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Opportunity: Wave 85

Opportunity: Wave 85

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Opportunity is a peculiar town, a place of many mysterious people and strange-going ons. The one voice of the town is the head presenter of Opportunity:Wave 85, the local radio show. Uncover the secrets of this town by listening to every episode!
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Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.
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What does it take to scale a company from an idea to a $13B industry leader? In my latest episode, Okta CEO Todd McKinnon dives into the essential lessons he’s learned on high-stakes decision-making, managing up to the board, and competing against tech giants like Microsoft. Todd also reflects on his journey to founding Okta, his bold choice to tea…
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Nine months into his role as Snowflake’s CEO, Sridhar Ramaswamy sat down for a candid discussion on the journey so far & what’s ahead. He uncovered details about his transition to Snowflake CEO, the operational changes he’s put in place to accelerate product development, and his bold predictions for AI’s future—along with how he’s guiding a vision …
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Evan Goldberg has been leading NetSuite for 26 years and counting. In this episode, Evan reflects on the journey of building NetSuite—from launching it with Larry Ellison’s support, to scaling through its IPO, and eventually being acquired by Oracle for $9.3B. He shares his leadership philosophies around humor and empathy, lessons learned from Larr…
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Drew Houston has now been CEO of Dropbox for over 17 years. In my latest conversation, he opens up about the pivotal leadership lessons he's learned, the mistakes that shaped the company, and the true challenges of going head-to-head with big tech. We also dive into the highs and lows of fundraising, how valuations can make or break a company traje…
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Will Gaybrick joined Stripe as CFO after investing in the company at Thrive Capital. Over the past 9 years, now as President, he's helped grow Stripe's into one of the world's largest private startups. In this episode, we explore his impressive career journey—from Harvard Math to software engineering, Yale Law, venture capital, and now his leadersh…
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Parker Conrad has spent the last 8 years building Rippling into a $13B company, marking his redemption after being ousted from Zenefits. In his second appearance on the podcast, Parker and I discussed Paul Graham's "founder mode" essay and how he operationalizes it at Rippling. He also reflected on the key lessons he's learned throughout his career…
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Many know Celsius as a top energy drink brand today, but few are aware of the tumultuous journey CEO John Fieldly took to get it here. In the episode, John shared how the company nearly went bankrupt multiple times, lost 50% of its revenue overnight and even got delisted from the NASDAQ. Despite these challenges, John stepped up to rebuild the bran…
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Josh Wolfe, co-founder and managing partner at Lux Capital, is a master at quickly understanding complex, emerging technologies. In our conversation, Josh shared how he identifies the next big thing, his contrarian views on nuclear energy, biotech, and robotics, as well as his thoughts on the state of the venture capital market today. (00:00) Intro…
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Emery Wells is the co-founder and CEO of Frame.io, which he sold to Adobe in 2021 for nearly $1.3 billion. In our conversation, Emery shares his journey from NYC bartender to startup founder, including his agency work with Saturday Night Live that highlighted the pain points that led to Frame.io. We dive deep into his rejection of the lean startup …
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Dara Khosrowshahi runs one of the most complicated businesses in the world, Uber. Since taking over in 2017 Dara has led the company to profitability against all odds. In this episode, we touch on a number of things including Uber’s position on the future of Autonomous Vehicles (AVs), the challenges that were overcome in making Uber profitable, and…
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Mike Maples is an 8x Midas List investor and founding partner at Floodgate Fund. In our conversation, we dive into his latest book, "Pattern Breakers: Why Some Startups Change The Future." Mike shares his frameworks on how top startups beat incumbents by redefining categories, and he reflects on his worst and best decisions. We also discuss what th…
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Josh Reeves has built Gusto into a nearly $10B company with over $500M in ARR, serving small businesses. In our conversation, Josh delves into Gusto’s 13-year journey, sharing insights on how they achieved product-market fit by initially targeting a very narrow niche. He also highlights the tactics they’ve used to build an intentional culture of hu…
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Eric Glyman (CEO, Ramp) shared his operating playbook for leading one of the fastest-growing startups on his second appearance on the podcast. We also explored the unique ways Ramp leverages AI internally, strategies for startups to build moats in AI, and the concept of self-driving money. We concluded with one of the most profound and thoughtful d…
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Klarna CEO Sebastian Siemiatkowski led the rise from a profitable business to their peak $50 billion valuation, in which they were burning $150 million a month. In my latest episode, Sebastian shares how he turned Klarna back to profitability and discusses Klarna’s ongoing pursuit of creating a digital financial assistant. He also reflects on their…
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Olivier Pomel built Datadog into a $40B company while burning only $25M in capital. In our conversation, he shares the fundraising lessons, operating principles, and core insights that made this possible. He also discusses the pros and cons of building a tech company in NYC, how early-career professionals should approach learning AI tools, how Data…
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Steve Kaufer led Tripadvisor to multi-billion dollar success over a 20+ year run as CEO. He discusses getting acquired and spun out from IAC, becoming a public company CEO, and his biggest operating lessons from his decades-long journey. Steve also shares behind-the-scenes of his new venture, Give Freely, and reflects on his entrepreneurial path. (…
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Since 2017, Bill Shufelt (CEO, Athletic Brewing) went from hedge fund trader to the CEO of the leading producer of non-alcoholic craft beer. Unlike the typical tech-focused chats, this one centers around a product many have fallen in love with. In the conversation, Bill tells stories of the unscalable but crucial strategies he used to build a brand…
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In the midst of meme stock craziness, Robinhood CEO Vlad Tenev shared his most eye-opening insights from running the company that transformed the game for retail investors. He talks about Robinhood’s new Gold Card, his views on crypto, the media side, how artificial intelligence could change finance, and more. (00:00) Intro (03:27) The Origin of th…
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On the day of the ChatGPT-4o announcement, Sam Altman sat down to share behind-the-scenes details of the launch and offer his predictions for the future of AI. Altman delves into OpenAI's vision, discusses the timeline for achieving AGI, and explores the societal impact of humanoid robots. He also expresses his excitement and concerns about AI pers…
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After 18 years leading Guidewire (~$10B), Marcus Ryu made the transition from CEO to partner at Battery Ventures. In the episode, Marcus shares his journey of co-founding Guidewire in 2001, steering the company through its IPO in 2012, and building one of the largest vertical software businesses in the world. He shares his insights on how to build …
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After last week’s announcement that IBM is acquiring HashiCorp for $6.4B, HashiCorp co-founder Armon Dadgar discussed a few behind-the-scenes elements of the acquisition and HashiCorp’s full journey from the early days. Armon shares some of his biggest lessons from the journey, from fundraising to community building and more. (00:00) Intro (01:17) …
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Before Andrew Bialecki took Klaviyo public and scaled the company to $6B, he bootstrapped it to over $1M in ARR. In our discussion, Andrew reveals his philosophies around fundraising, finding the best talent, cultivating entrepreneurship inside Klaviyo, scaling culture, and more. (00:00) Intro (01:13) Klaviyo's Bootstrap Beginnings (09:37) The Stra…
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After 23+ years in venture capital, Jeremy Levine has thrived in many eras, taking risks on now-iconic companies like LinkedIn, Shopify, Yelp, Pinterest, and more. In our discussion, Jeremy shared stories behind these investments and the mindsets he’s developed along the way. We also explored how the VC landscape has evolved over the last 20 years …
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Garrett Langley is the CEO of Flock Safety, a $4B company helping solve 10% of US crimes with AI-powered tech. Garrett offers an in-depth look into Flock Safety’s ambitious vision to eliminate crime in America and all the operating lessons he’s learned along the way, including how to build a strong and motivated team, keep people accountable, and l…
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In less than 8 years, Sanjit Biswas scaled Samsara from 0 to over $1B ARR. In our latest conversation, Sanjit shares all the lessons he’s learned about running a hyper-growth organization, including all the changes he’s made since growing and selling his first company Meraki to Cisco for $1.2B and going on to scale Samsara to $20B. A great episode …
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One of the most preeminent AI founders, Aravind Srinivas (CEO, Perplexity), believes we could see 100+ AI startups valued over $10B in our future. In the episode, we discuss why Perplexity decided to compete with Google and Aravind shares predictions for the utopian future of artificial intelligence. He also discusses the differences between workin…
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This week, Tracy Young launched her second startup, TigerEye, from stealth mode. After selling PlanGrid to Autodesk for $875 million and working with YC for a couple of years, Tracy and her husband/co-founder decided to build the software they wished they’d had while building PlanGrid. In our conversation, Tracy unmasks her vision for TigerEye and …
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In this memorable episode from our podcast archives, we revisit our conversation with Parker Conrad, Co-Founder of Rippling and former CEO of Zenefits. Parker opens up about his entrepreneurial path, detailing everything from fundraising challenges to his departure from Zenefits and the founding of Rippling. We also discuss the dynamics between VCs…
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George Kurtz is the CEO of CrowdStrike, a $65B+ public cybersecurity company. In this episode, George reveals the surprising intricacies of paying ransom and discusses how CrowdStrike is dealing with increasing cybercrime in the age of AI. We also talk about CrowdStrike’s early days, including how the company found product market fit and the operat…
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Eric Vishria and I both got into venture in 2014 and both focus on enterprise software. In episode 90, we discuss Eric’s unique approach to investments and what he looks for in founders and companies. We go back and forth on his model versus mine, as well as Eric's background, having grown up in Memphis and graduating from Stanford at 19 years old …
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It’s been a wild year for The Logan Bartlett Show, starting with a rebranding and ending with our 50th episode of the year. We’ve pieced together the top 12 most unforgettable moments from 2023, including our favorite wacky untold stories from tech’s inner circle & the most profound insights of 2023. (0:00) Intro (1:30) Satish and Scott (Partners, …
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Nikesh Arora became the CEO of Palo Alto Networks with no cybersecurity domain expertise and has grown the company from $18B to nearly $100B in under 6 years. In the episode, we discuss some of the greatest learnings from revolutionizing Palo Alto Networks into a powerhouse, his celebrated M&A strategy, and stories from his wide-ranging career path…
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Christian Chabot (Co-Founder, Tableau) dives into the journey from bootstrapping Tableau in the early days to eventually IPOing and selling to Salesforce for $15.7B. Christian shares the biggest operating lessons from scaling Tableau and thoughtful insights for founders, especially those in the business software industry. (0:00) Intro (0:55) Christ…
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Alexandr Wang is a Co-Founder and CEO of Scale AI and one of the youngest self-made billionaires. At 19, he dropped out of college to found Scale AI and has since scaled it into one of the most important companies in the world of artificial intelligence today ($7B). In this episode, Alexandr shares the insights that are driving Scale AI, prediction…
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In this episode, Logan sits down with producer Rashad Assir for a deep dive into the journey so far, including all the funny stories, mistakes, and insights from the last 85 episodes of The Logan Bartlett Show. If you’re interested in seeing behind the scenes, or if you’re a creator looking to build something, this episode is for you. We’ll be back…
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Dev Ittycheria is the president and CEO of MongoDB, his third public company as CEO. In this episode, Dev discusses his take on AI, the importance of hiring, how to build an A-plus culture, and many other leadership lessons from scaling MongoDB to $25B. Overall, a really fun conversation with one of the absolute best operators in tech. (0:00) Intro…
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Claire Hughes Johnson is known as one of the top operators in Silicon Valley. Claire shares the most interesting lessons and stories from her time as COO of Stripe and as an early senior executive at Google. We discuss leadership versus management, how to have difficult conversations with members of your team, lessons she's learned from hiring thou…
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In this episode, Liz Zalman and Jerry Neumann (co-authors of Founder VS Investor) debate venture capital and startup dynamics. Liz is a 2x founder who’s raised over $100 million, and Jerry has over 25 years of experience as a venture capitalist with successful bets on companies like Datadog and The Trade Desk. The authors banter on topics from fund…
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Ryan Smith is the owner of the Utah Jazz, as well as the founder and former CEO of Qualtrics (recently acquired for $12B). In the episode, Ryan reveals why he bought his hometown NBA team, and what it’s like to own the Utah Jazz. He shares his unconventional path to founding Qualtrics, including how he dropped out of high school, ended up in South …
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