Zeta’s Road to $10B With CEO David Steinberg | The Solid Report

$ZETA CEO David Steinberg breaks down the path to a $10B revenue business, 30%+ operating margins, and 75% free cash flow conversion in the AI era, along with how search disruption and Athena agents reshape the platform landscape. We also dive into fatherhood, mentorship, and the mindset required to build and lead through a once in a generation technology shift. Hosted by Sam Badawi / Samsolid 🐦 Samsolid: https://twitter.com/Samsolid57 TIMELINE 🕙 =================== 00:20 Company Overview 03:34 Long Term Model 05:54 Search Disruption Shift 08:27 Data Advantage Moat 11:59 AI Infrastructure Build 15:37 AI Cannibalization Debate 17:28 Margin Expansion Path 20:33 Athena Product Demo 22:09 Leadership Philosophy 26:33 Talent Outsourcing Strategy 29:21 Fatherhood Perspective CONNECT WITH US 🤝🏽 ==================== 🐦 WOLF Financial: https://twitter.com/WOLF_Financial 🐦 Samsolid: https://twitter.com/Samsolid57 DISCLAIMER All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.