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PodcastTBPNOctober 16, 2026

"You Can See Everything" Review, Roadster Reactions, Eric Glyman Joins | Walter Isaacson, Christian Jensen, Tavarish

Ramp raised $1.85B at a $60B valuation on 100%+ revenue growth, while Tesla's flashy Roadster reveal drew investor skepticism over its 2028 production timeline.

  • Ramp raises $1.85B: Eric Glyman confirmed Ramp hit $2B+ annualized revenue, growing >100% YoY and 25%+ faster than a year ago, with Dragoneer leading a round valuing it at $60B.
  • Dragoneer's thesis: Christian Jensen called Ramp an 'applied AI company' with a huge, early-stage market, a dozen-plus product lines widening its moat, and unusual capital efficiency at scale.

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