Arthur Querou
@arthurquerou
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CEO at https://t.co/FGdaBSMQd0
I also do angel investments 👉
Joined May 2008
we've raised $50M at $410M valuation goal: $1B revenue by 2028 will talk about it on @tbpn later today back to work
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We grew from $0 to $100M Run Rate in 2 years. Not because we were smarter. But because we said "no" more than anyone else. Most companies chase every shiny opportunity. New feature requests. New markets. New channels. We did the opposite. We asked one question before
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GenAI is going to become a commodity Zero sum game
Holy moly, TTS is becoming indistinguishable from human voices Cartesia 3 is insane https://t.co/v2QSmrrQoP
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Alright I've been consistently super negative about advertising. Lets talk about some bright spots I see and companies I think are mostly or at least trying to do things the right way most of the time. 1. Spotify and how they handle streaming ads on podcast is head and
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Most important charts of the month
Why we are not in an AI bubble in 4 charts: — Multiples (P/E) are nowhere near .com level — CapEx is growing but funded by cash flow — Largest tech co valuations lower than 1999 — Concentration in the market isn't necessarily negative
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🇫🇷 ❤️ 🇺🇸
After months of hard work, we’re proud to unveil the statue we’ll build to honor the 250th anniversary of the United States. The Guardian of Liberty. What you see here is just the scale model. The real one will be gigantic, the tallest statue in the West. So many people have
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Apple is yet again making a great move to develop AppleTV. Not all TV content is created equal and Live Sports is the king of TV content. It's the most valuable to both viewership and to advertisers. Aggregating sports content is the right way of building a captive audience for
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TBPN is the future of Live News They are on an absolutely insane run Sponsorship is likely worth millions now. And worth it.
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Great Rick Rubin podcast loved the part where they talked about vibe composing SOAD’s album
Ari Paparo talks with Stephen Yap, CRO of Perion, on how Perion One unifies ad channels, from CTV to DOOH, with AI-driven optimization. Listen now 👇
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AdCP will change AdTech like APIs did.
NEW: Adtech coalition launches AdCP to support agentic advertising. Story below. 👇
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Fun story about Deel: A year ago or so, we had a massive issue with @deel We immediately contacted support and the person who replied was @Bouazizalex I was absolutely flabbergasted. This was not in Seed stage. It was a year ago! Alex cares like no other. Be like Alex.
Deel has raised $300M at a $17.3B valuation We started about 6 years ago, struggling to even make $10K. I've never shared this before because of how embarrassing our start was. The story of how we went from $1K to $1B and the advice I'd give to my younger self:
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@joshfedorovsky Yes as we negociate preferred prices with publishers. But its not our focus, our focus is securing access to premium inventory directly with publishers (and not w/ resellers). You won't get the best CPMs with Vibe (even though you could with manual bidding) because we focus on
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"MNTN’s self-serve CTV ad-buying platform will tap into PubMatic’s premium inventory" is the equivalent of buying a Hermes Kelly to a street vendor
NEW: @weareMNTN and @PubMatic have partnered to open up top CTV inventory to SMB buyers. Story below. 👇
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@theo 1. their "web traffic" data is incorrect 2. propose looking at users who decide to pay, meaning they get value (below)
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Good morning. On today’s show: – @sama (OpenAI) – @billpeeb (OpenAI) – @eladgil (Entrepreneur & Investor) – @dylan522p (SemiAnalysis) – @rmstein (Google) – @morganhousel (Collab Fund) – @MishaLaskin (Reflection AI) See you on the stream.
đź”´ Sam Altman LIVE on TBPN
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Another wannabe competitor of @vibedotco playing with the platform. We should add a "They copy us" section on our website. @Simulmedia @davemorgannyc would it help if we sent you the Figma source files directly? lmk
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Result: ~$20/scan Super happy about the results. The whole point was to boost mentions and vibe’s content scraping by ChatGPT to optimize citations by LLM engines. Would/Will do again.
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he probably didn’t read the last part
I'm a very frugal person. Series B won't change how I travel. Money comes but money goes also very fast. Raising a Series B is not the end of the journey. It's barely an accomplishment. Founders will often start over hiring and over spending after a large round. This is a
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