20Growth: Top Five Growth Lessons Scaling Stitchfix to IPO, How to Master the Art of Paid Marketing, Why CAC/LTV is a BS Metric & How To Use Payback Period as an Alternative to CAC/LTV with Mike Duboe, Partner @ Greylock

20Growth: Top Five Growth Lessons Scaling Sti...

Up next

20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before

AGENDA: 00:00 $45B Floods into Anthropic from Google & Amazon 05:10 OpenAI Misses Growth Targets — Is This a Real Problem? 08:40 The Rise of AI Agents: Why Humans No Longer Pick Models 12:05 "Compute ≠ Revenue": The First Crack in the AI Business Model 20:30 China Blocks $2B Manu ...  Show more

20VC: Applovin: $160BN Market Cap, $5.48BN Revenue, $10M EBITDA Per Head | Why the Best Do Not Need Mentorship | Why Founders Should Not Angel Invest | Why Kindness in Business Will Slow You Down with Adam Foroughi

Adam Foroughi is the Co-Founder and CEO @ Applovin, one of the most underdiscussed but incredible businesses. Applovin has a market cap of $160BN, the company does $5.48BN in revenue and has an astonishing $10M EBITDA per head. The margins; 80%+. There is almost no other business ...  Show more

Recommended Episodes

SaaStr 059: How To Measure Sales Team Success, Test New Pricing, Build Culture From Day 1 & The Biggest Learnings From Watching Box Scale Into Hypergrowth with Michael Cardamone, Managing Director @ Acceleprise
The Official SaaStr Podcast: SaaS | Founders | Investors

<span style="font-weight: 400;">Michael Cardamone is the Managing Director of</span> <span style= "font-weight: 400;">Acceleprise</span><span style= "font-weight: 400;">, a SaaS focused accele ...

  Show more

SaaStr 192: Why Multi-Year Deals Are Not All Good, What Whatever Funding You Think You Will Need Double It & The Challenges of Building A Company and A Category Simultaneously with Michael Katz @ mParticle
The Official SaaStr Podcast: SaaS | Founders | Investors

<span style= "font-weight: 400;">Michael Katz</span> <span style= "font-weight: 400;">is the Founder & CEO @</span> <span style= "font-weight: 400;">mParticle</span><span style= "font-weight: ...

  Show more

Setting Up M&A for Hyper-Growth Companies
M&A Science

Michael Nov, Head of Corporate Development & Chief of Staff to the CTO at OwnBackup M&A is a game-changing tool that can propel a company's growth several years ahead of schedule. However, for hyper-growth companies, M&A can also be a double-edged sword that leads to attrition an ...  Show more

SaaStr 173: Lemkin's Lesson on What To Look For In Your First Sales Reps, How to Approach Variable Compensation, The Right Way To Acquire Customers When Starting Paid Marketing and more with Jason Lemkin, Founder @ SaaStr
The Official SaaStr Podcast: SaaS | Founders | Investors

<span style= "font-weight: 400;">Jason Lemkin</span> <span style= "font-weight: 400;">is the Founder @</span> <span style= "font-weight: 400;">SaaStr</span><span style= "font-weight: 400;">, the w ...

  Show more