
Ro Nagpal
Investor at Holocene Advisors, known for expertise in technology and insightful analysis of businesses.
Best podcasts with Ro Nagpal
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18 snips
Apr 28, 2021 • 40min
Twilio: Messaging, Margins, and Markets - [Business Breakdowns, EP. 06]
Ro Nagpal, a senior investment professional at Holocene Advisors, shares insights on Twilio's groundbreaking use of APIs to revolutionize communication. They discuss how Twilio supports nearly 1 trillion interactions annually through SMS, voice, and video, making technology accessible for startups. The conversation highlights how lower margins can serve as a competitive advantage and explores Twilio's strategic acquisitions. Nagpal also elaborates on the risks and opportunities in the tech space, offering valuable advice to investors.

6 snips
Nov 3, 2021 • 45min
MongoDB: The Database Platform - [Business Breakdowns, EP. 33]
Ro Nagpal, an investor at Holocene Advisors, joins to dissect MongoDB's remarkable journey since its 2007 inception. They explore the transformation from traditional databases to MongoDB's scalable, document-based solution that adapts to modern business needs. The discussion dives into MongoDB's cloud evolution with Atlas, highlighting its financial successes and strategic marketing approaches. Listeners gain insights into the intertwined dynamics of open source software, competitive strategies against giants like Microsoft and Amazon, and valuable lessons for builders and investors in the evolving database market.