Episoder
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Guest: Larry Baer, CEO of the San Francisco Giants
In 1992, Larry Baer was part of the ownership group that bought the San Francisco Giants and successfully prevented the team from being moved to Tampa, Florida. Back then, they had a big problem to solve: An old, uncomfortable ballpark that voters wanted to see replaced, but didn’t want to pay for.
20 years after the construction and financial success of Candlestick Park’s replacement, Oracle Park, Baer — now the CEO of the Giants — embarked on an even bigger project, developing an entire neighborhood near Oracle called Mission Rock. “We’re in the baseball business, but really, we're in the media, entertainment, sports, real estate business,” he says.
Chapters:
(01:05) - Growing up a fan(04:37) - Larry’s dad(07:28) - Stopping the move(13:28) - The Giants in 1992(15:18) - “What am I doing here?”(19:31) - Hiring with urgency (23:34) - Last out to first pitch(27:45) - Buster Posey(30:13) - The Candlestick problem(36:36) - Making a new stadium(43:00) - Always hungry(45:01) - Becoming CEO(49:52) - Homegrown talent(52:55) - The Mission Rock neighborhood(57:27) - Revitalizing San Francisco (01:03:20) - “It all starts here”(01:07:20) - What Oracle Park means(01:09:52) - What “grit” means to LarryMentioned in this episode: Barry Bonds, Candlestick Park, Willie Mays, Willie McCovey, Juan Marichal, Josh Harris, Larry and Bob Tisch, CBS, Peter Magowan and Safeway, Charles Schwab, Don Fisher, Bill Hewlett, Arthur Rock, Charles Johnson, Harmon Burns, Bank of America, Walter Shorenstein, Dianne Feinstein, Bob Lurie, Bobby Bonds, Dennis Gilbert, Roger Craig, Al Rosen, Dusty Baker, Bob Quinn, Brian Sabean, George Steinbrenner, Bob Lillis, Matt Williams, Greg Johnson, the 1994 baseball strike, Chase Manhattan Bank, Warren Hellman, Jimmy Lee, Pacific Bell, Coca-Cola Company, J.T. Snow, Jeff Kent, Bill Neukom, Brandon Crawford, Brandon Belt, Tim Lincecum, Matt Cain, Madison Bumgarner, Sergio Romo, Hunter Pence, Marco Scutaro, Joseph Lacob and the Golden State Warriors, Tishman Speyer, Al Kelly, Ryan McInerney, Visa, Che Fico, Arsicault, Trick Dog and Josh Harris, the Chase Center, Sam Altman and Open AI, Anthropic, Daniel Lurie, Salesforce and Dreamforce, Imagine Dragons, Pink, the Moscone Center, and Billy Crystal.
Links:
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This episode was edited by Eric Johnson from LightningPod.fm
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Guest: Tony Vinciquerra, outgoing CEO of Sony Pictures
Tony Vinciquerra never planned to get into the entertainment business, let alone to become one of the most powerful people in Hollywood. After seven years, he’s about to leave the CEO role at Sony Pictures (although he will stay on as chairman for one more year) and attributes much of his success to luck: “I’ve been in the right place at the right time a lot of times.”
That said, he also encourages his children to proactively be curious, something that has served Tony well across his whole career. “I don’t have as deep an education as many of the people that [I] compete with,” he says. “So I try to make up for that by knowing what’s going on and being more curious ... working harder at it and being more — I don’t know what the right word is, but sucking more information in, all the time.”
Chapters:
(00:54) - The perks of being a studio boss(03:38) - Hulu and Peter Chernin(06:41) - Fox Television(10:03) - Building relationships(13:37) - Not retiring(15:34) - Fixing Sony(23:29) - Intellectual property(26:58) - Juggling and baseball(29:30) - Setbacks and cable networks(34:58) - The WGA and SAG-AFTRA strikes(37:22) - AI and replacing writers(39:46) - Adapting to new tech(44:38) - Changing consumer behavior(49:25) - Sports media and live TV(55:31) - Bad days(58:57) - Tony’s family(01:02:47) - Looking back(01:05:04) - Proactive curiosity(01:07:33) - What “grit” means to TonyMentioned in this episode: Jason Kilar and Warner Bros., Jeff Zucker, John Waldron and Goldman Sachs, FX, Drayton McLane, Netflix, Variety, PlayStation, Spider-Man, Tom Rothman, CBS and Paramount, Comcast and NBC, Disney, Mike Hopkins, Amazon Prime, Funimation, Crunchyroll, Breaking Bad, The Last of Us, HBO, Uncharted, WBZ-TV, the Game Show Network, Wheel of Fortune, Jeopardy!, Joker: Folie à Deux, Miramax, Here, Tom Hanks, Venom: The Last Dance, Michael Ovitz, Sam Altman and OpenAI, Pixomondo, Neal Mohan and YouTube, Susan Wojcicki, DirecTV and AT&T, NFL Sunday Ticket, Qualcomm, the New York Knicks, the Golden State Warriors, Larry Baer and the San Francisco Giants, Major League Baseball, Walmart and Vizio, Madame Web, Capital Cities, Mark McLaughlin, and Mark Fields and Ford.
Links:
Connect with Joubin
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This episode was edited by Eric Johnson from LightningPod.fm
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Manglende episoder?
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Guest: Jeff Wilke, former CEO of Amazon Worldwide Consumer and chairman of Re:Build Manufacturing
Jeff Wilke worked more than 20 years at Amazon, overseeing the million-person team that speedily gets packages from warehouses to doorsteps. In hindsight, he observes that Amazon Prime’s exponential growth was actually an incremental daily process.
“I used to say things like, ‘If God was running this plant, whoever is your God ... they can’t violate physical laws. How well would they do?’ And then we know where we are,” Jeff says.
“If we’re perfect in it, compounding over all this time, we’re going to get there. But when you’re in the middle of it, it can feel almost impossible.”
Chapters:
(01:37) - Grit and longevity(02:24) - Flow state(07:29) - Refining mental models(12:29) - The ivory tower and the shop floor(16:49) - Gnarly holidays(20:41) - Identifying grit(24:28) - Reflecting and learning(27:36) - Christmas 2000(31:06) - The duplicate bug(34:01) - Incremental progress (38:36) - Prime Video(43:05) - Organizing the day(46:42) - Amazon’s leaders(49:55) - The Whole Foods acquisition(53:33) - Amazon Fashion(59:54) - The great Kindle battle(01:02:40) - How to work with Jeff Bezos(01:05:11) - Leaving Amazon(01:09:48) - Re:Build Manufacturing(01:14:35) - What “grit” means to JeffMentioned in this episode: Peloton, Andy Jassy, Daniel Kahneman, Zoom, Allied Signal, Toyota and the Gemba Walk, MacKenzie Scott, Bob Thomas and Crucibles of Leadership, David Risher, Toys “R” Us, Amazon Prime, Jeff Blackburn, Louis Pasteur, Netflix, Bill Carr, Steve Kessel, Larry Bossidy, Rick Dalzell, West Point, John Mackey, Liesl Wilke, Tony Hsieh, the Met Gala, Anna Wintour, the Pittsburgh Steelers, Tim Tebow, the New York Jets, Shopbob, Gucci, Zara, Cathy Beaudoin, Walmart, Dave Clark, John Doerr, Bill Baumol, and Bing Gordon.
Links:
Connect with Jeff
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This episode was edited by Eric Johnson from LightningPod.fm
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Guest: Dan Streetman, CEO of Tanium
A graduate of West Point who served in Iraq combat operations, Tanium CEO Dan Streetman can’t help but compare his business career to his military experience. Understanding huge structures and processes is a crucial skill at both Tanium and in the Army, he says, as are the skills for aligning people around a shared mission.
“Before you go on an operation, you write a thing called an operations order ... [and] one of the most important things at the operations order is this paragraph called the commander's intent,” he explains, “which describes how you believe the mission is going to be accomplished and why it's important.”
“You may end up doing something completely different. But as long as you understand the mission and the commander's intent, the organization can do amazing things.”
Chapters:
(01:05) - Election Day(02:44) - Ranger School(06:42) - Parenting and business school(09:59) - Military structures(12:27) - Serving in Iraq(15:59) - Back to normal life(21:37) - Working out(24:14) - Quality sleep(26:37) - Non-founder CEOs(31:35) - Getting the job(35:56) - Earning respect(38:49) - TIBCO(43:40) - Redline(46:37) - Going public(53:54) - Time horizons(58:35) - Free AI(01:03:11) - Whar “grit” mans to Dan(01:03:40) - Who Tanium is hiringMentioned in this episode: Ronald Reagan, Terri Streetman, Ironman Triathlons, Jeff Bezos and Amazon, Stanley McChrystal, Jon Abizaid, Charles Jacoby, Thomas Siebel and C3, Salesforce, Bill McDermott, Carl Eschenbach, Marc Benioff, Garmin, Mark McLaughlin, Thinking in Bets by Annie Duke, World Series of Poker, Amdocs, David and Orion Hindawi, Citrix, Harvard University, Pets.com, Ben Horowitz, Vista Equity Partners, Vivek Ranadivé, Robert Smith, Operation Warp Speed, BreakLine, Bipul Sinha and Rubrik, Mikhail Gorbachev, F. Scott Fitzgerald, OpenAI and ChatGPT, and Google.
Links:
Connect with Dan
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This episode was edited by Eric Johnson from LightningPod.fm
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Guest: Josh Silverman, CEO of Etsy
When Josh Silverman joined the board of Etsy, he had one condition: “Don’t ask me to the be the CEO.” And technically, they didn’t ask. One day, he got a phone call informing him the board had elected him as the new CEO, just days before an earnings miss. He knew the odds were against him — layoffs would be necessary, and “I was going to have to be the villain” — but decided to say yes out of a sense of duty to Etsy’s users and workers. “If I can be helpful, I have a responsibility to do it,” Josh says.
Chapters:
(00:55) - Energy management(02:42) - Meetings(09:56) - Etsy’s strategy(13:36) - Learning to delegate(17:10) - Setting an example(24:17) - Evite’s rise and fall(27:46) - Self vs. company(30:22) - Legacy(34:21) - Control and agency(37:44) - Joining Etsy’s board(40:40) - Becoming CEO(46:16) - Culture shock(48:09) - “We need you, trust us”(51:25) - eBay and Skype(57:15) - Pushed out(01:00:40) - Accountability and family(01:03:53) - Time horizons(01:05:55) - Gen AI-supported art (01:08:29) - Who Etsy is hiring and what “grit” means to JoshMentioned in this episode: Ken Chenault and American Express, Nick Daniel, Rachana Kumar, Ticketmaster and IAC, Etsy Studios, Silverlake, Shopping.com, Google, Microsoft, and Austin City Limits.
Links:
Connect with Josh
LinkedInConnect with Joubin
TwitterLinkedInEmail: [email protected]Learn more about Kleiner Perkins
This episode was edited by Eric Johnson from LightningPod.fm
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Guests: Varun Mohan, CEO & Co-Founder of Codeium; and Leigh Marie Braswell, partner at Kleiner Perkins
“A lot of people are really bad at knowing what good is,” says Codeium CEO Varun Mohan. Specifically, he’s thinking of startups that hire based on a “logo” — a well-known company on the résumé — rather than exceptional talent. Codeium is based in Mountain View, CA, and Varun believes that it’s incumbent on any new startup to hire in the San Francisco Bay Area, because of how exceptional talent is concentrated there.
“When you hire someone that’s 10x better,” he says, “you can’t replace them with 10 1x people. Because the the 10x person is going to be thinking of ideas that none of these 1x people are ever going to think of.”
Chapters:
(01:05) - Ludicrous growth(03:54) - Seizing opportunity(07:29) - Product-market fit(13:05) - Scale AI & MIT(17:42) - Coding efficiency(22:58) - Larger companies(25:20) - Varun and Leigh Marie’s working relationship(29:51) - Pivoting to Codeium(34:00) - Giving away the product(37:01) - The code-gen landscape(42:20) - Annual reinvention(45:00) - Picking a problem(47:07) - Bipul Sinha’s help(50:43) - Ambition(53:13) - Building in Silicon Valley(55:11) - Spotting talent(59:11) - Who Codeium is hiring(59:43) - What “grit” means to VarunMentioned in this episode: Graham Moreno, Wiz, ChatGPT, Google, Nuro, Goldman Sachs, Waymo, the DARPA Challenge, Alex Wang, Douglas Chen, Safeway, Equinox, Carlos Delatorre and MongoDB, The Qualified Sales Leader by John McMahon, GitHub Copilot, Microsoft, Exafunction, Mamoon Hamid, Figma, JPMorgan Chase, Starlink, SpaceX, Rubrik, Michael Dell, Stripe, and John Doerr.
Links:
Connect with Varun
LinkedInTwitterConnect with Leigh Marie
LinkedInTwitterConnect with Joubin
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This episode was edited by Eric Johnson from LightningPod.fm
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Guest: Sal Khan, founder of Khan Academy
AI is poised to change nearly every business, but few are changing as quickly as education. And Sal Khan, who has spend more than a decade manually creating more than 7,000 educational videos, says that’s a good thing. He’s encouraged Khan Academy to focus on “disrupt[ing] ourselves ... more than almost any other organization that I know of.”
The reason is backed up by the data: Personalized tutors — designed to help students achieve mastery in a subject, but previously thought to be unscalable — could shift the educational bell curve “significantly to the right,” Sal says.
Chapters:
(00:52) - John and Ann Doerr(05:20) - Khan Academy’s origins(07:42) - What it is now(12:43) - Emotional fortitude(15:25) - Generating revenue(19:36) - The two-sigma “problem”(21:31) - OpenAI and Sam Altman(24:47) - What AI can do(27:56) - Cheating and other fears(30:06) - Video production(34:08) - Standardized tests(38:36) - AI tutors’ tone(40:22) - Not leaving the closet(43:20) - Who Khan Academy is hiring(45:58) - What “grit” means to SalMentioned in this episode: Nasdaq, Dan Wohl, Vedic and Buddhist literature, Microsoft, Benjamin Bloom, ChatGPT, the Turing Test, Greg Brockman, Donald Trump, Bing Chat and Sydney, Khanmigo, the SAT and ACT, Schoolhouse.world, Craig Silverstein and Google, John Resig and jQuery, and Angela Duckworth.
Links:
Connect with Sal
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This episode was edited by Eric Johnson from LightningPod.fm
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Guest: Matt MacInnis, COO of Rippling
One of the most important things a non-founder can do, says Rippling COO Matt MacInnis, is to learn how to operate in the context of the company they’re joining. His CEO, Parker Conrad, “spikes” in certain skill areas, and the rest of the executive team needs to maximize his ability to thrive while “taking care of the rest of it.” Matt likened the work to being a hobbyist airplane pilot, who can’t get a license without knowing all the minute details about their plane’s engine and aerodynamics.
“You can’t be a good pilot if you don’t understand the engine, because if something goes wrong, you want to be able to troubleshoot it,” he says. “An executive coming in to fly your airplane better learn the engine.”
Chapters:
(01:08) - Telling Rippling’s story(04:27) - Founding & failing at Inkling(09:30) - Different types of hard(13:55) - Discipline and stamina(15:22) - Meeting with Steve Jobs(19:20) - Definitely, give up!(22:29) - Product-market fit(27:15) - Founders and culture(33:24) - Executive instincts(36:06) - Talent Signal and AI(40:06) - 150 former founders(44:08) - Zero to one projects(48:06) - The failure of Silicon Valley Bank(55:25) - Routines and discipline(59:37) - Disagreeing with Parker(01:02:25) - Who Rippling is hiring(01:03:37) - What “grit” means to MattMentioned in this episode: Parker Conrad, London Breed, Apple, Sequoia Capital, Sapphire Ventures, Tenaya Capital, digital textbooks on iPad, Oricom, Netscape, Peter Cho, Eddy Cue, John Couch, iBooks, Slack, Airbnb, Paul Graham, Brian Chesky, “founder mode,” Larry Ellison, Ivan Zhao and Notion, Intel and ARM, Salesforce, United Airlines, LLMs, GitHub, DocuCharm, Peter Thiel, Mamoon Hamid, Expensify, Navan, Costco, Comcast, HBO’s Silicon Valley, Jensen Huang and NVIDIA, and Taylor Swift.
Links:
Connect with Matt
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This episode was edited by Eric Johnson from LightningPod.fm
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Guest: Jason Kilar, former CEO & co-founder of Hulu and former CEO of WarnerMedia
When Jason Kilar was a child, he was obsessed with Walt Disney — not just as a filmmaker or the creator of Disneyland, but as an entrepreneur. He started his career at the Walt Disney Company (where else?) but then got his first opportunity to help build something new when a young startup entrepreneur from Seattle visited his business school classroom. Most of Jason’s classmates predicted the failure of this startup, Amazon.com, which elicited “this awesome laugh, the Jeff Bezos trademark laugh.” How a leader reacts to criticism or doubts, Jason learned, says a lot about their conviction and intelligence.
Chapters:
(01:08) - Bing Gordon and John Doerr(04:11) - Warner Bros.(06:12) - Walt Disney(11:10) - Working at Disney(14:32) - What makes it special(18:31) - Meeting your heroes(20:06) - “Walt’s folly,” Disneyland(22:45) - Harvard and Amazon(25:09) - Meeting Jeff Bezos(29:10) - “Help people understand Amazon exists”(33:25) - Amazon’s culture(38:07) - What Warner Bros. makes(40:55) - Obscurity and relevance (45:53) - Feeling the lows(50:09) - Launching Hulu(53:36) - NewCo or ClownCo?(59:13) - Over-communication(01:03:14) - The future of TV memo(01:06:46) - Innovator’s dilemma(01:08:57) - No labels(01:14:04) - Unfinished business(01:16:22) - Staying present(01:20:26) - The theatrical window(01:26:19) - What’s next?Mentioned in this episode: Amazon, The Matrix, Star Wars: A New Hope, Disney World, Diane Disney Miller, Honey, I Shrunk the Kids, Michael Eisner, Universal Studios and Harry Potter, Disney University, Jeffrey Rayport, Barnes & Noble, Joel Spiegel, David Risher, Joy Covey, Garry Trudeau and Doonesbury, Andy Jassy, Brian Birtwistle, Jim Kingsbury, Vessel and Verizon, HBO, Friends, Hogwarts Legacy, Sony, Netflix, NBCUniversal, Paramount, AT&T, Discovery, Richard Tom, Kara Swisher, Fox, YouTube and Google, Saturday Night Live, Peter Chernin, Jeff Zucker, Bob Iger, Andy Rachleff and Benchmark, CBS, Miracle on 34th Street, Marissa Mayer and Yahoo, Rony Abovitz and Magic Leap, House of the Dragon and Industry, Dune, Christopher Nolan, and the TSA.
Links:
Connect with Jason
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This episode was edited by Eric Johnson from LightningPod.fm
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Guests: Joe Thomas, CEO and co-founder of Loom; and Ilya Fushman, partner at Kleiner Perkins
Loom CEO Joe Thomas had a lot of things to think about before he sold his company to Atlassian for $975 million: The impact an acquisition might have on the product, how to keep the Loom brand alive, the risk of remaining independent... but it wasn’t until after the deal was announced that he really understood what it meant for his team.
“I didn't know how emotional it'd be for me,” Joe says. “All of the Loom employees, current and former, that reached out when this was announced, they did their calculation and they're like, ‘Oh my God.’ That, to me, was the most emotionally transformative part of the process. I didn't fully recognize what that would be like, on the individual front.”
Chapters:
(01:34) - The Atlassian acquisition(05:25) - The bittersweet moment(08:15) - Transforming Loom(13:30) - Ilya’s perspective(18:04) - Life-changing(22:55) - Doing it again(25:00) - Loom’s early days(28:26) - The Series A(32:33) - Turning on monetization(35:37) - The Series B(37:05) - Loom AI(43:13) - Revenue orientation(48:18) - The acquisition landscape(52:27) - Working inside Atlassian(54:04) - Atlanta tech(55:00) - Who Atlassian is hiring(55:24) - What “grit” means to JoeMentioned in this episode: Wilson Sonsini, Vinay Hiremath, Andrew Reed and Sequoia Capital, Zoom, Mike Cannon-Brookes, Shahed Khan, COTU Ventures, Andreessen Horowitz, Scott Farquhar, the Lindy Effect, SVB, Google Chrome, Dropbox, Slack, Snapchat, HubSpot, the Van Westendorp Price Sensitivity Meter, Dylan Field and Figma, Atlassian Rovo, Palo Alto Networks, Salesforce, and Garrett Langley and Flock Safety.
Links:
Connect with Joe
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TwitterLinkedInConnect with Joubin
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This episode was edited by Eric Johnson from LightningPod.fm
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Guest: Rony Abovitz, founder & CEO of SynthBee
SynthBee CEO Rony Abovitz grew up “really believing” in Star Wars and the idea that there could be benevolent, artificially intelligent beings like R2-D2 and C-3PO.
“It wasn't a dystopian vision of the future,” he says. “It wasn't HAL from 2001. It wasn't the Terminator. It wasn't Skynet. It was this kind of friendly, empathetic, more utopian vision.”
George Lucas himself told Rony to tone it down and not “take it so literally” — but he was undeterred. The way he describes today’s leading AI powers sounds like an idealistic Rebel conceptualizing the Evil Empire.
“You’ve got companies that receive massive funding that want to take all the data in the world ... I feel that's a massive mistake,” Rony says. “We become serfs. They become the Lords. They become the Kings. I'm completely opposed to that. So I started to imagine for SynthBee what is a different form of computing intelligence, one that could help us, but have much more safety [and] human centrism.”
Chapters:
(01:12) - Fundraising(02:27) - Meeting John Doerr(07:05) - The Beast(10:06) - Unfinished business(11:47) - Apple and Meta(15:20) - The COVID-19 pandemic(21:12) - “Investors panicked”(25:28) - Shaquille O’Neal vs. digital Shaq(29:43) - Magic Leap alumni(32:45) - Financial outcomes(38:27) - Peggy Johnson(40:27) - “A weird version of hell”(44:08) - A strange intro to Google(50:42) - Larry Page and Sergey Brin(54:27) - Founder voting power(01:00:40) - Mako Surgical(01:03:04) - The 9/11 term sheet(01:06:40) - The worst pitch ever(01:09:55) - The 2008 IPO(01:16:15) - Selling to Stryker(01:18:30) - What is SynthBee?(01:26:44) - Humility in tech(01:31:44) - Who SynthBee is hiringMentioned in this episode: Scott Hassan, Bing Gordon, Chewy, Mary Meeker, Suitable Technologies and Beam, NASA, Mark Zuckerberg, Matthew Ball, NTT Docomo, Blade Runner, Wired Magazine, CES, Dow Jones, Tesla, Zoom, OpenAI and Anthropic, Adam Silver and the NBA, John Monos, the Apple Vision Pro, Madden NFL, McLaren, Satya Nadella and Microsoft, the HoloLens, Godzilla and King Kong, Willow Garage and ROS, Trading Places, Z-KAT, Frederic Moll, John Freund, Christopher Dewey, John and Christine Whitman, Sycamore Ventures, Andy Bechtelstein, JP Morgan and Morgan Stanley, Kevin Lobo, Muhammad Ali, Star Wars and George Lucas, Yuval Noah Harari, and Infosys.
Links:
Connect with Rony
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This episode was edited by Eric Johnson from LightningPod.fm
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Guest: Sebastian Siemiatkowski, CEO and co-founder of Klarna
Living and working in Stockholm, Klarna CEO Sebastian Siemiatkowski thinks a lot about how he’s perceived in Silicon Valley: “I feel like here I am, I am the small, country cousin from Sweden.” And on top of that, he knew that someone like Sam Altman wouldn’t initially think of a European banking startup as an ideal partner for OpenAI — so, he made up an excuse to fly to San Francisco and meet with Altman.
“I felt like, OK, this is going to be the busiest man in the world very soon,” Sebastian recalls. “When I first booked it with Sam, I think I got three hours in his calendar. By the time I arrived in San Francisco, it was down to 30 minutes.”
Chapters:
(01:02) - Workday and Salesforce(06:01) - Rolling your own(08:45) - AI-driven customer service(15:33) - Automation at scale for business(19:28) - The Toyota way(23:40) - Sam Altman (25:36) - Playing offense(28:25) - Reinventing Klarna(31:44) - The startup journey(35:37) - Common equity(39:28) - Champions League(42:24) - Hype cycles(47:35) - Sebastian’s father(52:28) - Control and stability(57:23) - Comfort zone vs. stretch zone(01:02:27) - Creating resilience(01:06:23) - Why Klarna isn’t hiringMentioned in this episode: OpenAI, Seeking Alpha, Slack, Workday, ChatGPT, Stripe, CRMs, Mark Benioff, Twitter, Anthropic, Waymo, Devin AI, the Collison brothers and Stripe, Pieter van der Does and Adyen, Daniel Ek and Spotify, General Atlantic, DST Global, Anton Levy, Michael Moritz, Sequoia Capital, Niklas Adalberth, PayPal, CNBC, “Under Pressure” by Queen, Boris Johnson, Elon Musk, Google, Sam Walton, Made in America, Nina Siemiatkowski, and Snoop Dogg.
Links:
Connect with Sebastian
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This episode was edited by Eric Johnson from LightningPod.fm
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Guest: Kyle Hanslovan, CEO & co-founder of Huntress; and Ev Randle, partner at Kleiner Perkins
Talk is cheap, says Huntress CEO Kyle Hanslovan: “I learned real early on that integrity is like one of the very few things, if not the only thing, you can't buy.” En route to Huntress’ current status as a $1.5 billion firm with $100 million in ARR, he took a long time to hire new execs, or partner with VC firms.
Indeed, Kleiner Perkins partner Ev Randle recalls the deliberation Hanslovan underwent before signing KP’s term sheet. “It's pretty rare for a founder's diligence process on you to increase your conviction on them and the business that they're building,” he says. “You just saw that the effort extended across to so many different places and so many details that it's typically not.”
Chapters:
(01:03) - Learning how things work(03:31) - Default trusting(05:07) - Over-sharing(10:50) - Kyle’s leadership style(15:44) - Hiring for conflict(19:24) - Scaling execs(22:52) - Evaluating VCs(28:55) - Pattern-matching(32:13) - Why Huntress is worth $1.5 billion(38:34) - Kyle’s childhood and early career(42:00) - The 99 percent(47:49) - Bootstrapping(51:14) - Deep roots(57:47) - Customer love(01:01:14) - “Nothing will stop us”(01:05:50) - Who Huntress is hiring(01:07:22) - What “grit” means to KyleMentioned in this episode: Sony, Sam Altman, Nike, Elad Gil and High Growth Handbook, Kim Scott and Radical Candor, JMI Equity, Vinod Khosla, Todd Park, Capterra, Reddit, FUBU, Rippling, the NSA, QuickBooks, Amazon AWS, and South Park.
Links:
Connect with Kyle
TwitterLinkedInConnect with Ev
TwitterLinkedInConnect with Joubin
TwitterLinkedInEmail: [email protected]Learn more about Kleiner Perkins
This episode was edited by Eric Johnson from LightningPod.fm
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Guest: Mark Fields, former president & CEO of Ford Motor Company and chairperson at Planview
In 2005, Mark Fields was asked to run the Americas for the Ford Motor Company, a role he would serve in for 7 years, later becoming COO and then CEO. His wife and kids were used to relocating for Mark’s job, but had just put down roots in Florida. He told them that this time, they should stay put — he would commute between Florida and Detroit every week, and call home for an hour every night.“I probably communicated more with [my wife] because we were apart, than if I was there,” Mark says. “Because if I was there, I'd come home for dinner, we'd spend a little bit of time together, I'd grunt at her, and then I'd go back to my emails, and ignore the kids. Whereas, by being away, I actually had really focused time every day to talk.”
Chapters:
(01:01) - The auto business in ‘89(05:27) - The business now(08:47) - Ford vs. Trump(11:44) - Becoming a leader(17:35) - The next chapter(20:01) - Relocating the family(24:45) - Bring the kids to work(29:19) - “You have one life”(33:52) - Ego and purpose(42:06) - Retirement adrenaline(45:10) - Leading with passion(48:06) - Avoiding bankruptcy(52:55) - Grading Mark’s CEO years(55:12) - The board(58:32) - Electric vehicles(01:04:50) - 24 Hours of Le Mans(01:11:36) - Selling a $580,000 carMentioned in this episode: Harvard Business School, Ronald Reagan, Toyota, Nissan, Honda, CNBC, Volkswagen, American Icon, Donald Trump, Rutgers University, Mazda, Hertz, the Range Rover, Michigan University and Michigan Stadium, Mamoon Hamid, work/life balance, Mark McLaughlin and Palo Alto Networks, the Great Recession, GM, Chrysler, the North American International Auto Show, Bill Ford, Argo AI, Chariot, autonomous vehicles, Ford v Ferrari, Enzo Ferrari, the Ford GT, Jaguar Racing, and De Beers.
Links:
Connect with Mark
LinkedInConnect with Joubin
TwitterLinkedInEmail: [email protected]Learn more about Kleiner Perkins
This episode was edited by Eric Johnson from LightningPod.fm
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Guest: Jack Conte, CEO & co-founder of Patreon
For many YouTube video creators, getting millions of views on your videos may seem like the goal. But when Jack Conte and his wife Nataly Dawn became YouTube stars through their band Pomplamoose, they didn’t automatically find gold at the end of the rainbow.
“You check your ad revenue and you make 48 bucks in ad revenue and you're like, ‘Oh my God, I'm worthless,’” Jack recalls. “And you check that dashboard every day ... and eventually you start to believe that you're worth $48 a month. That's a bad f**king feeling.”
That’s why in 2013, he co-founded the artist-funding platform Patreon, and discovered that there were a lot more creators like him out there. As of 2022, those creators have earned more than $3.5 billion from Patreon.
Chapters:
(01:06) - Barriers to entry(03:04) - The creator economy(08:36) - Patreon’s mission(11:22) - Its name(13:12) - Talking to artists(17:26) - Detail obsession(24:07) - “Nobody has an answer”(27:17) - Playing empty rooms(31:09) - Success feels like failure(33:37) - “I’ll be happy when...”(39:26) - Type one vs type two joy(45:32) - Self-confidence(48:30) - Obsession, humility, and kindness(53:51) - Figuring out your sound(56:18) - “I’m f**king terrified”(01:00:33) - Pedals(01:04:04) - Starting Patreon(01:07:04) - Who Patreon is hiringMentioned in this episode: Jason Kilar, Spotify, YouTube, Pomplamoose, Google Docs, GoDaddy, LaCroix, James Freeman and Blue Bottle Coffee, Woody Allen, Medium, YCombinator, Apple and the App Store, MySpace, Matthew “The Oatmeal” Inman, AdSense, Home Depot, Skrillex and Fred Again, Matt Bunting, and Sam Yam.
Links:
Connect with Jack
LinkedInRead "I'm f**king terrified"Watch the "Pedals" music videoConnect with Joubin
TwitterLinkedInEmail: [email protected]Learn more about Kleiner Perkins
This episode was edited by Eric Johnson from LightningPod.fm
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Guest: Mark Pincus, founder & chairman of Zynga, and managing member & co-founder of Reinvent Capital
Before Zynga and Facebook made social gaming mainstream, the video game industry was “extreme on this being about art and crafting,” recalls Zynga founder Mark Pincus. He believes his winning instinct was the realization that games were “at least 50 percent science” — but it’s not enough to just have the instinct.
Mark says entrepreneurs like him have to quickly take multiple shots on the goal and “look for feedback loops that tell you your instinct is right ... you need to get to a minimum viable idea state and you need to find true signal around that idea state, that it’s right or wrong, and move on.”
Chapters:
(01:40) - Rubbing sticks together(07:01) - Virtual businesses(12:10) - Pre-Zynga companies(13:51) - Setting the real intention(17:44) - Internet treasures(23:21) - Disrupting gaming (30:14) - The chip on Mark’s shoulder(33:19) - The end of Tribe(37:24) - Zynga Poker(42:59) - Explosive growth(46:57) - Making the virtual real(52:02) - The downturn(58:12) - Stepping aside (sort of)(01:01:50) - Back into the fire(01:08:45) - In the abyss(01:11:46) - What “grit” means to MarkMentioned in this episode: Dot Earth, Elon Musk and the Boring Company, Uber Eats and Dara Khosrowshahi, ChatGPT, Roblox, Madhappy, Reid Hoffman, Craigslist, Google, Napster and Sean Parker, the California Culinary Academy, Peter Thiel, Mark Zuckerberg and Facebook, Yahoo, John Doerr, Words with Friends, LinkedIn, Tribe.net, Supercell and Ilkka Paananen, FarmVille and Hay Day, Parker Conrad and Rippling, Bing Gordon, Fred Wilson, Brad Feld, the Game Developer’s Conference, CNET, Matt Cohler, Don Mattrick, Microsoft and the Xbox, Joe Biden, Jason Citron and Discord, Steve Jobs, Super Labs, Marcus Segal, Frank Gibeau, The Courage to Be Disliked, and Stewart Butterfield.
Links:
Connect with Mark
TwitterLinkedInConnect with Joubin
TwitterLinkedInEmail: [email protected]Learn more about Kleiner Perkins
This episode was edited by Eric Johnson from LightningPod.fm
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Guest: RJ Scaringe, CEO and Founder of Rivian
“I’m very comfortable with things not being in their end state,” says Rivian CEO and founder RJ Scaringe. The company’s challenging mission — to help make 100% of the world’s cars electric — will take a long time, and a lot of willingness to build the metaphorical plane in midair.
As Rivian has grown from one person to seven to 17,000, though, RJ admits that there’s a lot more pressure to not screw up. “There’s all these conflicting emotions I had ... is this the right product?” he recalls. “Is it the right strategy? Am I capable of doing this? But at the end of the day, I try really hard not to let that be overly distracting.”
Chapters:
(01:58) - Starting from scratch(05:35) - Auto tech innovation(08:03) - The supply chain(09:52) - Rivian’s deal with Volkswagen(14:28) - Outsourcing(16:10) - Capable EVs(19:06) - Brand and customer satisfaction(21:05) - That nagging feeling(27:26) - Raising capital(31:31) - RJ’s father(32:35) - The dark side of cars(34:43) - Tesla’s influence(37:13) - Financial challenges(42:38) - Entrepreneurial mindset(44:59) - Hard decisions(46:46) - Don’t screw this up(49:56) - 25,000 decisions a day(52:16) - Daily routines(54:57) - Who Rivian is hiring(55:34) - What “grit” means to RJMentioned in this episode: Porsche, Alex Honnold, Amazon AWS, Mercedes, Elon Musk, Lotus, U.S. News and World Report, MotorTrend, J.D. Power, Ford, Blue Origin, SpaceX, MIT, Jeff Bezos, and the Tesla Roadster.
Links:
Connect with RJ
TwitterLinkedInConnect with Joubin
TwitterLinkedInEmail: [email protected]Learn more about Kleiner Perkins
This episode was edited by Eric Johnson from LightningPod.fm
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Guest: Sridhar Ramaswamy, CEO of Snowflake
“People underestimate what it is to go through a complete reset,” says Snowflake CEO Sridhar Ramaswamy. And he knows it: After an incredible 15-year run at Google, he started over from zero with an AI search startup, Neeva. And in hindsight, he regrets not trying to port over more of the skills that had made him a successful leader before. “You should be truthful with yourself about what is it that you know that you're really good at,” he says.
In this episode, Sridhar and Joubin discuss Morgan Stanley, working with urgency, avoiding comparisons, following your passions, Steph Curry, summer school, the Google bubble, axes of improvement, Vivek Raghunathan, Bill Coughran, Bell Labs, Mark McLaughlin, Nikesh Arora, daily emails, Chris Degnan, competitiveness, aircraft carriers, and size 31 pants.
Chapters:
(01:05) - Travel challenges(03:55) - Crisis mangement(08:59) - Parenting(14:01) - Defining success(20:37) - From Google to Neeva(27:57) - Transition troubles(31:06) - Glean vs. Neeva(34:08) - Becoming Snowflake’s CEO(38:41) - Authority(39:58) - Frank Slootman(44:24) - Palo Alto Networks(48:27) - Transparent culture(50:56) - Sridhar’s morning ritual(54:23) - Complete visibility(57:49) - Priorities(01:00:10) - Snowflake’s stock price(01:02:33) - Who it’s hiringLinks:
Connect with Sridhar
TwitterLinkedInConnect with Joubin
TwitterLinkedInEmail: [email protected]Learn more about Kleiner Perkins
This episode was edited by Eric Johnson from LightningPod.fm
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Guest: James Freeman, Founder and Former CEO of Blue Bottle Coffee
In the six or so years since he sold his last shares of Blue Bottle Coffee to Nestlé, James Freeman has had a lot of time to ruminate — about how he succeeded in creating a unique café experience, and also the ways he failed his workers as a manager. But he’s already thinking about how he’ll be better in round 2. “I've changed so much — physically, mentally, emotionally — I feel like I could be a better collaborator,” James says.
In this episode, James and Joubin discuss All About Coffee by William Ukers, Oliver Strand, performance anxiety, MongoMusic, farmers’ markets, “first touch” design, Parisian cafés, self-deception, Facebook ads, “great exits,” The Picture of Dorian Gray, “frictionless” coffee, Zeno’s Paradox, Yoda, iced oat lattes, espresso machines, The Devil Wears Prada, Steve Jobs, Angela Duckworth, and sandpaper.
Chapters:
(02:25) - Coffee is culture(07:10) - James’ music career(11:20) - Moving into business(15:17) - Starting Blue Bottle(17:55) - “Fun until it wasn’t”(21:09) - Food vs. tech in San Francisco(23:15) - The coffee shop experience(29:18) - Dissatisfaction and bad management(33:42) - Exhaustion(36:22) - Exit(37:39) - Anxiety and falling apart(40:31) - Paying the bills vs. the high life(44:08) - Visiting Blue Bottle today(46:53) - The decision to sell(51:35) - Could he have stayed?(54:01) - The next coffee shop(s)(57:35) - Returning to the ring(01:01:39) - What if it works out?(01:03:30) - What “grit” means to JamesLinks:
Connect with James
LinkedIn
TwitterLinkedInEmail: [email protected]
Connect with Joubin
Learn more about Kleiner PerkinsThis episode was edited by Eric Johnson from LightningPod.fm
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Guest: John Hanke, CEO of Niantic
When Pokémon Go launched, Niantic CEO John Hanke was enjoying a tranquil walk through a bamboo forest near Kyoto with his son. When he got back, it was all hands on deck: Building on a platform Niantic had developed for its previous game, Ingress, Pokémon Go was a runaway success story, earning $100 million dollars in revenue in its first week, and $1 billion in its first seven months. “I had a huge amount of anxiety that this is just too good to be true,” John recalls. “When are the wheels going to come off? What’s going to go wrong?”
In this episode, John and Joubin discuss San Francisco’s history, Noam Bardin, Google Street View, David Lawee, AR glasses, Field Trip and Ingress, Tsunekazu Ishihara, gaming outside, Gilman Louie, Frank Slootman, mellowing out, Thomas Kurian, Jay Chaudhry, commute burnout, daily yoga, Xerox PARC, Mark Zuckerberg, Apple Vision Pro, the history of gaming, and talking to computers.
Chapters:
(02:17) - Waze and Google Maps(05:39) - John’s childhood heroes(07:38) - Pokémon Go’s first week(10:13) - Maps as a platform(13:56) - Spinning Niantic off of Google(17:36) - Hyperscaling(19:05) - Finding Niantic’s mission(22:45) - Startups and families(24:15) - Adrenaline and gas(30:17) - Drive without desperation(34:42) - Negotiating with the Pokémon Company(38:25) - Zero to a million(41:28) - Relief and responsibility(43:44) - Sustaining engagement(47:18) - Enjoying the ride more(50:57) - Rules for balance(55:42) - Augmented reality and wearables(01:01:38) - Social games(01:04:14) - LLMs and the voice UI(01:06:52) - Who Niantic is hiringLinks:
Connect with John
TwitterLinkedInConnect with Joubin
TwitterLinkedInEmail: [email protected]Learn more about Kleiner Perkins
This episode was edited by Eric Johnson from LightningPod.fm
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