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E65: Bob Moore on Crossbeam’s merger with Reveal & Peter Walker on the M&A landscape

Jul 7, 2024
CEO Bob Moore discusses Crossbeam's merger with Reveal, highlighting challenges and opportunities. Peter Walker shares insights on M&A landscape and startup valuations. Topics include strategic mergers, competitive dynamics, and the evolving market landscape.
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INSIGHT

Network Effects and Funding

  • Crossbeam and Reveal faced a cold start problem due to their network effects model.
  • Venture funding was crucial to building initial networks and achieving viral growth.
INSIGHT

Customer-Driven Integration

  • Customers wanted Crossbeam and Reveal to integrate, highlighting the importance of network compatibility.
  • Fragmented networks decrease value for both companies and customers.
ANECDOTE

Looker Rivalry

  • Bob Moore disliked competitor Looker intensely.
  • Later, he found he and Looker's founders were kindred spirits, sharing similar experiences.
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