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Cerebras IPO: S1 Breakdown - The Giant Chip, the OpenAI Deal, and the $24B Backlog
Cerebras is going public with the largest commercial chip ever built, $510M in 2025 revenue, and a $24.6B backlog mostly tied to OpenAI. CJ breaks do…
3 months, 3 weeks ago
The Investor Behind Warby Parker, Harry’s, and the Psychology of Consumer Growth | David Bell
David Bell, co-founder of Idea Farm Ventures and early investor behind Warby Parker, Harry’s, and Diapers.com, and CJ break down how consumer investi…
3 months, 4 weeks ago
Inside Mostly Media: The Team Behind Run the Numbers
CJ turns the mic on the people behind Mostly Media for a special behind-the-scenes episode of Run the Numbers. Michelle, Callie, Sarah, Matthew, Ben,…
4 months ago
Diamonds, De Beers, and the Death of Artificial Scarcity | A CFO Explains Diamonds
In this episode of Run the Numbers, CJ Gustafson breaks down the diamond industry as a business model: how De Beers controlled supply, engineered dem…
4 months ago
The North Face Former CFO: How Finance Builds Iconic Brands
In this episode of Run the Numbers, CJ Gustafson sits down with Angela Chen, former CFO of The North Face and Mars Veterinary Health, to unpack how f…
4 months, 1 week ago
How Great Deals Are Found, Evaluated, and Won | PSG’s Chris Nesbitt
In this episode of Run the Numbers, CJ sits down with PSG Managing Director Chris Nesbitt to unpack how great deals are actually found, how investmen…
4 months, 2 weeks ago
Why Health Tech Doesn’t Operate Like SaaS | Manu Diwakar, CFO of Virta Health
In this episode of Run the Numbers, CJ sits down with Manu Diwakar, CFO of Virta Health, to unpack why health tech breaks traditional SaaS thinking. …
4 months, 2 weeks ago
Inside Figma’s Financial Playbook with CFO Praveer Melwani
In this episode of Run the Numbers, CJ sits down with Praveer Melwani, CFO of Figma, to unpack the financial model behind one of tech’s most iconic p…
4 months, 3 weeks ago
Wealthfront’s CFO on Automation, Compounding Growth, and Going Public
In this episode of Run the Numbers, CJ sits down with Wealthfront CFO Alan Imberman to unpack automation as a strategy, the compounding power of rete…
4 months, 3 weeks ago
How Strategic CFOs Get It Wrong
On this week’s Run the Numbers, CJ sits down with Steve Isom of Bloomerang to break down what a “strategic CFO” really is. They cover the shift from …
4 months, 4 weeks ago