Billions

Guillaume Moubeche
Billions
Último episodio

12 episodios

  • Billions

    The man who sold ChatGPT to the world - Zack Kass [Open AI]

    06/03/2026 | 53 min
    Today on BILLIONS, I'm sitting down with the man who had the hardest sales job in Silicon Valley history: Zack Kass.
    Before ChatGPT was a household name, it was just a research lab.
    Zack was Head of Go-To-Market. He joined when OpenAI was around a hundred people doing two million in revenue.
    His job? Sell human-level intelligence to Fortune 500 executives who didn't even know what a token was.
    He built the playbook for Microsoft. For Coca-Cola. He turned a nonprofit lab into an eighty billion dollar superpower.
    Then he walked away.
    Zack, thanks a lot for being here!
    TIMELINE

    00:00:00 - 00:06:34 : Joining OpenAI as the first sales person
    00:06:34 - 00:09:47 : The early GPT-3 wrapper ecosystem
    00:09:47 - 00:11:03 : Strategy behind ChatGPT's development
    00:11:03 - 00:16:45 : The chat interface decision and market response
    00:16:45 - 00:21:04 : ChatGPT's explosive growth and company atmosphere
    00:21:04 - 00:26:45 : Lessons from viral growth and Microsoft partnership
    00:26:45 - 00:30:21 : Scaling challenges and the "bigger boat" moment
    00:30:21 - 00:33:44 : Personal burnout and health crisis
    00:33:44 - 00:37:29 : AI as humanity's last invention
    00:37:29 - 00:45:21 : Technology, inequality, and policy failures
    00:45:21 - 00:48:35 : Global AI competition and geopolitics
    00:48:35 - 00:50:18 : AI's potential to solve major problems
    00:50:18 - 00:54:33 : The next renaissance and education transformation

    REFERENCES

    - Sam Altman
    - Brad Lightcap
    - Lukas Biewald
    - Chris Van Pelt 
    - John Maynard Keynes
    - Elon Musk
    - Jeff Bezos
    - Koch brothers
    - "The Next Renaissance: AI and the Expansion of Human Potential" by Zach Cass
    - "Attention Is All You Need" 
    - Figure Eight
    - Lilt
    - Weights & Biases 
    - Scale AI 
    - Jasper 
    - Harvey 
    - Bain & Company
    - Waymo
    - Prenuvo
    - DeepSeek
    - OpenAI
    - RLHF
    - CRISPR 
    - Jevons paradox
    - Jaws
  • Billions

    The growth playbook behind Revolut's $100B+ growth engine - Antoine Le Nel [Revolut]

    27/02/2026 | 56 min
    Today on BILLIONS, I'm sitting down with Antoine Le Nel the guy who spent 7 years scaling Candy Crush into one of the most addictive products ever created... then walked away to go kill traditional banking.
    At King, he helped turn a mobile game into a machine that prints billions. When Activision bought them for $5.9 billion, he could've stayed forever.
    Instead, he joined Revolut in 2021 — right as most fintech were collapsing. Three years later? $75 billion valuation. $4 billion in revenue. 65 million customers.
    His secret? Ignoring everything Silicon Valley preaches about growth.
    Antoine, thanks for being here!

    TIMELINE :
    00:00:00 - 00:01:07 : Scaling Candy Crush to a $5.9 billion exit
    00:01:07 - 00:03:38 : How to avoid the "one-hit wonder" trap in gaming
    00:03:38 - 00:06:54 : The Facebook hack that reached 70% of global users for free
    00:06:54 - 00:10:35 : Activision's acquisition and the reality of pre-ipo stock options
    00:10:35 - 00:16:59 : Why Revolut prioritizes unit economics over venture capital hype
    00:16:59 - 00:21:00 : Decoding the exponential LTV curve that defies banking logic
    00:21:00 - 00:30:13 : Charging for the card: A masterclass in buying user engagement
    00:30:13 - 00:46:01 : Killing the middleman: Revolut's secret to autonomous, lean teams
    00:46:01 - 00:54:08 : From ROI to F1: Building a generational brand with Audi
    00:54:08 - 01:00:53 : The uncomfortable truth about brand value and engineering mindsets
    REFERENCES:- ⁠Mark Zuckerberg⁠ 
    - Nik Storonsky
    - Patrick Collison
    - King Digital Entertainment 
    - Activision Blizzard 
    - Stripe 
    - Booking.com 
    - Primavera Sound 
    - Como football team
    - Audi F1
    - Drive to Survive
    - Revolut Business
  • Billions

    The CEO who turned down VCs, bought back his company, and built a $1.7B SaaS empire - Ross Andrew Paquette

    20/02/2026 | 1 h
    Today on BILLIONS, I'm sitting down with Ross Andrew Paquette, the CEO who broke every Silicon Valley rule: he bought OUT his investors before buidling a 1.7 billion dollar empire. He founded Maropost in 2011, and by 2016, it ranked #7 on the PROFIT 500 as one of Canada's fastest-growing companies.Ross, thanks a lot for being here!

    TIMELINE :
    00:00:00 - 00:01:12 : From lifestyle business to a $1.7 billion empire
    00:01:12 - 00:03:32 : The 75% ebitda secret and why growth at all costs is a trap
    00:03:32 - 00:05:37 : Founder mode and signing clients every single day
    00:05:37 - 00:08:18 : Why "experienced" executives fail and the return to young and hungry teams
    00:08:18 - 00:12:14 : The $37 million wire transfer to buy out investors
    00:12:14 - 00:16:18 : Why advisory boards beat professional investor boards every time
    00:16:18 - 00:26:48 : The contrarian ipo strategy for australia and canada
    00:26:48 - 00:33:08 : Why you should never take vc money if you want to keep your drive
    00:33:08 - 00:51:56 : The brutal reality of m&a and culture integration
    00:51:56 - 01:00:48 : Two metrics that actually matter: revenue and profit

    REFERENCES :
    - Adam Robinson 
    - Larry Ellison 
    - Patrick Campbell 
    - Elephant & Highland Europe 
    - Summit, Insight, TA 
    - Shopify Plus
    - Atlassian 
    - Oracle 
    - Attentive & Klaviyo .
    - Groq 
    - Neto & Retail Express - Australian companies acquired by Maropost 
    - Findify - Swedish search/merchandising company acquired by Maropost
    - ProfitWell & Baremetrics
    - Stripe
  • Billions

    The college dropout who keeps ending up in billion-dollar exits - Cornelius Schmahl

    13/02/2026 | 1 h 1 min
    Today on BILLIONS, I'm sitting down with Cornelius Schmahl — a college dropout who keeps finding his way into billion-dollar outcomes.At 23, Uber sent him to markets nobody wanted. South Africa. Uganda. Ghana. No playbook. Figure it out or fail.By 27, he was running Uber Russia. One problem: Yandex was winning.He helped engineer a 3.7 billion dollar merger — then walked away from operating entirely. Started writing angel checks. Lime. Liquid Death. BillionToOne.Climeworks. Four bets. Four unicorns.What does this guy see that everybody else misses?Cornelius thanks a lot for being on BILLIONS.TIMELINE :
    00:00:00 - 00:03:58: From college dropout to Uber's unwanted markets
    00:03:58 - 00:09:02: The brutal reality of launching Uber in hostile territories
    00:09:02 - 00:16:06: Engineering violent price cuts and discovering the utilization game
    00:16:06 - 00:25:47: The Russia war - infiltrating Yandex and burning millions strategically
    00:25:47 - 00:32:35: The $3.7 billion merger and why timing beat fundamentals
    00:32:35 - 00:44:26: Angel investing reality check - why unicorns on paper don't pay bills
    00:44:26 - 00:52:28: The three-step framework that creates billion-dollar companies
    00:52:28 - 00:58:52: From billionaire dreams to therapy - the consciousness shift
    00:58:52 - 01:01:48: Marc Benioff email scandal and building leverage through controversy
  • Billions

    From losing $1B to running a $100m per year business - Noah Kagan

    06/02/2026 | 1 h 4 min
    Today on BILLIONS, I’m sitting down with Noah Kagan — the guy who got fired from Facebook before it was worth a trillion… and turned that loss into the biggest comeback story in online business.
    He went from losing a fortune on paper to building AppSumo, a $100 million-a-year bootstrapped empire - all without raising a single dollar of VC money.
    Noah, thanks a lot for being here!

    TIMELINE
    00:00:00 - 00:02:10 : The trillion-dollar miss at Facebook
    00:02:10 - 00:06:43 : Leadership lessons from Mark Zuckerberg's billion-dollar rejection
    00:06:43 - 00:12:13 : The lifetime deal dilemma destroying software value
    00:12:13 - 00:19:40 : Why most entrepreneurs never take action
    00:19:40 - 00:26:49 : Building discipline through small daily choices
    00:26:49 - 00:33:10 : The scary reality of AppSumo's uncertain future
    00:33:10 - 00:42:09 : Community quality crisis in the AI era
    00:42:09 - 00:48:58 : Testing new models before it's too late
    00:48:58 - 00:57:07 : Hiring secrets for bootstrap businesses
    00:57:07 - 01:04:29 : Finding contentment beyond the billion-dollar dream

    REFERENCES
    - Mark Zuckerberg 
    - Peter Thiel 
    - Marc Andreessen
    - Sean Parker
    - Dustin Moskovitz
    - Soleio 
    - Bill Gates 
    - Steve Jobs 
    - Moody
    - Christine Rogers
    - Jesse Mecham – 
    - Ayman Al-Abdullah
    - Reid Hoffman
    - Million Dollar Weekend by Noah Kagan
    - AppSumo  
    - TidyCal  
    - Airbnb   
    - Asana  
    - Lemlist   
    - Reclaim
    - Bolt
    - Hostinger
    - Emergent
    - Pika  
    - YNAB
    - Vercel
    - Tabby  
    - YC

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Acerca de Billions

After building my company to a $150M valuation in 4 years, I had one question left: How do you build a billion-dollar one?I’m Guillaume Moubeche, and I’m taking you inside the room with the world’s most iconic builders to find the answer.BILLIONS isn’t another startup podcast. It’s a deep dive into the power games, hidden deals, and mental models that built empires.Each episode reveals what usually gets cut out of the edit:• The real numbers behind secondary deals, valuations, and exits.• The liquidity games most VCs don’t want you to understand.• The psychological warfare of scaling to a billion.• The truths that break founders - and the ones that make them unstoppable.45 minutes of pure signal. No PR. No polish. No bullshit.
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