Zeta Global Holdings Corp. Sixth Annual Zeta Live Conference

Thank you, Sue. All right. Good morning, everybody. Thanks for coming down after the big opening downstairs. It is so nice to be back at Zeta Live, and it's nice this room is full. All right. AI. Hot start. Let's try again. AI is eating the world. I live on the West Coast in San Francisco, and I wake up at about 4:00 every morning, thanks to our wonderful CEO texting me another story about AI. We're all trying to keep up with it, and, man, it's a lot to keep up with. I'm having a hard time, and I'm trying to figure out how to make a better system to understand all of this. When I talk to our customers, they're going through the same challenge, too.

As I tell my kids, being full is different than being nourished, and we're all consuming these tools and having these big feelings about what we should use or what we shouldn't. I was talking to a CIO at a leading consumer electronics brand a couple of weeks ago, and she was going through the long list of all the tools, all the partners they have. I'm thinking to myself, "Well, how are you going to make all this work together?" Because the ingredients don't match. Then she surprised me, and she's like, "And also, we need a creative tool." I thought, "How are you going to pack that on?" With all of these AI tools, we get a lot of AI opinions. The thing about opinions is that it's really hard to make them work together.

What we're starting to enter as an industry is into conversations about strategies and this deep, embedded understanding of how those tools should work together to power your business with governance, with compliance, with the ability to share with each other. Talking to a gentleman at the customer advisory board yesterday, and he's like, "I can build all the tools for myself. I just can't build them for my team and my company. There's no way to make them work together. I can't share them. I can't sustain them everywhere." This sets up the need for a system. Zeta's talked about systems for a long time. We talked about them last Zeta Live as well, and it comes down to this simple premise. Disconnected tools produce disconnected outcomes. People buy Zeta internally, talk about TCO or total cost of ownership, will replace 11 different products.

It's not really about the cost. It's about getting stuff to work together, getting things to integrate. I want to talk a little bit about what drives our system. First, the context and data layer. We all know this from the real world. When we lack context, we can't make good decisions, or sometimes we put our foot in our mouth if we don't know what's going on in somebody's life. We need shared context for AI systems, and this is really hard because we're using a lot of different AI systems. We need a system to bring all this together. You'll hear more about it in the industry. You're probably hearing a lot about it at Zeta Live today. Building on top of context and data, we have AI infrastructure. Here's a simple truth. It's very easy to build agents.

It's very hard to deploy agents at enterprise scale. I bet a majority of people in here have at least tried building one agent. Getting that to run your business is completely different. On top of AI infrastructure, we have an orchestration layer. AI is great at making recommendations. It will literally tell me how to raise my 10-year-old son. But there's no feedback loop. There's no AI in my living room saying, "Did that talking to work with him?" The same thing in technology. It'll say what you should do in marketing or how you should recalibrate your knowledge-based systems, but does it work? ChatGPT typically doesn't know that. Building on top of the orchestration layer, this is a big one I talked about at Zeta Live. We have an application layer, and we have all been accommodating the software that we use.

Every single person in here has the same exact software to send emails. Maybe they've got Outlook and Gmail. Maybe a few of you have Superhuman or something. But we're all using the exact same software. It's not changing for our needs at all. I really think it's about time that software starts adapting to our individual needs. If it has context on me, why couldn't it? The last layer on top is the experience layer. A quick show of hands, how many people work in something like ChatGPT or Claude and also have Outlook open at the same time? Or Word open. Yeah. It's like, okay, we're moving between. Intelligence is not really traveling with us. We store the intelligence, and that's good.

I like a human in the middle, but it'd be nice if those things were integrated. At Zeta, we're thinking a lot about how can what Zeta's known for, intelligence, be available in all the tools we need. This is the infrastructure we've been building for a long time. I've been talking about these same layers for years at Zeta Live. We also think about this as our operating system. As I said earlier, it's about time the industry gets an operating system, something that's sustainable, something they can grow with. We did not invent the operating system. We did certainly evolve it, though. We really evolved it to be around you, and I really mean that. That context layer I talked about earlier, it knows about your data, it knows about your business, but it also knows about you as an individual user.

You can see the whole business, run agents under control, coordinate work across all of your teams, build the software you need, and most important, continue your work everywhere. In fact, somebody in the back row is sharing a demo of something we're releasing right now, and his work started in his car on the way to the gym. Good job. And it continued when he got back from the gym at his computer. It's got to follow us everywhere. I'd like to introduce AthenaOS. Now you've got a little bit better understanding of what it is and what it means to us. I want to break it down into its pieces. This is a marketecture slide. AthenaOS has lots of different modules, and we're going to get into this.

Most importantly, these modules need to connect to your business, and they need to connect to our business. A very wise man, Scott Brinker, who I'm hoping to meet, he's at the event. I just asked somebody who knows him to introduce me. If you're in the room, please find me afterwards. If you're not in the room, I'll find you. He had a post on LinkedIn maybe two months ago, and it was a test, and it said, if you think you're building infrastructure or operating system, and I'm paraphrasing, do people build on top of it? Because if they do, then you've actually passed the infrastructure test. With that, I am excited to invite up my dear friend and colleague, Roman Gunn, to show us how people build on top of AthenaOS. Roman. Yeah! How's it going, folks?

Over the last year, Athena has allowed you to go faster. Campaigns, reports, automation, all that at lightning speed to get you time savings and efficiency. We're here to take it to the next level today by orchestrating the entirety of Zeta's intelligence stacking capabilities on your behalf. Let me show you how. Hey, Athena. I want to go ahead and optimize my flights to Spain.

Let's go ahead and keep spend flat and focus on bookings.