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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The Dance of the Dragons: Part 4