In this episode, Yext CEO Michael Walrath joins Sam, Asad, and AJ to talk about what comes after Google. With over two decades of experience leading and investing in internet businesses—including Right Media and Moat—Michael unpacks how AI is reshaping the way we search, discover, and interact with information online.

He explains why the old rules of SEO no longer apply, how structured data and digital presence are becoming mission-critical, and what brands need to do now to stay visible in an AI-first world. Michael also shares candid insights on running a public company through market whiplash, how he thinks about signal vs. noise when allocating capital, and why he’s choosing profitability over prediction.

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Key Moments:

(00:00) Introduction

(02:56) The Evolution of Search and Google's Dominance

(06:06) The Challenges of Competing with Google

(09:02) The Future of Search in the Age of AI

(11:59) The Shift in Marketing Strategies

(14:51) The Role of Agents in Digital Discovery

(17:55) Navigating the New Landscape of Online Presence

(24:09) Understanding LLMs and Search Indices

(30:02) The Future of SEO in AI Search

(39:53) Navigating the Tech Post-Pandemic

(48:44) Navigating Equity and Performance Expectations

(51:51) Understanding Demand Signals in Sales

(53:15) The Shift Towards Profitability

(01:00:03) Balancing Growth and Market Signals

(01:02:35) Optimism Amidst Uncertainty