How to Spot 10-Year Trends and Build Billion-Dollar Companies — Kevin Ryan of DoubleClick, MongoDB, Business Insider, and Many More (#884)
Kevin Ryan is one of the leading entrepreneurs and investors in New York. Often called the “Godfather of NYC tech,” he is the founder and CEO of AlleyCorp, a New York based venture capital firm that incubates and invests across healthcare, AI and software, consumer tech, deep tech, and more. Kevin is also the co-founder of several notable companies including MongoDB, Business Insider, Zola, Gilt Groupe, and Transcend Therapeutics. Earlier in his career, Kevin was the CEO of DoubleClick, which he helped grow from a 20-person startup to a publicly-traded company with more than 1,500 employees.
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How to Spot 10-Year Trends and Build Billion-Dollar Companies — Kevin Ryan of DoubleClick, MongoDB, Business Insider, and Many More
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Transcripts
- This episode (coming soon)
- All episodes
Show Notes
Connect with Kevin Ryan and AlleyCorp
- AlleyCorp | AlleyCorp at X | AlleyCorp’s Newsletter at Substack | Kevin at AlleyCorp | Kevin at LinkedIn
Related Reading, Listening, and Viewing
- Team Extreme in Antarctica | Fabrice Grinda
- Otsuka Pharmaceutical Completes Acquisition of Transcend Therapeutics | Otsuka Pharmaceutical
- AlleyCorp’s New $335M Fund | AlleyCorp’s Newsletter
- How Do You Identify a Big Idea? AlleyCorp’s Kevin Ryan Shares Tips | Founder’s Journey
- Value-Based Care | Centers for Medicare & Medicaid Services
- Kevin Ryan — How This Billionaire Founder Finds +$20B Business Ideas (#495) | My First Million
- Sequoia’s Shaun Maguire Leads $1B Round for Nuclear Startup Valar Atomics | TechCrunch
- Helion | Sam Altman
- Qualified Small Business Stock (QSBS): 26 U.S. Code § 1202 | Legal Information Institute, Cornell Law School
- IMPACT-1 Study Published in JAMA Psychiatry: Results of TSND-201 (Methylone) in Patients with Severe PTSD | Transcend Therapeutics
- Dr. John Krystal — All Things Ketamine, The Most Comprehensive Podcast Episode Ever (#625) | The Tim Ferriss Show
- Rick Doblin — The Psychedelic Domino That Tips All Others (#440) | The Tim Ferriss Show
- Dr. Martin Polanco and Dr. Dan Engle — Are Psychedelic Drugs the Next Medical Breakthrough? (#104) | The Tim Ferriss Show
- Trump Signs Executive Order Urging More Research into Ibogaine and Other Psychedelics | CNN
- Dr. Nolan Williams — A Glimpse of the Future: Electroceuticals for 70%–90% Remission of Depression, Brain Stimulation for Sports Performance, and De-risking Ibogaine for TBI/PTSD (#714) | The Tim Ferriss Show
- Public Benefit Corporations | Delaware Code Online
- NYC Startups Raise $8.88B in Q2 2026 — Best Capital Quarter Since 2021 — as AI and Fintech Megadeals Reshape the Market | AlleyWatch
Books
- How to Change Your Mind by Michael Pollan
People
- Sam Altman
- Henry Blodget
- Nicolas Boillot
- Usain Bolt
- Dr. Dan Engle
- Harley Finkelstein
- Kathy Hochul
- Peter Kafka
- Travis Kalanick
- Dr. Ben Kelmendi
- Dr. John Krystal
- Tobi Lütke
- Blake Mandell
- Dwight Merriman
- Atanda Musa
- Sam Parr
- Dr. Martin Polanco
- Michael Pollan
- Shaan Puri
- Sasha Shulgin
- Peter Thiel
- Donald Trump
Organizations, Places, and Resources
- DoubleClick
- MongoDB Inc.
- Business Insider
- Prudential Investment Corp. (now PGIM)
- INSEAD
- Euro Disney (now Disneyland Paris)
- United Media
- AlleyCorp
- Gilt Groupe
- Zola
- Nomad Health
- Axel Springer
- Hudson’s Bay Company
- Transcend Therapeutics
- Otsuka Pharmaceutical
- Deep Tech New York
- DOC
- Digital Health New York
- Odyssey
- Val d’Isère
- Dialog
- Shopify
- Vente-privee (now Veepee)
- Marc Jacobs
- Macy’s
- Farfetch
- Theory
- Saks Fifth Avenue
- Business Week (now Bloomberg Businessweek)
- Dilbert
- IBM
- Excite
- Microsoft
- Procter & Gamble
- Y Combinator
- The Wall Street Journal
- Union Square Ventures
- Valar Atomics
- Commonwealth Fusion Systems
- Helion
- Sequoia Capital
- The New York Times
- Yale Program for Psychedelic Science | Yale School of Medicine
- U.S. Food and Drug Administration (FDA)
- Lykos Therapeutics (now Resilient Pharmaceuticals)
- Psychedelic Science Funders Collaborative (PSFC)
- Oregon Psilocybin Services | Oregon Health Authority
- Natural Medicine Division | Colorado Department of Revenue
- Portal Space Systems
- Boston Dynamics
- Aescape
- Premier League Football
- Datadog
Timestamps
- 00:00:00 Intro from Tim
- 00:01:25 Kevin Ryan’s entrepreneurial track record
- 00:03:40 Spotting long-term trends and turning them into businesses
- 00:06:33 Designing gatherings and trips for great conversations
- 00:11:42 Second-order thinking and the missed YouTube opportunity
- 00:17:47 Gilt’s rise, shrinking moat, and knowing when to sell
- 00:22:06 From Dilbert to DoubleClick: early lessons and fast decisions
- 00:27:52 AlleyCorp’s model: start narrow, then scale
- 00:32:26 Recruiting founders and building Business Insider
- 00:38:28 Recognizing a business crush and choosing what to build
- 00:41:44 Investing in nuclear energy
- 00:43:26 Taking money off the table and keeping funds small
- 00:47:15 Ping-pong and the value of coaching
- 00:49:05 Making time for family, fitness, and vacation
- 00:51:52 Psychedelics and the origins of Transcend Therapeutics
- 00:54:20 Methylone, PTSD trials, and navigating the FDA
- 00:59:57 Transcend’s public-benefit mission and giving back
- 01:05:46 Deep tech, robotics, and the next wave of opportunities
- 01:11:35 Failed startups, MongoDB, and knowing when to persist
- 01:15:06 A more caring society: inequality, taxes, and opportunity
- 01:17:26 Immigration and attracting the world’s best talent
- 01:20:04 Why Kevin is bullish on New York
“There is no next internet.”
— Kevin Ryan
“It’s important to start narrow.”
— Kevin Ryan
“It’s better to do one thing really well than a bad job on everything.”
— Kevin Ryan
“I never think about exits. We need to focus on the product. Do we have a product that everyone wants to use? If you solve that, everything else follows.”
— Kevin Ryan
“There’s a saying that the early worm gets the bird, but the second mouse gets the cheese.”
— Kevin Ryan
“There are 164 soft drinks. The odds of you coming up with one that stands out is pretty slim.”
— Kevin Ryan
Want to hear another episode with someone who builds category-defining companies and bets on where technology is headed? Listen to my conversation with Netscape co-creator and Andreessen Horowitz co-founder Marc Andreessen, in which we discussed his rules for investing, how he decides whether a company should stay the course or pivot, why his firm bets for change when others bet against it, the factors behind a big investment, the future of AI and drones, bitcoin, “strong opinions loosely held,” his debate with Peter Thiel, and much more.
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