Business Breakdowns

@bizbreakdowns

Official account of the Business Breakdowns Podcast. Diving deep into a single business and finding the key lessons for investors and operators. @colossusmag

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Business Breakdowns
@bizbreakdowns
Jul 27
Qasar Younis was COO of Y Combinator when Sam Altman was its president. Peter Ludwig was an early engineer on Android Automotive at Google. Both are Detroit guys with family roots at General Motors. In 2017, they started Applied Intuition to make a billion machines intelligent.
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Business Breakdowns
@bizbreakdowns
Jul 27
Applied Intuition's mission is intelligence on a billion machines in the next decade. Qasar (@qasar) and Peter on Dana, their new agentic platform for physical AI that will help us get there faster: "If you ask why don't we have intelligent robots and intelligent vehicles
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Business Breakdowns
@bizbreakdowns
Jul 27
51:44
Qasar Younis was COO of Y Combinator when Sam Altman was its president. Peter Ludwig was an early engineer on Android Automotive at Google. Both are Detroit guys with family roots at General Motors. In 2017, they started Applied Intuition to make a billion machines intelligent.
Business Breakdowns
@bizbreakdowns
Jun 3
Great conversation with @dkhos on autonomous vehicles, AI, building a true superapp (drones, hotels, groceries) and lessons from legends like Barry Diller. It pairs well with Patrick's Uber Breakdown from 2021 - comparing the two conversations, Uber's progress since then is
Patrick OShaughnessy
@patrick_oshag
Jun 3
01:11:17
My conversation with @dkhos, CEO of Uber. Dara took over in 2017, when Uber was losing roughly $4.5B a year. Today the company generates $10B in free cash flow and is worth about $150B. We discuss: - How Daniel Ek convinced him to take the job - How Uber spent a full year of
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Business Breakdowns
@bizbreakdowns
May 29
Today, we are breaking down Toast ($TOST) Sean Barrett, Managing Partner and CIO of Counter Global, returned to cover his history with this business and what makes it so exciting today. Enjoy!
Matt Reustle
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Business Breakdowns
@bizbreakdowns
May 15
Today, we break down Auto1 $AG1 It'd be easy to call it the Carvana of Europe, but our guest, Harrison Moot of SandStone, helped detail what makes Auto1's model different. Harrison joined @ReustleMatt to break down the European used car market, cross-border sales channels,