Results Junkies

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 comment or question for the show, you can e-mai...

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 rating .  It takes less than a minute and real...

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 here ! If you've got a comment or question for...

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@resultsjunkies.com.  You can find Paul an...

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 .  It takes less than a minute and really helps...

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 us at show@resultsjunkies.com.  You can find...

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 and really helps us out.  Just click here ! If y...

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 show, you can e-mail us at show@resultsjun...

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 advantage of larger corporations moving to a...

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 going to see plenty of these. We'd love it if yo...

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, you can e-mail us at show@resultsjunkies.com....

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 got a comment or question for the show, you...

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.  Just click here ! If you've got a comment...

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 ! If you've got a comment or question for the...

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. They're also discussing Google's adoption of...

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 out.  Just click here ! If you've got a comment...

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 you've got a comment or question for the show...

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 out.  Just click here ! If you've got a comment...

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 question for the show, you can e-mail us at...

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.  Just click here ! If you've got a comment or...

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 leave us a rating .  It takes less than a minute...

Paul loses his blue checkmark and we're wondering if that changes his behavior.  He's curious about Ed buying the blue checkmark.   Twitter is suppressing Substack links on Twitter .  Are food fights the future of social media? Netflix is ending their DVD-by-mail service.  Paul and Ed had no idea it still existed. We'd love it if you'd leave us a rating .  It takes less than a minute and really he...

Capital One is pushing workers to come back to the office and, at the same time, pulling back on inventory credit lines .  Are they a canary in the coal mine? A founder is indicted in relation to an item we discussed a few months ago.   And, Instacart raises their internal valuation , which raises Paul's blood pressure. We'd love it if you'd leave us a rating .  It takes less than a minute and rea...

Paul called Ed this week to ask a question about a line of credit for the business he still won't name.  It lead to a longer discussion between Paul and Ed that founders should take note on.   Paul and Ed are also digging into the comparison of Stripe and Adyen .  It's an interesting look into the world of credit card processing. We'd love it if you'd leave us a rating .  It takes less than a minu...

We start out this week talking about DoorDash and how they're hitting the Paul flex of making distribution your super power.  Stripe is raising money at a bit of a surprising valuation. And, Paul shares a tweet that makes Ed see red. 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, y...