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In this conversation, Shiv Kodak and Charles Zhang dissect Claude Code — Anthropic’s agentic coding assistant that launched in February 2025, and is now, as of November 2025, nearing $1 billion in annual run rate. They explore how Claude Code moves far beyond autocomplete to deliver full end-to-end…
In this conversation, Charles Zhang and Shiv Kodak dive into Statsig, the $1.1B experimentation platform acquired by OpenAI in 2025, exploring its features, revenue model, and role in the product development ecosystem. They discuss how Statsig’s unified hub for A/B testing, feature flags, analytics…
Charles Zhang and Shiv Kodak dive into Ramp -  the spend management juggernaut that launched in 2019, scaling from $0 to $1B ARR by late 2025 en route to a blistering $32B valuation. Ramp's north star of monthly purchase volume processed through the ramp suite ties directly to both interchange reve…
Charles Zhang and Shiv Kodak dive into Sierra AI — the customer service agents platform that launched in 2023, surging from $0 to $100M ARR in just 2 years en route to a $10B valuation. They break down Sierra's flawless timing on the AI agent surge, counter-positioning legacy giants like Salesforce…
Charles Zhang and Shiv Kodak unpack DoorDash DashPass—the $1B+ subscription powering 22M users,—revealing how a $9.99/month membership drives DoorDash’s 65% U.S. market share through network economies, counter-positioning, and high switching costs. They dive into its North Star,Monthly Active DashP…
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