A Japan Deal Inked + Yext CEO Mike Walrath on AI Browser Wars & Agentic Assistants

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 23 July 2025

⏱️ 74 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Dan and Guy discuss the recent announced trade deal with Japan along with earnings to watch out for this week. After the break, Dan Nathan hosts Mike Walrath, CEO and Chairman of the Board of Yext. They discuss Yext's role at the forefront of digital media evolution, especially in the context of generative AI. Mike shares insights from his entrepreneurial journey, including founding and selling companies to Yahoo and Oracle, and his transition from a private market founder to leading a public company. The conversation covers the challenges and opportunities in digital advertising, the impact of AI on search and answer engines, and future business strategies. Mike also addresses Yext's mission, the effects of fragmentation in search experiences, and how structured data plays a crucial role. The discussion dives into broader market trends, including the browser wars and the potential future disruptions in consumer experiences due to AI. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

Click on a timestamp to play from that location

0:00.0	If you happen to be thinking there's got to be a better way to grow my RIA, you're not alone.
0:04.8	With Betterment Advisor Solutions, they do the heavy lifting so you can focus on what matters
0:08.7	most, your clients.
0:09.9	From improved service that makes asset transition smoother to fast paper-free onboarding
0:14.5	that delights clients on day one, they built a digital first platform designed to streamline
0:19.0	your operations and make life easier.
0:21.2	Now, if you're thinking, wow, they take the paper out of paperwork, then you'd be right.
0:25.5	Grow your RIA your way with Betterment Advisor Solutions.
0:29.4	Learn more at betterment.com slash advisors.
0:32.1	Investing involves risk, performance not guaranteed.
0:37.2	Welcome to the Risk Reversal podcast on this wednesday july 23rd guy adami
0:43.0	joined by dan nathan and dan you had a great conversation with a new voice to the podcast yeah this is
0:49.8	mike walrith he's a ceo EX, this is a publicly traded company.
0:54.2	It comes out guy, Y E XT.
0:57.2	I love that when you're able to actually get the symbol of your actual name.
1:01.2	But Mike is a, he's really an interesting entrepreneur.
1:04.5	He started a company called Wright Media in the digital ad space.
1:07.6	He sold it to Yahoo in 2007.
1:10.7	He started another company called moat sold that to
1:13.5	oracle it's not too often you see you know that sort of entrepreneur you know sell companies to
1:18.9	two i'd say iconic tech brands and yex is a company they deal with uh you'd call it an ad tech
1:25.6	for all intensive purposes and they help brands with
	...

Transcript will be available on the free plan in 19 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from RiskReversal Media, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of RiskReversal Media and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.