
 "World of DaaS" Yext CEO Michael Walrath - Software Consolidation and Convergence
 Sep 17, 2024 
 Michael Walrath, Yext's CEO and cofounder of Right Media, shares insights on the shifting landscape of software vendor consolidation. He discusses the challenges of increasing software implementation costs and the movement towards efficiency for businesses. Walrath highlights the importance of balancing profitability and growth in the evolving VC funding environment. He also provides a candid look at improving board meetings, stressing the need for constructive tension and strategic capital allocation to foster long-term success. 
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 Transcript 
 Episode notes 
 1  2  3  4  5  6  7  8 
 Intro 
 00:00 • 2min 
 The Shift from Fragmentation to Software Consolidation 
 01:31 • 3min 
 Exploring the Software Market: Unicorns and Product-Led Growth 
 04:53 • 3min 
 Software Consolidation Trends in the SMB Market 
 08:13 • 2min 
 Profitability and Growth in Software Companies 
 10:03 • 21min 
 Elevating the Effectiveness of Board Meetings 
 30:48 • 2min 
 Strategic Capital Allocation and Long-Term Value 
 32:22 • 12min 
 Wholesome Nutrition and Health Evolution 
 44:07 • 6min 

