Opendoor: Q1 2026 Earnings - [Business Breakdowns, EP.245]

Opendoor: Q1 2026 Earnings - [Business Breakd...

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Toast: Sticky SaaS - [Business Breakdowns, EP.247]

Today, we are breaking down Toast, a name we have covered before but are revisiting because the story has changed enough to be worth telling again. Most listeners will have tapped a Toast terminal without thinking much about the business behind it. Our guest is Sean Barrett, foun ...  Show more

Auto1: EU-sed Car Marketplace - [Business Breakdowns, EP.246]

Today, we are breaking down Auto1, and this is an interesting episode because we are tackling a business that most US listeners will not be familiar with, even though it resembles names they already know well. Our guest is Harrison Moot, co-founder and CIO of Sandstone, who walks ...  Show more

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