EP 16: CEO of Box Aaron Levie gives founder advice, Founder of Flatiron Zach Weinberg returns as guest host, and crypto expert Eric Golden joins to discuss UST-Luna!

The Logan Bartlett Show

Enterprise Software

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Sass: We made a calculated bet that every customer we acquired would be worth, you know, two, three, four, five times more from a lifetime value standpoint than the cost of acquiring them. That was why we burned so much, as a high conviction bet on our particular market,. But that's not true of every business. And even in that case, we were still, we still spent money on things that we shouldnt have spent money on.

(00:00:00) Intro with Zach Weinberg

(00:02:22) Public Market Bloodbath

(00:07:10) Distribution of Risk

(00:12:56) Update on SoftBank and Tiger

(00:28:30) Eric Golden joins the pod to talk Luna

(00:30:04) What happened in the market this week?

(00:40:55) What is Luna?

(00:53:21) Why is this pulling down Bitcoin as well?

(01:02:04) Do Kwon sucks

(01:13:43) Interview with Aaron Levie

(01:36:08) The state of Web3

(01:38:37) Interesting use cases for Web3

(01:41:01) The rhetoric of crypto skepticism

(01:48:02) Companies and politics

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Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson

Links:

Coinbase Article: https://decrypt.co/100089/coinbase-share-price

UST-Luna Article: https://www.coindesk.com/business/2022/05/09/ust-stablecoin-falls-below-dollar-peg-for-second-time-in-48-hours/

UST-Luna Article: https://www.cnbc.com/2022/05/11/terra-ust-stablecoin-dives-below-1-peg-luna-cryptocurrency-down-80percent.html

Gavin Baker Thread: https://twitter.com/GavinSBaker/status/1524389193551687680

SoftBank: https://www.nytimes.com/2022/05/12/business/softbank-earnings-report-loss.html

Tobi Lutke Tweet: https://thedeepdive.ca/shopify-ceo-tobi-lutke-wants-financial-analysts-to-be-held-accountable/

Do Kwon Tweets:

https://twitter.com/stablekwon/status/1523075465384136704?s=20&t=rwEvRfBHtsIM-D9ILGTzxg

https://twitter.com/stablekwon/status/1501552275919015941?s=20&t=rwEvRfBHtsIM-D9ILGTzxg

https://twitter.com/stablekwon/status/1506411835934732293?s=20&t=rwEvRfBHtsIM-D9ILGTzxg

https://twitter.com/stablekwon/status/1478192466629369859?s=20&t=rwEvRfBHtsIM-D9ILGTzxg

https://twitter.com/stablekwon/status/1522420839244697600?s=20&t=rwEvRfBHtsIM-D9ILGTzxg

https://twitter.com/stablekwon/status/1411466847166205952?s=20&t=rwEvRfBHtsIM-D9ILGTzxg

https://twitter.com/stablekwon/status/1355131416527335426?s=20&t=rwEvRfBHtsIM-D9ILGTzxg

https://twitter.com/stablekwon/status/1410491186196795398?s=20&t=rwEvRfBHtsIM-D9ILGTzxg

https://twitter.com/stablekwon/status/1481540752056324098?s=20&t=rwEvRfBHtsIM-D9ILGTzxg

Executive Producer: Rashad Assir

Producer: Leah Clapper

Mixing and editing: Justin Hrabovsky

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About the Show

Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, and 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.