20VC: The On Running Memo: From Swiss Mountai...

Up next

20VC: The AI Bubble Is Wrong | AI Margins Need to Improve | Revenue Concentration Should be a Concern | Why People Over-Estimate Open Models But Enterprises Still Fear Frontier Models with Aaron Katz, ClickHouse

Aaron Katz is the Co-Founder and CEO of ClickHouse, the real-time analytics database powering companies including OpenAI, Anthropic, Tesla and Microsoft. ClickHouse just surpassed $350M in ARR and raised over $1B from investors including Dragoneer, Khosla Ventures, Coatue, 20VC a ... Show more

. 1h 3min

20VC: Is Anthropic's Coding Business Worth $2 Trillion? | Should American Enterprises Work With Open-Source Chinese Models? | Why 80–90% of Neo-Labs Die in the Next 18 Months? with Eno Reyes, Co-Founder @ Factory

Eno Reyes is the co-founder and CTO of Factory, the agent-native software development platform building autonomous "Droids" for enterprise engineering teams. Factory has raised $220 million, most recently a $150 million Series C at a $1.5 billion valuation, from investors includi ... Show more

. 1h 29min

Recommended Episodes

On athletic shoes: Olivier Bernhard and Caspar Coppetti

How I Built This with Guy Raz

Swiss triathlete and Ironman champion Olivier Bernhard was warned not to challenge the goliaths in the sneaker industry. But, inspired by the cloud-like sensation of a prototype running shoe made with strips of garden hose, Olivier set out to make a new sneaker for elite runners. ... Show more

. 1h 15min

David Allemann (On) - Exploration in Sports Technology

Entrepreneurial Thought Leaders (ETL)

David Allemann co-leads the Swiss sports company On, one of the fastest-growing global sports brands. He puts a special focus on product, design, marketing, and the direct-to-consumer business of On. Previously, Allemann worked at the intersection of business and creativity at Mc ... Show more

. 48min 21sec

Ep406 - David Allemann | Dream On: How to Be a Creative Entrepreneur

Talks at Google

David Allemann visits Google to discuss his company ON, one of the fastest growing global sports brands. He also discusses his career journey, product success, IPO story, & how ON was able to become a prominent name in the saturated market of athletic shoes. David Allemann co-lea ... Show more

. 50min 13sec

How Hoka Ran Away With The Competition

Founder's Journal

Episode 33: Lace them up! Alex Lieberman (@businessbarista) dives into the meteoric rise of Hoka, the popular shoe brand that just crossed the $1 billion mark in revenue. Since the pandemic, it went from having less than 10% of Deckers’ (parent company) revenue to nearly 40%, and ... Show more

. 17min 26sec