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Results Junkies

Ed Pizza, Paul Singh

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The Results Junkies podcast features Paul Singh and Ed Pizza sharing the realities of starting, building and growing companies — from both sides of the table. No hand-waving, no fluff, just tactics from two operators and investors that have 3,000+ portfolio companies between them.
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Paul is back from Lubbock, Texas where he caught up with their startup community. He's recapping the visit, including his table pounding moment and some opportunities he sees to invest. Paul and Ed also discuss a concept that came up on the new BG Squared podcast that we also discussed on Results Junkies a couple of months ago. Companies like Micro…
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Carta released some head count data that's very revealing about last few years of hiring and layoffs in the startup world. We'd love it if you'd leave us a rating. It takes less than a minute and really helps us out. Just click here! If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul an…
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A breakdown of the lawsuit between NY Times and Open AI is very revealing. Open AI comments about their new Sora platform are damaging. But Sora.....Sora is something to behold. The next wave of AI is pretty incredible. We'd love it if you'd leave us a rating. It takes less than a minute and really helps us out. Just click here! If you've got a com…
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After some legal setbacks in Europe, Apple is making some new decisions in regards to their app store in Europe. We'd love it if you'd leave us a rating. It takes less than a minute and really helps us out. Just click here! If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed onlin…
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The creators of Layoffs.fyi had a very interesting podcast appearance, detailing a number of interesting stats about the startup ecosystem. We also discuss the somewhat surprising ad revenue numbers being generated by companies such as Uber and Instacart. We'd love it if you'd leave us a rating. It takes less than a minute and really helps us out. …
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Cisco is laying off employees. Google's Gemini "build in public" is messy. And, Klarna is crushing it with AI. We'd love it if you'd leave us a rating. It takes less than a minute and really helps us out. Just click here! If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul and Ed online …
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Paul and Ed are back from South Dakota. They recap their time at Startup Sioux Falls and share their thoughts on the startup ecosystem. Reddit is going public and the economics of the deal may help tell us where things stand in the startup world right now. Florida's legislation is working on a new law that will affect how B2C startups can grow. We'…
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Paul and Ed trek to South Dakota. After spending time at Startup Sioux Falls, they sat down with MarketBeat CEO Matt Paulson. We'd love it if you'd leave us a rating. It takes less than a minute and really helps us out. Just click here! If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You can find Paul…
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Paul and Ed are discussing the ripple effect of continued layoffs in the tech industry, including the knock-on effects of seat/license shrinkage. After that, Paul is pretty steamed about Google's latest move in AI. We'd love it if you'd leave us a rating. It takes less than a minute and really helps us out. Just click here! If you've got a comment …
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Joe Rogan is resetting the market again with an incredible new Spotify deal. The eye-popping numbers may not even be the biggest factor here. Paul and Ed are talking about Spotify's big pivot on distribution. We'd love it if you'd leave us a rating. It takes less than a minute and really helps us out. Just click here! If you've got a comment or que…
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Paul and Ed are looking at Layoffs.fyi again. Lots of interesting changes at big tech companies. Ed asks Paul if he's more likely to invest in a new startup right now or write a follow-on check to an existing portfolio company. And, Apple is making some changes overseas based on new legislation. Will we see this move to the US? We'd love it if you'…
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There are two Elon stories we're talking about today. One involves him asking Tesla for more shares and the other talks about him raising money for other ventures. The stories are interesting in their own right. But, there's also an interesting concept about how a company might choose to decide to issue more shares to a founder to keep them engaged…
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Carta, a leading provider of cap table management for startups, found themselves in some hot water recently. Did they violate the trust of founders? Paul and Ed tackle this issue. We'd love it if you'd leave us a rating. It takes less than a minute and really helps us out. Just click here! If you've got a comment or question for the show, you can e…
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Paul and Ed can't recall the last time they heard about a fund returning money to their limited partners, and yet here we are. And, AI continues to occupy our minds as interest groups force a shareholder vote at Apple in regards to the use of AI. We'd love it if you'd leave us a rating. It takes less than a minute and really helps us out. Just clic…
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The NY Times is suing ChatGPT over the use of its content to train the AI model. This move seemed almost inevitable. At the same time, Apple is reaching out to publishers to strike content deals to train their own AI models. We'd love it if you'd leave us a rating. It takes less than a minute and really helps us out. Just click here! If you've got …
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Epic wins an odd lawsuit against Google. Judge decides Google does have a monopoly but Epic did not include any damages in their lawsuit. Adobe and Figma announced a mega-merger well over a year ago. Now, regulators have said they won't allow the merger. We'd love it if you'd leave us a rating. It takes less than a minute and really helps us out. J…
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Paul and Ed welcome Julian Kheel, founder of Points Path, to the show. Paul is excited about Julian's idea but wants to see him growing quicker. They also discuss potential fundraising options. We'd love it if you'd leave us a rating. It takes less than a minute and really helps us out. Just click here! If you've got a comment or question for the s…
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Paul and Ed are recapping last week and talking a bit about travel. Sports Illustrated made a major decision based on some issues around AI. Paul and Ed dig into the details and hypothesize about the future of rules around AI. We'd love it if you'd leave us a rating. It takes less than a minute and really helps us out. Just click here! If you've go…
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Ed is talking about travel.....investments. He and his business partner are seeking to invest in 10 companies focusing on travel or "travel adjacent" spaces per year for the next 5 years. Paul is digging in on both the investing thesis and how consumers feel about this. They talk about point.me and Points Path, two companies that Ed's team has inve…
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Sam Altman is back at OpenAI after what Paul says is being called "AI Easter". Listen to Paul and Ed break down the craziest weekend in AI. We'd love it if you'd leave us a rating. It takes less than a minute and really helps us out. Just click here! If you've got a comment or question for the show, you can e-mail us at show@resultsjunkies.com. You…
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There has been an incredible amount of chaos at OpenAI over the past week (this episode was recorded prior to Sam Altman's apparent reinstatement as CEO). Paul and Ed discuss why the OpenAI turmoil reinforce the need for D&O coverage. Amazon has been busy, announcing they'll be selling new Hyundai vehicles and training up to 2 million people on AI.…
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WeWork officially declared bankruptcy this week and FTX's controversial CEO was convicted on a number of criminal counts. After we discuss the ramifications of these developments on the startup ecosystem we dive into Paul's food delivery habits. We'd love it if you'd leave us a rating. It takes less than a minute and really helps us out. Just click…
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Do you love your free returns? They may not be around for much longer. YouTube single-handedly crushing ad blockers? Apple's disappointing laptop results. We'd love it if you'd leave us a rating. It takes less than a minute and really helps us out. Just click here! If you've got a comment or question for the show, you can e-mail us at show@resultsj…
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Paul and Ed go down a rabbit hole on Zoom vs Teams vs Meet and lay out another clear example where distribution is king. Google is making a massive defensive bet. Paul and Ed wonder what the future holds for this and that "fruit forward" tech company that has been somewhat quiet on the AI front. We'd love it if you'd leave us a rating. It takes les…
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Google announced some guarantees to their customers regarding indemnification for their generative AI products, but left out one key part. A competitor stole his voice and used it against him. What happens next? We'd love it if you'd leave us a rating. It takes less than a minute and really helps us out. Just click here! If you've got a comment or …
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Paul breaks down what he's seeing for content conversion on both LinkedIn and Twitter right now. He also shared a Tweet with Ed that got Ed fired up about opinions on VC returns. Spoiler alert: Ed thinks this take is just wrong. We'd love it if you'd leave us a rating. It takes less than a minute and really helps us out. Just click here! If you've …
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Tom Hanks has an AI problem, something Paul and Ed expect we'll see more of. Meta is considering a pretty massive change in how they charge customers. Netflix is raising subscription prices. X is considering multiple new pricing plans. These three price increases couldn't be more different. We'd love it if you'd leave us a rating. It takes less tha…
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Interestingly, the recent Hollywood writer/actor strike arrived at the crossroads of tech. Paul and Ed discuss the actors' demands on AI in their work going forward and why this could be a widely adopted standard in the future. Peloton and Lululemon are combining their strengths in a new deal. We'd love it if you'd leave us a rating. It takes less …
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Last episode Paul and Ed talked about some IPOs that gave some indication that the public markets might be more open than we thought. Current evidence (ARM stock chart and CART stock chat). Paul is wondering about recent Delta Air Lines changes and why more big companies don't become banks/credit card issuers. And, Ed has a poll up about whether Pa…
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Meta is quietly developing a new AI system that may hit the market at just the right time. A UAW strike points out the advantage Tesla has. The Instacart IPO follows another recent successful IPO. Is the market shifting? We'd love it if you'd leave us a rating. It takes less than a minute and really helps us out. Just click here! If you've got a co…
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Flexport, a startup that's raised over $2B, is rescinding 70 offer letters for folks that were due to start imminently. This is in the wake of a CEO change. Meanwhile, Y Combinator has graduated their latest class and one investor has an interesting perspective on the valuations and traction from the current cohort. We'd love it if you'd leave us a…
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The cost of meetings has been high for a long time but a recent step by Spotify illustrates this and attempts to get it under control. And, this could quite possibly be the worst SPAC ever, but it's clearly one of the worst in recent memory. We'd love it if you'd leave us a rating. It takes less than a minute and really helps us out. Just click her…
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Paul and Ed look back on 100 episodes and over 50 hours of recordings. What were our favorite moments? What was cringe-worthy? Let us know! show@resultsjunkies.com We'd love it if you'd leave us a rating. It takes less than a minute and really helps us out. Just click here! If you've got a comment or question for the show, you can e-mail us at show…
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The NY Times is considering a lawsuit against ChatGPT over unresolved copyright issues. What does that mean for the future of models like ChatGPT? Stack Overflow, a popular tool for coders, has seen some incredible changes in traffic. Is this due to ChatGPT "learning" their database of questions and answers? We'd love it if you'd leave us a rating.…
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A laptop restart sent Ed down a rabbit hole on targeted ads via the Google Chrome browser. Paul and Ed dig into what this looks like for both consumers and business owners. We'd love it if you'd leave us a rating. It takes less than a minute and really helps us out. Just click here! If you've got a comment or question for the show, you can e-mail u…
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Thanks to Casey Allen on Twitter for sharing this thread. Paul and Ed are digging into this scandal and wondering why we haven't heard of more like this. Separately, they dig into Overstock's purchase of Bed, Bath & Beyond and Paul is wondering how many coupons his mom has left. We'd love it if you'd leave us a rating. It takes less than a minute a…
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Paul is wondering whether the time is right for a CFO. It's a question many founders ponder. Google is testing a new AI tool that writes news articles, and Ed is wondering if it will replace him. We'd love it if you'd leave us a rating. It takes less than a minute and really helps us out. Just click here! If you've got a comment or question for the…
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It seems like not a day goes by right now without a prominent SaaS company raising their pricing. Some are encountering more headwinds than others. There are some interesting case studies that we talk about on today's episode. Meanwhile, the office environment continues to change as some sizable companies shed office space. How can founders take ad…
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There are two ChatGPT stories that caught our attention. The first is a lawsuit to determine copyright infringement. This was bound to happen and we discussed it on the show a couple of months ago. Second, the government is wading into the fray on regulation of GPT. Paul has been thinking about an acquihire. In the current economic climate we're go…
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Meta has released their new Twitter clone, Threads. Paul and Ed have both jumped onboard and Ed is losing badly when it comes to subscriber count. Paul also checks in with a Strata update. We'd love it if you'd leave us a rating. It takes less than a minute and really helps us out. Just click here! If you've got a comment or question for the show, …
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A recent IPO has some pieces that don't add up when you look at the overall financial landscape. Alongside that, a sizable REIT is walking away from a massive asset in a very big city. What do Paul and Ed see in the tea leaves. We'd love it if you'd leave us a rating. It takes less than a minute and really helps us out. Just click here! If you've g…
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We touch base with Paul on the reactions around Strata. The FTC is taking on Amazon in regards to alleged shady business practices around their flagship product Amazon Prime. And, Tesla's charging protocol is quickly ramping up to be the standard in the US. We'd love it if you'd leave us a rating. It takes less than a minute and really helps us out…
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Paul is naming names. He's talking about Strata, "Stripe For Healthcare", which is the latest venture he's a part of. Ed dishes up all the questions and Paul has all the answers. You can sign up for their newsletter to get all the details. We'd love it if you'd leave us a rating. It takes less than a minute and really helps us out. Just click here!…
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SaaS valuations are somewhat equal parts art, science and voodoo witchcraft. SaaS companies can see huge growth (and massive drops) in revenue. That can lead to some crazy multiples. Brick and mortar businesses usually have more predictable growth, which leads to tighter spreads on valuation. Paul and Ed discuss this in more detail on today's show.…
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A recent development with a compelling consumer product ready to go to market should give founders serious pause about tracking down funding for hardware startups. And, this article about Reddit's recent changes illustrates the real platform risk for founders. We'd love it if you'd leave us a rating. It takes less than a minute and really helps us …
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Tesla and Ford have a new partnership where Ford EVs will be able to use the Tesla charging network. Is this a stroke of genius from Tesla or a big mistake? Also, Paul and Ed are talking about whether they are investing in AI startups. We'd love it if you'd leave us a rating. It takes less than a minute and really helps us out. Just click here! If …
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AT&T is laying lots of fiber across the US. Paul and Ed debate whether that's the right path forward. Rackspace suffered a ransomware attack earlier this year which caused them to shut down one of their legacy systems, one they used to dominate the market in. We'd love it if you'd leave us a rating. It takes less than a minute and really helps us o…
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There's a fever pitch around AI right now. It's an integral part of seemingly every stump speech Google is giving right now. The common refrain is that the robots are coming for our jobs. What should you expect? We'd love it if you'd leave us a rating. It takes less than a minute and really helps us out. Just click here! If you've got a comment or …
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VC darling Clubhouse is the latest to announce layoffs. But, the names in the latest round of layoffs is very diverse. There are plenty of signs that late-stage funding is drying up at a remarkable rate. That means founders need a very different mindset. We'd love it if you'd leave us a rating. It takes less than a minute and really helps us out. J…
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83b elections are usually pretty straightforward. But, Paul's is anything but. Investing in companies that use ChatGPT is going to be an interesting mine field. How do we get the AIs to forget something if we're ordered to by law? There are a lot of details to work out. Oh, and Paul thinks Ed is a psycho. What else is new? We'd love it if you'd lea…
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