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Wealthmatica

@wealthmatica • 24,924 subscribers

Stock Writer, Interviewer, and YouTuber. Mr. $ZETA

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I am more convinced than ever… After watching ServiceNow Knowledge 2026, Bill McDermott is Zoolander. Confirmed. $NOW

I am more convinced than ever… After watching ServiceNow Knowledge 2026, Bill McDermott is Zoolander. Confirmed. $NOW

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Exclusive interview! Joseph Carlson and I had a long conversation about $ZETA Global... This was actually a "stock pitch" format where I walk through the core thesis. We're talking a 2 hour video! We breakdown: 1:08 What is a Marketing Cloud 5:24 How is Zeta different 6:50 Legacy vs. New age systems 11:10 Meta/Google vs. Zeta Global 13:27 Zeta's proprietary data MOAT 19:00 Owned 1P data rails 21:15 LiveIntent acquisition 25:33 ID pairing & competitive edge 29:27 Protecting client data 30:07 Agnostic + compounding intelligence Watch the full video on Joseph Carlson's platform, Qualtrim Studio. Thanks for having me on, Joe!

Exclusive interview! Joseph Carlson and I had a long conversation about $ZETA Global... This was actually a "stock pitch" format where I walk through the core thesis. We're talking a 2 hour video! We breakdown: 1:08 What is a Marketing Cloud 5:24 How is Zeta different 6:50 Legacy vs. New age systems 11:10 Meta/Google vs. Zeta Global 13:27 Zeta's proprietary data MOAT 19:00 Owned 1P data rails 21:15 LiveIntent acquisition 25:33 ID pairing & competitive edge 29:27 Protecting client data 30:07 Agnostic + compounding intelligence Watch the full video on Joseph Carlson's platform, Qualtrim Studio. Thanks for having me on, Joe!

126,383 Aufrufe • vor 3 Tagen

Here’s the 4th interview with David Steinberg, CEO and Co-Founder of Zeta Global. We talk Palantir x Zeta Global. Ronnie and I sat down with David to discuss what comes next for $ZETA. We cover... - The Business Intelligence roadmap. - Behind-the-scenes with Alex Karp. - The “smoke and mirrors” claims. - The Palantir $100M/yr uplift. - The OpenAI ad-placement. - Q2 GAAP profitability. We dive into it all – but most importantly, I ask about phase 2 of the Palantir x Zeta Global partnership... 🔗 Full interview: Thank you for joining RonnieV and I, David A Steinberg. $ZETA $PLTR

Here’s the 4th interview with David Steinberg, CEO and Co-Founder of Zeta Global. We talk Palantir x Zeta Global. Ronnie and I sat down with David to discuss what comes next for $ZETA. We cover... - The Business Intelligence roadmap. - Behind-the-scenes with Alex Karp. - The “smoke and mirrors” claims. - The Palantir $100M/yr uplift. - The OpenAI ad-placement. - Q2 GAAP profitability. We dive into it all – but most importantly, I ask about phase 2 of the Palantir x Zeta Global partnership... 🔗 Full interview: Thank you for joining RonnieV and I, David A Steinberg. $ZETA $PLTR

116,755 Aufrufe • vor 20 Tagen

“Palantir has 800+ clients… ALL of them will be able to push a button through Foundry, and turn on the Zeta Marketing Platform.” – David Steinberg, CEO $ZETA

“Palantir has 800+ clients… ALL of them will be able to push a button through Foundry, and turn on the Zeta Marketing Platform.” – David Steinberg, CEO $ZETA

91,341 Aufrufe • vor 22 Tagen

You had Zeta Global at a $3.6B market cap merely four months ago… What were YOU doing? $ZETA

You had Zeta Global at a $3.6B market cap merely four months ago… What were YOU doing? $ZETA

50,265 Aufrufe • vor 12 Tagen

Holy smokes, BULLISH $AMZN.. “Even with all of this investment – my best estimate is that we will be capacity constrained for the next couple of years. We will sell EVERY SINGLE server, and every single bit – and we will wish that we had more…” – Matt Garman, AWS CEO $AMZN

Holy smokes, BULLISH $AMZN.. “Even with all of this investment – my best estimate is that we will be capacity constrained for the next couple of years. We will sell EVERY SINGLE server, and every single bit – and we will wish that we had more…” – Matt Garman, AWS CEO $AMZN

329,540 Aufrufe • vor 6 Monaten

Here’s my second interview with David A. Steinberg. CEO & Co-Founder of Zeta Global. Inside Zeta’s AI Moat: The $10B Roadmap This conversation goes deeper into $ZETA's long-term strategy. We talk about... - Becoming a $10B/year company. - AI / SaaS narrative. - Zeta' Data MOAT. - Gross Margin. The first interview focused on the foundation. This one highlights the momentum. 🔗 Full interview: Always a pleasure, David A Steinberg.

Here’s my second interview with David A. Steinberg. CEO & Co-Founder of Zeta Global. Inside Zeta’s AI Moat: The $10B Roadmap This conversation goes deeper into $ZETA's long-term strategy. We talk about... - Becoming a $10B/year company. - AI / SaaS narrative. - Zeta' Data MOAT. - Gross Margin. The first interview focused on the foundation. This one highlights the momentum. 🔗 Full interview: Always a pleasure, David A Steinberg.

278,782 Aufrufe • vor 6 Monaten

Bill Ackman on portfolio diversification… “Warren Buffett once said, diversification is protection against ignorance … I think it’s very hard to out-perform the market once you become a diversified portfolio.” – Bill Ackman $GOOGL $UBER $BN

Bill Ackman on portfolio diversification… “Warren Buffett once said, diversification is protection against ignorance … I think it’s very hard to out-perform the market once you become a diversified portfolio.” – Bill Ackman $GOOGL $UBER $BN

210,053 Aufrufe • vor 4 Monaten

$SOFI CEO on how big the company can get… "I don't see why we can't be a TRILLION dollar company." – Anthony Noto, CEO $SOFI

$SOFI CEO on how big the company can get… "I don't see why we can't be a TRILLION dollar company." – Anthony Noto, CEO $SOFI

151,486 Aufrufe • vor 3 Monaten

$ZETA Smoking gun. I'm 90% certain this is it... "Marketing was the beginning, not the end of use cases... we're now in a position to go LIVE with different use cases because of the $PLTR relationship." – David Steinberg, CEO, Zeta Global Building on my roadmap for Business Intelligence suite of analytics and tools. I think the logic checks out. Right now $ZETA routes all spend through the chief marketing officers desk. As a result, all enterprise spend would have to be justified under the scope of the “marketing budget”. Problematic. We know marketing budgets are large, but that is not where all the capital is allocated. It's a "different lane" per-say. As we know, $ZETA now offers much more than just a marketing toolsets. Imagine, $ZETA offers a product that specifically routes into the COO/CEO's lane of activity... The ability to "go to a hotel company, look at their data, identify areas where they don't operate, and then cross-reference with consumer data to build a business intelligence plan for their expansion roadmap..." This would position $ZETA beyond just a marketing technology company, and firmly into the AI infrastructure and intelligence lane. Interesting, sounds familiar... Because they literally just rebranded them selves the "intelligence AI infrastructure company". I am certain, a new revenue vector will be opened today and go live, fully recognized on the balance-sheet by the end of the year. The only reason why this is feasible, is because of the $PLTR and $SNOW partnerships. These are critical for holistic business intelliegnce. Watch this video below with the FULL context of this concept I just outlined. You'll see the smoking gun! The market will re-rate this company in my opinion. P.S. shoutout to Spencer - he sparked concept. It freaking lands. $ZETA

$ZETA Smoking gun. I'm 90% certain this is it... "Marketing was the beginning, not the end of use cases... we're now in a position to go LIVE with different use cases because of the $PLTR relationship." – David Steinberg, CEO, Zeta Global Building on my roadmap for Business Intelligence suite of analytics and tools. I think the logic checks out. Right now $ZETA routes all spend through the chief marketing officers desk. As a result, all enterprise spend would have to be justified under the scope of the “marketing budget”. Problematic. We know marketing budgets are large, but that is not where all the capital is allocated. It's a "different lane" per-say. As we know, $ZETA now offers much more than just a marketing toolsets. Imagine, $ZETA offers a product that specifically routes into the COO/CEO's lane of activity... The ability to "go to a hotel company, look at their data, identify areas where they don't operate, and then cross-reference with consumer data to build a business intelligence plan for their expansion roadmap..." This would position $ZETA beyond just a marketing technology company, and firmly into the AI infrastructure and intelligence lane. Interesting, sounds familiar... Because they literally just rebranded them selves the "intelligence AI infrastructure company". I am certain, a new revenue vector will be opened today and go live, fully recognized on the balance-sheet by the end of the year. The only reason why this is feasible, is because of the $PLTR and $SNOW partnerships. These are critical for holistic business intelliegnce. Watch this video below with the FULL context of this concept I just outlined. You'll see the smoking gun! The market will re-rate this company in my opinion. P.S. shoutout to Spencer - he sparked concept. It freaking lands. $ZETA

71,614 Aufrufe • vor 1 Monat

Bill Ackman on perks of long-term investing… “There are fewer investors who can take a 3-5 year horizon, I think that’s an opportunity for us … it explains why we own Alphabet, Amazon and Facebook.” – Bill Ackman $GOOGL $AMZN $META

Bill Ackman on perks of long-term investing… “There are fewer investors who can take a 3-5 year horizon, I think that’s an opportunity for us … it explains why we own Alphabet, Amazon and Facebook.” – Bill Ackman $GOOGL $AMZN $META

180,083 Aufrufe • vor 4 Monaten

$APP is integrated into 60-75k apps. It has access to over 1.6 billion DAUs. In comparison, $GOOGL AdMob is integrated into +500k apps, with estimates of over 2 billion MONTHLY active users... $APP is killing it.

$APP is integrated into 60-75k apps. It has access to over 1.6 billion DAUs. In comparison, $GOOGL AdMob is integrated into +500k apps, with estimates of over 2 billion MONTHLY active users... $APP is killing it.

24,519 Aufrufe • vor 16 Tagen

Here’s my full interview with David A. Steinberg. CEO & Co-Founder of $ZETA Global. $ZETA has been leading AI innovation since 2017 and steadily taking wallet share across the MarTech industry as a true end-to-end ecosystem. I’m genuinely grateful for this opportunity. For this to be my first public interview and first YouTube video makes it even more surreal. Enjoy the conversation – a deep dive into where Zeta is heading next. 🔗 Full Interview: Shoutout – David A Steinberg

Here’s my full interview with David A. Steinberg. CEO & Co-Founder of $ZETA Global. $ZETA has been leading AI innovation since 2017 and steadily taking wallet share across the MarTech industry as a true end-to-end ecosystem. I’m genuinely grateful for this opportunity. For this to be my first public interview and first YouTube video makes it even more surreal. Enjoy the conversation – a deep dive into where Zeta is heading next. 🔗 Full Interview: Shoutout – David A Steinberg

165,852 Aufrufe • vor 8 Monaten

Alex Karp must be one of the most RAW and direct CEO's I've ever seen... "we're not gonna take your weird category you learned at business school at Harvard probably – about how to build software and build a parasitic little trinket and install it because that's what venture capitalists wanted... ...after their hedge fund friends got in and you got fu*ked and they got laid. Um... and we said we're not gonna do any of that." – Alex Karp, $PLTR CEO Kudos to amit for this gold 🤣

Alex Karp must be one of the most RAW and direct CEO's I've ever seen... "we're not gonna take your weird category you learned at business school at Harvard probably – about how to build software and build a parasitic little trinket and install it because that's what venture capitalists wanted... ...after their hedge fund friends got in and you got fu*ked and they got laid. Um... and we said we're not gonna do any of that." – Alex Karp, $PLTR CEO Kudos to amit for this gold 🤣

107,731 Aufrufe • vor 5 Monaten

If you don’t know who $ZETA is, you know now… “So, 600-700% return on investment when using our software and our DATA.” – David Steinberg, $ZETA CEO

If you don’t know who $ZETA is, you know now… “So, 600-700% return on investment when using our software and our DATA.” – David Steinberg, $ZETA CEO

126,561 Aufrufe • vor 7 Monaten

JUST IN: $PLTR x $ZETA “Marketing is just the first application, our long term goal is to build an OPERATING SYSTEM based on Athena.” – David Steinberg, CEO, Zeta Global $ZETA

JUST IN: $PLTR x $ZETA “Marketing is just the first application, our long term goal is to build an OPERATING SYSTEM based on Athena.” – David Steinberg, CEO, Zeta Global $ZETA

30,430 Aufrufe • vor 1 Monat

$ZETA trades at 16.64x P/EBITDA… “8 of 512 tech companies grew 20%+ CAGR for four years … the other 7 trade at +50x P/EBITDA.” – David Steinberg, $ZETA CEO

$ZETA trades at 16.64x P/EBITDA… “8 of 512 tech companies grew 20%+ CAGR for four years … the other 7 trade at +50x P/EBITDA.” – David Steinberg, $ZETA CEO

89,618 Aufrufe • vor 6 Monaten

Holy smokes... Google Cloud CEO on compute demand: "I think for the next 10 years, there will ALWAYS be more demand than supply." – Thomas Kurian, Google Cloud CEO $GOOGL $GOOG

Holy smokes... Google Cloud CEO on compute demand: "I think for the next 10 years, there will ALWAYS be more demand than supply." – Thomas Kurian, Google Cloud CEO $GOOGL $GOOG

57,311 Aufrufe • vor 4 Monaten

Put a pin this video. $ZETA CEO on Palantir… “Because of you, we’re spending more time with them and getting to know them better … it’s been really interesting.” – David Steinberg, $ZETA CEO Writing a thread, I’ll share it later. $PLTR $ZETA

Put a pin this video. $ZETA CEO on Palantir… “Because of you, we’re spending more time with them and getting to know them better … it’s been really interesting.” – David Steinberg, $ZETA CEO Writing a thread, I’ll share it later. $PLTR $ZETA

29,783 Aufrufe • vor 2 Monaten

Amazon is one of $ZETA's largest clients… “One is the world largest e-commerce platform – They spend MILLIONS of dollars with us … try to figure that one out, it’s three initials” – David Steinberg, $ZETA CEO $AMZN $ZETA

Amazon is one of $ZETA's largest clients… “One is the world largest e-commerce platform – They spend MILLIONS of dollars with us … try to figure that one out, it’s three initials” – David Steinberg, $ZETA CEO $AMZN $ZETA

58,282 Aufrufe • vor 7 Monaten

Bill Ackman thinks it’s a GOOD environment to invest… “Some of the best businesses in the world are at their lowest valuations in history - it’s a good environment to be deploying this capital…” – Bill Ackman $MSFT $GOOG $META

Bill Ackman thinks it’s a GOOD environment to invest… “Some of the best businesses in the world are at their lowest valuations in history - it’s a good environment to be deploying this capital…” – Bill Ackman $MSFT $GOOG $META

29,817 Aufrufe • vor 4 Monaten