B2BaCEO (with Ashu Garg) podcast

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Foundation Capital and Ashu Garg에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Foundation Capital and Ashu Garg 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Squid Game: The Official Podcast

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Keys and Knives - S3 Ep 1 26:28

28일 전26:28

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26:28

Squid Game is back—and this time, the knives are out. In the thrilling Season 3 premiere, Player 456 is spiraling and a brutal round of hide-and-seek forces players to kill or be killed. Hosts Phil Yu and Kiera Please break down Gi-hun’s descent into vengeance, Guard 011’s daring betrayal of the Game, and the shocking moment players are forced to choose between murdering their friends… or dying. Then, Carlos Juico and Gavin Ruta from the Jumpers Jump podcast join us to unpack their wild theories for the season. Plus, Phil and Kiera face off in a high-stakes round of “Hot Sweet Potato.” SPOILER ALERT! Make sure you watch Squid Game Season 3 Episode 1 before listening on. Play one last time. IG - @SquidGameNetflix X (f.k.a. Twitter) - @SquidGame Check out more from Phil Yu @angryasianman , Kiera Please @kieraplease and the Jumpers Jump podcast Listen to more from Netflix Podcasts . Squid Game: The Official Podcast is produced by Netflix and The Mash-Up Americans.…

B2BaCEO (with Ashu Garg)

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B2B a CEO is the show about how to scale your enterprise startup and how to grow from founder to CEO. Hosted by Ashu Garg, general partner at Foundation Capital. Subscribe to the newsletter here: https://ashugarg.substack.com/

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B2BaCEO (with Ashu Garg)

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#Business #Foundation Capital #Tech #Entrepreneur #Ashu Garg #Enterprise #SaaS #Silicon Valley #CEOs #Venture Capital

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B2BaCEO (with Ashu Garg)

1
How to Turn Research Into Real Companies | Ion Stoica, Co-founder and Executive Chairman, Databricks 1:03:11

5 weeks 전1:03:11

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1:03:11

My guest today is Ion Stoica, professor of computer science at UC Berkeley and the co-founder of Conviva, Databricks, and Anyscale. Over the last two decades, Ion’s research labs - the AMP Lab, the RISE Lab, and now the Sky Computing Lab - have seeded a generation of category-defining companies. Ion has the unique ability to turn non-consensus ideas into durable businesses. He applied machine learning to video optimization with Conviva before AI became mainstream. He scaled Apache Spark into a $60B platform with Databricks. And now, with Anyscale, he’s betting on Ray as the foundation for distributed AI workloads. In this episode, we dig into both sides of Ion’s work: how to build world-class research labs, and how to turn research into real companies. His clarity of thought makes the future feel legible, and his track record suggests he’s very often right. Hope you enjoy the conversation! Chapters: 00:00 The Spark thesis: win the ecosystem first, monetize later 01:00 Intro: From lab to company - Ion’s repeatable playbook 03:00 Did you always plan to become a founder, or did it just happen? 05:23 Let’s start with Spark - how did the project come about? 13:04 What were the most important early decisions at Databricks? 23:49 You were the first CEO - what did you have to learn (or unlearn)? 30:01 How was building Anyscale different from building Databricks? 33:53 What’s obvious to you about the future of AI that others miss? 37:31 Why AI works so well for code 41:00 The thesis behind OPAQUE Systems 44:06 Future infra will be heterogeneous, distributed, and vertically integrated 49:03 China’s edge: faster diffusion from lab to market 53:19 Platform companies still work, but only with the right investors 55:57 What role did the Databricks Unit (DBU) play in value capture? 58:02 AI progress is plateauing, but adoption is just beginning…

B2BaCEO (with Ashu Garg)

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How to Lead with Empathy and Resilience (Ramesh Srinivasan, Senior Partner, McKinsey) 37:00

7 weeks 전37:00

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37:00

My guest today is Ramesh Srinivasan, a senior partner at McKinsey and trusted advisor to some of the world’s top CEOs. Over his career, Ramesh has worked with leaders at companies like Cognizant, Moderna, Nissan, and Delta, helping them navigate tough challenges and scale high-performing teams. Ramesh just published a new book, The Journey of Leadership , which distills lessons from thousands of hours spent alongside top executives. In our conversation, he shares practical insights for founders on how to discover their natural leadership style, why empathy is a non-negotiable leadership skill, and what it really takes to inspire people at scale. Hope you find this conversation valuable! Chapters: 00:00:00 Cold open 00:01:14 Ramesh’s backstory 00:04:34 Things that shaped Ramesh’s leadership philosophy 00:05:19 The big idea behind his book: The Journey of Leadership 00:09:12 Building empathy: For your team, your customers, your market 00:11:00 Lessons from Frank D’Souza at Cognizant 00:14:20 Lessons from Stéphane Bancel at Moderna 00:17:15 Trust, vulnerability, and the power of asking for help 00:19:40 Finding purpose: Starting from life’s crucible moments 00:22:00 Renewal: How great leaders evolve over time 00:24:00 Common mistakes founders make on the leadership journey 00:26:10 Resilience: The ultimate test of a founder’s staying power 00:30:20 The impact of AI on leadership and organizational change 00:34:00 Where AI is reshaping healthcare today 00:36:00 Advice for AI + healthcare founders…

B2BaCEO (with Ashu Garg)

1
How to Solve AI-Powered Search (Arvind Jain, founder and CEO of Glean) 42:41

26 weeks 전42:41

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42:41

My guest today is Arvind Jain, the founder and CEO of Glean. Before Glean, Arvind spent over a decade building Google's search infrastructure. He then co-founded Rubrik, which recently passed $1B ARR. With Glean, Arvind is tackling the longstanding challenge of enterprise search. Yet his vision goes beyond this. He believes every employee should have their own team of AI agents to help them work smarter and achieve more. In our conversation, Arvind shares his journey as a technical founder and offers his unique perspective on what it takes to build a successful startup today. We also discuss where AI is heading, and where he sees the biggest opportunities for founders. Hope you find this conversation valuable! Chapters: 00:00 Cold open 04:42 How Arvind began his journey in search 06:59 Arvind on Glean's mission 08:50 The evolution of enterprise search 12:56 How AI unlocks a new dimension for search 16:56 Lessons for AI startup founders 21:23 Navigating the AI startup landscape 25:44 The "build vs. buy" decision with AI models 31:09 Defining the role of AI in business 34:57 The future of work with AI agents 39:30 The shift from SaaS to Service-as-Software 41:21 Concluding thoughts…

B2BaCEO (with Ashu Garg)

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How to Rewrite the Rules of 'Founder Mode' (Frank Slootman, Chairman, Board of Directors, Snowflake) 51:22

38 weeks 전51:22

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51:22

Frank Slootman turns the 'founder mode vs. manager mode’ debate on its head. Frank’s track record in B2B land is iconic: He took Data Domain from pre-revenues to a $2.5B acquisition by EMC. He led the IPO at ServiceNow, and when he left the company, it was worth $34B. Frank then took Snowflake public, and the company was worth over $70B when he retired earlier this year. After three successful CEO stints, Frank isn’t buying Silicon Valley’s fairytales about founders. His leadership style combines a manager’s prowess with a founder’s passion. Frank epitomizes what some might call “owner mode!” (00:07) Frank's thoughts on 'founder mode' vs. 'manager mode' (00:47) The role of non-founder managers and CEOs (09:59) How to manage effectively without micro-managing (17:11) The importance of intellectual honesty (18:32) Frank's thoughts on being 'in the arena' (21:04) What it really takes to build a viable business (28:34) Contrasting ServiceNow and Snowflake (33:40) The impact of AI on business (39:01) The future of app ecosystems (44:50) Becoming a student of leadership (46:31) Managing investor relationships (48:04) Why Frank doesn't think about his legacy (50:17) Closing Thoughts…

B2BaCEO (with Ashu Garg)

1
How to Adapt and Win in Enterprise Software (Aaron Levie, Co-Founder & CEO of Box) 42:40

41 weeks 전42:40

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42:40

Aaron Levie, co-founder and CEO of Box, has guided the cloud content management platform from a dorm room project into a publicly traded company with over $1B in annual revenue. In his second appearance on B2BaCEO, Aaron reflects on his founder journey, sharing how Box capitalized on cloud computing and their recent push to integrate generative AI. But our conversation goes far beyond Box. Aaron’s role has given him a unique vantage point on what the latest advances in AI mean for founders. We explore the AI applications that excite him most, where he sees opportunities for startups over incumbents, and the potential areas in AI that founders might be overlooking. (0:00) Intro (2:26) The Box journey (4:23) Transitioning to enterprise (8:26) Building a GTM flywheel (11:45) Lessons from the enterprise journey (15:16) Where AI is heading (18:14) Facing the innovator's dilemma (20:54) AI agents (26:15) Why AI is positive sum for the economy (30:24) The AI doomer debate (34:22) The evolving model ecosystem (40:30) Parting advice for founders…

B2BaCEO (with Ashu Garg)

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How to Build a Company Around Cutting-Edge AI (Srinath Sridhar, Founder of Regie.ai) 32:44

1 year 전32:44

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32:44

In this episode, I talk with Srinath Sridhar, CEO & Cofounder of Regie.ai, who has always been ahead of the AI curve. Sri and his co-founder Matt Millen started Regie.ai in 2019 with the idea that GPT-3 would transform how all of us write emails. Today, Regie uses AI to automate sales prospecting for the enterprise. The company's Auto-Pilot automates most of the repetitive tasks involved in demand generation, including writing sequences, scheduling calls and responding to emails. Sri knew in early 2019 that LLMs would be a game-changer. What he didn’t know was exactly what product to build. In this episode, we’ll dig into the details of how he did it.…

B2BaCEO (with Ashu Garg)

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How to Build a Multi-Billion-Dollar Software Business (Mohit Aron, Founder of Cohesity) 1:07:59

1 year 전1:07:59

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1:07:59

In this episode, I'm excited to welcome Mohit Aron back to B2BaCEO for the second time. As the founder of Cohesity and co-founder of Nutanix, Mohit is a titan in the world of enterprise GTM and infrastructure software. With two wildly successful companies under his belt, he's a true expert when it comes to building enterprise software businesses from the ground up. In our conversation, Mohit shares his proven frameworks for validating startup ideas. He reveals hard-won lessons from starting Nutanix and Cohesity, with real-world examples that bring his advice to life. We explore product-market fit—what it really looks like in practice—as well as how to build a team and manage performance in a high-growth startup. We wrap up by discussing the topic du jour, generative AI, and the opportunities it opens for startups. This episode is full of insights for technical founders. I hope you enjoy it! (00:00) Intro (00:21) Mohit's framework for a bulletproof startup hypothesis document (07:53) Why your MVP shouldn't be your full vision (10:39) Cohesity's journey from 0 to 1, 1 to 10, and 10 to 100+ (17:19) Examples of founders not being intellectually honest about their hypotheses (20:35) How to accurately size your startup's market (TAM) (23:55) Balancing founder conviction with naysayer feedback (31:02) Adapting the hypothesis document for the generative AI era (34:19) Mohit's definition of product-market fit (39:05) When to hit the gas on sales hiring (and when not to) (44:59) Mohit's system for competency-based hiring (53:17) Implementing performance management via quarterly calibrations (56:00) What Mohit would do differently as a technical founder (58:07) Mohit's top advice for founders (60:09) The industries ripe for disruption by generative AI (62:04) Book recommendations for founders…

B2BaCEO (with Ashu Garg)

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How to Grow from Ph.D. to Two-Time Startup CEO (Sanjit Biswas, Co-Founder & CEO of Samsara) 58:56

1 year 전58:56

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58:56

My guest today is Sanjit Biswas, the co-founder and CEO of Samsara, a platform that helps companies digitize their physical operations. In 2023, Samsara reached $1 billion in ARR, making it one of the fastest startups in history to hit this milestone. But this wasn't Sanjit's first major success. Before starting Samsara, Sanjit left his Ph.D at MIT to build Meraki, a cloud networking company that Cisco acquired for $1.2 billion in 2012. In our conversation, Sanjit shares his journey from grad school research to bootstrapping Meraki in the early days. He reflects on the lessons he learned from Meraki's pivot to the enterprise, the decision to sell to Cisco, and the insights that led him to start Samsara. We then turn to how Samsara found product-market fit, Sanjit's philosophy on allocating capital, and the areas where he believes generative AI will have the biggest impact. It was a really fun and insightful conversation that I think you'll enjoy! (00:00) Intro (00:16) Sanjit's background and the genesis of Meraki (06:25) Meraki's pivot to the enterprise and rapid growth (09:45) Lessons from building Meraki's enterprise sales motion (16:15) The decision to sell Meraki to Cisco (20:05) Founding Samsara and its mission (27:11) Defining Samsara's product strategy based on customer feedback (31:00) Samsara's unique journey to $1B in revenue (39:16) Sanjit’s "70/20/10” framework for allocating capital (43:13) The importance of board alignment and company culture (50:58) Sanjit's thoughts on AI and hype cycles (54:22) Sanjit's advice for aspiring entrepreneurs…

B2BaCEO (with Ashu Garg)

1
How to Win Your First Enterprise Customer (Doug Winter, Founder and CEO at Seismic) 51:13

1 year 전51:13

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51:13

My guest today is Doug Winter, the founder and CEO of Seismic, a leading enterprise sales enablement platform. Today, Seismic has a team of 1,500 people and nearly $400 million in recurring revenue. We start the conversation with Doug explaining what sales enablement actually means. From there, we turn to the early days of Seismic and unpack Doug’s approach to finding product-market fit, positioning, and targeting enterprise customers from day one. He speaks candidly about the challenges of scaling and closes with actionable advice for founders in 2024. Fewer than 1% of B2B software companies reach Seismic’s scale. Doug’s story offers a valuable blueprint for founders with similarly audacious ambitions. I hope you find this conversation as inspiring as I did. Let’s dive in! (00:00) Cold open (2:21) Doug explains what sales enablement is (3:39) Genesis of the idea for Seismic (7:08) Seismic's scrappy early days (13:10) Lessons from fundraising (18:23) Targeting large enterprises from day one (22:32) Scaling a GTM engine (28:23) Making proactive leadership changes (37:12) Running great board meetings (40:59) Impact of AI on Seismic's business (44:42) Advice for founders starting in 2024…

B2BaCEO (with Ashu Garg)

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How to Shape the Future of AI (Naveen Rao, VP of Generative AI at Databricks) 1:03:17

2 years 전1:03:17

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1:03:17

My guest this month is Naveen Rao, the co-founder of MosaicML and current head of Generative AI at Databricks. Naveen's journey is unique, as it echoes the evolution of AI itself. He’s best known for founding and selling two successful companies. The first, Nervana, an AI-focused chip company, was acquired by Intel for $400 million in 2016. The second, MosaicML, was acquired by Databricks in June for $1.3 billion. In our conversation, we unpack the insights and frameworks that led Naveen to make these bets in the first place. We begin by exploring his long history in AI research and startups, from his early days at Qualcomm, his founding of Nervana, and the genesis of MosaicML. We then turn to the complexities of the ever-changing AI landscape and go behind the scenes of MosaicML’s acquisition by Databricks. We close with Naveen’s takes on the most urgent questions in AI, including the recent tumult at OpenAI, the road to AGI, the role of regulation, and where he thinks generative AI will go next. What struck me most is Naveen’s remarkable ability to not only anticipate the future but also actively pave the path toward it. For founders looking to navigate our current AI moment, this episode is full of valuable lessons.…

B2BaCEO (with Ashu Garg)

1
How to Power the AI Boom (Robert Nishihara, Co-Founder & CEO of Anyscale) 45:36

2 years 전45:36

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45:36

In this episode of B2BaCEO, I speak with Robert Nishihara, co-founder and CEO of Anyscale. Anyscale’s aspiration is to build the fastest, most cost-efficient infrastructure for running LLMs and AI workloads. When it is successful, Anyscale will be to the AI era what Microsoft was for the PC era: the underlying operating system on which all AI applications are developed and run. Anyscale is built on Ray, an open-source compute framework that Robert and his co-founders developed as PhD students at UC Berkeley. Under the guidance of Professor Ion Stoica, who also co-founded Conviva and Databricks, the team sought to make distributed computing broadly accessible. Anyscale was then launched as a fully managed platform for Ray, making even the toughest problems in distributed computing easy for developers to tackle. Today, Anyscale is a billion-dollar business powering mission-critical AI use cases at companies like Amazon, Cohere, Hugging Face, NVIDIA, OpenAI, and Visa. If you’ve been a PhD student at UC Berkeley, created a popular open-source framework, and built a billion-dollar business on top of it, you’ve likely learned a thing or two along the way. Robert’s story offers valuable lessons for fellow founders and builders at all stages of the startup journey.…

B2BaCEO (with Ashu Garg)

1
How to Build, Scale, and Sell a Startup (Tracy Young, Co-Founder of TigerEye & PlanGrid) 48:18

2 years 전48:18

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48:18

My guest this month is Tracy Young, the co-founder and former CEO of PlanGrid, a productivity tool for construction companies. From going through YC and losing a co-founder to cancer, to being acquired by Autodesk for $875 million, Tracy has picked up many valuable lessons that other founders and CEOs can learn from. Our conversation unpacks these lessons, including finding (and keeping!) product-market fit, navigating startup growing pains, showing up effectively to board meetings, and managing the emotional toll of fundraising. We also speak about Tracy’s new venture, TigerEye, and what she’s doing differently the second time around. After having countless conversations with founders over the years, I thought I’d heard it all. Tracy proved me wrong. Her story serves as an inspiration for aspiring entrepreneurs in any industry.…

B2BaCEO (with Ashu Garg)

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How to Deploy AI in Your Company (Matei Zaharia, CTO & Co-Founder of Databricks) 39:47

2 years 전39:47

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39:47

If you’re not hardcore about AI, then stop the podcast now — because this episode for real technology nerds. Ashu’s guest is Matei Zaharia, CTO and cofounder of Databricks, and a professor of computer science at Stanford University. Ashu and Matei cover a lot of ground — most of it technical, all of it very relevant for anyone who’s serious about building with artificial intelligence. They start with a discussion of Databricks’ early days: how the startup established a foothold in a market dominated by entrenched incumbents and some of the challenges Matei and his cofounders faced. The rest of the conversation is all about AI. Matei breaks down the most common challenges that enterprises run into when attempting to adopt AI. He shares tips for how startups can best deploy foundation models. And he speculates on what the game-changing new use cases for AI will be over the next two years. Matei also pulls back the kimono on some of the cutting-edge machine-learning research he and his team at Stanford are working on. Finally, listen to the end for a fascinating exchange about artificial intelligence beyond large language models.…

B2BaCEO (with Ashu Garg)

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How to Capture the AI Moment (Bobby Yerramilli-Rao, Chief Strategy Officer at Microsoft) 47:11

2 years 전47:11

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47:11

As everyone listening to this podcast knows, the release of ChatGPT last November ushered in a new age of AI and catalyzed a wave of AI startups. For this episode of B2BaCEO, Ashu goes deep on AI with Bobby Yerramilli-Rao, former serial entrepreneur and investor, and current Chief Strategy Officer at Microsoft. Ashu picks Bobby’s brain on what sectors and problem spaces he thinks are ripe for innovation with AI and what the opportunities for startups are. They then dissect the four layers of the AI stack, from applications to platforms to infrastructure to models. Lastly, they talk about flavors of artificial intelligence beyond large language models. If you’re a founder or executive who wants to understand the AI moment and all the opportunities it holds for enterprises and society — listen to this conversation.…

B2BaCEO (with Ashu Garg)

1
How to Grow in a Bear Market (Beerud Sheth, Co-Founder & CEO of Gupshup) 27:18

3 years 전27:18

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27:18

Beerud Sheth is the Co-Founder and CEO of Gupshup, a leading platform for cloud messaging. Prior to that he was the cofounder of what is now Upwork, a pioneer of online freelancing and remote work. Beerud took the slow and steady pace to winning the race, building two unicorns over 25 years. On the show, he and Ashu draw from Beerud’s depth of experience and break down how a company can achieve capital-efficient growth in the current economic environment. They also lay out the case for why India might be the Silicon Valley of the future.…

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