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20VC: Vlad Tenev on Robinhood’s $85BN Resurgence | Tokenizing SpaceX & OpenAI | Building Nine Revenue Lines Over $100M | Why Crypto Will Be Robinhood's Biggest Revenue Line | Why Stablecoins Will Replace Banking Rails
Manage episode 494323430 series 73567
Vlad Tenev is the Founder and CEO of Robinhood, the greatest story on Wall St of the last decade. In the previous 18 months, Robinhood has increased its net revenue by 58% to nearly $3B; a $500M loss in 2023 turned into a $1.1B profit in 2024. Robinhood’s stock is up roughly 4x, lifting their market cap to north of $80B. Today, Robinhood has nine lines of business that do over $100M in revenue.
Agenda:
00:00 – “Tokenization Is The Biggest Innovation in Finance”
03:28 – How Robinhood 4x’d Its Market Cap in 8 Months
06:40 – AI Writes 50% of All Net New Code at Robinhood
10:02 – Why Robinhood Built a Secret ChatGPT for Support
12:11 – The One Customer Type That Transformed the Business
15:29 – “CoreWeave Is Retail’s Way Into AI” — The Meme Stock Defense
18:05 – Inside Robinhood’s Tokenized Private Shares Product
21:23 – “Capital as a Service” — Vlad’s Wild Vision for Startup Fundraising
24:10 – The $100M Revenue Line Vlad Wishes He Could Kill
26:45 – Robinhood Is Building... Cash Delivery Trucks?!
29:55 – “We Were Shipping Nothing”: Vlad on the 2020–2022 Culture Crisis
33:20 – What Line of Business Will Be the Biggest For Vlad in 5 Years Time
35:11 – The One Competitor Vlad Actually Respects
36:55 – From Men’s Health to Japanese Toilets: Vlad’s Weirdest Quickfire Yet
38:40 – “I Was in the Dumps”: What 2022 Taught Vlad About Resilience
40:00 – Where Robinhood Is Headed: The Next Decade of Financial Infrastructure
1331 episodes
20VC: Vlad Tenev on Robinhood’s $85BN Resurgence | Tokenizing SpaceX & OpenAI | Building Nine Revenue Lines Over $100M | Why Crypto Will Be Robinhood's Biggest Revenue Line | Why Stablecoins Will Replace Banking Rails
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Manage episode 494323430 series 73567
Vlad Tenev is the Founder and CEO of Robinhood, the greatest story on Wall St of the last decade. In the previous 18 months, Robinhood has increased its net revenue by 58% to nearly $3B; a $500M loss in 2023 turned into a $1.1B profit in 2024. Robinhood’s stock is up roughly 4x, lifting their market cap to north of $80B. Today, Robinhood has nine lines of business that do over $100M in revenue.
Agenda:
00:00 – “Tokenization Is The Biggest Innovation in Finance”
03:28 – How Robinhood 4x’d Its Market Cap in 8 Months
06:40 – AI Writes 50% of All Net New Code at Robinhood
10:02 – Why Robinhood Built a Secret ChatGPT for Support
12:11 – The One Customer Type That Transformed the Business
15:29 – “CoreWeave Is Retail’s Way Into AI” — The Meme Stock Defense
18:05 – Inside Robinhood’s Tokenized Private Shares Product
21:23 – “Capital as a Service” — Vlad’s Wild Vision for Startup Fundraising
24:10 – The $100M Revenue Line Vlad Wishes He Could Kill
26:45 – Robinhood Is Building... Cash Delivery Trucks?!
29:55 – “We Were Shipping Nothing”: Vlad on the 2020–2022 Culture Crisis
33:20 – What Line of Business Will Be the Biggest For Vlad in 5 Years Time
35:11 – The One Competitor Vlad Actually Respects
36:55 – From Men’s Health to Japanese Toilets: Vlad’s Weirdest Quickfire Yet
38:40 – “I Was in the Dumps”: What 2022 Taught Vlad About Resilience
40:00 – Where Robinhood Is Headed: The Next Decade of Financial Infrastructure
1331 episodes
Alla avsnitt
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