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Podcast · 31 episodes

BILLIONS

by Guillaume Moubeche · English

After building my company to a $150M valuation in 4 years, I had one question left: How do you build a billion-dollar company? I’m Guillaume Moubeche, and on the BILLIONS Podcast, I’m taking you inside the room with the world’s most iconic builders, founders, and investors to find the answer. This is more than just another startup podcast; it’s a masterclass in high-growth SaaS, AI implementation, and wealth creation. From SaaS growth strategies and AI Agent pivots to the raw truth behind venture capital and exit strategies, we go where others don't. What you’ll learn on BILLIONS: SaaS Scal

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How to redesign an $800M-a-year software giant for the AI era - Dan Rogers [Asana]Dan Rogers, CEO of Asana, explains how Asana is redesigning an $800M/year software business for the AI era by shifting from human-only work management to “agentic work management,” where AI agents…29 Sep 2026 · 38 min · 14 chapters
From 100 sales meetings a week to $600M ARR - Carles Reina [ElevenLabs]Carles Reina (first investor/fourth employee at ElevenLabs) explains how ElevenLabs grew from zero to $600M+ ARR by iterating go-to-market pre-PMF, then scaling sales with a “20x quota” commission…15 Sep 2026 · 50 min · 17 chapters
Why the "SaaS is dead" narrative is completely wrong - Aaron Levie [box]Aaron Levie argues the “SaaS is dead” narrative is wrong, because agentic AI increases demand for governed access to enterprise systems and data.9 Jul 2026 · 34 min · 16 chapters
Why focus on only ONE product built a $1B super-brand (on just $6,000) - Pete Maldonado [Chomps]Pete Maldonado (Chomps) explains how a $6,000, bootstrapped start led to a $1B+ meat-stick brand by focusing on taste, one product line, and direct-to-consumer brand building before retail expansion.2 Jul 2026 · 53 min · 21 chapters
The man who built a bank for people banks don't want - Jason Wilk [Dave]Jason Wilk, Dave’s CEO and four-time founder, explains how Dave attacks predatory U.S.25 Jun 2026 · 47 min · 24 chapters
Why the world’s biggest tech companies may never IPO again - Peter Singlehurst [Baillie Gifford]Peter Singlehurst (Baillie Gifford) explains why many tech IPOs “end badly,” arguing it happens when companies optimize for IPO price/valuation instead of choosing high-quality, long-term partners.18 Jun 2026 · 58 min · 22 chapters
Why high valuations are secretly killing tech unicorns — Martino Cadoni [Deepl]Martino Cadoni (CFO/finance leader) explains how finance should accelerate companies, why balance-sheet management matters, and how high valuations and deal structures (especially preference shares)…12 Jun 2026 · 58 min · 23 chapters
How a $75 sneaker bot became a $300M/Month financial engine - Steven Schwartz [Whop]Steven Schwartz, co-founder of Whop (WAP), explains how the platform grew from a $75 Facebook sneaker-bot app into a global marketplace for “sustainable income,” with nearly 40,000 people earning…4 Jun 2026 · 54 min · 22 chapters
Very few growth moats will survive AI - Sandy Diao [Descript]Sandy Diao argues that AI will rapidly erode most “growth moats,” making growth teams less durable; winners will be full-stack operators who own the whole funnel and compound trust.28 May 2026 · 57 min · 23 chapters
From Revolut employee #3 to building a £5B energy giant - Alan Chang [Fuse Energy]Alan Chang (Fuse Energy co-founder/CEO) explains why he left Revolut to disrupt energy, how Fuse built a UK energy startup valued at £5B in ~3 years, and its operating principles: merit-based pay,…22 May 2026 · 58 min · 33 chapters
The fastest revenue engine in SaaS history: $5.4B run rate in 10 Years - Ron Gabrisko [Databricks]Ron Gabrisko, CRO at Databricks, explains how Databricks built a “fastest revenue engine” in SaaS: trust-first technical selling, product-led growth despite complex software, consumption-based…15 May 2026 · 52 min · 21 chapters
$100M ARR in 7 quarters: inside the $10B AI machine - Reggie Marable [Sierra]Reggie Marable explains Sierra’s shift away from “per seat” SaaS pricing toward outcome-based pricing for AI agents, and how Sierra scaled to $100M ARR in seven quarters using a proof-of-concept…7 May 2026 · 48 min · 21 chapters
Creating a $140B market: The secondary market masterclass - Larry Aschebrook [G Squared]Larry Aschebrook explains how G Squared built the secondary market for private-company employee and early shareholder liquidity, and how the firm targets cash-on-cash DPI in 5–7 years by underwriting…30 Apr 2026 · 56 min · 19 chapters
McKinsey's AI leader moved to head a $2B AI workforce - Matthew Fitzpatrick [Invisible]Invisible Technologies’ approach to training and deploying AI in enterprise production, plus why enterprise adoption lags consumer use, how AI changes software/SaaS economics, and why…28 Apr 2026 · 49 min · 21 chapters
$0 to $100M ARR in 3 months: The AI plan to run every company - Ben Cera [CloudKitchens & Polsia]Ben Cera explains Pulsia, an AI system that “clicks a button, gets a company” by autonomously building and running businesses end-to-end (product, bugs, support, pricing, analytics, and marketing).16 Apr 2026 · 58 min · 22 chapters
$0 to 2 Unicorns: bootstrap vs $250M VC - Jason Cohen [WP Engine]Jason Cohen compares bootstrapping vs venture capital, argues AI won’t “kill SaaS” quickly, and explains how to use AI pragmatically to solve customer problems while building big companies over years.9 Apr 2026 · 1 h 2 min · 25 chapters
Never wrote a line of code, now a $6.6B unicorn : the vibe coder - Lazar Jovanovic [Lovable]“Vibe coding” (AI app building) and how non-coders can ship production software faster, plus Lovable’s product strategy and long-term software maintenance.2 Apr 2026 · 1 h 1 min · 31 chapters
The 15-day pivot that saved a $1.3B company - Des Traynor [INTERCOM]Intercom co-founder Des Traynor explains how Intercom pivoted to AI customer support with Fin (launched March 2023) and why building reliable AI requires an R&D-style, scenario-driven process rather…26 Mar 2026 · 56 min · 21 chapters
Building Odoo's American war machine - Wilfried Juncker [Odoo]In this episode of Billions, host Guillaume Moubeche interviews Wilfried Juncker, Managing Director for Odoo’s Americas.19 Mar 2026 · 54 min · 18 chapters
From selling startups to Google to backing multibillion‑dollar AI winners - Anish Acharya [a16Z]In this podcast, Guillaume Moubeche engages with prominent builders to explore insights on scaling companies, understanding the intricacies of startups, and uncovering the psychological challenges…12 Mar 2026 · 55 min · 19 chapters
The man who helped OpenAI to go from millions to billions in revenue - Zack Kass [Open AI]A deep dive into the power dynamics and mental frameworks behind building billion-dollar companies.6 Mar 2026 · 53 min · 22 chapters
The growth playbook behind Revolut's $100B+ growth engine - Antoine Le Nel [Revolut]This episode dives into the growth strategies and insights from Antoine Le Nel, who played a pivotal role in scaling Candy Crush and subsequently joined Revolut during a turbulent time for fintech…27 Feb 2026 · 57 min · 28 chapters
The CEO who turned down VCs, bought back his company, and built a $1.7B SaaS empire - Ross Andrew PaquetteRoss Andrew Paquette, CEO of Maropost20 Feb 2026 · 1 h 1 min · 29 chapters
The college dropout who keeps ending up in billion-dollar exits - Cornelius SchmahlAn exploration of how to build billion-dollar companies, featuring insights from iconic builders on the real numbers, psychological challenges, and truths behind scaling to success.13 Feb 2026 · 1 h 2 min · 23 chapters