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The SaaS multiples run was long, but it had to come to an end. Or Had it? Navigation: Intro Setting The Scene The Roots — This Didn’t Happen Overnight The Structural Thesis — Why This Isn’t Just A Sell-Off The Private Market Fallout The Bull Case — Is The Market Wrong? Separating The Wheat From The Chaff — Who Survives? Wrap-Up & Key Takeaways Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Introduction Nuno Goncalves PedroWelcome to Episode 75 of Tech DECIPHERED, the SaaS Apocalypse: Why AI Breaks or has Broken or Broke the Software Business Model. In today’s episode, we will talk about what’s been going on in SaaS. SaaS, also known as Software as a Service, as a sector, has just had its worst month since the 2008 financial crisis. Give or take, around 1 trillion in software stock market cap has evaporated this year, and it was triggered in many ways by the rise of a lot of the things we’re seeing, in particular, agentic AI. We’ll talk about it later.One of the key triggers seems to have been the launch of Claude or Claude Cowork. There’s a lot of fears that the model that is taken as SaaS to be the darling of investors, both VCs, private equity funds, and also retail investors, has now evaporated. The sweetheart industry no longer works. Bertrand, what happened to SaaS? What’s happening? Bertrand SchmittSetting The SceneWe are in the middle of what some are calling the SaaSpocalypse. I think that was a coined term early this year. It’s pretty bad. We are recording that March 13th. Definitely January, February of this year, 2026, were really terrible. There is no question about it. Strangely enough, since the start of the war with Iran, there has been a small rebound, so we will see how it goes. But also to give some context, we are still not worse than what happened in 2022. We are still in a better place so far. I would say the difference, there is clearly a focus in terms of SaaS versus tech in general for that down term. Nuno Goncalves PedroWe’ve seen obviously a lot of things happening, right? A lot of announcements. The iShares expanded Tech-Software ETF down 25% year-to-date. Everyone seems to be running into panic, JPMorgan, Goldman Sachs. Basically, Jefferies, I think, as you said, originally termed this the SaaSpocalypse. But definitely, it seems like everyone’s trying to sell stock and saying, “Hey, SaaS is going to die.” We’ve seen a lot of interesting elements to this, we’ll talk about it later, around AI eats software. Software eats the world. AI now eats software. I guess AI eats the world.But the reality is, we’ll discuss it later in the episode, it might be just a lot of stuff that’s reacting to what’s actually happening in the market, that there was a couple of misses in terms of numbers, that the growth of some of the key SaaS players that are driving a lot of the public stock wasn’t that great recently. That adding to some launches like we mentioned, the Claude Cowork launch, et cetera, has led people to say, “Hey, maybe some entire spaces of SaaS don’t make much sense going forward.” Bertrand SchmittActually, I don’t know if you noticed, but I think it was yesterday, it was announced that the CEO of Adobe just resigned. I was shocked how bad they managed the transition to AI. I guess it’s one of the first victims of what has been happening. From my perspective, and I will go deeper, but there is a bit of an overreaction. Claude is amazing as a tool, but the launch of Claude Cowork, a few plugins decimating the market, I think that’s an overreaction in the sense that many of these SaaS companies will be able to actually benefit from AI as well. Or some of the new AI tools really, really depend on the existence of an underlying SaaS layer that’s controlling some processes, some data. So I think we have to be careful about the extremes.At the same time, what is true, the growth rate has been going down for SaaS. If you look in the 2021 to these days, we move maybe from 30-11%, 12% average growth rate. It’s a dramatic difference in growth rate, and you cannot keep the same valuation when your growth rate has been divided by three. I mean, that’s just not possible.I think that there might be some overreaction about what company like Claude can truly achieve. At the same time, the reality is there that while SaaS companies are usually relatively strong companies, the growth rate has diminished, and as a result, so should the valuation.The Roots — This Didn’t Happen OvernightBut maybe we can move deeper about what happened the past 2 years about SaaS. Nuno Goncalves PedroIndeed. Some things going back as much as 2024 when Salesforce had its worst trading day. By then, in 2 decades, and went down by 20% on a rare revenue miss. So some early people, a lot of analysts, see this as an early warning of what was to come. Late last year, a huge shift as the different labs of a bunch of different players started launching agentic solutions, which in some ways started eating into a lot of the functionality, not just of vertical SaaS, but also of horizontal SaaS. As a distinction for some of our listeners who are not familiar with that distinction, vertical SaaS is normally SaaS that’s very specific to a specific industry or sub-industry or specific arena, whereas horizontal SaaS is normally SaaS that doesn’t require much adaptation to work across industries. A good example of that might be HR management systems.But basically, because of some of the early developments in those labs and a lot of the solutions that we started seeing around agentic tools, the market started being less positive on SaaS players and trying to readjust it. Those are the historic moments, 2024, 2025. Then all of a sudden, we see the growth rates of SaaS companies coming down, because obviously this doesn’t only have manifestations in the public equity markets. This has manifestations in clients.People, at this moment in time, we’ll talk about it later, are reconsidering their options. They’re like, “Why should I have a SaaS tool? Should I buy it from another player? Should I have a more holistic solution or an integration with Claude, for example? Should I develop in-house?” We’ll talk at length on what’s in customers’ minds, but customers started changing their views and stop buying some solutions that were out there from the large players that are public equities today. Bertrand SchmittYeah, it’s clear that there has been also just overall industry-wide tendency to try to cut on the SaaS subscriptions. Maybe there was too much interest buying too many software solutions, not rationalizing enough, not being careful about the spend. It makes sense that this has hurt overall SaaS growth rate. At the same time, there has been a transfer from IT spending from SaaS tools to AI, so we create a smaller budget for buying SaaS software.But going back, when you look at the change in revenue multiples, it’s crazy. In 2021, we were close to 20X EV, enterprise value to revenues. Now we are talking about 6-7X entering 2026, and we will see later on it does crunch even more. Right now, we are at 4X revenues. So from 20 to 6 to 4, and that’s the lowest in terms of multiples since 2016. That’s 10 years ago. P/E multiple for what multiples also comprise from close to 40 to close to 20.Talking about Adobe, Adobe trades at 5-year average of 30X, now at 12X. No wonder the CEO resigned. I don’t want to be mean, but I think it’s clear some CEO were very strong leading their companies into a SaaS paradigm, but were not as strong leading their company to a new AI paradigm. I think the markets are going to be brutal. If you are good at showing that you can transition to AI, you’re an important piece of the puzzle for AI, that’s one thing. But if the markets believe your products have not kept up, then it’s truly big trouble.I mean, they are not the only one. Intuit 34% decline in a month. Atlassian, minus 35 in a week. ServiceNow also down a third. They are not the only one, but definitely companies have to show some proof of either the lack of vulnerability in an AI world or their capacity to really move strong to a brand-new AI world. Nuno Goncalves PedroThe Structural Thesis — Why This Isn’t Just A Sell-OffWhat are the structural issues? Why wasn’t this just a sell-off? Why is this structurally a problem? The first thing is really around monetization and business model. SaaS 1.0 or 2.0, however we want to call it, was based on seat-based licensing. Seat-based licensing was the notion that with more employees and more users on the platform, there would be more revenue for the SaaS company. Very simple, very clear, very lucrative.Now, obviously, AI agents don’t occupy seats. An agent can do the work of 10 people, can do the work of 20 people, 30 people, 100 people, whatever it is. Therefore, if I’m a company, and I’m using agents, and not necessarily a human user, I’m not going to buy 10 licenses for the work of 10. I have one license, and it’s used by an agent that basically has access to that tool. That’s the first issue. The first issue is that the seat-based pricing, assuming humans, assuming a certain degree of productivity, et cetera, all of a sudden is under stress. Bertrand SchmittMaybe to highlight some point, not every SaaS company was focused on per-seat pricing. Me, when I led App Annie, we didn’t have a per-seat licensing or pricing at all, so we were focused on value-based pricing. But that’s true that around us, we have seen that quite a lot of your typical SaaS business was run on a per-seat pricing. Anytime there is a market downturn, you pay a dear price for your per-seat pricing. On top of it, these days, as you said, we have AI. In an AI world, the per-seat pricing model breaks down. Nuno Goncalves PedroIndeed. Now people are asking for other kinds of pricing schema, right? Either flat pricing based on certain usage patterns or, for example, outcome-based pricing. So depending on the outcome of what I’m trying to achieve, is it a booking of a sales call, is it something else? Whatever it is, I pay for that. But I do not pay for seats because that doesn’t work anymore.There have been a lot of movements around these licensing agreements and these basic elements. Some have actually now tried to create agentic licensing agreements. It’s like, “Okay, I have licensing agreements now for your agents, not for your end users.” It used to be end user licensing agreements. It’s now agentic licensing agreements. Obviously, there’s a shift.Part of the shift is, I believe people want to be in a measurement scale that is different. They don’t want just to pay for a seat. They want to pay for either specific outcomes that are very clearly measurable or have flat fees across the board on a variety of things. I think we’ll see the emergence of a couple of these business models and these monetization models more significantly. I do think we’re still to see some innovation around some of these monetization models, which will occur over the next probably few years as people are getting used to it. Okay, now it makes more sense for me to pay by this rather than by that.Again, because it’s a disruption, we’re still getting and nailing down what effectively the new monetization models and business models will look like for some of these players, but it still will be served as a service. We’ll come back to that later as well. Agents can do a lot of stuff and whatever, but it’s like agents and AI are software. AI is software, whatever you want to call it. AI is software at its base and its profound meaning and what it does, et cetera. Bertrand SchmittSeat-based pricing, usage-based pricing, yes, it’s too simple. Yes, it has its flaw. But at the same time, when the industry started, it made a lot of sense. That’s easy to manage, easy to control, at least from the SaaS company perspective. But definitely now that the industry is maturing, I can see that rise and the benefit and value of moving to an outcome-based pricing or to a value-based pricing. What I like with that also, it’s more truly win-win for both sides, for the SaaS companies as well as for the customer of the SaaS company. If you are more win-win, more aligned, I think it’s a better situation, more frictionless. I think it would be a big change.Another interesting piece of the puzzle, obviously, of all the changes we’re seeing is that one of the best assumptions in SaaS was you have 80% to 90% gross margin. If you are below 80%, there were serious questions coming your way in terms of what’s wrong with your business model as a SaaS business. Below 80% was blinking yellow light, below 70, blinking red lights. But now, it’s very different because AI-native companies, you’re expecting more a 50-60% gross margin.Obviously, if you’re SaaS companies, you better move fast to more AI-native tools and services. That will impact your margin. When you decrease so much your margins, of course, it will impact your valuation. There is no other way around that. You cannot value the same way a 90% gross margin business and a 50% gross margin business. That’s simply not reasonable. I think that one is part of the change and part of a different way to value companies. It’s very reasonable. Nuno Goncalves PedroThe first two structural issues is, one, obviously the per-seat pricing piece is potentially dying or at least becoming less pervasive in the market, added to these emerging pricing and monetization models that we just discussed, value-based, outcome-based, some usage-based pricing, some hybrid models that are also out there with some base subscriptions and then other kinds of things and tiers on top of it, either usage or outcome-based.The third big structural shift that we are seeing is, and I already alluded to it earlier, this notion of build-versus-buy. In the past, I think the market went fully into buy. In some ways, even beyond the, “I will buy one” solution that solves all the problems, we went into best in class. We went to unbundled buying: I’ll buy the best solutions for what I need in my corporation and enterprise needs.Now we’re getting a shift back into building: I’ll build my own stuff. I think a lot of it is relating to two things. One, there’s coding agents out there like Claude Code, Codex from OpenAI, and a bunch of other coding agents that have emerged. There’s a lot of solutions out there, like we mentioned already, Claude Cowork, that really managed to have agentic solutions into workflows that are deeply embedded into some of the enterprises.At the end of the day, I think there’s a lot more of this notion of, I have all my data in-house. I want to really leverage all the data I have. I don’t want to just use a third-party solution that has generic data. I want to use my data set, I want to use my stuff, and I want to basically fit that into ongoing improvements in terms of workflow.The other piece, I think, what’s happening with IT departments in some large corporations that’s leading to this build mindset rather than this buy mindset is also the notion of maybe we have too many people. How do we really express our productivity if we don’t have solutions that are at the core of our processes? If we have solutions at the core of the processes that we develop ourselves or that we develop in partnership with integrators, et cetera, but using some of these new AI platforms, we also have more visibility on the people that we can let go.Now, I know this is quite negative, but I think this has also been leading to all the layoffs that we’ve been seeing across industries recently, where people are like, “Well, I can just extract productivity.” We’ve seen some of those very visible ones. We were talking about Amazon and what’s happening at Amazon with the layoffs recently. A significant amount of layoffs recently announced.Then some other issues on the other side where apparently the junior engineers that were still working on stuff using Claude and other tools that they were using internally started breaking platforms and breaking systems. Anyway, definitely there’s a lot of that going into this build mindset. I want to have control. I want to make sure I understand where the productivity enhancements are, and that will give me more visibility on the people that I need to keep and the people that I need to let go. Bertrand SchmittI’m not so convinced about this part of the puzzle. I think that for many, AI is a convenient demand, but I’m more thinking that some companies, Amazon included, Microsoft, truly, truly over-hired in 2020, 2021. Yes, they scaled back a bit, 2022, 2023. But I don’t think they ever scaled back to what was reasonable given their needs. So it’s quite convenient to say, “No, it’s not management mistake of efficiency, it’s something new AI, and we have to adjust to that.”What I believe is true, however, is that you cannot fund both at the same time in the sense of you cannot finance an over-bloated workforce, and two, significant extremely large AI investment. At some point, these companies were faced with a choice, and they took a reasonable decision on this to be more efficient with their workforce.But personally, I think that actually the ability to do so much more with AI will make more companies think more about their teams and building things because when suddenly your engineers can be way more efficient, can build way more, the value increases. So you could argue that there is an opportunity for companies to deliver more, and as a result, I can see if you’re a good engineer, then there will be opportunities to build more value, potentially across more companies.So we might see a shift where you have more growth in software-related jobs outside the core top 10 bigger software companies, but growing more widely across your typical S&P 500 and even SMBs who could never afford to really deliver value with typical software engineering. But now suddenly, software engineering equipped with AI can be more dramatic in terms of value for them. Nuno Goncalves PedroI agree this is a scapegoat. I agreed that there’s a lot of posturing as well. If someone can lay off a significant percentage of their… It’s almost like the percentage of people you can lay off becomes your new pattern as a CEO, your new, “Basically, I’m saying right now to the market, I can cut…” I mean, Block, I think, cut off 40% of their workforce.At this point in time, seems a bit dehumanized. I think the tech companies are the worst cases, in particular because AI also does disrupt them a lot in their own processes internally. But it feels to me right now, it’s a little bit this one-upmanship of, “Okay, I can lay off more people than you can, kind of thing.” It’s precisely all the fears that a lot of people have around AI. It’s like you’re dehumanizing work. It’s like at the end of the day, people are still needed to work, et cetera. Bertrand SchmittBut I think Block might be one of these companies that completely over-hired over the past few years and never took the pill to reoptimize the business. Nuno Goncalves PedroI think we mentioned it at a previous episode that there was an estimate at some point in time that… For example, even Google had more than double the number of engineers they needed at any given point in time. So obviously, they did hoard engineering resources in other capacities. But at this point in time, it feels a little bit like up to you since being a software engineer right now is a kiss of death kind of thing. Which is weird because at the same time, we are seeing tremendous reallocation of capital overall in the industry towards infrastructure and platforms, where hyperscalers are at 660-690 billion in infrastructure CapEx for this year alone, and 75% of that being AI, where we are seeing a lot of movements around how do I budget accordingly if I’m a corporation.To your point, I think you made that point earlier, Bertrand, how if I’m the CIO of a company, do I allocate my resources more clearly, in particular, if I’m taking into account that I need to spend more money on AI and AI tooling and AI platforms. Obviously, at the end of the day, the CFOs are still there, and the CFOs are basically saying, “Hey, guys, we went into an unbundled world. We had all these agreements with all these people. I want more concentration.” At the same time, the CEO is telling me we need AI, “So whatever it is, you guys tell me what it is, but we can’t increase our budget for this stuff. We need to decrease it, and there needs to be AI in it.” Obviously, there’s a lot of reallocation also at a micro level within the corporate world. Bertrand SchmittYes, you cannot say it will be more built versus buy. At the same time, we are going to need less engineers to do the build. You see what I mean? Even with AI helping you, building which still cost you more, require more software engineering than just a buy decision. For me, what’s interesting is that not so many of these stories can be true at the same time. You require a next workforce, but at the same time, you’re going to rebuild your whole software stack from zero just because of the AI God that you just brought in from cloud. This is not reasonable, simply not reasonable. Nuno Goncalves PedroI think the thesis is that your top engineer is I think, in particular, the more senior engineers, can now do the job of 10. Therefore, what I am switching in terms of cost, I’m not saying I’m agreeing with the thesis, but the thesis is that. What I’m reallocating in terms of budget is, I’m reallocating towards spend at infrastructure platform level, on tokens, et cetera. That’s basically, I think, the thesis of what we’re seeing happening right now. Bertrand SchmittYes, but if you were just, quote, unquote, buying software, you’re not building software. You didn’t need software engineering to just buy software. Your software engineer that becomes as valuable as 10, yeah, but you had zero if you were just buying software. You see what I mean? Nuno Goncalves PedroNo, IT departments have always had engineers, the larger corporations. Yeah, for sure. Bertrand SchmittIt’s a very different game if you are moving from buying to building. It’s my point, I guess. Nuno Goncalves PedroIt is. Just to be clear, Bertrand, this whole build-versus-buy, the build is going to be done with a lot of use of outsourcing and a lot of use of service providers and a lot of use of integrators, et cetera. This whole bullshit of build-versus-buy, in effect, it’s a misnomer because at the same time, you’re going to have to hire, to your point, you’re going to have to hire companies, et cetera, to help you do this. It’s not magically that you can do it off the existing IT departments that you have. Bertrand SchmittExactly. The question will also be, is your first priority of business to rebuild Salesforce from scratch so that it better fits your internal need as a corporation because you have rebuilt from scratch with AI? I don’t think so. That for me is total overhyped bullshit. Klarna was big on that, this is total BS, quite frankly. Not only it didn’t work, but it makes zero business sense. Zero business sense. You’re not going to rebuild a CRM just for the fun of it while your software engineering could be focused on your core value proposition as a business. If you’re a company just starting, you have processes from scratch, you still don’t have solution, yeah, maybe you could consider that.But even then, is it really your priority versus building your core value proposition? For me, that’s a big question. But what I would expect, however, is that this overall trend mindset and stuff is going to keep the pressure on two software companies in terms of reducing tiers of cost, in terms of delivering more value, in terms of being more aligned to the business, and in terms of overall growth rates that are simply not the same as they used to be. Nuno Goncalves PedroBefore maybe we move to another topic, I think it’s clear, we’ll come back to that later, that there are a lot of overblown elements in this. You can never disregard a couple of very, very core elements. A lot of these software companies have very deep tooling into significant enterprise customers. You can’t just rebuild it from scratch yourself to your point. Not only does it make sense, but you can’t. It would take you years to do it. Good luck to you.Secondly, they have also distribution. They are pervasive in the market. They have sales forces. They have people that are selling out there. They have go-to-market teams. Again, we’ll talk about that in maybe one of our penultimate sections today. But maybe to move forward, we talked a lot about the public equity markets and how there’s been a reckoning by institutional and retail investors, et cetera.The Private Market FalloutBut also there’s been a private market fallout. The first one is very obvious to understand. Private equity firms loaded themselves with SaaS. Some even went after roll-up strategies in SaaS, like bringing a bunch of companies together and trying to attack a market and really getting a significant part of that. Software accounts for roughly 25% of the private credit market, which is incredible. Just that’s private credit alone, significant again. They’re loaded with a bunch of companies that have nowhere to go. They can’t IPO, nobody else is interested in buying them unless it’s for a huge write-off or write-down. That’s the first problem right now that we’re seeing in this fallout, which is the private equity market itself. Not only the buyout market, but also we saw a lot of growth funds loading themselves with private equity stock, with a rather SaaS stock, private SaaS stock.Right now, there’s nowhere for that to go. They’re stuck between rock and a hard place with a lot of solutions that are not growing at the rates they were growing before, with a public market that’s not really interesting right now to IPO in, because as we were mentioning earlier, the multiples have gone downhill dramatically, so it’s not interesting. Basically, it’s a chicken-and-egg issue. I would love to sell this now, but I can’t because I have awful market. I can’t IPO it either, so what do I do with all these assets? That’s the first issue here. Bertrand SchmittIt’s clear that you have to be pretty delusional to think that what’s happening in the software public markets is not impacting the private markets. We don’t know why it will be in six months. In six months, it could keep getting worse in the public markets. Six months, at some point, maybe there is a recognition it went too far in terms of adjustment. It’s always tough. But at the same time, you have to be prudent. For sure, what it means is that if I’m a private equity investor in a SaaS business, you have to be a very, very, very special SaaS company to get more financing these days at good terms.Sometimes it’s a very simple math. If you fundraise at 20X, even 10X, how do you go to get to another round of financing if now your multiples are at 4X? That simply makes absolutely no sense whatsoever. Or you need to have grown into your valuation enough that it’s not crazy anymore. If you raise at 20X, and now you’re in 4X multiple, then you need to have grown 5X in your revenues so that you simply stay at the same valuation, or maybe you have to accept a different valuation. But again, quite frankly, the tough part would be convincing investors that it make any sense to put money in a SaaS business. Nuno Goncalves PedroJust to rub it in, just to make it even worse, the secondary market, which was a great market for exits or partial liquidations, et cetera, is demanding now huge discounts. There’s no way I’m going to buy into a stock if it’s not growing at the same pace. I’m like, “I’m sorry.” I will buy your stock at a significant discount. In some cases, it might be what would be a lesser price per share than your last round or your last two rounds. Not just, I want a discount on what you think you’re worth, but it’s like, I want a discount on your last round.Because there’s liquidity issues also in some parts of the market, we were talking just about the private equity firms, some of these deals will go through. If all of this wasn’t quite enough, we have what’s happening in venture capital, which is very close to my heart, of course, because that’s where I play. If you come to me, it’s like I’m a SaaS player immediately off the game. I’m like, “Really? You’re a SaaS, tell me more.” I was just talking to a player recently, SaaS play, there was nothing around AI in their pitch.It’s not just because you have AI in your pitch that I’m going to give you money, clear, but if you’re doing a SaaS play and there’s no AI in your pitch, I’m like, “Am I missing something?” If it looks very classic, I’m like, “Oh.” There’s been a huge, huge reduction in confidence in the VC space in investing in SaaS. There’s a tremendous hyper focus on AI, and in AI investing, AI apps, platforms, infrastructure by most VC firms at this moment in time. And so at this point in time, if you’re a non-AI SaaS player trying to raise money, where’s your AI play? I think that’s the question you’re going to get. It’s going to be very difficult to raise, very difficult to raise. Bertrand SchmittI agree with you. Myself, I saw that SaaS startups with absolutely no AI in their deck, and I was so shocked. I was like, “Guys, where are you living? Are you living in a parallel universe? Are you living under a rock? What’s going on?” Then they are like, “Yeah, but we’re preparing something like that, I come back and prepare.”But even then, as you say, it’s not just leaving AI in your deck. It’s what are your proof points? What have you delivered? How do you make sure that it’s truly differentiator? And how does it make sense versus a pure AI native companies? How are you going to find the new cloud tools that are going to get out in a few weeks and more or ChatGPT or whatever? You have to have a very different proof point. There is nothing new in the past. It’s how are you going to survive against Google? How are you going to survive against Salesforce? How are you going to survive against Microsoft? So nothing is new.Software universe is changing. There’s always that big guys that can destroy you in a matter of weeks. So the question is more, how are you going to be smart enough not to be killed too easily and to find your way in a space that’s probably moving faster than ever? That is probably the difference is that it’s weeks after weeks, you have big change. I’m pretty sure it didn’t happen in that space before because I’ve seen there, I’ve seen that, and it’s moving faster than ever. But it’s nothing new that there is this big company potentially destroying your business. You have to be smart.I feel in some ways, maybe it’s the 2020s, but people stopped being smart, quite frankly. They just raised easy at very large valuation and think that you just do something sometimes pretty basic in terms of software development and that’s good enough. Your GTM is traditional, and you think you made it, and you deserve some investment. I think you must have seen some of this. I have seen a lot of this. In some ways, it’s good. The market is becoming more discerning. Nuno Goncalves PedroThe Bull Case — Is The Market Wrong?But is the market wrong? Maybe shifting to that, at least my perspective is it’s wrong. It’s not fully wrong, but it’s wrong. There’s a right sizing of multiples, but maybe 4X is not the right multiple either. This whole 20X on actuals and 40X on forward stuff didn’t make any sense. There is an argumentation to say that the market is oversold. All the banks have come forward. Goldman Sachs, JPMorgan, Jeffries, Morgan Stanley. Everyone’s come forward and said there’s been definitely, Bank of America, whatever, there’s been an overselling of stock, a dramatic overselling of stock. There’s been a panic that wasn’t warranted. The price has gone down too dramatically for some of these key players.I think part of it, in some ways, is what we were alluding to earlier, the fact that some of these players have built really important stacks that are fitting their customers in a significant on core processes. You can’t just rip it off and put something new. Magically, it will work. It will be around building things around it rather than building things that replace it. Will there be over the long term potential disruption of some of these players around CRM and other solutions? For sure, we’ll see it.But definitely, some of the existing players, public companies that are large, are here to stay, and they themselves will buy into these markets. They’ll acquire positions into other service providers into toolmakers, into other platforms that allow them to be fully AI-enabled and to make their platforms more AI-enabled. I do think there was a huge amount of overselling. The second thing we already alluded to as well as go-to-market. If I’m selling something to someone, there’s a salesperson involved or there are a couple of salespeople involved, they’re not going anywhere. So in some ways, that relationship building with CIOs, with their teams, with procurement teams, all of that is still there.And a lot of the large SaaS players have been doing this for decades. So they have the surface of attack and go-to-market that will take a long time to build for even some of these startups that are disrupting, so to speak, the market. My view is there has been too much panic and the modes of the large players that are already public, in some cases, haven’t been considered at all. Bertrand SchmittThere’s definitely some truth in that. Another piece of the puzzle is that if SaaS is not growing as fast as it used to be, it’s still growing. Many companies are still very good cash generation machines. Many of these companies are moving to AI full speed, improving their tools, changing how you can search their data, how you can leverage their data. They are very close to the data, so they know best how to deliver value on this data. They can integrate existing AI tools. There are a lot of ways for them to capture part of the value that native AI companies are claiming they will get. I think it’s definitely going to, and we’ll talk more later on. I think there will be a question around how do you differentiate the best SaaS companies from the worst SaaS companies in that context.But maybe I just felt we moved a bit quickly on one big event that’s shaping the software industry, it’s the current crash in private credit. Do you have some thoughts about that? Because what’s happening there is pretty crazy, to be frank. Nuno Goncalves PedroYeah, we’ve seen a lot of these players like KKR and Apollo getting slaughtered. Basically, Blue Owl, TPG, Ares, KKR all fell double this in one day on private credit exposure fears. Overall, Apollo has fell 7% as the date of as we were recording BlackRock, 5%. These guys were walking on water and all of a sudden, there was like, “What happened?” And what happened was private credit exposure. A lot of the concerns in the market is private credit is super sexy, and for those who don’t understand what it means is I’m giving credit to a private company in exchange for something, either warrants in the company or revenue sharing in the future, or I’ll get your revenues in advance from you, or I’ll take, whatever it is. There’s over exposure.There’s this potential logic that all these guys are scaling, all the companies that they give private credit to are scaling. And now there are concerns that there might be some dramatic credit in the market, that some of these companies are actually going to die, they’re going to implode, or they’re not going to really fulfill their covenants in their private credit agreements. Bertrand SchmittIt was hidden in plain sight, but that some of these private credit funds at 25, 35% exposure to software, IT, and SaaS, so a huge chunk in an industry where you bet on the long term revenues and cash flow to pay back your loans, while at the same time there is a discovery that this business may be at risk in the next three, five years or even one year because of AI.I think that was the first big chink in the armor that suddenly the creditworthiness of these companies might not have been evaluated properly. But two, it looks like there is also fraud that has been happening. I was reading stories how three, four people, accounting companies, were valuing and estimating loans for hundreds of SaaS business. Good luck, this is crazy. It looks like there is another layer to that story. Nuno Goncalves PedroWhen there are industries building a lot of wealth or apparent wealth that’s coming a little bit from out of nowhere, the likelihood that there’s fraud and things that were not properly done is, it sadly increases dramatically or exponentially. I think we’re seeing just maybe the first effects of that. Bertrand SchmittI was reading, for instance, that one of these big funds was no haircut across the portfolio, ever seen value that was 100%, whatever. One quarter after that, one of their clients going out of business and they lost everything. In three months, you move from no haircut to 100% haircut, decent enough part of your portfolio. This is crazy for a credit business. Nuno Goncalves PedroIt’s ostrich syndrome. You just put your head under the ground, and you’re like, “Hey, whatever.” I don’t know. Bertrand SchmittYeah, it’s zero mark-to-market in an industry that should be relatively conservative. This is private credit. This is not VC, this is not startup, this is not equity, this is credit, so pretty scary. Another piece was like, some of them were supposedly senior on the debt, but they were not so senior after all, this is insane. You claim seniority, but you don’t have it.My point, I think what’s happening in private credit is maybe it all started with that what’s going on, a lot of software exposure. It’s risky because of AI, but the more investor dig into it, that’s when they started to realize that maybe there is more than just that software issue. I guess, all of this is going to be an issue for software business because if suddenly you cannot get loans anymore or the loans you add, you have to pay them back or when it’s time to pay them off, you cannot renew the loan. There is nobody else to turn yourself to get another loan to replace it. That’s not going to be fun and that’s going to impact your growth rates. That could potentially also even be worse than that, be dramatic for your own business survival. Nuno Goncalves PedroMaybe now switching back to the positive part for the bull case. We think the market’s wrong, not fully, but wrong. The other side is still things move on. We’ve also had the same issues in credits in several industries in the past when markets imploded and credit came back. In some cases, it took a while. In other cases, it came back relatively quickly. One great analogy on making a bull case on why all of this stock that was sold was oversold, there’s too much stock being sold on SaaS and at prices that don’t make any sense is an analogy, precisely, for example, with retail. Amazon was going to destroy everyone their mother in 2010, and it did not. It was going to destroy Walmart. Walmart passed the $1 trillion market cap. Bertrand SchmittNot too bad. Nuno Goncalves PedroSo what happened? They adapted. They had huge advantages. They had huge advantages in terms of their customer base, presence, relationship with their suppliers, with the offerings they had, et cetera. They had huge advantages of economies of scale, and they leverage those advantages. And those advantages ultimately materialized in tremendous increase in revenue, tremendous increase in market capital as well.Amazon has done really well as well. It’s not like Amazon didn’t do well. Again, I think this notion, people sometimes have this difficulty in separating the notion of disruption from the notion of replacement. Disruption doesn’t mean necessarily full replacement. You can disrupt industries, disrupt players in that industry, and still those players will exist 10, 20 years later, and they’ll be much bigger because they adapted. The ones that don’t adapt may be killed.But the disruption doesn’t necessarily mean replacement or killing. It means just that effectively the rules of the game, the business model, which we already talked about, monetization models, the way that capital flows in that industry, et cetera, all of that shifts. It doesn’t mean that necessarily the existing players are not going to exist tomorrow. In some cases, they will exist and they’ll be even stronger tomorrow. Bertrand SchmittI think what’s happening is truly a disruption of the SaaS business model, of the SaaS valuations, of the SaaS analysis, because now you need a new prism to analyze it. What are the markets doing in the meantime? They are just dumping it, waiting for, “Okay, how do we look at it in a different way? Who are going to be the winners and the losers?” For now, we don’t care, they’re all losers. But I think that the next piece of the puzzle for us in this episode, but for the market is, how are we going to separate the wheat from the chaff? Who is going to survive? Who is going to more than just survive? Who is going to thrive in that new industry. Nuno Goncalves PedroThere I feel the ones that survive, there’s a couple of obvious ones we can go into. Two that immediately come to my mind are data infrastructure, the Snowflakes, Databricks of the world, because this is the underpinning of everything that’s happening around AI. I don’t see the data infrastructure fundamentally shifting right now. It might in the future, but right now I don’t see it fundamentally shift. Those guys have, if anything, tailwinds rather than headwinds.Then the other one that’s very obvious to me is cybersecurity, where I think AI is very additive to it rather than just necessarily replacing everything that exists. In some ways, that already been used for a while, certainly by the top players. Definitely, those are two immediate categories and areas that come to mind that have maybe more headwinds and tailwinds where really AI is adding rather than subtracting to it. Bertrand SchmittNo, I totally agree with you concerning data infrastructure, cybersecurity. You could argue if you take cybersecurity, that with the rise of AI attacks, with AI making it easier than ever to generate attacks, you better build up your security. Nuno Goncalves PedroWith AI? No, but you have to have AI on your side defending as well. The only way to defend AI is AI. Bertrand SchmittThat’s my point. Your cybersecurity vendors will become AI-enabled, will leverage AI at scale in order to defend you, else they won’t be able to defend you, just quite frankly. Nuno Goncalves PedroCorrect. Bertrand SchmittThat’s part of the game. Data infrastructure, no questions. Again, I don’t think you want to redo your infrastructure with brand-new tools, brand-new stuff is the current tools are working great and doing the job. Maybe another piece of the puzzle is that vertical SaaS, domain-specific tools, healthcare, manufacturing, if you have proprietary data, regulatory modes, it will be much harder for AI to disrupt quickly. If you are not disrupted quickly, you have more time to readjust your business model, to adjust your business model, to leverage AI to improve your business model.Again, of course, some companies, we have seen with Adobe, for instance, have not proven great skills at adjusting to AI. Not everyone is going to get out as a winner. I think some categories have better chance to actually not just survive, but potentially thrive. Another piece are systems of record. If you are holding proprietary non-scrapable data that AI needs to function, that you have deep switching costs protecting you, you are not going to disappear right away. I think you will probably survive. If you are smart enough, you might be able to even adjust and leverage AI.But I can see some might just stick to their revenues and hold companies hostage and might not innovate a lot. I guess we’ll do well on the short run, but on the medium to long I would definitely more worried. Nuno Goncalves PedroOne point I would like to make is at the end of the day, there’s more than that. The algorithmic methodologies you should use for specific industries, for specific verticals, for specific use cases could vary. We’re still very early in a lot of the application of some of these AI methodologies. We’re not early in the development of the research around them. They’ve been around for decades, but the application of them is still relatively early. I think that’s one of the advantages why vertical SaaS companies and vertical SaaS solutions right now might have an advantage, because the domain in which you’re operating, even algorithmically, is actually different, and you need to really right purpose it for those environments and for those domains.For me, that’s an important point to make. It’s not just any vertical SaaS. I think vertical SaaS, where there’s algorithmic distinctiveness, definitely has a shot at it. Other might not. We just saw a lot of discussions around legal tech and how legal tech got slaughtered with the launch of Claude Cowork, for example. Definitely, it will depend a little bit on the verticals. Bertrand SchmittTake the legal side. There has been some interesting decision recently where basically, if you use AI for legal advice, then this data, this discussion is not privileged. You are at big risk of discovery. There is a lot of issues that if you are working with real lawyers, will not be there. Your data is not discoverable, your discussion stay private, so it cannot be used against you. I think companies have to be very careful and very worried about how some of these tools are being used because it’s creating new risk. Some of these tools are not going to get privileged in the coming few months, I don’t think so.You could argue most of these companies in the first place claim a right to access your data and leverage it. I think that even in legal, it would be interesting to see how it evolved. AI will be able to claim some privilege at some point? Maybe, I don’t know. But on the short run, I can imagine how the legal profession, for instance, will not let it happen too quickly, and how you have to be very careful. It’s great to move fast, but you have to be careful with what is it that you are getting into. Nuno Goncalves PedroLet me guess, the last company you’re going to say or the last type of companies that you’re going to say are like the survive, thrive are AI-first or AI-native companies. Is that correct? Bertrand SchmittYeah, I guess. Yes. They are going to be less disrupted by AI, given that they’re already AI native. Nuno Goncalves PedroThey are AI. Bertrand SchmittWe are going into another territory. Even if you are AI-native, are you going to still get killed by Claude because you don’t have enough technology or ChatGPT because you don’t have enough technology? You are just that basic rapper around another AI tools. Here my perspective and what I share more and more with some entrepreneurs is you have to be careful if you are just an AI native company, but ultimately you are a very AI light in the sense that, yes, you are a native, but you are just reusing other LLMs and stuff, and you have not built any proprietary tech or moat with your data or in your industry. That’s going to be trouble. That’s going to be trouble.I’m not sure the market discriminated well enough at this stage, but I think there will be quickly some premium around, have you built a real technology mode? Are you really in such a situation that you are not going to get killed by a Claude or ChatGPT in a few weeks? I think there will be some discrimination that’s going to happen. Ai native won’t be enough to save you, basically. Nuno Goncalves PedroI think there’s one thing. One is what you’re saying. Is there fundamental technology differentiation and/or product differentiation that will sustain itself as a moat? The second thing is, even if it’s an AI app at a higher level, the reality is the guys that are in the market today, the OpenAIs, the Googles, the Anthropics, etc., they’re not going to address all use cases. There are places where some use cases will still exist. We saw that in the mobile app economy.In some of these use cases, you’d be like, why hasn’t, for example, Apple addressed the need for this kind of solution, whatever, and maybe it took them a decade to do it. Then, when they did it, they almost killed the market. But you have some of these AI apps that I think will still be in the market that will emerge and will address use cases that for some time, for some reason, OpenAI, Anthropic, etc., won’t go after. To Bertrand’s point, and I think importantly, if you’re an entrepreneur, if you’re writing on a very specific use case, and there’s seemingly a high likelihood that any of these players are going to address at some point, you’re not in a sustainable place. You’re not going to be around very long. Bertrand SchmittOr you have to take that initial leadership position and transform it into a deeper technology mode, a business mode. You have to leverage that first mover advantage, maybe, to something deeper than that, something more defensible. Maybe you pivot also in term of industry. You started in industry A, but you realize industry B is really the good one. You have to really optimize your way and not take anything for granted. Nuno Goncalves PedroBertrand, do you remember when it’s like every release of iOS and whatever, we were like, what industry is Apple going to kill now? What are they integrating? There was a period of time where it was literally like every big release, every major release, the yearly one, you’d be like, what industry are they going to kill now? Bertrand SchmittTotally. Totally. I think the same is happening. Definitely, we say AI, but I think some players have been smart enough to zigzag around that onslaught from Apple, from Google. But some will stay put. We think it’s not going to happen to them. Yes, they got into trouble pretty quickly. I think also what we have seen is that a lot of value could be from players who are simply more neutral and independent vis-à-vis a platform. If you need someone in the middle, your three or four mobile platform, or now your three or four LLMs or AI platforms, there might be value you can extract because companies are not… That’s another piece of the puzzle.You don’t want to just depend on Claude. You don’t know in three months, ChatGPT has a better model. You will want to make sure that whatever you are running can adjust to a change of LLM providers, for instance, or tool providers. I think, for instance, one position could be that mutual player, the one gives you the ability to adjust quickly to different technical AI development. We will see. But I think there are different strategies you can go through to make sure you end up not being killed, and that will require smart entrepreneurs. Nuno Goncalves PedroSeparating The Wheat From The Chaff — Who Survives?We talked about who survives, who doesn’t survive. Let me start with one. Or where I think will be categories that will be incredibly under attack, so a lot of players, I think, will disappear or will become very, very small. One obvious for me is anything that relates to the small, medium business markets, so very SMB-focused SaaS, a lot of regional SaaS stuff that has emerged, copycatting in certain markets because the larger players didn’t want to expand in some of those markets.I think a lot of that stuff gets just replaced because a lot of the SMB markets are price sensitive. A lot of these markets are also best effort-driven. It’s like it doesn’t need to be perfect, it just needs to do the basic stuff. Therefore, I see that market as a market that’s going to get, in all honesty, over the next 3-5 years, slaughtered. It’s not going to be rapid death, but some of them are just going to be totally replaced. Bertrand SchmittI agree with you. If you don’t have a big enough moat, if it’s very shallow, if your clients are moving quickly, you can easily switch based on a small price difference. That’s definitely trouble. Nuno Goncalves PedroI’ll let an anecdote just so people I don’t understand. Because people say, but these regional SaaS solutions normally because of their specificities to the markets and stuff like that, whatever. I literally drafted the other day an agreement, a semi-agreement relating to Portuguese law on Claude in Portuguese, from Portugal, not Brazil and Portuguese. It drafted an agreement from scratch based on my prompting, and it took into account specificities of the Portuguese legal system and taxation. Guys, it’s like, this is a freaking consumer tool. Localization of what? The tax regime and whatever? Who gives a shit? It’s like, again, I think that’s the market that definitely will get a pretty significant beating. Bertrand SchmittAnother market for me, we talk about Adobe, but content creation tools. Here, I think there is a dramatic shift in how you use them. Before you use another Photoshop to replace something in a picture, change a slightly picture stuff. Now, you just say, hey, remove this guy from the picture. Hey, replace. Hey, create that picture from scratch. I have five photo IDs, put these guys in context, put them in your meeting room, and go for it. This is such transformational versus how you used to work before that I think some of this industry is getting destroyed.There will be simply no point of using these tools anymore because something else is just 10X better. That is not even a question. You could argue there is still a niche of professionals doing stuff in an always because it guarantees a bit more higher quality or this or that. Sure. But overall, this is getting disrupted big time and the much bigger business might be totally new and totally AI native. Nuno Goncalves PedroI will do a parochial comment. We have two investments in the content creation space, one more on the marketing side and the other one more on the hardcore content creation side. They’re both AI from inception, so they’re both AI native. One of them is called LetsEnhance, the other one is called blaze.ai. I feel it’s true that there’s going to be a lot of replacement of some of the content creation tools in certain markets like consumer and prosumer, driven by the Nano Bananas of the world and all that stuff.But on the top end and in enterprise and all that stuff, we feel that AI native content creation tools are there to be. It’s actually one of the areas of what I would call use cases or AI apps/platforms where I feel being AI native will give you an advantage. Just being a cross-cut play around the market being Anthropic or OpenAI, whatever, actually won’t solve the problem for some of the markets that need to be served in. Bertrand SchmittMakes sense. I agree with you. Maybe more quickly, some point solutions, relatively high risk. If you have a single function tool, then could be easily replaced potentially by an AI agent. We already talk about it. If you are too SMB-focused, that’s not the best segment of the market, typically. Maybe you can have a single test to check if that company is at risk. If you were to replace that tool, can a $20 a month AI agent do this task? If switch it cost are low, then maybe that’s not a good business opportunity. Maybe you should not invest, or you should sell the stock.Again, maybe you have to focus more on regulated niches, hardware dependent, critical private data, solutions where there is already outcome or value-based pricing in place. You have to put some rules and analysis to help you understand, is this business at risk of significant disruption or not? Not all business are the same. As an investor, that might mean that there would be some good opportunities. SaaS businesses that are going to emerge even stronger right now are at a cheap discount. Nuno Goncalves PedroAbsolutely. I think at the end of the day, certain basic workflow tools that are out there to simplify CRM, some very basic ERP modules, anything that’s very, very simple in terms of if this then that, all those tools are also going to be slaughtered relatively soon, sadly. If you’re in that space, maybe time, as Bertrand was saying earlier, to pivot, to go after some fundamental differentiation, or to do something else. You want to conclude, Bertrand? Bertrand SchmittConclusionSure. I guess we could see that from a trade perspective, from an investor perspective. I think it’s creating quite genuinely some opportunities. Some stocks are in the bargain, some of those are value traps, so you better get your investment skills in order. PE, private credit, definitely a lot of risk, not just from AI, I think from basic fraud as well.Secondary market, as you just say, it’s not an easy one. It’s a canary in the coal mine. I think you will agree, but this is before getting between AI native versus everything else these days, especially if you are more early stage. A more established business, it’s a different thing. But right now, just starting a regular SaaS company, that’s a tough one. From an investor perspective, you need to pivot as fast as you can from seed-based pricing, hybrid, outcome-based, value-based pricing. You have to do the move quickly. You don’t want to be pushed when it’s too late.Build-versus-buy is real, and that will only accelerate as coding agents mature. Vertical specialization, proprietary data are strong moat. They were before as well, so it’s nothing new. But I think the importance of having a true moat is more critical than ever. Lots of companies have received investment with not enough moat, and that’s the one getting destroyed in the private and public market. If you have strong matrix, there is a question of when is a good time to exit? I don’t know if the relations will ever come back. I think it truly depends as well on your business, a strategic fit with acquisition opportunities.Anecdotally, I have seen some businesses who look at exit opportunities and now are finding attractive options. It’s not all that dark, I would say. Maybe to answer to the question, do we have a SaaS apocalypse? Yes and no. Some companies are going to end badly, some companies are going to emerge stronger. I think that’s it for today. Thank you, Nino. Nuno Goncalves PedroThank you, Bertrand.
Listen to today's podcast... What is your favourite app? Do you have one that saves you time or reminds you to do something that you couldn't live without? Apps are so ingrained into the way we do things now and there are very few people who don't use at least one app. Apps can be used for communication and entertainment. Travel apps provide needed information and tools, helping with everything from transportation to finding the closest restaurant. Other apps help people organize their homes or perform essential functions at work. Some can help build your resiliency. Take One Action Today To Build Your #Resiliency! Today's Tips For Building Resiliency and Celebrating National App Day: According to Flurry, mobile users spend 86% of their time on mobile apps. App Annie says that the average user now has around 80 apps installed and uses around 40 every month. Look for apps that are easy to use and make sense in your daily life. There are many apps now for almost any kind of stress therapy, be it meditation, mindfulness breathing, cognitive behaviour therapy, relaxation techniques, colouring in, or online therapy chat services. Use these apps to build in a pause to your day or as an aid to get a better night's sleep. Though keeping up with technology can be a source of stress, it can also be used to build our resiliency. If you like today's resiliency tips, let me know. Looking for more ways to build your resiliency? Take my free on-line vulnerability test at worksmartlivesmart.com under the resources and courses tab. #mentalhealth #hr
Are you sure you know where your marketing dollars are making the biggest impact? In an omnichannel world, pinpointing where your ad spend is most effective is tougher than ever. What if you could use AI to make it easier?Welcome to today's episode, where we're discussing how to optimize marketing effectiveness through Marketing Mix Modeling, AI, and predictive analytics with Mike True, CEO & Co-Founder of Prescient AI. Today, we'll explore how to ensure your marketing dollars are delivering maximum return on investment and the role AI plays in getting it right.Mike True is the co-founder and CEO of Prescient. Prior to starting the company in 2019, Mike was responsible for helping clients of App Annie, IBM, and Oracle generate millions of dollars in revenue through the implementation of various artificial intelligence and analytics solutions. RESOURCESPrescient AI website: https://prescientai.com/Wix Studio is the ultimate web platform for creative, fast-paced teams at agencies and enterprises—with smart design tools, flexible dev capabilities, full-stack business solutions, multi-site management, advanced AI and fully managed infrastructure. https://www.wix.com/studio Don't miss Medallia Experience 2025, March 24-26 in Las Vegas: Registration is now available: https://cvent.me/AmO1k0Use code MEDEXP25 for $200 off registrationRegister now for HumanX 2025. This AI-focused event which brings some of the most forward-thinking minds in technology together. Register now with the code "HX25p_tab" for $250 off the regular price.Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnowThe Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company Hosted on Acast. See acast.com/privacy for more information.
Are you sure you know where your marketing dollars are making the biggest impact? In an omnichannel world, pinpointing where your ad spend is most effective is tougher than ever. What if you could use AI to make it easier? Welcome to today's episode, where we're discussing how to optimize marketing effectiveness through Marketing Mix Modeling, AI, and predictive analytics with Mike True, CEO & Co-Founder of Prescient AI. Today, we'll explore how to ensure your marketing dollars are delivering maximum return on investment and the role AI plays in getting it right. Mike True is the co-founder and CEO of Prescient. Prior to starting the company in 2019, Mike was responsible for helping clients of App Annie, IBM, and Oracle generate millions of dollars in revenue through the implementation of various artificial intelligence and analytics solutions. RESOURCES Prescient AI website: https://prescientai.com/ Wix Studio is the ultimate web platform for creative, fast-paced teams at agencies and enterprises—with smart design tools, flexible dev capabilities, full-stack business solutions, multi-site management, advanced AI and fully managed infrastructure. https://www.wix.com/studio Don't miss Medallia Experience 2025, March 24-26 in Las Vegas: Registration is now available: https://cvent.me/AmO1k0 Use code MEDEXP25 for $200 off registration Register now for HumanX 2025. This AI-focused event which brings some of the most forward-thinking minds in technology together. Register now with the code "HX25p_tab" for $250 off the regular price. Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company
Are you sure you know where your marketing dollars are making the biggest impact? In an omnichannel world, pinpointing where your ad spend is most effective is tougher than ever. What if you could use AI to make it easier?Welcome to today's episode, where we're discussing how to optimize marketing effectiveness through Marketing Mix Modeling, AI, and predictive analytics with Mike True, CEO & Co-Founder of Prescient AI. Today, we'll explore how to ensure your marketing dollars are delivering maximum return on investment and the role AI plays in getting it right.Mike True is the co-founder and CEO of Prescient. Prior to starting the company in 2019, Mike was responsible for helping clients of App Annie, IBM, and Oracle generate millions of dollars in revenue through the implementation of various artificial intelligence and analytics solutions. RESOURCESPrescient AI website: https://prescientai.com/Wix Studio is the ultimate web platform for creative, fast-paced teams at agencies and enterprises—with smart design tools, flexible dev capabilities, full-stack business solutions, multi-site management, advanced AI and fully managed infrastructure. https://www.wix.com/studio Don't miss Medallia Experience 2025, March 24-26 in Las Vegas: Registration is now available: https://cvent.me/AmO1k0Use code MEDEXP25 for $200 off registrationRegister now for HumanX 2025. This AI-focused event which brings some of the most forward-thinking minds in technology together. Register now with the code "HX25p_tab" for $250 off the regular price.Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnowThe Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company Hosted on Acast. See acast.com/privacy for more information.
Are you sure you know where your marketing dollars are making the biggest impact? In an omnichannel world, pinpointing where your ad spend is most effective is tougher than ever. What if you could use AI to make it easier? Welcome to today's episode, where we're discussing how to optimize marketing effectiveness through Marketing Mix Modeling, AI, and predictive analytics with Mike True, CEO & Co-Founder of Prescient AI. Today, we'll explore how to ensure your marketing dollars are delivering maximum return on investment and the role AI plays in getting it right. Mike True is the co-founder and CEO of Prescient. Prior to starting the company in 2019, Mike was responsible for helping clients of App Annie, IBM, and Oracle generate millions of dollars in revenue through the implementation of various artificial intelligence and analytics solutions. RESOURCES Prescient AI website: https://prescientai.com/ Wix Studio is the ultimate web platform for creative, fast-paced teams at agencies and enterprises—with smart design tools, flexible dev capabilities, full-stack business solutions, multi-site management, advanced AI and fully managed infrastructure. https://www.wix.com/studio Don't miss Medallia Experience 2025, March 24-26 in Las Vegas: Registration is now available: https://cvent.me/AmO1k0 Use code MEDEXP25 for $200 off registration Register now for HumanX 2025. This AI-focused event which brings some of the most forward-thinking minds in technology together. Register now with the code "HX25p_tab" for $250 off the regular price. Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company
Listen to today's podcast... What is your favourite app? Do you have one that saves you time or reminds you to do something that you couldn't live without? Apps are so ingrained into the way we do things now and there are very few people who don't use at least one app. Apps can be used for communication and entertainment. Travel apps provide needed information and tools, helping with everything from transportation to finding the closest restaurant. Other apps help people organize their homes or perform essential functions at work. Some can help build your resiliency. Take One Action Today To Build Your #Resiliency! Today's Tips For Building Resiliency and Celebrating National App Day: According to Flurry, mobile users spend 86% of their time on mobile apps. App Annie says that the average user now has around 80 apps installed and uses around 40 every month. Look for apps that are easy to use and make sense in your daily life. There are many apps now for almost any kind of stress therapy, be it meditation, mindfulness breathing, cognitive behaviour therapy, relaxation techniques, colouring in, or online therapy chat services. Use these apps to build in a pause to your day or as an aid to get a better night's sleep. Though keeping up with technology can be a source of stress, it can also be used to build our resiliency. If you like today's resiliency tips, let me know. Looking for more ways to build your resiliency? Take my free on-line vulnerability test at worksmartlivesmart.com under the resources and courses tab. #mentalhealth #hr
The future of online advertising. In it we cover co-pilot for marketers, brand ecosystems, disrupting ad agencies and a privacy first internet. Mike True is CEO of Prescient AI, a marketing technology company advancing the use of predictive AI models to maximize paid advertising efficiency and return on spend. Their technology works counter to how $700B in online ad spend is done today, by not relying on tracking users via cookies and instead building a platform to help marketers succeed when a privacy-first internet arises and cookies go away. With the most precise solution in the market Prescient can forecast future campaign performance across multiple channels three months out with a 90% level of accuracy. Calling over 100 iconic eCommerce brands as their customers Prescient has raised $20M from VC firms such as Headline, Blumberg, as well as the first check from us here at focal. CEO Mike True has been helping brands take advantage of AI and analytics solutions throughout his career prior to starting Prescient, working at IBM, Oracle, and App Annie. Mike has become a great friend and a founder held in high-regard as reshaping the online advertising industry. Sign up for new podcasts and our newsletter, and email me on danieldarling@focal.vcSee omnystudio.com/listener for privacy information.
Send us a textImagine the confidence you'll gain by making informed, forward-looking decisions and forecasting with accuracy using machine learning. We discuss the shift from granular metrics to a grander perspective that focuses on your marketing efficiency ratio—knowledge that can keep your brand ahead of the curve.In this episode, Jordan West with guest Michael Churm, the co-founder and CEO of Prescient AI. Michael brings his rich tech experience from Oracle, IBM, and App Annie to share how Prescient AI is revolutionizing marketing measurement. We explore the transformative impact of AI in navigating post-iOS 14.5 challenges, the role of multi-touch attribution, and the importance of understanding ad spend's impact on revenue. Listen and learn in this episode!Key takeaways from this episode:Adaptation to Modern Challenges: Prescient AI offers cookie-free analytics, updating marketing mix models to tackle privacy changes like iOS 14.5.AI's Role: AI helps solve measurement issues and tracks ad spend impact across channels for a comprehensive marketing view.AOV's Impact: Average Order Value affects ad attribution, with platforms like TikTok and Pinterest creating halo effects, complicating immediate measurement.Multi-Platform Strategy: Scaling brands should diversify media beyond Meta and Google to include CTV, podcasts, and TikTok Shop.Evolving Attribution Models: Machine learning-driven models offer dynamic, daily insights, improving on traditional infrequent models.Beyond ROAS: Jordan West argues advanced tools provide deeper insights than ROAS, especially for brands with larger ad budgets.TikTok Attribution: TikTok Shop enhances attribution, but high AOV items remain challenging due to longer decision cycles.Calls to Action: Michael Churm urges brands to consult with analytics vendors for scaling and emphasizes selecting the right partner.Today's Guest: Michael True, the co-founder and CEO of Prescient AI. With a tech background honed at major companies like Oracle, IBM (on the Watson team), and App Annie, Michael brings a wealth of experience to the table. He is an expert in marketing analytics, specifically leveraging artificial intelligence to solve complex measurement challenges without relying on cookies or pixels.Recommended Apps/Tools:Prescient AI: https://prescientai.com/ Triple Whale: https://www.triplewhale.com/ Growth Plan: www.upgrowthcommerce.com/growMillion Dollar Offers: www.upgrowthcommerce.com/growIn this episode's sponsor is Revenued - is a financial technology company that provides businesses with revenue-based financing solutions. Instead of relying on credit scores or collateral, Revenued offers funding based on a company's revenue. This allows businesses to access capital quickly and repay it as they generate income. Learn more here: Revenued
If you like Taking Inventory, do us a favor and give us a 5-star rating or review. It's the best way to help support the podcast. ——— Brian Quinn is the President and GM of North America at AppsFlyer. Brian has over 15 years of experience in sales leadership and business development—scaling revenue, building high performing growth teams, & executing go-to-market strategies in a variety of internet software businesses across the mobile, marketing, and data/analytics industries such as App Annie, Kenshoo and AT&T. During our conversation Brian tells us about the current state of the app economy, the rapid pace of innovation especially as consumers move from web to app, how cookie deprecation will lead to more growth in 1P data, changing consumer habits, and much more. ——— Connect with James and Daniel! LinkedIn: James: https://www.linkedin.com/in/jamesborow/ Daniel: https://www.linkedin.com/in/danieldruger/ Twitter: James: https://twitter.com/jamesborow Daniel: https://twitter.com/ddruger Subscribe to our newsletter: https://www.takinginventorypod.com/ and follow Taking Inventory on LinkedIn and Twitter!
Listen to today's podcast... What is your favourite app? Do you have one that saves you time or reminds you to do something that you couldn't live without? Apps are so ingrained into the way we do things now and there are very few people who don't use at least one app. Apps can be used for communication and entertainment. Travel apps provide needed information and tools, helping with everything from transportation to finding the closest restaurant. Other apps help people organize their homes or perform essential functions at work. Some can help build your resiliency. Take One Action Today To Build Your #Resiliency! Today's Tips For Building Resiliency and Celebrating National App Day: According to Flurry, mobile users spend 86% of their time on mobile apps. App Annie says that the average user now has around 80 apps installed and uses around 40 every month. Look for apps that are easy to use and make sense in your daily life. There are many apps now for almost any kind of stress therapy, be it meditation, mindfulness breathing, cognitive behaviour therapy, relaxation techniques, colouring in, or online therapy chat services. Use these apps to build in a pause to your day or as an aid to get a better night's sleep. Though keeping up with technology can be a source of stress, it can also be used to build our resiliency. If you like today's resiliency tips, let me know. Looking for more ways to build your resiliency? Take my free on-line vulnerability test at worksmartlivesmart.com under the resources and courses tab. #mentalhealth #hr
As the working environment continues to evolve, many companies and professionals around the world are adapting, and better yet, leading the way.Join our knowledgeable hosts, Johanna Molina, Talanta's Co-founder and Head of Impact, and Paul Lynskey, Talanta's Head of Experience, as they delve into deep discussions with industry thought leaders from top companies around the globe, only on How to be the Difference.Stay ahead of the curve with actionable insights that are reshaping the processes of talent acquisition, human capital management, remote and hybrid workforce development among others.Tune in every Tuesday and don't forget to follow us on social media!In this episode of How to be the Difference, Johanna and Paul have a conversation with Patrick Mork. Today, Patrick shares his insight on feedback and phychological safety. Patrick Mork is a silicon valley veteran and 4x time chief marketing officer who led the team that launched the Google play brand in 2012. Today he works as a Purpose Driven Leader coach, specialized in startups, company culture and marketing. He uses powerful stories and Co-Active coaching to help senior executives and startup founders make profound changes in their organizations and their lives.Patrick is the author of a new book on personal transformation called Step Back and LEAP. In it he uses powerful stories and practical exercises to help people make profound changes in their professional careers and their lives.Patrick's unique perspective stems from his experience as a consumer marketer at Pepsi-Cola along with over 18 years building brands and marketing campaigns for technology companies including Google, Glu mobile and various startups in Europe and Silicon Valley.In his role as leadership coach and storyteller, Patrick has been a personal advisor to senior executives at Apple, Google, Facebook, and several well-known startups including Onavo (acquired by Facebook), Distimo (acquired by App Annie) and Lime (the giant of electric scooters).Charismatic and Visionary, Patrick has given speeches at many international conferences and company events. He is an expert on topics related to managing change and transformation, the world of startups, marketing, creating and launching technology products and training and managing high performance teams. He has lived in 11 countries, speaks 4 languages and has worked in Europe, the USA and South America.Resources and people mentioned:Talanta Johanna MolinaPaul LynskeyPatrick Mork LEAPStep back and LEAP, written by Patrick MorkEdited by: Valeria Gonzalez Produced by: Melanie Konstandt
In this final episode on Boards of Directors, we will share tips for successful board meetings, how to manage them, how to be a value-add board member and insights on advisors and advisory boards. Navigation: Intro (01:34) Section 1: Tips for Successful Board meetings (02:11) Section 2: How to manage your Board (18:24) Section 3: For Board members (25:52) Section 4: Advisory Board / Advisors (33:09) Conclusion (49:19) Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Intro (01:34)NunoWelcome to Episode 39 of Tech DECIPHERED, where we continue our discussion around how to best manage your board and get the most out of it, as well as how to be a great and hopefully non-dysfunctional board member. NunoIn this episode, we will talk about tips for successful board meetings, how to manage your board, and we'll go into details on anything from agendas to how to organize the cadence of it, KPIs, et cetera. How to think through advisory board members and advisors and how they're different from consultants and contractors, and also on how to be a fully functional board member and bring value to the company that you're a board member of.Section 1: Tips for Successful Board meetings (02:11)NunoMaybe we go to tips for successful board meetings and door calls. Maybe we go to the first one, which I know is one of your favorites. BertrandI think it's quite key to be prepared for your board meeting, and it works for both sides, the execs, the CEO, and on the other side, investors, people who receive the communication from the company. That part is quite critical. BertrandMyself, not initially, but at some point when I was running my previous business, App Annie, Data.ai now, one thing I did after ending up sending a board deck and board back instead of the usual two days before a board meeting to send it a few hours before. I was not feeling very good about how it worked out. I ended up approaching that to share stuff at least a week in advance. BertrandThat might sound crazy from a lot of perspective, but at the end of the day, it's a question of just organization. There is no reason you cannot do a week in advance. You can do two days in advance, but you would have more time. If it slips, it's no big deal. If it slips by a day. BertrandWhat it also gives you is the opportunity to potentially reach out to different board members between the moment where you send your board materials and the moment where you have your board meetings. It gives you more time to set up some calls, to answer some questions, highlight some points. BertrandIf you have time to do that between sending your board back and having a board meeting, you will have a much more streamlined board meeting itself because if the big questions have been discussed in one-to-one, if some controversies have been addressed in one-to-one, things will go a lot smoother. BertrandSurprisingly enough, some board member might prefer more challenging confrontational type of board discussion. Personally, I don't if it's not needed, but working that way gives you definitely some more efficient board meetings. NunoTo your point, manage this thoughtfully. Again, when you're sending board materials, you send it to observers as well, et cetera. If you have some lead board directors, in particular from investors, that are material to you and you know there's going to be a complex conversation at the board meeting,
Throughout the year we host around 50 episodes to introduce you to an app marketing technique, explain how app subscriptions work, dive into app monetization strategy building, to share tips and tricks for app marketing on holidays, and much more. But at the beginning of the year, we get together with people from Data.Ai (formerly known as App Annie) to give you a bird-view perspective on the app industry and provide a recap for the previous year. Now, Data.Ai commissions the State of Mobile annual report, which is about 100 pages, in this episode, we will cover with Lexi only its macro mobile trends, you can find the link below to read the entire report yourself. Today's Topics Include: The app industry in 2022 vs. 2021 - a brief look Time spent on mobile in 2022 Top mobile markets Downloads, Consumer Spent, and Time-wise Money spent on mobile ads in 2022 Top 3 app categories Downloads, Consumer Spent, and Time-wise Money spent on mobile games and apps in 2022 Growing app categories in 2022 The last year Gen Z app preferences What people searched on the app stores Links and Resources: Lexi Sydow on LinkedIn Data.ai State of Mobile 2023 report Business Of Apps - connecting the app industry Quotes from Lexi Sydow: "We saw record app downloads, 255 billion new app downloads, so a lot of user acquisition happening, up 11% year-over-year.” “On a per user basis, that's where it's really interesting. Globally, among the Top 10 mobile markets, we saw 5 hours per day spent on average person per device." “Within the download space we saw a lot of more utilitarian, sort of tools and anti-virus apps, productivity tools, VPN and downloaders." Follow the Business Of Apps podcast Linkedin | Twitter | Facebook | YouTube
Throughout the year we host around 50 episodes to introduce you to an app marketing technique, explain how app subscriptions work, dive into app monetization strategy building, to share tips and tricks for app marketing on holidays, and much more. But at the beginning of the year, we get together with people from Data.Ai (formerly known as App Annie) to give you a bird-view perspective on the app industry and provide a recap for the previous year. Now, Data.Ai commissions the State of Mobile annual report, which is about 100 pages, in this episode, we will cover with Lexi only its macro mobile trends, you can find the link below to read the entire report yourself. Today's Topics Include: The app industry in 2022 vs. 2021 at a glance Time spent on mobile in 2022 Top mobile markets Downloads, Consumer Spent, and Time-wise Money spent on mobile ads in 2022 Top 3 app categories Downloads, Consumer Spent, and Time-wise Money spent on mobile games and apps in 2022 Growing app categories in 2022 The last year Gen Z app preferences What people searched on the app stores Links and Resources: Lexi Sydow on LinkedIn Data.ai State of Mobile 2023 report Business Of Apps - connecting the app industry Quotes from Lexi Sydow: "We saw record app downloads, 255 billion new app downloads, so a lot of user acquisition happening, up 11% year-over-year.” “On a per user basis, that's where it's really interesting. Globally, among the Top 10 mobile markets, we saw 5 hours per day spent on average person per device." “Within the download space we saw a lot of more utilitarian, sort of tools and anti-virus apps, productivity tools, VPN and downloaders." Follow the Business Of Apps podcast Linkedin | Twitter | Facebook | YouTube
What is your favourite app? Do you have one that saves you time or reminds you to do something that you couldn't live without? Apps are so ingrained into the way we do things now and there are very few people who don't use at least one app. Apps can be used for communication, and entertainment. Travel apps provide needed information and tools, helping with everything from transportation to finding the closest restaurant. Other apps help people organize their homes or perform essential functions at work. Some can help build your resiliency. Take One Action Today To Build Your #Resiliency! Today's Tips For Building Resiliency and Celebrating National App Day: According to Flurry, mobile users spent 86% of their time on mobile apps. App Annie says that the average user now has around 80 apps installed and uses around 40 every month. Look for apps that are easy to use and make sense in your daily life. There are many apps now for almost any kind of stress therapy, be it meditation, mindfulness breathing, cognitive behaviour therapy, relaxation techniques, colouring in, or online therapy chat services. Use these apps to build in a pause to your day or as an aid to get a better night sleep. Though keeping up with technology can be a source of stress, it can also be used to build our resiliency. If you like today's resiliency tips, let me know. Looking for more ways to build your resiliency? Take my free on-line vulnerability test at worksmartlivesmart.com under the resources and courses tab. #mentalhealth #hr
Powered by: ReFi Jobs - ReFi jobs curates the best new regenerative finance jobs at leading companies and startups - Learn more*New ReFiJobs*About Nori - We're building the financial infrastructure to grow carbon removal in supply and demand, and we'll stop at nothing short of reversing climate change.Nori - Test Automation Engineer (SDET) - Learn moreNori - Supply Account Manager - Learn moreNori - Account Executive - Learn moreNominations are open for Social Entrepreneurs to Watch for in 2023 - Nominate hereNominations are open for Nonprofit Leaders Who Will Impact the World in 2023 - Nominate here ---> Check out the Causeartist Partners here.---> Subscribe to the Causeartist Newsletter here.In this episode I speak with Eric Archambeau, Co-Founder & Partner, at Astanor Ventures on investing in DeepTech to power the future of nature and regenerative agriculture.A global food enthusiast and not-for-profit activist, Astanor's co-founder Eric has been supporting healthy food education and regenerative agriculture training for over a decade. The former Silicon Valley technology entrepreneur turned venture capitalist (App Annie, Betfair, Freenow, Onfido , Spotify, Xing) was Global Chairman of the Jamie Oliver Food Foundation and co-founded Quadia – a Geneva-based impact investing firm that offers private investors and family offices tailored strategies and portfolios that deliver social and environmental impact.Previously, he lectured at graduate business school INSEAD, where he founded the Social Entrepreneurship Department and was one of the co-founders of Social Impact International, a social entrepreneur accelerator program in India and Hawaii with a focus on sustainable agri-food programs.Eric's ambition to revolutionise the food sector led him, with long-time business associate George Coelho, to launch Astanor Ventures in 2017 to invest in disruptive companies creating systemic change in the food and farming sectors while restoring the cultural dimension of food, ultimately inspiring people to cook meals that are sustainable, delicious, nourishing and that build a connection to nature.About Astanor VenturesAstanor is an impact investor, delivering financial, social and environmental returns in equal measure. We believe in the future of an agrifood system that provides affordable nutrients for 10 billion people, preserves and regenerates natural resources, actively contributes to decarbonization and protects land and ocean biodiversity.Astanor is driven by a pressing urgency to combat climate change, biodiversity loss and improve the health of humanity and the planet.Sustainability and impact were part of the firm's founding principles and remain an area they are committed to excel in. The mission as impact investors is to find, support and scale the most disruptive, impactful solutions to accelerate progress towards global sustainability targets.Powered by: ReFi Jobs - ReFi jobs curates the best new regenerative finance jobs at leading companies and startups - Learn more---> Check out the Causeartist Partners here.---> Subscribe to the Causeartist Newsletter here.Listen to more Causeartist podcast shows hereFollow Grant on Twitter and LinkedInFollow Causeartist on Twitter, LinkedIn, and Instagram
Welcome back to Season 2, Episode 185 of the Asian Hustle Network Podcast! We are very excited to have Florence Kwok on this week's show. We interview Asian entrepreneurs around the world to amplify their voices and empower Asians to pursue their dreams and goals. We believe that each person has a message and a unique story from their entrepreneurial journey that they can share with all of us. Check us out on Anchor, iTunes, Stitcher, Google Play Music, TuneIn, Spotify, and more. If you enjoyed this episode, please subscribe and leave us a positive 5-star review. This is our opportunity to use the voices of the Asian community and share these incredible stories with the world. We release a new episode every Wednesday and Saturday, so stay tuned! Jelcie is bringing the future of nails to your home. With a new semicured gel nail strip technology, Jelcie makes it easy to do curable gel nails at home without the typical dry time, nail damage, or high salon costs. Florence is the CEO and co-founder of Jelcie. She's previously worked on UX research and marketing at Meta, App Annie, and Intuit and is a UC Berkeley graduate. --- Support this podcast: https://anchor.fm/asianhustlenetwork/support
EXPERT GUEST: JAMES MACKEY James Mackey is the CEO of SecureVision. Since 2015, SecureVision has partnered with over 140 VC-backed tech companies, ranging from growth-stage to enterprise clients to recruit talent in every department. James is passionate about building talent acquisition solutions that align with real business outcomes and ending a seemingly endless cycle of frustration that most leaders experience with hiring. James has led SecureVision to be the number 1 rated RPO staffing and recruiting agency on G2! SecureVision embeds experienced recruiters directly into an existing talent acquisition team (RPO) to turbocharge results and achieve hiring goals faster. SecureVision recruits talent for every department: product, engineering, ops, sales, marketing, finance, etc. A few clients include: Affirm, WeWork, GrubHub, MuleSoft, Smartsheet, Campaign Monitor, ThoughtSpot, SimilarWeb, App Annie, and many others. USEFUL LINKS: Website: www.securevisionstaffing.com LinkedIn: https://www.linkedin.com/in/jimmy mackey/ Facebook: https://www.facebook.com/SecureVisionStaffing Twitter: https://twitter.com/SecureVision1 --- Support this podcast: https://anchor.fm/the-winners-ways-podcast/support
If you app marketer, one of the things at your job that rises your pulse and eyebrows is the mobile churn. This is the KPI that measures the percentage of users who have abandoned your app, the logic goes – the smaller the number the better but unfortunately in real life, this number is always bigger than you would want it to be. So people leave apps, in some cases to some glitches but in some cases because their interests change. From a technical perspective, the app may be fine but it just doesn't deliver the experience they need. In this episode, Fabien will tell us the story of chasing app users' rapidly changing interests. Today's Topics Include: Fabien's career spans the famous PC console gaming company Ubisoft, the industry-leading mobile data analytics company Data.ai (formerly known as App Annie), and now Smartnews – the award-winning news app. Product-driven vs. Consumer-driven culture What changes SmartNews team introduced to strengthen their business Segmentation Chosen segments to scale Product-Marketing alignment Adaptation The right technology stack Proactive vs. reactive Trying unusual ideas Android or iOS? Android Fabien's first mobile phone. What features would Arthur miss most? Apps to read news
Check out the Impact Investor platform here.ReFiJobs - ReFi Jobs curates the best new regenerative finance jobs at leading companies and startups.Listen and Subscribe to the Disruptors for GOOD podcast.Thanks to all the Causeartist Partners - Check them out here.Subscribe to our newsletter here.----------------------------------------In episode 45 of the Investing in Impact podcast, I speak with Eric Archambeau, Co-Founder & Partner, at Astanor Ventures on investing in DeepTech to power the future of nature and regenerative agriculture.A global food enthusiast and not-for-profit activist, Astanor's co-founder Eric has been supporting healthy food education and regenerative agriculture training for over a decade. The former Silicon Valley technology entrepreneur turned venture capitalist (App Annie, Betfair, Freenow, Onfido , Spotify, Xing) was Global Chairman of the Jamie Oliver Food Foundation and co-founded Quadia – a Geneva-based impact investing firm that offers private investors and family offices tailored strategies and portfolios that deliver social and environmental impact.Previously, he lectured at graduate business school INSEAD, where he founded the Social Entrepreneurship Department and was one of the co-founders of Social Impact International, a social entrepreneur accelerator program in India and Hawaii with a focus on sustainable agri-food programs.Eric's ambition to revolutionise the food sector led him, with long-time business associate George Coelho, to launch Astanor Ventures in 2017 to invest in disruptive companies creating systemic change in the food and farming sectors while restoring the cultural dimension of food, ultimately inspiring people to cook meals that are sustainable, delicious, nourishing and that build a connection to nature.About Astanor VenturesAstanor is an impact investor, delivering financial, social and environmental returns in equal measure. We believe in the future of an agrifood system that provides affordable nutrients for 10 billion people, preserves and regenerates natural resources, actively contributes to decarbonization and protects land and ocean biodiversity.Astanor is driven by a pressing urgency to combat climate change, biodiversity loss and improve the health of humanity and the planet.Sustainability and impact were part of the firm's founding principles and remain an area they are committed to excel in. The mission as impact investors is to find, support and scale the most disruptive, impactful solutions to accelerate progress towards global sustainability targets.----------------------------------------Check out the Impact Investor platform here.ReFiJobs - ReFi Jobs curates the best new regenerative finance jobs at leading companies and startups.Listen and Subscribe to the Disruptors for GOOD podcast.Thanks to all the Causeartist Partners - Check them out here.Subscribe to our newsletter here.
本月 15 号，YouTube 宣布旗下短视频平台 YouTube Shorts 在推出不到两年的时间里，月活跃用户数超过 15 亿。而根据移动应用分析商 App Annie 之前的预测 (https://www.zdnet.com/article/app-annie-predicts-tiktok-to-reach-1-5-billion-active-users-in-2022/)，今年 TikTok 的月活也将超过 15 亿。 自 Tiktok 在美国爆火以来，眼红并效仿的社媒巨头不在少数，而 Youtube Shorts 又是凭借哪些本领，不断撼动 Tiktok 霸主地位的呢？本期轻解读 [03:18] 就与之相关。聊到这也想来问问你，你最看好哪一个短视频平台？你觉得未来海外短视频市场的格局会是如何？欢迎在评论区一起来聊聊。 本期还有关于电动车、罗伊诉韦德案和加密货币的新动态 [01:08] ，欢迎收听！ 延伸阅读 - Youtube Shorts 在印度很受欢迎 (https://www.wsj.com/articles/youtube-shorts-is-huge-in-india-now-its-going-after-tiktok-in-the-u-s-11655550000?st=hlkqtagrqcskqys&reflink=desktopwebshare_permalink) - Sensor Tower 2022年一季度APP排行榜 (https://go.sensortower.com/rs/351-RWH-315/images/Sensor-Tower-Q1-2022-Data-Digest.pdf) 主播 Mengyi 幕后制作 监制：Zelin 运营：Yao 后期：陈太太 实习研究员：Yuxuan、Mengni、安琪 封面设计：饭团 关于节目 这是一档充满新鲜咖啡气息的清晨播客节目，每期 15 分钟，在工作日早晨出门前，为你带来精心挑选的几条即时商业科技轻解读，以开启能量满满新一天。 关于我们 声动活泼的宗旨是「用声音碰撞世界」，致力于为人们提供源源不断的思考养料。 - 我们还有这些播客：声东击西 (https://etw.fm/episodes)、What's Next｜科技早知道 (https://guiguzaozhidao.fireside.fm/episodes)、反潮流俱乐部 (https://fanchaoliuclub.fireside.fm/)、泡腾 VC (https://popvc.fireside.fm/)、商业WHY酱 (https://msbussinesswhy.fireside.fm/)、跳进兔子洞 (https://therabbithole.fireside.fm/) - 欢迎在即刻 (https://okjk.co/Qd43ia)、微博等社交媒体上与我们互动，搜索 声动活泼 即可找到我们 - 期待你给我们写邮件，邮箱地址是：ting@sheng.fm - 如果你喜欢我们的节目，欢迎 打赏 (https://afdian.net/@shengfm) 支持或把我们的节目推荐给一两位朋友 欢迎加入声动胡同小社区！ 也许你知道「声动活泼」办公室在北京二环内的胡同里，事实上我们也有一个线上的「声动胡同小社区」。成为社区会员，你可以收到一周不少于三次的来自「声动小邮筒」的邮件，同时还可以参加我们各种各样的线上和线下活动，或者是一些有趣的游戏。 点击这里 (https://shengpodcasts.notion.site/a977c74222484894a9fe6245bc0f4dba)即可了解社区氛围。我们期待你加入这个虚拟胡同社区来支持我们，并和我们一起亲近交流，和有趣的人进行「碰撞」，收获新知、友谊并看见更大的世界。 国内用户（年付）：加入声动胡同小社区 (https://sourl.cn/G4B2Wt) 海外用户（月付）：加入声动胡同小社区 (https://sdhp.memberful.com/join) 期待你的参与！
Startup advisor and early-stage investor focused on network effects. "Creator" of Breadcrumb.vc and Applied Network Effects (one of the highest rated courses on Maven) — both are globally renowned resources to learn about network effects. I'm also part of the Atomico Angel Program, where I invest in early-stage startups with network effects. Please direct all pitches and consulting/speaking requests to sameer@breadcrumb.vc. 14 years of experience in the technology ecosystem — distributed between technology startups and investing. For much of this time, I studied technology business models and network effects in a professional capacity and via independent projects. Previously, spent 5 years at App Annie, a Sequoia-funded, late-stage startup during its hypergrowth phase. There, I led a global, cross-functional team, working across product, marketing, and sales. Advised leading tech companies like Spotify, Shpock and Trainline. Before that, I was an early-stage investor focused on commerce businesses. I have been quoted or mentioned in leading publications, including Reuters, Sifted, Business Insider, The Guardian, Sifted, and Techcrunch. My prior independent work has also been referenced in Philip Tetlock's book, Superforecasting.
From 2nd to 8th May 2022, it's time to unplug for the annual Screen Free Week celebration. All around the world, people are encouraged to limit their screen time and turn their devices off in favour of other activities. Do You Really Know is rerunning a series of episodes dedicated to the digital world and its impact on our lives. What is captology? Getting internet users' attention and influencing their online behaviour is a massive priority for Big Tech companies in this day and age. Behind their practices is captology, a term invented in 1996 by American researcher BJ Fogg. It might make you think of the word “capture” at first, but it actually comes from the initials of “Computers As Persuasive Technologies”. The idea was to study the link between digital tool design and the resulting impact on individuals' behaviour. Captology has often been cited as a source of inspiration for Silicon Valley entrepreneurs. To such an extent that its definition has evolved to describe all kinds of techniques used by internet giants to grab users' attention, and make them addicted. Coronavirus lockdowns haven't helped and the stats are there to back it up. A global study by analytics company App Annie found the average daily time spent using a smartphone in 2020 was 4 hours and 10 minutes. That's crazy! So what are the secrets behind captology then? Is captology dangerous then? In under 3 minutes, we answer your questions! To listen to the last episodes, you can click here: What is the Streisand effect? What is antibiotic-free meat? What is a migraine? A podcast written and realised by Joseph Chance. In partnership with upday UK. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, we talk about the Metaverse - or is the metaverses? - specify what it is/will be, debunk myths around it and detail its/their key enablers. Everything you wanted to know and also … that you didn't know you needed to know. This will be followed by episode 30, focusing on understanding what the key players are doing in this realm, as well as implications to entrepreneurs, investors and others. Navigation: Intro (01:34) Section 1: The Typical Silicon Valley hype machine?/ Definition of Metaverse (01:57) Section 2: Key enablers to the Metaverse (17:44) Conclusion (41:21) Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder at App Annie, business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Intro (01:34) Nuno Welcome to episode 29. In this episode, we will go into the metaverse, not literally, but we will discuss the metaverse, its definitions, how people see it evolving, its core enablers, and some of the lessons learned that we believe entrepreneurs and venture capital firms should have. Bertrand, metaverse, what is the metaverse? Bertrand Big question. I guess that's a billion dollar question. There's been so many definition of what the metaverse is or is not. I like one definition from Matthew Ball—a well respected analyst—and I believe he has his own VC firm. By his definition, "Metaverse is a massively scaled and interoperable network of real time rendered 3D virtual worlds, which can be experienced synchronously and persistently by an effectively unlimited number of users with an individual sense of presence, and with continuity of data such as identity, history, entitlements, objects, communications, and payments." Bertrand That's the full definition. I like it, because you are not missing any piece of the puzzle, at the same time, by its very complexity, I feel it's showing us that it's not an easy definition. It might even be seen as a very contrive definition. If you think about the internet, how different is it really? The 3D part for sure. Beyond that, it's not very clear, actually, except that it's maybe more unified than the internet that we know. You could argue if you are just inside Facebook, how different it is about just being inside Facebook and just never leaving Facebook. Of course it to be horrible, at least from my perspective, using Facebook less and less. That's one vision. Some will say, we'll talk about what it is, but also what it is not. I will quote again Mathew Ball. For him it's not just a virtual world. It's not just a virtual space. It's not just VR. It's not just a digital virtual economy. It's not just a game. It's not just a virtual theme park. It's not a new app store. It's not a New UGC platform. For sure, it's a big buzzword in Silicon Valley these days, especially thanks to meta rebranding itself. Just from that perspective, it was huge on Google trends. Since the renaming of Meta everyone has been Googling what the metaverse is, I guess. What you think, Nuno? Nuno A lot of respect for Matthew Ball as an analyst, and his definition, as sound as all the other definitions that are out there. I have a couple of objections to his definition. It starts with interoperable. It starts with, "The metaverse as a massively scaled and interoperable network of real-time render 3D virtual worlds." Interoperability is not a given in the metaverse. Nobody has told us that the metaverse will be an interoperable bunch of worlds working together. Actually, if I had to make a bet, using my computer engineer hat and architect,
O nosso tema principal de hoje é o direito ao reparo. O parlamento europeu votou o chamado right to repair, com maioria gigante em favor da lei. Já ouviu falar dela? O direito ao reparo é uma série de medidas para forçar que empresas com produtos eletrônicos possam oferecer melhores opções de reparo para seus itens. Isso na Europa né? O que tem a ver com o Brasil? É isso que a gente conversa com o advogado de direito do consumidor e ceo da Buscajuris, Fernando Xavier. No segundo bloco, vamos falar de uma nova pesquisa da Data ai, antiga App Annie. O órgão estudou como a pandemia mudou hábitos de consumo de aplicativos, incluindo dados do Brasil, estamos usando mais apps para tudo. No terceiro bloco, o assunto é a Meta, empresa mãe do Facebook. A companhia apresentou destalhes novos sobre o Horizon World, também conhecido com seu metaverso. A empresa pode cobrar caro de desenvolver produtos para vender na plataforma. Este é o Podcast Canaltech, publicado de terça a sábado, às 7h da manhã no nosso site e nos agregadores de podcast. Veja a apresentação da Meta: https://www.youtube.com/watch?v=aJViJbEQEgA&t=16s&ab_channel=VidyuuNights Entre em contato por: podcast@canaltech.com.br Este episódio foi roteirizado, apresentado e editado por Wagner Wakka, com a coordenação de Patrícia Gnipper. O programa também contou com reportagens de Vinícius Moschen, Alveni Lisboa, Victor Carvalho, Lupa Charleaux e Felipe Ribeiro. A revisão de áudio é da Mari Capetinga e a trilha sonora é uma criação de Guilherme Zomer. Apple Podcasts Deezer Google Podcast Spotify Formato MP3 See omnystudio.com/listener for privacy information.
Earlier on this year, data.ai, perhaps you still better know them as App Annie, published the State of Mobile 2022 report which is the ultimate bird-view on the app industry. Take any field, any market - being able to have a holistic view is what allows you to see a complete picture and compete with other players on the market. The app industry is one of the brightest examples for this approach. In this episode, to talk about what app categories are the most popular today, how much money people spend on mobile apps, what are app trends in different countries and more we have Lexi, she's been on the show couple times before and is always welcome back. Today's Topics Include: The story behind App Annie's rebrand to data.ai The snapshot of the report - major data points Waking hours benchmark Consumer spend on apps App categories people spend on the most Number of new apps released in 2021 App blockbusters App categories by generations - Gen Z, Millennials, Baby Boomers Links and Resources: Lexi Sydow LinkedIn profile. The State of Mobile 2022 report. Data.ai website. Quotes from Lexi Sydow: "We are spending around a third of our waking day on mobile. We are spending around seven of every 10 minutes in a combination of either social, communication or photo and video apps, so very heavily media-oriented". Follow the Business Of Apps podcast Linkedin | Twitter | Facebook | YouTube
Earlier on this year, data.ai, perhaps you still better know them as App Annie, published the State of Mobile 2022 report which is the ultimate bird-view on the app industry. Take any field, any market – being able to have a holistic view is what allows you to see a complete picture and compete with other players on the market. The app industry is one of the brightest examples for this approach. In this episode, to talk about what app categories are the most popular today, how much money people spend on mobile apps, what are app trends in different countries and more we have Lexi, she's been on the show couple times before and is always welcome back. Today's Topics Include: The story behind
Once a quarter, Eagle Alpha's director of data strategy and analytics, Ronan Crosson, is joined by Peter Greene and Ben Kozinn from New York law firm, Lowenstein Sandler. These conversations are part of Eagle Alpha's client-only monthly legal workshops. In this episode, Peter and Ben reflect on the year gone by and highlight the most prominent topics for the alternative data community, such as the App Annie securities fraud case and SEC examinations, conducting appropriate diligence with risk-based assessments, and the documentation of vendor evaluation. The group also looks ahead to 2022 and highlights what they believe to be most important going into the new year. Please enjoy this dialogue between Peter Greene, Ben Kozinn, and your host, Ronan Crosson.
App Masters - App Marketing & App Store Optimization with Steve P. Young
In part two with Gabrielle Bikker, we break down ASO strategies for a text scheduler app and a mobile game with over 1M downloads. Also, you will discover if having keywords to the left of your brand name make a difference? Gabrielle Bikker is the Market Insights Manager at data.ai. App Audits: https://apps.apple.com/us/app/fext-future-texting/id1518706313 https://play.google.com/store/apps/details?id=com.JamieParish.TheWanderer Get our greatest growth hacks to increase downloads & revenue: http://www.appmasters.com/training *************** Get your app audited: http://www.appmasters.com/audit *************** SPONSORS Scaling your Apple Search Ads campaigns can be challenging if you don't have the right tool kit. From market insights to automation tools, SearchAds.com provides everything you need in a single intuitive dashboard, so you can easily adapt, optimize and grow your mobile business in the App Store. App acquisition startup Bluethrone has bought mobile apps from more than 100 developers- from US, Italy, and Russia to Pakistan, Vietnam and India. These developers made an exit, left financial stress in the past, and moved on to their next big project. Go to Bluethrone.io to apply for an exit! Tired of overpaying for App Store Optimization? Get unlimited ASO and app marketing support to increase your keyword rankings, downloads, and revenue. Learn more at ASO Masters. *************** Follow us: YouTube: AppMasters.com/YouTube Instagram: @stevepyoung Twitter: @stevepyoung Facebook: App Masters *************** --- Send in a voice message: https://anchor.fm/app-marketing-podcast/message
Natasha Kehimkar has spent over 25 years leading HR, Talent Acquisition, and Diversity, Equity, Inclusion, and Belonging (DEIB) in multiple industries. She started out at Pfizer and Johnson & Johnson, and made the move into hyper-growth at OpenTable, App Annie, and Fandom. She brings that experience to her work now as CEO & Founder of Malida Advisors.In this episode, Natasha talks about growing up in Toronto and the values her parents instilled in her early on. We'll hear her thoughts on building (and rebuilding) people functions from the ground up, how to take advantage of the desire to build a more equitable workplace, and the story of the time she got laid off and how it influences how she thinks about HR.
In a report from App Annie, we've heard that TikTok has just surpassed YouTube in viewing time per user. What changes does this mean? In this episode of the Onya Mic Podcast, Onya CEO and marketing growth strategist Ashley Monk shares with us how content is changing and what you can do about it. One of the major reasons for the “overnight virality” effect is that TikTok thrives on relatable and genuine content. Brands that show heart and passion in their videos tend to perform much better. So should you create a TikTok account for your brand? Hear out these important points Ashley shares in this episode: Why you should consider TikTok as part of your 2022 strategy What kind of content should you put out here in order to connect? How you can make the most out of TikTok Onya Mark, get set, grow. Want to improve your social media strategy? Let's talk! Books a strategy call with us and let's discuss how we turn your marketing goals to achievable actionable steps towards your success. https://info.onyamark.com/apply-onya Reach out to us at hello@onyamark.com if you have any questions or you want to know more about our services. Connect with us on social! Look us up on Instagram and Facebook @onyamarketing and @iamashleymonk. And if you are interested in joining our community with growth-minded online service-based entrepreneurs, sign up here to get your free invite: https://info.onyamark.com/onyamark-community Get free marketing resources here: https://www.onyamark.com/additional-resources
Nuno Gonçalves Pedro, founder and managing partner at Chamaeleon, talks about founding his new VC firm and how they're using technology to manage investment processes. Nuno reiterates the importance of entrepreneurs spending more time to know investors before meeting them. He also shares useful dialogue tips for founders to continually improve how they communicate with investors.In this episode, you'll learn:[5:31] How due diligence in a technology-augmented VC firm looks like[15:58] Know more about whoever you are meeting with on the investor's side.[19:48] Stop talking only about your product; have a fun human-to-human dialogue with investors.Non-profit organization that Nuno is passionate about: West to West, Partnership for Children & YouthAbout Guest SpeakerNuno Gonçalves Pedro is the founder and managing partner at Chamaeleon. He focuses on consumer software, consumer hardware and horizontal SaaS. Formerly, he was the founder and managing partner at Strive Capital, the first ever early-stage VC quant firm and fund in the US, and senior expert and member of Asia-Pacific TMT leadership team at McKinsey & Co. He co-hosts Tech DECIPHERED, a podcast that deciphers the meaning of entrepreneur and investor views on big tech, VC and start-up news.About ChamaeleonChamaeleon is a Silicon Valley-based venture capital firm that invests globally in product-led early-stage startups offering consumer software/hardware, SaaS, PaaS, Blockchain, and deep & frontier tech. Chamaeleon partners have invested in companies like Gusto, Rubrik, App Annie, Enish, Virta Health, DraftKings, RobinHood, Advertio, Bepro, jscrambler, AI Spera, keepsafe, mindprober, and others. Subscribe to our podcast and stay tuned for our next episode that will drop next Tuesday. Follow Us: Twitter | Linkedin | Instagram | Facebook
1 月 14 日，App Annie 发布了去年 12 月中国游戏厂商出海收入排行榜，米哈游排名第二。旗下游戏《原神》位居游戏应用出海收入榜首。 《原神》不仅收入颇丰、获奖众多，还吸引了一大批国内外粉丝。这款游戏是如何走红全球的？米哈游又做对了什么？本期轻解读就与之相关。聊到这也想问问你，你玩过什么二次元游戏吗？你对中国游戏在海外走红有什么看法吗？欢迎在我们的评论区一起来聊聊。 本期还有关于冬奥会、京东、达沃斯论坛和微软暴雪收购案的轻解读，欢迎收听！ #声动小邮筒# 欢迎订阅声动活泼的付费 newsletter，点击 一封来自胡同中的邀请 (https://mp.weixin.qq.com/s?__biz=MzIwMDczNTE3OQ==&mid=2247491199&idx=1&sn=ef14905483869eb81f746de8243ea096&chksm=96f9fedba18e77cd1793b7f267c60fef39664c98b1e7d787f3b857f7910977ff3e9324c3d818&scene=21#wechat_redirect) 即刻了解如何订阅。或者在 声动活泼 公众号菜单栏点击「会员通信」了解更多详情。 #加入我们# 声动活泼正在招聘「人力资源负责人」和「内容营销负责人」，查看详细讯息请 点击链接 (https://mp.weixin.qq.com/s/8fV0Wl3aeeSCZE_xSiBTCA)，或者在公众号「声动活泼」回复暗号：招聘 。简历接收邮箱
This conversation explores the L.A. tech scene and venture investing featuring two of the industry's leading voices. Spencer Rascoff and Dana Settle discuss Pacaso and Greycroft while sharing their thoughts on L.A.'s evolving ecosystem. Dana Settle is a founding partner of Greycroft, where she heads the firm's West Coast office out of Los Angeles. Prior to joining Greycroft, Dana spent several years as a venture capitalist and advisor to startup companies in the Bay Area, including six years at Mayfield, where she focused on early stage companies in the mobile communications and consumer Internet markets. Dana currently manages Greycroft's investments in Anine Bing, AppAnnie, Avaline, Bird, Bumble, Citizen, Clique, Comparably, Goop, HamsaPay, Happiest Baby, Merit Beauty, Seed, Thrive Market, Versed, and WideOrbit. She also managed the firm's investments in The RealReal (IPO), Awesomeness TV (acquired by Dreamworks), Maker Studios (acquired by Disney), Pulse (acquired by LinkedIn), Trunk Club (acquired by Nordstrom), Sometrics (acquired by American Express), Viddy (acquired by Fullscreen), and Voicea (acquired by Cisco). Show notes and resources: Dana Settle bio on Greycroft Both sides of the table Diversity Ride for the Term Sheet
On episode two of Between The Lines, Greyline's Darren Mooney is joined by Marc Zwillinger. Marc is the founder of Zwillgen, a law firm committed to those with data-driven and tech-related situations. The two discuss the App Annie case from September of 2021, and tackle issues such as how it happened, who's at fault, and what we need to do as an industry to help prevent a similar occurrence.***THIS IS NOT LEGAL ADVICE***Key Takeaways:01:18 App Annie case perspective and overview02:56 Could the purchasers have identified this?06:00 We were lied to. What now?09:26 The baseline moving forward – DDQ12:53 Other emerging alternative data16:59 Evolution of diligence/future prediction20:15 When to get involved Key Takeaways: 01:18 App Annie case perspective and overview 02:56 Could the purchasers have identified this? 06:00 We were lied to. What now? 09:26 The baseline moving forward – DDQ 12:53 Other emerging alternative data 16:59 Evolution of diligence/future prediction 20:15 When to get involved Links: Between the Lines: Email Us | Greyline.co Marc Zwillinger: Twitter | LinkedIn | Website
We brought together a number of experts from across the gaming ecosystem to have a casual but deep and informed discussion about the future of mobile gaming. In particular, what are key opportunities game developers should be aware of and what are the potential risks as we move into 2022 and beyond. SPEAKERS: - Nadav Ashkenazy, SVP Publishing Solutions, IronSource: https://www.linkedin.com/in/nadav-ashkenazy-34083aba/ - Ron Rejwan, Co-founder/CEO of new gaming startup Sneaky Panda, Former Co-founder/CTO of Jelly Button the makers of Pirate Kings: https://www.linkedin.com/in/ron-rejwan-1124013/ - Lexi Sydow, Head of Insights, App Annie: https://www.linkedin.com/in/lexisydow/ 0:00 Intro 1:40 Biggest Impact Change 9:19 Mid/Hardcore Insurgency 16:40 Services Drive Growth 27:24 Social Multiplayer Crypto 39:20 Metaverse 49:37 Data Wars 58:34 Chasing Quick Money 1:05:50 Global Financial Crisis 1:12:46 User Acquisition Costs 1:18:21 Final Words Read about it in the GameMakers newsletter: https://gamemakers.substack.com/ --- Send in a voice message: https://anchor.fm/gamemakers/message
About David Fallarme:My next guest on The One Percent Project is David Fallarme. Before joining On Deck as their Marketing Director, David was the head of marketing for Hubspot Asia. He has led the product and content marketing initiatives for Electronic Arts, App Annie and ReferralCandy. He also runs the APAC Marketers Roundtable, one of the most active communities of marketers in APAC.Join our No-Spam WhatsApp groupIn this conversation he talks about:What is marketing and the types of marketers?His content creation frameworkWhy should marketers focus on who should be buying vs who is already buying?How should early-stage founders think about marketing and marketers?How is marketing different in 2021 Vs a decade ago?How Hubspot's strategy may seem weird but it works?Zoom's and Afterpay's product-led growth through the pandemic.Why he joined On Deck, and how will it add value in Asia?Key Take-Aways:There are three types of marketers: Artist: Marketing = winning hearts and minds.Soldier: Marketing = achieving objectives by working through the system and operational excellence.Gambler: Marketing = finding opportunities with an asymmetric upside.Marketers are multipliers. So if you're a pre-seed or a seed-stage start-up and don't see a predictable level of traction and don't exactly know who your customer is, you are not ready for a marketer.In future, your social media audience size will be more important than your resume because your followership is an indicator of your influence.
Even more startling is that while the level of usage per day is incredible by U.S. consumers, it's overshadowed by the daily averages for consumers in other countries, an App Annie study found.
This is an Emergency episode prompted by the SEC's recent judgement which resulted in a $10 million fine for alternative data provider App Annie.In this episode I first asked Jonathan Kay, CEO of App Annie rival Apptopia, to set the scene and explain what he thinks the judgement means for the market.I then spoke to alternative data lawyer Kelly Koscuiszka of law firm Schulte, Roth & Zabel as she talked me through the legal aspects. Hosted on Acast. See acast.com/privacy for more information.
Our Guest this week is Jonathan Kay, Co-Founder, and CEO of Apptopia. Apptopia is a real-time competitive intelligence tool that provides actionable insights into mobile industry data. This week we discuss the ethics of competitive app intelligence in the context of the recent SEC enforcement actions against App Annie. We dive deep into the allegations, discuss the tactics App Annie allegedly used to manipulate their data modeling, and talk about what it takes to build predictive models in a way that respects the privacy of individual companies. We also discuss the tension of regulation against innovation, and how it can be an important lever to level the playing field. Plus, a U.S judge orders Apple to ease their App Store rules, and Stillfront acquires Jawaker for $205 million dollars. Guest: Jonathan Kay Industry Insights App Annie and co-founder charged with securities fraud, will pay $10M+ settlement - TechCrunch Apple must ease App Store rules, U.S. judge orders Apple will let developers tell customers about alternatives to paying through the App Store, which could help them avoid Apple's 30% fees Stillfront acquires Jawaker for $205m App of the Week Rachio Metromile MARVEL Future Revolution
In this episode I speak to James Kardatzke of Quiver Quantitative, a company with an innovative vision to bring alternative data to the retail investor en masse. In other news, please join James, myself and also Peter Bakker of Unhedged on Wednesday at 10am EST for a conversation about Alternative Data and the Retail Investor. Alt data lawyer Kelly Koscuiszka will also talk us through the ramifications of the SEC's recent App Annie judgement. Join the Linkedin group for more details: https://www.linkedin.com/groups/9059921/ Hosted on Acast. See acast.com/privacy for more information.
Xiaomi's new flagship phone can apparently charge in just 17 minutes. Why Apple was so coy about the performance of its latest chips yesterday. The SEC has charged App Annie with securities fraud. And Canva is becoming a mega unicorn to watch, even as its founders are pledging to give a third of the company away.Sponsors:BankNovo.com/ridePostie.com/techmemeLinks:Xiaomi announces 11T Pro with 120W fast charging (The Verge)Apple releasing iOS 15 and iPadOS 15 on September 20 (9to5Mac)iPhone 13 and iPhone 13 Pro feature dual eSIM support for the first time (9to5Mac)Apple CPU Gains Grind To A Halt And The Future Looks Dim As The Impact From The CPU Engineer Exodus To Nuvia And Rivos Starts To Bleed In (SemiAnalysis.substack.com)Solana Has Been Down for Hours Due to ‘Resource Exhaustion' (Decrypt)SEC charges App Annie with securities fraud in $10 million settlement (Protocol)Canva Raises At $40 Billion Valuation — Its Founders Are Pledging Away Most Of Their Wealth (Forbes)Microsoft accounts can now go fully passwordless (The Verge)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Summer break is over, but the team is not cooling down! This week, we look at a data report from App Annie, updates from Twitter, and how Steve from Blue's Clues broke the internet.The 5 Things:TikTok Surpasses YouTube in US Average Watch TimeAppAnnie Releases “Evolution on Social Apps” Report Twitter Launches “Super Follows,” a Creator Monetization Option Twitter Launches Communities, as Rival to Facebook GroupsThe Internet Reacts to Nostalgic Blue Clues Video Celebrating the Show's 25th AnniversarySources: The Verge, AdWeek, Social Media TodayHosts: Joey Scarillo, Juliana Diatezua, Tommy Boyce
Hi - I'm Chris Uglietta and welcome to Game Changers - a mobile gaming video and podcast series powered by App Annie. App Annie is the leader in mobile market intelligence and we are excited to bring you a new outlet to go deep with mobile gaming's top influencers and leaders to learn about the latest industry trends and opportunities. With a variety of influential guests and hosts, Game Changers is your spot for actionable intelligence for executives, product managers, and marketers.Each episode will typically be 10-20 minutes and go deep on a specific, current issue or question in the market. We will also have special episodes on-location at the mobile gaming industry's top events and conferences. Don't miss out - please subscribe now!https://www.appannie.com/en/solutions/gaming/
Read about it in the GameMakers newsletter! Conversation with Joe Byrne Director of Business Development and Strategy at SciPlay one of the world's biggest and most successful social casino game companies. Topics: #1. How do the most sophisticated game companies use market intelligence data to inform their product strategy? #2. How given new changes because of IDFA deprecation for example would create new requirements for the kinds of insights from the data that we look for? #3. Strategic insights on how the social casino genre is evolving and new trends for that genre. This conversation was facilitated in partnership with AppAnnie who is currently rolling out an update to their gaming taxonomy. Thanks App Annie! Speaker: - Joe Byrne, Director of Business Development and Strategy at SciPlay --- Send in a voice message: https://anchor.fm/gamemakers/message
最近你有沒有覺得 YouTube 的影片越來越無聊了呢？不只你這樣覺得，根據 App Annie 推出的 2021 行動裝置研究報告，抖音用戶平均使用時間正式超越 YouTube、Facebook 以及 Netflix，這是否代表 YouTube 要走下坡了呢？ 本集節目帶你深入淺出來看這份報告，我們會談到過去一年人們在手機上使用的習慣以及未來的行動趨勢，討論金融、社群媒體以及影音串流類型的 App，最後談到 2020 手機 App 全球榜單以及 Facebook 在 2011 ~ 2014 遇到的兩大挑戰，喜歡聽故事的千萬別錯過喔！ https://glow.fm/jktech/ 如果你喜歡我們的 Podcast 並且想要支持我們，歡迎成為贊助夥伴，你可以選擇每月 $5 美金或是一年 $50 的贊助，一個月一杯星巴克的價錢，幫助我們持續創造優質的內容！ 2021 行動裝置研究報告：https://www.appannie.com/en/go/state-of-mobile-2021/ Move Fast 電子書：https://www.amazon.com/Move-Fast-Facebook-Builds-Software-ebook/dp/B093HMJ4KB #Trend #Mobile #TikTok #YouTube #Facebook #Netflix #趨勢 #行動裝置 #抖音 #Podcast #JustKiddingTech #矽谷輕鬆談
As principais noticias de inovação aplicadas aos negócios em alguns minutos: Morse cria Morse Connect; restaurantes se unem para criar concorrente de delivery de comida; Globo cria sistema de inteligência de dados e a Microsoft lança Windows por streaming. Essas e mais. E precisa de mais notícias?! Você confere aqui: 01/ Morse ajuda a conectar Startups com empresas e profissionais 02/ Apple está trabalhando em Apple Pay Later https://www.theverge.com/2021/7/13/22575852/apple-pay-later-report-affirm-paypal-klarna-monthly-installments 03/ Restaurantes se unem e criam concorrente para iFood, Rappi e Uber Eats https://www1.folha.uol.com.br/mercado/2021/07/restaurantes-se-unem-e-criam-concorrente-para-ifood-rappi-e-uber-eats.shtml 04/ Globo cria sistema de inteligência de dados dos consumidores https://valor-globo-com.cdn.ampproject.org/c/s/valor.globo.com/google/amp/empresas/noticia/2021/07/02/globo-comeca-a-acompanhar-a-jornada-do-consumidor-ate-a-hora-da-compra-sembarreira.ghtml 05/ Netflix entra na era gamer em 2022 https://link.estadao.com.br/noticias/empresas,netflix-quer-entrar-no-mercado-de-games-em-2022,70003778779 06/ Facebook investirá US$ 1 bilhão em criadores de conteúdo até 2022 https://www.wsj.com/articles/facebook-to-pay-content-creators-more-than-1-billion-through-2022-11626292301 07/ WhatsApp faz testes para usuários mandarem mensagens sem o celular https://techcrunch.com/2021/07/14/whatsapp-is-testing-multi-device-support-that-works-without-the-phone/ 08/ Publicis Groupe compra plataforma de mídia de varejo https://www.adexchanger.com/online-advertising/publicis-groupe-buys-retail-media-platform-to-hook-its-identity-into-epsilon/ 09/ Microsoft lança Windows por streaming https://www.uol.com.br/tilt/noticias/redacao/2021/07/14/pc-por-streaming-microsoft-lanca-windows-365-versao-netflix-do-sistema.html 10/ Twitter desativa fleets https://www.axios.com/twitter-fleets-shuttered-2df8bdc6-66e3-4f02-a1c5-d5341010c145.html 11/ Square cria plataforma para levar DeFi à rede Bitcoin https://www.coindesk.com/square-to-create-a-new-bitcoin-platform-for-financial-services?utm_source=tldrnewsletter 12/ Um marketplace de conselhos já existe! https://techcrunch.com/2021/07/14/anyone-is-building-a-marketplace-for-advice-one-5-minute-call-at-a-time/ 13/ Alibaba e Tencent podem abrir serviços uma para a outra https://www.reuters.com/technology/alibaba-tencent-mull-over-opening-up-services-each-other-wsj-2021-07-14/ 14/ Google multado em 500 milhões de euros na França https://www.uol.com.br/tilt/noticias/redacao/2021/07/14/franca-multa-google-em-r-3-bi-empresa-deve-compensar-agencias-de-noticias.htm 15/ Magalu compra Kabum por R$3,5 bilhões https://braziljournal.com/magalu-adquire-kabum-em-aposta-de-r-35-bilhoes-no-mercado-de-games 16/ Automattic, dona do Wordpress e do Tumblr, compra app de podcasts https://techcrunch.com/2021/07/16/tumblrs-parent-company-is-buying-popular-podcast-app-pocket-casts/ 17/ Amazon compra divisão de satélites que era do Facebook https://arstechnica.com/information-technology/2021/07/amazon-bought-facebooks-satellite-team-to-help-build-its-starlink-competitor/?utm_source=tldrnewsletter 18/ AppAnnie explora fazer IPO https://www.wsj.com/articles/app-annie-explores-strategic-options-including-a-possible-deal-or-ipo-11625855468 19/ Renner compra brechó online Repassa https://exame.com/negocios/renner-negocia-compra-da-plataforma-repassa/ 20/ O futuro das redes sociais está nas mensagens curtas de áudio https://www.theverge.com/2021/7/16/22570683/audio-short-form-podcast-app-racket-beams 21/ American Express compra startup para expandir em serviços de planejamento financeiro https://techcrunch.com/2021/07/15/american-express-taps-startup-bodeswell-for-expansion-into-financial-planning/ 22/ Mercado de ads norte-americano vai gastar US$ 4 bilhões em influencers em 2021 https://www.theinformation.com/articles/why-advertiser-spending-on-influencers-will-reach-4-billion 23/ Banco Central adia começo da segunda fase do Open Banking https://www.linkedin.com/news/story/banco-central-adia-2-fase-do-open-banking-5093180/ 24/ Como o e-commerce está elevando o poder estratégico do setor de ads https://www.adexchanger.com/online-advertising/how-ecommerce-is-bringing-online-advertising-into-supply-chain-and-product-decisions/?oly_enc_id=5689H1230556I2J Quer mandar alguma dúvida, sugestão, pedido de reza ou só um “oi, sumido?”, manda por aqui: https://www.morse-news.com/contato ou no contato@morse.digital
We're in the second year of the COVID-19 pandemic, it influenced every single area of our live, including mobile, of course. To get a bird-eye view on the mobile app ecosystem, we invited the industry standard mobile data and analyics company to talk about 2020 and 2021 in mobile. So today we have a returning guest - Amir Ghodrati, Director - Market Insights at App Annie. Amir talks about the State of Mobile 2021 report and shares insights for five main data points that strengthen mobile's role for engaging customers and growing your top line. Today's Topics Include: ✔️ New App Downloads: 218 billion downloads; 7% increase ✔️ App Stores Spend: $143 billion in consumer spend; 20% increase ✔️ Daily Time Spent Per User: 4.2 hours per person per day; 20% increase ✔️ Mobile App Spend: $240 billion in mobile ad spending; 26% increase ✔️ Venture Capital to Mobile Tech: $73 billion invested; 27% increase ✔️ App Discovery: Searching for something specific, such as branded terms ✔️ Keywords: Where your app ranks and which words are popular to move up ✔️ Mobile: Businesses should focus on this area to grow or stay relevant ✔️ Channels, Strategies, Markets: Where and how people are spending their time ✔️ Monetization: How much money app developers and app stores make ✔️ Generational Gap: More people over 45 years old experimenting with apps ✔️ OS 13 vs. 14: Upgrade and update to quickly gain access to new tech Links and Resources: Amir Ghodrati on LinkedIn State of Mobile 2021 App Annie #37: Game Taxonomy and Analytics with Amir Ghodrati, Director, Market Insights at App Annie Quotes from Amir Ghodrati: “Not only are more people using mobile in general, but the time per person is also going up, which is how you get such big growth.” “This is kind of the perfect time for user acquisition. People are on the hunt for new apps.” “From the publisher's side, even having your app on a device is a very big win because you can start doing push notifications and other types of re-engagement campaigns.” “For the vast majority of businesses, mobile should be your main area of focus, if you're looking for ways to grow or stay relevant.” Follow the Business Of Apps podcast Linkedin | Twitter | Facebook | YouTube
How old were you when you got your first smartphone? These days, 98% of the Generation Z demographic have a smartphone and owned their first one by the age of 10. Why? Apps. Today's guest is Lexi Sydow, Senior Market Insights Manager at App Annie. Lexi talks about how to build a winning Gen Z mobile marketing strategy. If you were born in the mid-to-late 1990s to early 2010s, then you're part of Gen Z. Today's Topics Include: ✔️ Why should app marketers consider different generations? Priorities and psychology ✔️ Gen Z Stats: Average user base doubled faster and engages 20% more frequently ✔️ Mobile Device Delight: App marketers offer personal, timely, and relevant communication ✔️ Why attract Gen Z? Formative years establish brand preferences and earn loyalty ✔️ Daily Active Users: KPI metric measured anytime app is opened during defined period ✔️ What app categories are most popular with Gen Z? Comics, social, and games ✔️ Time vs. Money: Gen Z spent time playing games, but interest grew in finance, shopping ✔️ TikTok and Snapchat: Gen Z marketing strategy should focus first on videos and images Links and Resources: Lexi Sydow on LinkedIn App Annie App Annie Report: How to Build a Winning Gen Z Strategy on Mobile #16: 10 Actions marketers need to win mobile with Lexi Sydow, Data Analyst at App Annie Quotes by Lexi Sydow: “Gen Z is the only generation to grow up with a smartphone in their hands.” “Every engagement of every session is an opportunity to delight a consumer.” “Mobile offers a really great way to garner brand awareness and trust.” “It's all about tapping into this market in an authentic way that resonates with them, especially as they're forming these habits and continuing to grow in their influence.” Follow the Business Of Apps podcast Linkedin | Twitter | Facebook | YouTube
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