How CEO Michael Walrath is building Yext for a world beyond Google

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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Key Moments:

• (00:00) - Introduction
• (04:00) - The State of Search and Google's Dominance
• (10:02) - Challenges Faced by Google and the Rise of Alternatives
• (14:11) - The Impact of AI on Search and Marketing Strategies
• (20:04) - The Future of Digital Discovery and Consumer Experience
• (23:46) - Navigating the New Landscape of SEO and Marketing Spend
• (36:26) - Introduction to Scout: The AI Intelligence Layer
• (39:48) - Competitive Analysis in Local Business
• (41:56) - Navigating a Competitive Landscape
• (42:56) - The Evolution of the Tech Industry
• (46:01) - Lessons from Growth and Profitability
• (51:38) - The Importance of Signals in Business
• (01:01:53) - Balancing Growth and Patience
• (01:04:45) - Optimism in Uncertain Times

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