Will Ahmed is the Founder and CEO of WHOOP, which has developed next generation wearable technology for optimizing human performance and health. WHOOP members include professional athletes, Fortune 500 CEOs, fitness enthusiasts, military personnel, frontline workers, and a broad range of people looking to improve their performance. WHOOP has raised more than $400 million from top investors and is valued at $3.6 billion, making it the most valuable standalone wearables company in the world. In this interview, I speak to Will Ahmed about his mission to transform human-health, and what he’s learned from building one of the world’s most valuable startups.

Thought Economics

DoorDash is a remarkable business. Founded in 2013, the business now has millions of monthly active users, across 27 countries, who utilise the services of millions of Dashers on the platform to get, ‘restaurants and more, delivered to their door.’ DoorDash is empowering a whole new economic model – In the period from Q1 2020 through today, the platform has generated over $70 billion in sales for merchants, and over $25 billion in earnings for Dashers. It took 7 years for DoorDash to complete their first billion orders (from founding through October 2020), it took 10 months to complete their next billion – the scaling continues – in Q3 2022 alone, DoorDash delivered over 430 million orders. DoorDash IPO’d in 2020, and is regarded as one of the most valuable consumer businesses on the planet. In this interview, I speak to Christopher Payne, President of DoorDash. He served as COO from 2016-2021, and prior to joining DoorDash, he led the North American business at eBay, ran development of MSN Search (now Bing) and mapping (Virtual Earth) for Microsoft. He also led Amazon’s expansion beyond books into video, electronics, wireless, PCs and software. He is one of the world’s most accomplished technology leaders.

Thought Economics

Mike Evans is the founder of GrubHub. Hungry and tired one night, Mike wanted a pizza, but getting a pizza was a pain in the neck. He didn’t want to call a million restaurants to see what was open. So, as an avid coder, he created GrubHub in his spare bedroom to figure out who delivered to his apartment. Then, armed with a $140 check from his first customer and ignoring his crushing college debt, he quit his job. Over the next decade, Mike grew his little delivery guide into the world’s premier online ordering website. In doing so, he entered the company of an elite few entrepreneurs to take a start-up from an idea all the way to an IPO. In 2021, JustEat acquired GrubHub for over $7billion. In this interview, I speak to Mike Evans, Founder of GrubHub. We talk about the brutal realities start-up life, what it takes to lead an innovative, scaling, consumer focussed business and how he took a $140 cheque and turned it into a $7bn+ business.

Thought Economics

Mitch Lowe has been a leader in some of the most influential and disruptive companies in the entertainment business. Mitch never graduated from high school. After a youth spent smuggling goods and money in Europe, he invested in and eventually ran video stores in the 1980s and 1990s. He was a cofounding executive of Netflix. After leaving Netflix, he became an executive at McDonald’s, eventually creating the DVD kiosk business that would become Redbox. Under his leadership as president and COO, Redbox became the third largest video rental company in America, growing to 35,000 locations and $1.5 billion in revenues. Mitch invested in and became CEO of MoviePass, a movie theatre subscription service that acquired three million subscribers in eight months. While MoviePass never succeeded, it significantly influenced the trajectory of the business of movie theatrical exhibition. In his new book Watch and Learn, Mitch gives an inside perspective on the dramatic evolution of the entertainment business, from the days of early cable television, Beta, and VHS to a world where consumers have infinite choice and control of the movies they see. In this interview, I speak to Mitch Lowe, Co-Founding Executive of Netflix, Former CEO of MoviePass and Former President of Redbox. We look at the lessons he learned from one of the fastest growing, competitive, and creative industries on the planet, and how those insights extend far beyond entertainment into all industries. We talk about disruption, success, innovation, and the importance of listening to your gut.  

Thought Economics

Marc Randolph is a veteran Silicon Valley entrepreneur, advisor, and investor. As co-founder and founding CEO of Netflix, he laid much of the groundwork for a service that’s grown to 210 million subscribers, a market capitalisation of over $240 billion and which fundamentally altered how the world experiences media. He also served on the Netflix board of directors until retiring from the company in 2003. In this interview, I speak to Marc Randolph about success, funding & building multi-billion-dollar businesses with brilliant culture and what it takes to be an entrepreneur.

Thought Economics

In 2009, a St. Louis glassblowing artist and recovering computer scientist named Jim McKelvey lost a sale because he couldn’t accept American Express cards. Frustrated by the high costs and difficulty of accepting credit card payments, McKelvey joined his friend Jack Dorsey (the cofounder of Twitter) to launch Square, a start-up that would enable small merchants to accept credit card payments on their mobile phones. With no expertise or experience in the world of payments, they approached the problem of credit cards with a new perspective, questioning the industry’s assumptions, experimenting and innovating their way through early challenges, and achieving widespread adoption from merchants small and large. But just as Square was taking off, Amazon launched a similar product, marketed it aggressively, and undercut Square on price. For most ordinary start-ups, this would have spelled the end. Instead, less than a year later, Amazon was in retreat and soon discontinued its service. How did Square beat the most dangerous company on the planet? Was it just luck? These questions motivated McKelvey to study what Square had done differently from all the other companies Amazon had killed. He eventually found the key: a strategy he calls the Innovation Stack. In this interview I speak to Jim McKelvey, Co-Founder of Square and author of The Innovation Stack: Building an Unbeatable Business One Crazy Idea at a Time. We talk about how to build a pattern of ground-breaking, competition-proof entrepreneurship that is rare but repeatable. And how we can find the entrepreneur within ourselves and identify and fix unsolved problems–one crazy idea at a time.

Thought Economics

Sridhar Ramaswamy is CEO and Co-founder of Neeva and a Venture Partner at Greylock Partners. Neeva is search re-imagined. It is subscription based and does not sell ads or track user behaviour as a part of its business model. Neeva is focused on finding exactly what matters most for its customers, whether it’s on the web, or buried in personal files like emails or other documents. In this exclusive interview, I speak to Sridhar Ramaswamy (CEO & Co-Founder of Neeva) about his learnings from running Google’s $115 billion advertising arm, why our model of search is broken and how he’s fixing it.

Thought Economics

Professor Gary Hamel is one of the world’s most influential and iconoclastic business thinkers. He has been on the faculty of the London Business School for more than 30 years and is the director of the Management Lab. Hamel has written 17 articles for the Harvard Business Review and is the most reprinted author in the Review’s history. His landmark books have been translated into more than 25 languages. Fortune magazine describes Hamel as “the world’s leading expert on business strategy,” and the Financial Times calls him a “management innovator without peer.” Hamel has been ranked by The Wall Street Journal as the world’s most influential business thinker and is a fellow of the Strategic Management Society and of the World Economic Forum. For over a decade, Gary has been researching how bureaucracy can be replaced by something better. In his forthcoming book Humanocracy, he lays out a detailed blueprint for creating organizations that are as inspired and ingenious as the human beings within them… organizations that are anchored around motivation, models, mindsets, mobilization and migration. In this exclusive interview, I speak to Gary Hamel about how we can dismantle the bureaucracy of the industrial age and replace it humanocracy – a management system fit for the future and fit for human beings.

Thought Economics

In 2014, Whitney Wolfe Herd launched Bumble as, “the only dating platform where women make the first move…” Today, Bumble has over 55 million users in 150 countries.  As Whitney notes herself, “Bumble has now grown far beyond a dating app into a networking platform, allowing people of all genders to make empowered connections in all areas of their lives, whether that means you’re seeking a romantic relationship, making new friendships or growing your professional network.” Like many of the world’s fastest growing entrepreneurial companies, Bumble is rooted around real pain points, faced by millions of people, which are solved elegantly, intuitively and engagingly.  I caught up with Whitney to learn more about her entrepreneurship journey, and what it takes to build a successful scale-up business.

Thought Economics

The San Francisco Bay Area (more commonly known as Silicon Valley) has a GDP of $840 billion, to put it another way – if this region was a country, it would be the 18th largest global economy, larger than the Netherlands, Saudi Arabia and Switzerland, and only a little smaller than Turkey and Indonesia.  It is perhaps with eyes on this prize that so many leaders therefore divert civic investment and incentivisation into the growth of technology companies. To learn more about the reality of Silicon Valley, I spoke to three world experts. Kara Swisher (Co-Founder of Recode & NYT columnist), Nicholas Thompson (Editor in Chief of WIRED), John Carreyrou (Pulitzer Prize Winning Journalist & Author of Bad Blood: Secrets and Lies in a Silicon Valley Startup) and Cary Mcclelland (award-winning writer, filmmaker and human rights lawyer who is the author of Silicon City: San Francisco in the Long Shadow of the Valley).

Thought Economics

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