Your CEO should be strong.
Your CTO should be wise.
Your COO should be wicked, cunning, of mysterious origins, fluent in the dark arts, blurry in pictures,
@BryanBumgardner@northbeam Confused by the left y axis. $250 cac? I’ve only bought in CPG and beauty so I’m assuming other verticals must be insane haha
I've seen many pro athletes and coaches in similar situations decline to take questions from the media, and frankly I don't blame them. Cayden Boozer is a college freshman and handled this with incredible grace and professionalism. Much respect to him and his family. He was raised well.
Everyone wants to talk about the leverage ai will bring brands.
Here is the reality for a brands P&L:
Maybe 20-30% of all revenue is the actual cogs.
10-15% is people.
3-10% is software and services.
5-15% is freight.
And 30-50% is marketing.
Fully embracing ai will get you 5-15% of revenue to the bottom line.
But it’s not solving cogs, freight, or marketing. Meta still gets the lion share.
Ai is helpful, but it isn’t going to turn the average brand into an 80% profit business.
Hey friends I've made on here over the past few years...
I'm starting a new job at Google this week, back in my programmatic/analytics home. Already loving it -- the team and opportunity is insane.
Guise is still alive and active -- solo founder life got a bit too exhausting (and lonely) without a team around me for a few years tbh.
Google and programmatic are my focus for now.
re: Guise... Excited to reset a bit and think through where I'm taking the brand next, whether that's bringing in new capital (still bootstrapped), new partners, or a new direction. This ain't the end for Guise, and thanks for all the help you've provided me already.
Maybe the adtech landscape is closer to its end state than people realize.
The old view was: ad markets will look like financial markets, and DSPs will become either brokerages or the Bloomberg terminal.
But stocks are fungible. Impressions aren’t.
A share is the same on Schwab or Robinhood. A YouTube impression is meaningfully different from a Hulu impression.