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Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI

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. ---------------------------------------------- In Today’s Episode We Discuss: 00:00 Intro 00:43 How Robinhood 4x’d Its Market Cap in 8 Months 03:05 AI Writes 50% of All Net New Code at Robinhood 03:50 Why Robinhood Built a Secret ChatGPT for Support 07:24 The One Customer Type That Transformed the Business 11:21 “CoreWeave Is Retail’s Way Into AI” - The Meme Stock Defense 15:30 Inside Robinhood’s Tokenized Private Shares Product 21:05 “Capital as a Service” - Vlad’s Wild Vision for Startup Fundraising 25:55 The $100M Revenue Line Vlad Wishes He Could Kill 27:12 What Line of Business Will Be the Biggest For Vlad in 5 Years Time 35:42 Robinhood Is Building... Cash Delivery Trucks?! 42:45 “We Were Shipping Nothing”: Vlad on the 2020–2022 Culture Crisis 53:46 The One Competitor Vlad Actually Respects 57:41 From Men’s Health to Japanese Toilets 01:00:25 “I Was in the Dumps”: What 2022 Taught Vlad About Resilience 01:01:13 Where Robinhood Is Headed: The Next Decade of Financial Infrastructure ----------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466 Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465 Follow Harry Stebbings on X: https://twitter.com/HarryStebbings Follow Vlad Tenev on X: https://twitter.com/vladtenev Follow 20VC on Instagram: https://www.instagram.com/20vchq Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/contact ----------------------------------------------- #20vc #harrystebbings #vladtenev #robinhood #ceo #openai #spacex #revolut #tokenizing

Vlad TenevguestHarry Stebbingshost
Jul 14, 20251h 2mWatch on YouTube ↗

CHAPTERS

  1. 0:00 – 0:43

    Intro

  2. 0:43 – 3:05

    How Robinhood 4x’d Its Market Cap in 8 Months

  3. 3:05 – 3:50

    AI Writes 50% of All Net New Code at Robinhood

  4. 3:50 – 7:24

    Why Robinhood Built a Secret ChatGPT for Support

  5. 7:24 – 11:21

    The One Customer Type That Transformed the Business

  6. 11:21 – 15:30

    “CoreWeave Is Retail’s Way Into AI” - The Meme Stock Defense

  7. 15:30 – 21:05

    Inside Robinhood’s Tokenized Private Shares Product

  8. 21:05 – 25:55

    “Capital as a Service” - Vlad’s Wild Vision for Startup Fundraising

  9. 25:55 – 27:12

    The $100M Revenue Line Vlad Wishes He Could Kill

  10. 27:12 – 35:42

    What Line of Business Will Be the Biggest For Vlad in 5 Years Time

  11. 35:42 – 42:45

    Robinhood Is Building... Cash Delivery Trucks?!

  12. 42:45 – 53:46

    “We Were Shipping Nothing”: Vlad on the 2020–2022 Culture Crisis

  13. 53:46 – 57:41

    The One Competitor Vlad Actually Respects

  14. 57:41 – 1:00:25

    From Men’s Health to Japanese Toilets

  15. 1:00:25 – 1:01:13

    “I Was in the Dumps”: What 2022 Taught Vlad About Resilience

  16. 1:01:13 – 1:02:15

    Where Robinhood Is Headed: The Next Decade of Financial Infrastructure

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