Show notes

Timestamps

In this episode #120 of our "round table musings" series featuring two special founders in Alex Badran and Tim Doyle, learn about:

02:36 - Alex and Tim’s memories of meeting each other

03:30 - Opportunity in marketing from capital allocation and media management

04:10 - Probabilities and thinking in frameworks

04:57 - Alex’s memories of winning competitions watching cricket

06:56 - Grounding first principles in a logical framework from mathematics

08:14 - Why not enter finance post PhD in math?

10:38 - Career selection and matching interests and skills

12:07 - Balance between data and judgement in decision making

18:05 - Do founders have to evolve thinking from Seed stage to Series B and beyond?

20:28 - Drawing inference to the needs of a population for product building

22:02 - Role of data in performance marketing

23:47 - Campaign at Eucalyptus that surprised Tim the most

25:08 - Current phase of marketing being hyper local optimisation

27:06 - Finding product market fit for the second act of the business

33:24 - Customer problems, business problems, vision

35:06 - Generalist vs specialists

39:10 - Formulating team skill sets

41:15 - Combination of personalities effective at specific times and not others

44:18 - Outsource anything that doesn’t make your beer taste better

47:17 - What makes someone the best?

51:30 - Dreamers, leavers and settlers

54:50 - Transitioning from corporate to a startup

56:42 - Key learning for Alex and Tim in next 6 months

*Special thanks to Elliot Toms at Eucalyptus for his magical help with this one.

About us

The High Flyers Podcast features in-depth interviews with the world’s most relatable role models in business, tech, finance, government and sport in the US, Australia, Singapore, India and New Zealand.

Launched over 6.5+ years ago - our 275+ guests come from various industries around the world including:

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Investing and Finance (VC, PE, Pension Funds, Family Offices)

Our guests across venture capital, growth investing, institutional capital, banking, pension funds and family offices include: Keith Rabois (MD, Khosla Ventures), Jason Collins (CEO, BlackRock Asia Pacific), Ryan Beiermeister (Partner, Founders Fund), David Haber (General Partner, Andreessen Horowitz), Kevin Hartz (Managing Partner, A*), Mike Vernal (Partner, Conviction; Ex-Sequoia), David Schneider (Growth Fund Co-Lead Partner, Coatue), Venky Ganesan (Managing Partner, Menlo Ventures), Mark Suster (Managing Partner, Upfront Ventures), Kelland Reilly (Partner, Airtree; Ex General Atlantic, D1), Niki Scevak (Managing Partner, Blackbird), Paul Bassat (Managing Partner, Square Peg), David Neal (CEO, IFM Investors), Sam Sicilia (CIO, Hostplus), Michael Kim (Partner, Cendana Capital), Beezer Clarkson (Partner, Sapphire), Gautam Chari (Head of Capital Commitments, Bank of America), David Shein (Managing Partner, OIF), Vivek Bhatia (CEO, MUFG), Rowan Simpson (Founder, Hoku) and more.

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Our technology, AI and software guests include Jodie Auster (Uber’s Global Head of Travel), Sukhinder Singh Cassidy (CEO, Xero), Rob Giglio (CCO, Canva), Mel Silva (MD, Google), Jean-Michel Lemieux (former CTO, Shopify and Atlassian), Anil Sabharwal (Global VP, Google Chrome, Photos and Drive), Shiv Rao (CEO, Abridge), Jesse Zhang (CEO, Decagon), Dylan Babbs (Co-Founder & CTO, Profound), John Willett (Co-Founder & COO, Rogo), David Eckstein (CFO, Legora), John Haddock (CBO, Harvey), Stevie Case (CRO, Vanta), Jeanne DeWitt Grosser (COO, Vercel), Cristina Cordova (COO, Linear), Elena Verna (Head of Growth, Lovable), Jack Zhang (CEO, Airwallex), Tim Doyle (CEO, Eucalyptus), Andrew Fraser (President, Halter), Bowen Pan (creator of Facebook Marketplace) and more.

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Our guests leading some of the world's largest and most recognisable organisations include Brad Banducci (CEO, Woolworths Group), Aleks Spaseska (CEO, Kmart) Michael Schneider (CEO, Bunnings), Paul Grosmann (CEO, R.M.Williams), Andrew Penn (CEO, Telstra), Vandita Pant (CFO, BHP), Sanjeev Gandhi (CEO, Orica), Craig Tiley (CEO, Tennis USA), Brendan Hargreaves (CFO, Officeworks), Andrew Fraser (Board Chair, Bank of Queensland), Jaddan Cummerford (CEO, Unified Music), Ed McManus (CEO, Deliveroo) and more.

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Steve Solomon (400m Olympic Sprinter), Ed Cowan (Former Test Cricketer), Trent Cotchin (3x Premiership Winning Captain, Richmond FC), Lisa Stahelakar (World Cup Winning Captain, Australian Womens Cricket Team).

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