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Wealthmatica

@wealthmatica • 21,164 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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Here's my interview with Christian Monberg. CTO of Zeta Global. Inside Zeta's Technology Stack & AI Strategy. This conversation dives into the infrastructure powering $ZETA. We discuss... Zeta's owned data infrastructure. - The future of the OpenAI partnership. - The Business Intelligence segment. - The company's technology stack. - Building a consumer ontology. - Its long-term AI strategy. - The SaaS narrative. From proprietary data to enterprise AI, this interview explores what differentiates $ZETA beneath the surface. 🔗 Full interview: Always a pleasure, Christian Monberg. $ZETA

Here's my interview with Christian Monberg. CTO of Zeta Global. Inside Zeta's Technology Stack & AI Strategy. This conversation dives into the infrastructure powering $ZETA. We discuss... Zeta's owned data infrastructure. - The future of the OpenAI partnership. - The Business Intelligence segment. - The company's technology stack. - Building a consumer ontology. - Its long-term AI strategy. - The SaaS narrative. From proprietary data to enterprise AI, this interview explores what differentiates $ZETA beneath the surface. 🔗 Full interview: Always a pleasure, Christian Monberg. $ZETA

95,489 просмотров • 24 дней назад

$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

151,402 просмотров • 1 месяц назад

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

209,453 просмотров • 2 месяцев назад

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 просмотров • 4 месяцев назад

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.

262,659 просмотров • 4 месяцев назад

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

179,856 просмотров • 3 месяцев назад

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 просмотров • 22 дней назад

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 просмотров • 3 месяцев назад

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

165,617 просмотров • 7 месяцев назад

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 просмотров • 2 месяцев назад

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 просмотров • 6 месяцев назад

$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

87,435 просмотров • 5 месяцев назад

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 просмотров • 5 месяцев назад

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

29,762 просмотров • 2 месяцев назад

Full Athena DEMO: - Proprietary 1P intent data-lake. - Single-unified ecosystem. - Agentic automation. That is $ZETA's MOAT.

Full Athena DEMO: - Proprietary 1P intent data-lake. - Single-unified ecosystem. - Agentic automation. That is $ZETA's MOAT.

27,647 просмотров • 3 месяцев назад

$ZETA has a data advantage into consumer trends over the competition… “Credit applications were down 18% MoM … that could be the beginning of consumers spending less - but I want to be clear - we are NOT seeing that yet.” – David Steinberg, $ZETA CEO

$ZETA has a data advantage into consumer trends over the competition… “Credit applications were down 18% MoM … that could be the beginning of consumers spending less - but I want to be clear - we are NOT seeing that yet.” – David Steinberg, $ZETA CEO

15,007 просмотров • 1 месяц назад

“We give access to one of the largest proprietary data-clouds in the world – really only second to Meta, Google and Amazon.” – Chris Greiner, $ZETA CFO

“We give access to one of the largest proprietary data-clouds in the world – really only second to Meta, Google and Amazon.” – Chris Greiner, $ZETA CFO

28,682 просмотров • 4 месяцев назад

$ZETA has a MOAT. This is one of the most CRITICAL sequences in that core differentiation: 1P Identity Pairing. $ZETA 1P data + Client 1P data = deterministic outcomes. I explain how in this video 👇

$ZETA has a MOAT. This is one of the most CRITICAL sequences in that core differentiation: 1P Identity Pairing. $ZETA 1P data + Client 1P data = deterministic outcomes. I explain how in this video 👇

27,789 просмотров • 5 месяцев назад

Walking into the office today after telling everyone to buy $ZETA before the Christmas Holidays. Good-freaking-morning.

Walking into the office today after telling everyone to buy $ZETA before the Christmas Holidays. Good-freaking-morning.

24,529 просмотров • 6 месяцев назад

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