#59 - YC Demo Day Startups, Airbnb Survival & Teachable Acquisition

What's going on, listeners? We get asked all the time different bits of advice on the stuff that Sean and I talk about. And that's great. And it's actually something that Sean and I do all the time, which is ask people for different insights, particularly those who are a lot better than us. And one person who who we've been heavily inspired by is Jordan Harbinger. I've known Jordan now for eight years now and I've been listening to him for about that long. And he's had podcasts for years and in fact has been in the top one hundred for the last thirteen years and he has a new show called the Hor Jordan Harbinger show and what he does is he talks about social engineering in particular for helping men be more charismatic, which is great. But what I think is even more interesting is that he teaches social engineering to SEALs, to intelligence agencies, to special operations. And it's incredibly fascinating. And we actually have Jordan here for uh a minute to

was because I I'm sure you get this too. You get an email from somebody, maybe even somebody who's younger, saying something like I want you to mentor me, or how do I succeed in my idea, or how do I come up with a good idea. And these are the wrong questions. A lot of people are asking for validation of their idea They're asking for permission to do something. you really can't get a lot of value from that. It you have to be sure if you're actually asking for advice, you're actually asking for permission, you're just asking for encouragement. Or if it's specific, intentional, and explicit in detailing what you need. The other half, of course, is being able to implement that advice and then show the other person how you've implemented their advice in a very specific way. So I decided to write an article and do an entire show about this on episode three twenty one of the Jordan Harbinger show because it's been it's helpful for people looking for advice and it's also helpful for people who get asked for advice in the wrong way all of the time because they can just say, hey, listen to this and then come back to me.

After you're done. And I get maybe three or four dozen m messages a day of people doing this and breaking the rules that you've just mentioned. And I've noticed that when people do it right, it can be career changing. Has any listener came to you and said, Thank you for giving this uh advice, here's what I've done effectively and how it's worked? Oh it happens all the time and it's great. It's a really rewarding for me. Of course, when people write to me and say, My dream is to start a clothing line, any tips, all I can do is say, uh, I don't know really what you want or what you're gonna do. And then of course any tip I give them that's not go for your dreams just leaves them feeling angry. So I don't like to even feel those questions anymore. That's crazy. Yeah, I do the same thing. Whenever people ask advice, I just say, just start. If the question isn't specific enough, it's impossible. It's like saying how do you make art? So I think this is like an incredibly useful podcast. It's something that uh people need to listen to regardless of where they are in their journey of of building whatever they're building. So uh give this a listen. I mean it it's a great podcast. I Actually have uh

I've paid for a handful of your products. So this isn't uh just nonsense. I I uh have really been a customer for a while and and I appreciate you coming on and so uh w where should people turn to if they uh want to listen to this? Sure. You can find me at JordanHarbinger dot com, but honestly the podcast is anywhere you get your podcasts. Well thanks for coming and uh This really means a lot to us. Thank you. What up? Nothing.

I got my car broken into last night. Oh no. front. Uh was there something in it or you just uh Francisco break in. I I have a garage. I didn't park in my garage and the back Yeah. window was broken into and someone stole my little two hundred dollar like battery that jump c jump starts the car.

But it was like a thousand dollars or th no, it was four hundred dollars to fix it, just sucks. Um I'm also pretty sure I've Corona. Oh no. You feeling it? Yeah, Adam my Adam Ryan, my co worker, he he confirmed has it.

Uh he lives in Austin though. But I'm pretty sure I have it. Were you in contact with him or you just think you have it in general? I just think I have it. Oh no. I was going to the office up until Thursday, but I thought that that was okay because I was the only one in the office. Right.

And I didn't know. And I like I d I didn't like see yeah, and Alan was only there one of the days and I didn't see or talk to anyone, even like I would I drove in, I parked on the street and I just walked right up, but I feel like shit. But not that bad. Not bad enough that I can't do stuff, but I You know.

That's a bummer. What's going on with you? Um well on the bright side for you, you got to talk to your hero. Yeah, so the other day, um me uh for the the listeners, me and Sean are extra UFC nerds. One of my favorite guys. Is he your favorite

You like it. I like him, but he's not my favorite guy. I feel you uh feel connected to him. Yeah, so basically his name's Ben Askren. He's interesting because he's very polarizing. I would say he has more people who hate him than loves him. But the people who love him love him, and the people who hate him hate him. Um

So On last week I gave a lecture on cold emailing and literally the day before I just cold tweeted at him and then we became friends in the inbox and then uh we just did like a conference call and we've been chatting and that was awesome. And what was your cold tweet at him? He tweeted out a Podcast.

that he liked and I tweeted, Oh hey, I was actually on that same podcast like two months ago And uh And then I DM'd him the episode, I go, Hey, I was just on that. Um I see you're doing X, Y, and Z, I do this, this and this I just like you, but Like if you ever wanna like shoot the shit, let me know.

Ha. That's amazing. And then you you had a call with him, he's a cool guy. Uh you guys are gonna hang out and be best friends or what? I I pray. I I'm trying to convince Ben Ask Okay, so Ben Askren is

He's kinda like this He's kinda like I think the The people who like'em are like the Jordan Peterson crowd. Like the people who never had good fathers and want to learn how to be men.

You know what I mean? Yeah. Like discipline, even though he's kind of a loudmouth. And I'm like, dude, Bad, you have to like You can co like you can like copy all like you could like the same way Dave Asbury has built this huge thing You could do that too by selling workout stuff. And I'm trying to convince him to do that. Yeah, he has a very big brand, um, and he's a very

He has a very unique personality, so you I could see that working for him. Yeah, and I'm trying to convince him to do that. He's based in Wisconsin, so I don't know like if he has like a whole bunch of like Internet nerds hanging out with him that he truly understands what he's capable of and I'm trying to be his nerdy friend. That's good. And fighters don't have a very long shelf life like he's retired now, so Um you know They have to figure out the sec second act.

Well he told me he has a wrestling academy and that They're not in session right now. So he's like, I got I got a lot of free time. And so I asked him if he wanted to come on here and he said yeah. So if you want him to come on in the next couple of days or weeks, we totally can do it. Yeah, we should do a brainstorm with Ben on what Ben can do. Uh like what would I do if I was Ben? Uh I think it'd be cool to brainstorm those ideas. I'm gonna write that down. I'll email him right after this. Cool. And we'll we'll research a bunch of things that other either athletes or celebrities have done to leverage their name, their brand. Kind of like what we were talking about with Lance Armstrong. Yeah. And w the same conversation we had with Lance, we should do a full app with I'll I'll set that up.

Um You wanna talk about some new stuff that's going around? Sure. Okay, so first thing, um, Teachable. You see Teachable sold? I did see that. Okay, so teachable is Udemy I hate comparing things'cause I don't want to be disrespectful to teachable, but y teachable's like Udemy.

It's like Udemy with one core difference. So Udemy is like you go to Udemy to find what you want to learn. Teachable is Hey, I can make you know, you can make your website cold emailing.com. Yeah and you'll you can sell your course on your brand on your site and they make it easy. You don't have to know how to code to basically spin up an online class. On your own website.

Yeah, and you and I are friends. I think you are too, right? I don't know the guy, uh, but I'm really familiar with the thing and people know him an education nerd, so I'm like I kind of was very fascinated about their business. And uh they did a pretty phenomenal job. They were at like twenty million or so in revenue. I think they sold for Closer to two hundred, two hundred fifty million. I talked to Encore, that's the guy who founded it, and he said that

It was very lucrative. And it was a r it was a good It it worked out quite well. So I'm I'm super cool I'm proud of that and

Their last round was at two hundred fifty million, so I don't know if it sold at the same price, which was recently, so I don't know if it sold at that price or above that even. That'd be kind of amazing. I don't know. All I know is that it sound it was a good deal for him. And uh he is he's an he's an immigrant from India. Came here at age eighteen. So love the Love the story. And I I believe they have several teachers who use Teachable and make over like a million dollars a year or something like that. I think they have some some real success stories. Maybe not. It might not be a million, I don't know exactly. No for no there there there are seven figure annual earners. Yeah, they're mostly like affiliate marketer types, I think, but uh but whatever. Uh let's not let's not worry. It's like when you say teachers, people think like an English teacher and it's actually like you know, it's like Well he he told me he told me the big one of the top earners was a guy who has an Excel class.

Yeah. I've seen that. Um and you can actually Google, I've done this many times. You can Google um you know, m uh high most profiting or sort of mo uh highest revenue teachable classes and you can find the list. Um I think they even have it on their website, the most popular classes. There's like A social media marketing, there's a Excel how to do Excel class, there's a coding one, there's a bunch of those. Did you do a podcast by your I don't listen to any of our podcasts, by the way, because

You don't ever listen to your own stuff. Um did you don't even listen to my voicemail. Yeah. That's hilarious, let alone you talking for a long time. Did you uh launch your your individual episode? So I have two episodes. I did one on Thursday, uh, didn't launch it. I thought it sucked. And then the uh our editor I think has coronavirus as well. So he's been like in and out of the hospital And uh he has like an underlying lung condition, so he's like trying to make sure he he does you know, get get in a bad spot.

Um so he didn't publish it. And I was like I you know, y I I got cold feet. I gotta either ship it right away or I'll overthink it. That's I think you should do it. And so so he listened to it, he's like, What are you talking about? This is good. And so we're gonna ship that. I have two banked. Um and then I also at the end of the last one I I um I had this idea during the podcast.

to do a um Like morning routine things. So like you're in your house right now, right? You're in your kitchen. And we're all at home and everyone's getting a little crazy and trying to figure out like Oh, I'm gonna work out by like opening and closing the fridge fifty times. Like people are trying to find a way to feel good and Not go insane.

And I've had this morning routine I've done for years now. That's a nine minute morning routine. And um so on the podcast I was like, I should just make a podcast that's just that. This just the nine minute morning routine. You can listen to it, it's just free, just put it out there. So I recorded that last night. So I had two episodes in the bank plus the morning routine. um like uh thing recorded. And so hopefully all those will come out this week. Are you working out? Yeah, I'm working out. Yeah. We so we have we've had a home gym or like a room that we turned into a gym.

And now I'm using the shit out of it. I have a home gym in my garage, like a nice one. Like I've got like it's like a four hundred pounds for a squat like a squat rack, heavy bag, I have all types of shit. Yeah, I talked to a guy the other day who was a listener or something like that. He messaged me on Twitter and he said that they're Home fitness. Equipment is selling like crazy. He's like we can't keep up.

Hot cakes. Um I ordered A thousand pounds worth of weights on Amazon last year. With free shipping.

Yeah, the delivery on weights is insane. I felt so guilty because the guy bringing it up to my house, like up the fifteen steps, is like, you know, breaking his back for this thing I'm never gonna use. And so I bought those bow flex dumbbells, which is like it's one dumbbell. That's what I have power blocks. You rotate it and it like can be any weight you want. Those are actually pretty handy. Yeah, I no, I have those. Those are my favorite. Um Do you wanna talk about Airbnb? Oh so next week we could do the trend stuff. We wanna talk about trend stuff, but I I and I ha it was a good one. But I think we have a lot here. Do you want to talk about Airbnb now? We have a lot. We're gonna do two things. We're gonna talk a little bit about Airbnb and then we're gonna start this thing that we we we teased last week, which is

Why Combinator had their demo day and it's like a gold mine of new ideas and it's sort of You know, Y C is Harvard. And so we're gonna take a look at this batch Of companies. And we're gonna break them down. We're gonna do like five or six of them today. And if it's fun, we might do the rest. I mean the list is like a hundred plus, so I don't know how long we can do this, but let's do like five today and let's see what happens. So we'll do

Both those things in this episode. So Airbnb, some interesting things are going on. So Airbnb, you know very well. Um Is uh awesome company, one of the sort of most successful startups of the last decade or so. and was about to go public this year and was preparing for it.

And um now with coronavirus, you know, travel has stopped. hospitality, you know, hotels, casinos, they're all taking a total beating. And Airbnb of course is gonna get caught up in the The crossfire as well. And so

Couple of interesting things here. So Airbnb financially, you know, their revenue must have dropped by Fifty, sixty, seventy, eighty percent. Essentially overnight and with an indefinite time span. We don't know how long this is gonna last. The second thing is

Airbnb um Not only does it have a huge, you know, staff on payroll and now revenue drops, But um All the hosts were essentially small small small entrepreneurs. So some people did you know a traditional thing. They just rented out an extra bedroom in their house. But a lot of people, once they got a taste of that money,

They started buying places, renting out places, and subleasing it, and basically putting it on Airbnb. And so all those people now, there's this thing that was a moneymaker for a couple of years. has gone to zero. And so I think There's something that very interesting that's gonna happen where What happens to all these hosts?

who got places just to Airbnb them. And now The Airbnb income has sort of Totally dried up. Are they gonna default on their mortgages?

Are they gonna default on the rent payments if they're if they're subleasing? Or um Are they gonna turn into just normal rentals? Like I don't know what's gonna happen. But w what do you think about all this? So you already know what's going on in Zillow. You're the one who told me, right? Well I did see some charts, yeah, so I saw some charts that basically showed on Zillow Um

normal housing, so just normal rentals, not a short term Airbnb stay, but uh just here's an apartment for lease for six months. is exploding. So like It looks like the coronavirus is like

Here's last month, one little blue dot. This month. fifteen blu dots on the map, right? It's like uh the number of listings is exploding for rentals, which is also bad for Airbnb because in places like San Francisco where there's a housing shortage And for years Airbnb has been saying

Oh, we don't contribute to the housing shortage. We are we're a different thing altogether. Well now it's actually kind of a Whether it's re whether it's truly the the uh proof or not, I don't know, but it certainly does look like If you're somebody who wo who was anti Airbnb, you have a lot of evidence, a lot of ammunition now to say, Hey, look When we turned Airbnb off, look at how much more housing supply came on the market.

Look how that lowers rents for everybody else. Well, you know what Airbnb's doing now though is long term rentals. Um they've been getting into that for a while where you could rent something for m uh many months, maybe many years. And That part is growing still. It's it's growing a lot right now.

Right. And so so I'm curious whether people in cities who are anti Airbnb are gonna take this and run with it and very sensitive to legislation, right? They they changed some rules here in San Francisco where it's like You can only do ninety days out of the year and you have to live in the place, you have to prove that, blah blah blah. And that that you know, it eliminated like thirty or forty percent of the listings overnight when that legislation happened a year or two ago.

So now I wonder if it's gonna get worse. Sander, you know Sander? I'm Googling them right now. You know them? No. Oh that's the like um it's the uh the hotel or explain Sonder. It's basically if you are traveling for work And you wanna go stay somewhere, you'll stay out of Sonder often. Um, let's see, I'll go to Sonder dot com. It's also if you want to stay somewhere for like three months. Like let's say you're going somewhere for three months and you want to s and and you have to make a lot of money in order to do this. It's high end shit. Like in San Francisco it's like five or six grand a month. Need a place to stay or work?

We know it's time uh here the bet yeah, the best parts of home and hotel. So it's like a it's like a an apartment that you can rent for two months. Right. So corporate housing, but done well. Yes, but they just laid off twenty percent of their company, it looks like. Oh wow. Yeah.

Today. Yeah, freaking news. Um so I think this is gonna be very interesting how these different companies get affected, you know, I'm rooting for Airbnb. I think it's a great product. I think it's a great company. I hope that they have.

You know. A war chest of cash that lets them endure This time but Um you know, we'll we'll see. It's a If you could invest

A little bit of which you can. You can go and buy secondary shares. If you can invest money at Air B and B's previous valuation, I think they raised money at a thirty billion dollar valuation. Would you invest in that right now? Well I need to know more, right? I need to know about the how the company's financials look. Let's say that revenue drops more people. Let's say revenue drops seventy percent. Yeah I'm I'm not so concerned about the seventy percent drop'cause that's that I think is is more temporary. So I just need to know do they have enough cash in the bank to endure this or I think they have three billion dollars. Okay, so the three b three billion dollars, you know, they're probably burning several million a month, but like, okay, l three billion should should still last you. Um through this time. And then the other question is

the fundamentals good to begin with. So a lot of times these companies don't have great unit economics or fundamentals to begin with. And so When the downturn comes And people start looking for things that are more stable, more sure bets, these uh high growth but poor unit economic companies, they struggle. They were profitable in two thousand eighteen. Ah, dude, I love this. This is like an analyst call. I expect it. And uh I think they're also profitable in two thousand nineteen.

Um this is all public information. Right. So yeah, so if they're pub if they're profitable right now, even with this explosive growth, then yeah, it's probably a pretty good bet, um, to to pick up a little secondary there. All right, boys and girls, ladies and gentlemen, we're gonna talk a little bit about our sponsor for this week's episode, Headspin. If you want to make your first million with your mobile app, You gotta prioritize user experience.

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Get your custom headspin benchmark report at headspin.io. Forward slash benchmark. Again, that's headspin.io forward slash benchmark to see how you are preparing and benchmarked against your peers. Okay, um I guess we'll see what happens. Do you wanna talk about some Y Combinator stuff?

Yeah, so Um so we're gonna go through a couple of the companies in the batch. Um You know, there th these are uh well we won't say anything that's too um what I'll call too private information. So we'll do what's mostly public information about these companies. So we'll start with the first one. Wait, Sean, before we get into that, dude can you can I tell you something that was striking about this list? How many p lists were there? A hundred and fifty? Yeah. Uh shockingly

Uh Africa African and Indian based. Yes, this has been a trend in the last year or two for Y Combinator. Uh they did two things. They went and did a road show, so Michael Siebel, who was the w the CEO of Y C for a while

Um actually he might still be. So he went on a road show through Africa, through India. And uh met a l met a bunch of entrepreneurs, they had a bunch of events. And they sort of opened up the doors to those applicants and really got people excited about coming to YC. And their bet was that hey look, a lot of the growth opportunity in the best companies

Or um You know, we can go fish in this pond where not everybody else is fishing. And um You know, certainly five hundred startups has d did this many, many years ago where they Just

They invest in companies all around the world. This has not been the The the sort of way that most Silicon Valley investors have been operating. They're not actively going and hunting for co great companies in India or Brazil.

Or in Africa. But it's pretty amazing uh about how Like there's I see a lot of Latin America. A ton of India and a ton of Africa. And what's funny is a lot of them are just

You know, Flexport for Brazil. It's like this other successful I C company's tagline is Smile Direct Club for Latin America. Right. Yeah, th that's literally it. Um Yeah, Flexport for India.

Uh Or sorry, Flexport for Africa. Yeah, it's pretty crazy. And and I think that's a great move. Yeah, for sure. Because a lot of these companies that that work When they're not purely software based. they're gonna scale slowly. They're not gonna expand everywhere overnight. So same thing happened to Airbnb. Airbnb got cloned in Europe and in all all different parts of the world. Sometimes they

they were able to catch up and beat them. Most of the time they weren't and they had to buy a piece of them or acquire them, or they just lost and they said, Okay, I guess we're not gonna be the number one player in the UK. We're gonna be two or three, or Yeah. Well you wanna smart. You wanna start it off?

Yeah, so let's do cron. So Cron is an app. Uh the website's just cron.app, C R O N dot app. And uh what these guys are trying to do is essentially superhuman for your calendar. So That assumes you know what superhuman is, which is this

Really slick. and very hyped uh email client. I used it for a while. I stopped. I don't know about you. Do you have you used Superhuman? Um I'm still using it. Verdict's still out if I love it. But their tagline for people who don't know superhuman is the calendar for professionals. Right. So th their thesis is

Look, the market for calendar users for just if you just take Google Calendar is 500 million people. And what they're trying to do is take the top, you know, set of prosumers, right? So Professionals, people who really care about efficiency, people who are heavy power users of the calendar app. And they're trying to say, Can we get the top X percent. They said top twenty percent, but really it's gonna end up being the top two percent.

of people to pay nineteen dollars a month. to have, you know, their Google Calendar on steroids. What's one percent of what's one percent of five hundred million? Not fifty million wait. No, that's five million.

Uh yeah, that's five million. Okay. So five million people paying nineteen bucks a month, not bad. Um so so they're trying to go after that. They basically made a very slick looking calendar, so it's got all kinds you know, aesthetically it's looks looks better. They have hotkeys and little short commands and Oh you wanna

set up a meeting and it's hard to sort of say, Oh, I'm free Tuesday from one to two and Thursday from three to four. It's like you just share your availability and uh make it make it really easy. So they have a bunch of these features. And they have a thousand users on the wait list who are um sort of ready to pay and they're they've onboarded the first fifty paying customers so far. So they're They're doing that thing that Y C companies do, you'll see this a lot is Um

Big idea. And then Good traction but over a very short amount of time. So you can't really judge if this is successful or not yet. And it says like fifty percent month over m over month growth, but it's been like six weeks. But it's been six weeks and and a hundred percent of those companies were other a hundred percent of the customers were other companies in the Y C batch, right? So it's like you know, you it's hard to really get a sense of these things, but Um, I thought that's pretty interesting idea. What do you think about about this?

Okay, so If I was this guy I would bet my life that this could be a company that makes a shit ton of profit. So there's cow the nearest competitor that I could think of is Calendl Calendly. Calendly is a plug in for Gmail. It's a thirty million a year company.

That's Bootstrap out of Atlanta, started by a guy who moved here from I think Nigeria. Cool story. Um Andrew Wilkinson, a guy I I respect and like, thinks that Cowendly is or I I think he thinks it's total bullsh and that Go Google could totally clone it. I disagree with um I disagree with that assessment. I think that Crone can for sure be

A very, very profitable software company. Um I'm not convinced that it That they should raise venture capital. Um Because I

Yeah, I wouldn't raise venture capital if them I was them. If they needed money and just to start, I would say raise a million dollars and just make this make like Stu make it stupidly profitable. Right. Yeah, I don't know. That's the route they're going because they're in Y C, but yeah, I I hear that. I think that's a valid path. I don't think they're gonna need a ton of capital. There's not a big Um, they don't need a huge engineering force. They don't have to buy a bunch of assets. Uh you know, this is a software play that really a motivated team of six to ten people could

Could knock out the park. If I was listening to this podcast, I would say And I was technical I would be like oh that is a great idea. Their their website, if you go there right now, kinda shows how the product works. And I would just completely rip it off. And scale but be far more scrappy,'cause I don't think these companies out here are scrappy.

And I think that someone could build it and be able to pay themselves Five million dollars a year in in net income. Yeah, you know the so so I think this is a good idea. I also like this general j uh genre of company, so Uh, our friend Sully tipped me off to this a while ago. He goes, I just think superhuman for X is a good investment thesis right now. And so he loves superhuman, he loves the business, it's doing really well.

And um, you know, we were looking at this company called Linear. Which is a um It's like a bug tracking software. So every big software company tracks their bugs usually using Jira or some like old school ticketing system. Nobody loves using Jira. It's just like uh

You know you it's a must. Uh you have to be organized around your bugs. And uh Linear just made like a slick looking Jira. And um and so we you know, we talked to them, thought about investing in them. Did you? And Uh I didn't end up it was like a it was a bit of a competitive round and then I could have got in at the end, but I sort of

uh cooled on it because when I tried to bring it into our company There was a lot of um Security concerns. Um not that they were doing something wrong, but You just have to do a lot of work to be enterprise security compliant.

And pass those checks and they hadn't done that work yet. Now, in reality, they're gonna do that work. It's gonna be fine and they're gonna get there. Um It's just it got out of sight out of mind for me'cause I stopped using them. I forgot about the female thing. And you're making investments right now? Uh no, now I'm uh on startup investments I have uh cooled off uh for for for the time being. There's a a freeze. So okay, so verdict on Crone

H Cron. Cron. Verdict for me is great company to own. I think it will work. I don't know if it's good to raise money on. Yeah, agreed. Think good idea, good product. I think there's other products like this if you just take uh Superhuman for X and you take any work tool that's massively used and you just make uh Extremely slick UI UX.

Um for for that this can work with to do lists, this can work with email, this can work with calendar, this can work with Well, you know how I would do that is I would log into Gmail. I'm gonna log into Gmail right now. I would log into Gmail. I would click

That little Uh the drop down arrow. The drop down no, the Google Apps thing on the top right. Right. I would look at search, Gmail, calendar, docs, drive, sheets. Slides, sites. Groups, contacts. Hang out and I would just

Oh wow, there's way more. YouTube, maps, news, translate, photos, admin, my business I would and you just put that on a t uh bullseye or a dartboard, just close your eyes. And just there it is. That's the one you do. Airtable did this for Excel. Notion did this for docs.

Um Superhuman did it for email. There's a new one that's doing it for presentations called. I don't know much about it. It's called pitch dot Io, right? Or pitch dot co? I think it's pitch.co, if I remember correctly. Is it awesome or something? I don't know like why are people talking about it so much. No, it's pitch.com, dude. They got the com. That's like a that's how you know it's legit. That's like a hundred thousand dollar domain name.

What uh wh why are people talking about that so much? So I saw this the first time, um so this is again, you know Just like Airtable did for Excel, these guys are trying to do for PowerPoint. So PowerPoint also has hundreds of millions of of users. It's a critical business function. And uh Microsoft does not make the UI UX.

better over time. Uh they do not do smart things in the cloud. And so you have on the low end you have Google Docs and Google Sheets, Google Slides. And on the high end you have right now Microsoft uh you know, PowerPoint. And um these guys are trying to

to uh do a better job of making making a sexy powerpoint. And I'm down with sexy powerpoint. I l I always love their website. It looks great. Pitch.com. And um It looks like it's ready to come out now. I've seen this thing this has been like for over a year, I believe. Maybe two years that I've seen this this uh website like this. Based off the people who are recommending it. uh on their on their h home page I feel like I know the people behind this.

Yeah, it's like your friends with all the testimonials. Yeah. Uh great. I'm very b yeah, I like that. I don't know anything about it other than what I'm seeing on this website and yeah. Awesome. And so this is one where I think um great market to go after Uh, your execution obviously has to be good, but like You know, but But that's okay. It's better than going after a bad market because then even great execution doesn't do jack shit for you.

Uh I have another one that's like this on the Excel side that's called causal. Um, so I've been talking to these guys. I'm not quite an of I don't think I'm like an official advisor, but I just give my give these guys a lot of opinions. So causal is um It basically tries to give everyone the ability to do like data modeling, like an Excel wizard or like a data scientist. That's awesome. That's not hard, but that's awesome. And so they have some cool things. You should just if you just Google causals uh rent versus buy calculator, you can see what the end output looks like. They make this like calculator of rent versus buy. How do you spell that?

Um C A U S A L Um that's causal. It's causalapp.com is their thing, and then if you just Google causal app Rent versus buy.

Um You can see it. It's a cool tool. I don't think they've quite got it to work. I'm telling them they're trying to make it too they're they're basically too smart. So they're trying to do like data modeling and data science like Oh look how easy it is to make a linear regression or Monte Carlo. It's like Yeah, but you don't do that frequently. You should just make it where

It's really pleasurable and easy to do f simple formulas and spit out awesome charts. Like just do that. Because what Airtable did was Airtable took the part of Excel that's just Rows information. And they made that sexy.

But what they didn't do is calculation. people use Excel for calculation and charting and a Airtable doesn't do that. So if you did the calculation and charting and you made it beautiful and sexy You could win. And uh these guys aren't doing that. I'm I'm looking at causal now. It's awesome. On and pitch dot com, I changed my opinion.

They're gonna fail. Okay, why? I went to their about page and they have nine employees and they're all founders. Oh yeah, that's a that's a bit of a red flag. Um, literally about page.

They have nine people it says co founder for all of every employee. Yeah. Yeah, that that ain't gonna work. These are also like amazing head shots that they took for themselves. Yeah.

So I'm a co founder and a QA engineer. It says co founder next to all of them. Yeah. Uh pretty pretty legit investors. Okay, so yeah, Andrew is an investor in them. Um

Yeah, okay. I'm excited to see what they got. I w I want to see it. It's been two years. Okay, so let's go to the next company. Um the next one is Art in Res. Art in res. So The idea here is you can buy fine art in installments and You know, I personally didn't know too much about the fine art market. I think my hunch is that you know a little bit more. I like I think you like to look into these things. So tell me what you think about this idea and what you know about the fine art market. Yeah, so Masterclass is one of our partners. We work with Masterclass. I went and met with the founder, his name's Scott in New York a couple weeks ago, a couple of months ago. And I learned a lot. So Uh

Fine art. is one of the largest asset classes in the world. Um But master class is not about art, right? Or w what do you mean? Sorry, uh masterworks. So Mastworks is a website where you can

purchase pieces of a Basquiat or a Pablo Picasso in the same way that you buy stock in uh publicly in the publicly mark traded markets. So but art Fine art is a massive, massive asset class, but it's incredibly illiquid, as in you you either have to have thirty million to buy a Basia or you don't get any upside. And so what Masterworks is doing is allowing people to purchase it with a minimum I think of a thousand dollars. And What I learned meeting with those guys was how

How great that that that uh that as an asset class, how great it could be. So for example, David Geffen, um from Geffen Records, a big entrepreneur. Uh during the financial crisis, he was famous for saying that his uh fine art went up thirty percent while his normal the

Equities went down significantly. Um Um Let me see what else I have a bunch of stats here. So I think I think I think that's really interesting. If I wanted to look at how this company could do, I would look at Etsy. So as Etsy has traded at a at a uh Fifty to eighty

price to earnings ratio, which is really, really good. Um I would eBay right now is is in the gutter. But I'm really I think that marketplaces can be quite large and I think that I personally was shocked at how large.

Um Fine like fancy art is and turn I thought it was like there I thought that there's only like a couple of paintings sold a year that made a difference. And in reality it's not it's not that way. Right. The value proposition is that you can buy fine art in installments. So you were saying Masterworks lets you buy a piece of a of a piece of uh of art. They sort of

fractionalize it. These guys say it's yours, but you can you're on a monthly payment plan. This has been a big trend in e commerce, anybody who's been paying attention to A firm or after pay. These are multi billion dollar companies that are just saying Even low priced items, right? Here's a forty dollar item.

But you can buy it in four easy installments of And a firm is doing quite well. Both of those companies are gonna go public. Or it's it's looking like they will. Right. Afterbase actually already public and a firm is, I think, going to go public. And so there and there's there's more Cezil, there's there's others that are doing this too. So that's a very good business um to be in, I believe. And so So that's what these guys are doing. They say they've sold thirty six thousand dollars worth of art in three weeks.

This is uh unlike a firm and unlike Afterpay, they're not a payment option on other marketplace other websites, they are their own marketplace. And so what they're trying to do is they give artists the ability to sell their work. They say most artists don't even sell their work. So they say list it here. we offer people the ability to buy in installments so more people can buy. So we have more buyers in our pool. And um they they get the artist to put their link to their store, just like an Etsy store, in their bio.

So they put their art in res link at the bio and that's driving a lot of users because these are, you know, Instagram artists or artists with an Instagram who have, you know, hundred thousand followers, and they're getting into the by of all these different uh artists. And that's gonna drive traffic. That's a lot how SoundCloud grew early on was going for these independent artists. And then saying cool.

We'll give you an easy way to host your artwork, in that case music. Uh but you know, here share your SoundCloud profile. And that's how they got tons of traffic and built up their marketplace. And so I think that's what these guys are trying to do. I think this is smart. Um the art market is one of those markets that's bigger than you think'cause you don't even

You don't even learn about it till you're already rich. And once you're already rich, you don't do start a company in it. And um so I think it's one of those big invisible markets, uh, to most entrepreneurs who are scrappy and don't own, you know, like A pencil, let alone a piece of work. I uh So I would have agreed with you.

And before you start talking, I I agree that it was great. But then you the way you described it. If okay, so I would I would be against it. If if Etsy is competent.

They can destroy these guys. Yeah, you know I I think it's gonna be hard though because Etsy's Niche is handmade crafts. And I think that's just fundamentally different than fine art. I think when you're it's like putting a bottle of wine next to a Budweiser, right in the in the aisle. It's it's a little bit I I don't think

the people who want their art to be sold or fine art to be sold. Or wanna buy, wanna be next to somebody who's making bracelets. That would be my That'd be my bare case against that. Okay. I buy that. I buy that, but Oh, okay, I get it. So I see a painting on here. It's three thousand dollars. I can pay over time.

for for twenty four months. For a hundred and thirty seven dollars. Okay, so my question is this. Is this Pay over time feature even that unique enough to build most of your company on top of? Why not just like have a normal art store and just un install a firm?

Yeah, that's a good question. I don't know why they're not just using one of the existing uh installment plans. Uh and why are they why why are they owning that piece of it? It's like An art marketplace. But then also this financing program. When they could just use one of the existing financing programs. So

I'm looking at it now. Um Yeah, I I'm changing my mind. It's stupid. Okay, we'll we'll we'll see. Jury's out on on Arden Res. I'm not an expert in this area, but My bet would be I think marketplaces are really, really freaking hard to start.

And um and so I for that reason I think that it's gonna be incredibly difficult and they d they definitely haven't shown that they've done that yet. But um You know, so I would say odds are always against any marketplace being successful, but I do like the fundamentals of what they're trying to do. I don't think this is a stupid I don't think this is a stupid bet to take if you're an entrepreneur, but I do think still likelihood is that it doesn't work like most startups.

I think that it Okay, but there's a difference here of working and just building wealth and then working by raising money. No, I mean the business working. N not the raising money. I a lot of companies can raise money. Um Yeah, but what I mean is should I think this it for sh it it for sure can make a living for the owners. The question is is if they raise money then will it work or will it not? My prediction is if they w raise money, it's gonna fail. I feel like that's your prediction with most things. I think you just don't like when people raise money for the most part.

No. The next one that we're gonna talk about carrot. I think that could work. Okay, all right, let's talk about it. Okay, so uh Carrot.

Uh it's they provide loans and a line of credit for influencers. Um And i that's interesting and the reason it's interesting is I use I have a million dollar line of credit with uh a company that provides line of credit for Um

For uh Media companies. Um this clearly works in some cases. Um Influencers can it work? Maybe. But the so the company that I use Um, it was started by a DreamWorks exec. It has over a hundred employees and they have billions of dollars in in

And and I don't know, what how do you describe billions of dollars in credit? Yeah. Um They have billions of a billion d over a billion dollars to deploy. I think it's great'cause I'm totally hooked on their company and I don't plan on leaving and I think I pay them like a thousand dollars a month for this. What do you use it for? Your company expenses or personal what?

Company? Yeah, so uh we don't really use it, but when a rainy day comes and we need money, I have that set up. Right. And so uh And so the the other example here is Clearbank, where they're basically providing credit to uh e commerce companies and they're saying, Great, don't don't go raise money for this. If you can show that you're credit worthy by looking at your Shopify data.

then we'll we will front you the money you need for inventory or for mark Facebook ads or whatever else. You shouldn't go raise venture capital for to pay for Facebook ads. And so the interesting thing here is Um The big ideas, the real big ideas that come out of Y Combinator don't always sound like big ideas to start. Airbnb's a great example of that. Um you know, when it was when it was on Y C's list like this, it would have been called Airbed and Breakfast. It would have been like, you know, rent out an air mattress in my apartment and it would have seemed like a small idea.

And um This is one of those two where it's like Do influencers really need credit? Do they really need loans? What do influencers need this for? And it just turns out, I think, that there's a lot of influencers and this might be a hidden big market. It might be something that influencers really actually do need this capital. They are not tr they're the traditional banks and lending institutions don't know how to v how to

assess an influencer for credit worthiness. In the same way that they didn't do it for e commerce. And um The cool question I have is how does the influencer use that capital to invest and grow their business? Like for e commerce, I get it. For your business, I get it. You're gonna

Invest the money, you're going to grow your business. What does an influencer really do to to grow their business? Is it ads? Is it To pay for stunts, that's good content. Like what are they doing with this movement? That's a good question. And I don't think anything. But let me sh Uh go let me go a different angle here. When you bought your house, was uh was your wife listed as an uh an earner?

Yes. Well, she listed as self employed. Um Yes. Well what do you mean listed by like Like for example when you got your mortgage sorry, when you got your mortgage, did she did she say she was uh a sole proprietor? Did you say that you're a twenty five percent owner of a business?

Did I say that? No. Okay. Um When she was getting approved for the mortgage, was it hard for her? Um no, she well, it was a lot of paperwork, but it was uh it wasn't hard. Like she had the the income to show it.

But Um it just required like mine was simple. W two submit. They are like, Yeah, got it. We understand your your economics. For her, she had like you know, this roller coaster history and a whole bunch of different entities and like all this different stuff that like was very, very hard for them. In fact, we I just refinanced because the interest rates have dropped like crazy.

And um Uh we didn't even use her this time. 'Cause the lady at the bank was like, if we can, can let's just do this off your income, like I don't I don't want to do all that paperwork again for for your wife. That's what I think the opportunity is. When I try to buy h a home Um, because I'm an entrepreneur, I told them I own I think the threshold's twenty percent. They go, they said, Do you own more than twenty five percent of a business? I said yes, and they go, Okay, we need to see the last X amount of years

And P and L. And I showed it to'em and it was profitable or whatever, and they still gave me a hard time. I think that um If I was this company Carrot, I would I think that there's a big opportunity who can provide home loan for f home loans for small business owners. I think that's the real opportunity here.

Yeah, and maybe they had to do so they so here's some of the the stats about them, right? They've loaned out a million dollars in the last six months. The average payback period is forty five days, so extremely fast payback. Uh that m the A the APR is very high because of that, so even on a low APR because of the fast payback it annualizes at forty percent. And uh now they're rolling out a credit card. After they do a credit card, I'm sure that they would want to get into other financial services. And if they can be sort of the financial services for influencers or the bank for influencers,

That's very interesting because This will always be a niche market that is overlooked and misunderstood. by the traditional banking system. And so that's the bull case. The bear case is I don't know. I don't know what the influencers need this money for. I don't know if they can actually pay it back. And I don't know how how creditworthy they actually really are. So the the strategy here is you get into a market, you get a ton of you buy a ton of share, you you people like you and trust you and you're

Profiting and then you start launching more and more stuff to them. Which I personally love. Which is the Brechts model in this case, right? Well it's w yeah, and it's what I do. I mean it's what I did for a living. We're built we build up a free email list that we sell more stuff and the more and the more and the more I mean yeah, a a lot of people do it. Um

And uh but you gotta get'em locked in early. Uh and you gotta get a uh enough people, so I think that that's cool. And that actually brings us to a good point. uh of our of the next one. How do how do you pronounce this and I'll tell you why. There there's a there's an angle here. W what's this one called? How do you pronounce that? We're just gonna call it Lila. I don't know what it is. It's Lila. I don't know how to Lila. They need to change their name because that's hard to pronounce. Right. So it's it's stupidly simple. It's uh it's a it's a Product that helps women freeze their eggs.

Uh pretty straightforward. But what I think could be cool with these folks As well as carrot is Once you get this customer on the hook. There's loads of products that you could sell them. In the same way him started with Viagra and now is doing

hair loss and then now they're thinking about doing testosterone, doing X and then doing Y, whatever. I think you could do the same thing for both carrot really well and the Egg freezing one. Hello Lil Lilia. Yeah. Yeah, Louis I think it's I think is how you say it. So bad name. Great idea, great business, you know.

This is one of those you just close your eyes and invest, is how I would treat it. Yeah, um So the so here's some stats that I I went and found. I this is not from their deck. I just went and found this. Um Okay, and this number was shocking. Do you do you know that only According to C N B C

Only like eleven thousand people freeze their eggs a year. Is that right? It's not a lot. Yeah. N not a lot, but it's growing at twenty five percent a year. Um And I actually buy that. I I think it's gonna grow significantly. M uh Gen Z, uh I think are gonna put it off more and more. I also think that so large companies like Facebook and Google actually subsidize it and pay for it. So to get your eggs frozen it costs between five and twenty grand a year. If you're in San Francisco, it could be

eighteen grand. If you're in a smaller city it could be six grand. So it's really expensive. It's very invasive. It takes Four to six weeks. give shots in your arm and the it's like huge needles. It's a it's a it's just a it's intense shit. Um but you know, it's about having children, so it's a pretty big deal and you're willing to put up with all that. Um it's a pretty big deal.

My question is, um so first of all, there's not that huge of a market right now, ten, twelve thousand people W would this new company be able to convince a young woman to use them as opposed to Her doctor. Right. And the other other existing services that surely exist around this, right? Like I don't know the competitive landscape.

But I do like where all the trends are going. So I think that You know, the data shows that people are having uh kids later. They're getting married later. And uh that this is becoming less fringe and less taboo over time. And so

Uh, that's what's going in the favor of this, is that more people the market for egg freezing is growing and it's becoming more um serviceable. Now Do they what I don't see here is Some unique go to market strategy. Oh, here's how they're

Here's how they're going to acquire customers differently than how anybody else would. I also don't see Um them really talking about their expertise and how they Um

you know, why the why they're gonna be able to build trust in a way that's better or different than uh anybody else. So that's what I think's missing from this limited information we have here. we talk about product and distribution and how a lot of people, particularly first time people, think, Well if the product's good, it's gonna sell itself. In reality that's not the truth because There's

Way more great there's a ton of great products that die because they have no d distribution, and there's a ton of shit products that crush because their distribution's amazing. And so In this case. In the same way that Him's is just reselling other people's shit, right? Like Hims isn't interesting. It's just generic Viagra. Their product's nothing good. It's just that they like

Smacked cute branding on it and they made it so men can call their call and get it and not and young men don't have to be embarrassed about going to the doctor. I you need to see something like that from this company, I think, to m more to in order for for it to work because what the service they're offering doesn't seem particularly Different, right? Right. Yeah, exactly. They haven't made it less invasive, less painful, less cost. They haven't innovated on the product side. So that means they need to have innovated on the marketing side, the go to market side.

So that's what I don't like about this, but I love the space that they're in, and I think there's gonna be a winner. I don't know if it's this company or another, but uh that's what's great about this one. Yeah, and let me see, do they have You s I don't know what okay, here it is. I got the some information on them. Um Uh

We charge. Okay, so it looks like what they're doing. is they're not actually doing the work. They're just a middle man for the clinic. So in reality they're almost like Lee Gen.

Yep. So it's they have a five hundred dollar concierge service that they offer first. So how do we educate you, handhold you through the process? Um and basically qualify the lead. Yeah, so what they're doing is Um

They are not They're not actually providing the service. They're just a marketing company for the service providers. Um if that's the case I like this. I think it's cool.

Yeah. Uh I have a friend who does a company called Yoderm. And uh what they do is The same thing around dermatology, so it's telemedicine, but in reality what they're doing is they said Most people who need to see a dermatologist are going because of acne.

Most people who have acne get the same prescription. That prescription is, you know, something that they can just get quickly from a doctor. The biggest bottleneck is getting an appointment. It takes, you know, twenty-seven days on average to get an appointment with the dermatologist. So what they did was they built a marketing company that basically says, Hey, do you need to see a dermatologist? This is a faster, easier way to do it. Just do it from like FaceTime your doctor. And then they have a bunch of doctors who just write these same prescriptions all the time for the same acne medicine, because that's what people need eighty percent of the time. And twenty percent of the time they say, You need to go see a doctor. It's not acne. It's not just the generic thing.

And uh and then they're white labeling the actual acne medicine and they're the ones delivering it. How big is that? Uh they're doing well. I love that. Okay, so we talked about Cron.

Art. Art and Res, Carrot. And Lil Lilia. That's a stupid name. You have a hundred thousand dollars to put in one. Which one you gotta do?

Hm all right, let's take a look. Um It's not gonna be cron. For me. I'm also gonna say it's not gonna be Lillia because even though I like the market for all those reasons we mentioned, I don't

Know why this is the winning company. I don't see them doing anything special. And this is the what a lot what we have to tell people is once you meet the person behind it, that could totally change your decisions. This is not based on the people at all. Because you could meet someone and you're like they're so formidable that it's like dude, I don't care what you saw'em in. Right. Um, I think if I was gonna do this, if I was gonna uh this is crazy to me that I'm even saying this, but I think I would be putting it in Arden Res.

Uh I think I would put it in because I think if they can get the marketplace spun up. It's gonna be valuable. And I think that uh this is an overlooked marketplace. So overlooked market. So I like that it's a marketplace as a model, not Lee Gen not.

Not anything else. And then the on the other side I think if they can get um I I have a feeling that the sort of fine art marketplace has not been affected by technology in the same way as uh all the other industries have. And so I'm curious to see what they can do. So I would bet the hundred K on Art and Res and I would write it off as a loss because I would assume it's going to be a loss. Alright, I would do uh Kron. Okay, why Cron?

Um, I just think it's uh it's super easy uh the for them to be in default survival It's so easy. Um like I think that they can get to like a hundred thousand dollars in monthly revenue, like really fast. I think their churn might be high. But I I I think that it's just because of the market size

And because it's an impulse buy and if this just saves you a little bit of time, I I just think that they can get to ten or thirty million dollars in recurring revenue inside three or four years with very little capital. And so they're default alive pretty easily. And uh depending on how creative the entrepreneurs are, they could expand beyond that. Um So I'm gonna go with Cron.

I don't know who would buy them though. Uh well like m for example, Microsoft bought Sunrise Calendar, I believe, uh it was a calendar that people really liked. It was a pro uh professional calendar. And uh they got bought for I don't know how much, but I know like inbox got bought for a hundred million for making a slicker inbox, uh, you know, by Google.

And then sort of thrown away. Um Sunrise got bought. So so I think that there's potential for an acquisition there by one of the Um

you know, big companies that cares about, you know, enterprise and productivity and whatnot. So there's a there's a chance there. I just want to be evil and just Clone. half of these things on this list. Yeah, that's not evil. That's uh that's not evil. That's just capitalism. But I I do like I s some of these ideas I think are really stellar. I don't know how I it's

I can I tell you the one that I would invest in. It's not even one we discussed. Uh uh uh I know we gotta go. I'll I'll do it in thirty seconds. Company called Duffel. They're doing fast deliveries on college campuses. Oh, it's a horrible idea, but go ahead. Not horrible, not horrible. I'll tell you why. What they do is they buy the popular stuff that k that kids want, like Ben and Jerry's and chips and whatnot, beer. They put it in an apartment. And then they deliver it to you on scooter when you order it. So average card is sixteen dollars, they make five dollars per delivery and they're delivering in a very lightweight way, uh on the same in a very tight geographic boundary, so they don't have a bunch of logistical issues.

There's a company called Puff or Go Puff, have you have you heard of those guys? No, what's that? It's this, but um oh it's it's basically it's this. And they're doing over a hundred million dollars a year right now. And they're just two kids out of I don't know, Penn State or something like that. I don't know where they are, but somewhere in Middle America. And so I've seen this model work.

I think that this is a good business idea. Yeah, Puff or it's go I think the website's Go Puff. You're saying they do a hundred million in sales. Yeah, more than that, I believe. Uh and so they're in uh you can see all the different campuses that are. So then how profitable are they?

I mean I don't know all that, right? I I don't have all their financials but I mean uh is a hundred million like their net pro like their after they pay the dri I mean Or is it like where the driver gets most of the money and most of the money? So they're they're at a hundred sixty three million a year? Wow. Is the is the thing. And I don't think they even raise that much money. Like let me look at their fundraising for for Go Puff. I don't think they raise too much. Oh no, they've now raised a lot.

How much Eight hundred and sixty six million dollars. Oh, you described it as two kids. Well, it was Softbank invested in them and uh recently and is a huge round. So Softbank backed up the truck in them. But anyways, I think this market works. And I actually think it's great that Softbank backed up the truck and uh put the touch of death on this company if I'm duffful. I uh I believe in what I'm doing. There's a lot of college campuses out there to make this work. Can I give you two that I would do right now?

Yeah. This is just purely off of reading about their market and uh like a description of the company. The first one is buildplane dot com. Project automation for commercial construction. I think that with the recession, this can make this company a ton of money.

Uh Their previous companies were acquired, so they're solid. But uh just I love software that is in boring industries like commercial construction that can help people just save a little bit of money. It's called

Right. Build build plane. Like I th I I that that will take off and be big. I like that. It's not sexy. And then the second one is True North Fleet. Did you see that one? I didn't see this, no. Um, we give independent truckers the resource the resources of large fleets.

And so basically what they do is Uh w you know, tr a lot of truckers are just small business owners, right? There's just like Uber drivers, but they just do tru truckers. My my dad is in that industry, so that's how I know about a lot of about it. And they're pretty Raw. They just you like

Up until recently, they didn't use Twitter or anything like that. They would just have their C B radios and their cell phone, and my dad would have call them and be like Hey, I got a load for you to go pick up in uh Bakersfield and then uh I need you to drop it off at the Walmart in this place. Like that's just how it would work. And uh This company is is building bits of like software for small tr small trucking businesses. And I I don't I think people vastly underestimate how trucking is like

the backbone of America and how big logistics is in our country. So I I'm very bullish on that one. I like it. Okay, cool. Uh yeah, if you like this, let us know. We're gonna do either more of these w Y C sort of company deep dives. Uh Since this batch list just came out, there's like a hundred companies we could go through if we wanted to. Um And if you don't, let us know be like that was boring, don't do it again.

And um Yeah, we can go through a few more next week. Sean, did you ha you had Topics. already that you wanted to go over. We can do these next week, huh?

Yeah, we'll do'em next week. Or we'll do them on Thursday. Thursday. Okay. Uh Well Thanks for listening. This one was a little ghetto'cause we're all at home.

Hopefully. The quality was sufficient enough. Yeah. I for one enjoy the ghetto pod. I fucking hate it, dude. I hate it.

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