well into an API for others.
The Theranos verdict teaches important lessons for both founders and investors.
Paul talks about the fact that every fundraise has a public and a private story and why they frequently don’t match.
Big box retailers look at e-commerce as a channel. E-commerce thinks traditional retail is going away. They’re both wrong.
If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul online @paulsingh and Ed @pizzainmotion.
Paul and Ed are still discussing companies that are trying to pivot but may not be equipped to do so. This dates back to their Walmart discussion in Ep 14. Ed digs into the wayback machine to talk about Independence Air and Paul introduces the concept of "Start, Build Grow".
When your company needs to pivot, it's natural that part of your team may not be ready/equipped to do so. Leadership has to be bought into the mission for the team to embrace a pivot.
Paul breaks down how personal connections help founders solve problems.
Ed asks Paul if Tech Tour Stops are coming back and they both discuss what a post "Zoom only" world looks like.
Lastly, Paul asks for help from the audience as he moves into a new role at Bump.
Paul and Ed debate whether it makes more sense for a DTC company to handle logistics and shipping from one center or if a “micro-center” strategy might work better. Here's a reference to the map Paul discusses. Thanks to our listener Eric for the question.
They also dig into the different models that Y Combinator and Tech Stars chose
Paul also has an announcement about some changes coming up for him and his current venture.
Lastly, Ed manages to weave his fascination with Costco into a discussion about making the customer the center of what DTC companies do.
If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul online @paulsingh and Ed @pizzainmotion.
Paul is back from the islands and we're diving back into the world. Hot topics this week involve COVID wildfires, travel, technology and DTC. Ed details how his restaurants had to adopt 3rd party delivery platforms essentially overnight to keep restaurants afloat at the beginning of the pandemic. That ultimately meant half of their customer relationships are now controlled by someone else. Paul is amazed that restaurants surrendered 50% of their customers to 3rd party delivery providers essentially overnight.
Paul and Ed spend time going over a listener comment from Eric about at-home COVID testing machines. If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul online @paulsingh and Ed @pizzainmotion.
Oh, and just in case you want to see Paul's "Pit Vipers".....
There is a ton of money on the sidelines waiting to invest right now. Paul and Ed are looking at a new Angel List fund and wondering if this is a byproduct of investors needing to adopt new models to find the returns they're seeking.
With recent changes to CAC founders are likely going to feel the squeeze when it comes to fundraising. Paul describes why the far ends of the barbel (very early and very late stage companies) will still be able to raise cash. However, the mid-stage companies will be like the actual barbel in the middle, slim pickings to raise a fundraising round.
Are investors pivoting away from "growth at all costs" for the companies they invest in? Paul thinks Ed is being too generous in his opinions of fellow investors on this point.
Is Walmart preparing to take on the likes of Uber and Door Dash for last-mile delivery?
And, Paul drops a question on Ed that may have to wait until next week to get a thorough answer.
Paul and Ed dive right into why this time of year is the best time to recruit. Paul is busy talking to new candidates every day and Ed is busy recruiting his existing employees.
This leads to Paul's assertion that most CEO's wouldn't be proud of their culture if they stopped to figure out what their employees thought it was.
We also discuss Paul's first public appearance on a podcast since we launched the show. He was on the popular DTC podcast recently. If you haven't already listened, you can find it here.
While we're talking about podcasts be sure to check out our buddy Mesh's show, Talk Money.
Last thought of the year. We're you prepared for the black swan that was Apple's change on targeting? Are you prepared for the next black swan your business will face?
You can find Paul Singh and Edward Pizzarello online.
Don't forget you can always e-mail us questions show@resultsjunkies.com.
Some founders are built to start companies and some are built to bring their companies to a new level. Most aren't built to do both. Paul and Ed dive into that this week. Paul talks about how deep his company is into Black Friday when it comes to e-commerce and making sure all the trucks are leaving on time. Ed pokes a bit of fun at Paul for jumping shoulder deep into the world of physical products from the SaaS world he lived in the last decade.
Paul and Ed are breaking down some recent pitch decks for potential investments. Bad pitch decks can crush your chances at an investment. Lead with the strongest details, such as revenue, CAC and LTV. Traction is key, cut out the fluff. In the end, if you need to explain your entire business to an investor through a lengthy pitch deck, they're probably not the right investor.
Big recent statements from Facebook/Meta CEO Mark Zuckerberg make Paul and Ed wonder if thinking in public can actually be a solid strategy. They also recap what Black Friday looked like for DTC and whether some odd ad targeting might be related to recent changes to iOS.
We dive right into alphabet soup this week. Paul is talking about the world of DME and we wander into a discussion on CAC (Customer Acquisition Cost) and LTV (Lifetime Value of the Customer), two numbers every founder needs to understand.
How hard is it to triple your revenue this year and then triple your revenue again next year? 10X-ing your revenue is really hard, and really special.
Apple's recent changes to iOS have had a major impact on companies of pretty much every shape and size. Paul shares examples where he's seen CAC double recently due to the Apple changes.
Does your team make your company an acquisition target? That's what Paul Singh (@paulsingh) and Edward Pizzarello (@pizzainmotion) start off the show with this week. Your team can be your greatest asset.
We're talking about the super sizing of Y Combinator, one of the most well-known accelerators.
We also talk about Paul's idea for a verified revenue API on Twitter. And, robots ordering burgers. Of course.
Nobody would blame an acquirer or acquisition target for getting a bit of deal fever as you close in on an agreement. Many more deals fall apart than actually get across the finish line. Paul digs in to this topic with Ed as they discuss the acquisition he's currently working on.
There are more updates on North Star and over 1,000 users giving feedback now. If you're an e-commerce company it's a zero cost way to keep your key metrics front and center.
Paul makes the assertion that any relationship where you agree 90% of the time is probably not a healthy one. He also outlines where 90% of the work is actually done.
Paul and Ed are both seeing examples where CAC (Customer Acquisition Cost) is skyrocketing. Are Apple's new privacy settings causing a ripple effect?
You'll hear folks debate about "buy vs build" when they're trying to figure out the best way to grow a company. Paul and Ed peel back the layers on how to make this decision for your company.
Paul's Google plug-in, North Star is available for download on the Google Play store. Paul has more planned for a future update but it's ready to track your eCom stats right now.
Submitting to Google wasn't too terrible, easier than submitted the show to Apple Podcasts (side note: we should have called this episode "Something Went Wrong").
We're digging into a major payment change in India and wondering how it would affect US-based entrepreneurs who rely on places like the Apple App Store subscription model to grow.
Paul gives us an update on the acquisition he's been working on since the podcast launched. And, we talk about diversification and how so many companies do it wrong.
You can find Paul @paulsingh and Ed @pizzainmotion talking about growth, problems, travel and families on Twitter any time of the day and night.
So many entrepreneurs focus on cutting costs when they should be focused on growing revenue. Paul and Ed have strong opinions on where you should be focused.
Paul lays out the game plan on why you need both traction and distribution. Traction is your intellectual property, your secret sauce. Once you have that figured out, distribution is what keeps people from eating your lunch.
Diversification. You need it, but most people think about it wrong.
There's a big difference between recruiting and hiring. If you're just doing the latter, you won't succeed.
Shoot us your questions for a future show. E-mail us at show@resultsjunkies.com. Find Paul @paulsingh and Ed @pizzainmotion on Twitter.
Today we're talking about Paul's 3 rules for the invisible game of life.
We also end up going down a rabbit hole about technology used in the service industry. Paul just can't figure out how such a massive industry can rely on so much inadequate technology.
Transactions matter. Period. Paul is brewing up a tool you can use to track transaction growth.
Our final rabbit hole this week is the airline industry and why airlines don't spend more time trying to poach each other's customers. Oh, and we talk about dwell time. Riveting stuff.
We dive into an upcoming investment opportunity and what keys they’re looking for prior to writing a check. Is it better to bootstrap or raise money? We'll be debating that until the end of time. Finally, we take a look at what we think founders in our portfolio have in common.
Make sure to hit the subscribe button to be the first to get new episodes as soon as they’re available for download.
Sign up for our e-mail list
to get notified as soon as a new episode drops. Shoot us your questions at show@resultsjunkies.com, and follow us on Twitter. Paul is @paulsingh and Ed is @pizzainmotion. And, make sure to sign-up for the Results Junkies mailing list to learn how to grow a business everywhere else.
Most folks think that they have job security right up until they don’t have a job anymore. It may sound obvious, but the person you should trust most is yourself. The nature of how we work is changing. Here’s how we see it. Finally, Paul and Ed agree (and disagree) on the most important attributes a founder needs to have.
Make sure to hit the subscribe button to be the first to get new episodes as soon as they’re available for download.
Sign up for our e-mail list
to get notified as soon as a new episode drops. Shoot us your questions at show@resultsjunkies.com, and follow us on Twitter. Paul is @paulsingh and Ed is @pizzainmotion. And, make sure to sign-up for the Results Junkies mailing list to learn how to grow a business everywhere else.
Episode 1 is in the books! We’re talking about whether it’s better to raise money or bootstrap your new company. We dive into how to tackle customer acquisition when you have less than $1 million in revenue. And, Paul explains the difference between “playing not to lose” versus “playing to win” and why it’s so important to do the latter.
Make sure to hit the subscribe button to be the first to get new episodes as soon as they’re available for download.
Sign up for our e-mail list
to get notified as soon as a new episode drops. Shoot us your questions at show@resultsjunkies.com, and follow us on Twitter. Paul is @paulsingh and Ed is @pizzainmotion. And, make sure to sign-up for the Results Junkies mailing list to learn how to grow a business everywhere else.
Paul Singh has been a VC, an angel investor, an entrepreneur and a full-time truck driver. Ed Pizza is also a lifelong entrepreneur, cutting his teeth in the restaurant industry before dipping into the world of tech and angel investing.
The two spent three years on the road visiting towns across the United States looking for focused founders ready to take on the world. They disagree about as often as they agree, but they're always focused on results.