Business Breakdowns Podcast
1) Amazon Aggregators: Buying Third-Party Sellers - [Business Breakdowns, EP. 35]
I’m Jesse Pujji and this is Business Breakdowns. Today we are doing a different kind of breakdown. We are covering an entire category, Amazon Aggregators. These are the companies that are buying up h...Show More
2) Apollo: Connoisseurs of Complexity - [Business Breakdowns, REPLAY]
This episode was originally recorded in March 2025. Today, we are breaking down the global alternative asset manager, Apollo. I reflected on my personal experiences with Apollo for this episode, an...Show More
3) Cognex: Vision Quest - [Business Breakdowns, REPLAY]
This conversation was originally released in February of 2025. We’re replaying this episode because Cognex sits right at the intersection of AI and robotics. As the market focuses more on physical AI ...Show More
4) ASML: Competing with Moore’s Law - [Business Breakdowns, REPLAY]
This conversation was originally released in June of 2023. Today we return to the semiconductor value chain with one of the most important companies in modern technology: ASML. The company began life...Show More
5) Cloudflare: Leading Cybersecurity - [Business Breakdowns, EP.241]
Today we are breaking down the cybersecurity giant, Cloudflare. Today, Cloudflare controls over 20% of the world’s web traffic, and more impressively, absorbs 2.5mn cyber attacks per second. My gue...Show More
6) How Investors are using AI - [Business Breakdowns, EP.240]
Today we have a special episode breaking down how investors are using AI. This is a question I get from many of you, and while there is no shortage of content on the implications of AI, I know there...Show More
7) Games Workshop: The World of Warhammer - [Business Breakdowns, EP.239]
Today we are breaking down Games Workshop. This episode is another examination of the business of IP. Whether it's Disney, Electronic Arts, or Nintendo, there are so many businesses built around core ...Show More
8) Databricks: From Data to Decisions - [Business Breakdowns, EP.238]
Today we’re breaking down Databricks, a $130B private company that helps companies collect, store, and process very large amounts of data, and then use that data to run analytics and train machine lea...Show More
9) Amadeus: The IT Backbone of Travel - [Business Breakdowns, EP.237]
Today we are breaking down Amadeus, the dominant infrastructure powering global travel bookings. If you've used a travel agent or corporate booking system, you've likely interacted with Amadeus's tech...Show More
10) Doximity: The Hub of Healthcare - [Business Breakdowns, EP.236]
Today, we are breaking down one of the more impressive B2B media businesses I have come across, Doximity. It's been called “the LinkedIn for doctors.” Jim Jones, partner and analyst at William Blair...Show More