agencies
7 statements across 6 episodes · 4 bullish · 1 bearish · 4 people on the record · first statement Jul 20, 2023 by Jesse Pujji · across every show →
Everything said about agencies, oldest first
Jul 20, 2023 positive
Pujji: Agencies should require 60-day wind-down provisions to manage churn
“Our little trick we learned around this from the folks at Red Ventures was to get long wind down provisions in the agreements. And it's funny cause I'll tell this to agency owners and you'll see their head just explode when we talk about it. And I'm, you know,…”
Mar 8, 2024 bullish
Sep 16, 2024 negative
Courtney: Ad Market Split Between Overpriced Agencies and Flashy 25-Year-Olds
“The problem is that the market for people who offer paid ad services are either agencies, which are too expensive and like too big and just confusing, or douchey guys who are like 25 wearing a gold Rolex and look kind of intimidating.”
Dec 18, 2024 bullish
Isenberg: Manual niche service agencies are prime targets for AI disruption
“Agencies are a really good business right now because it's super manual, like it's humans doing things. It's in a particular niche, like a good agency is focused on SaaS, FinTech. They're the best at, you know, just this one niche.”
Jul 29, 2025
Isenberg: Poor utilization leaves agencies with 3% to 7% EBITDA margins
“The big problem that a lot of agencies have is at the end of the year, they're making five percent EBITDA, three percent EBITDA, seven percent EBITDA. Like, they're very hard businesses to run because, you know, people aren't utilized.”
Jul 29, 2025
Isenberg: Agency utilization above 70% leads to burnout and is unsustainable
“If someone's average utilization rate, let's say, is above 70%, like, make it red. Like, that's scary. The potential burnout mode... I've owned agencies long enough to know that you, that's not the way to build a sustainable Business.”
Jan 26, 2026 bullish
Isenberg: AI allows agencies to operate with 1/20th the human headcount
“There's an opportunity to use something like this and basically do client work, but the service is, instead of having literal humans do it, you have, I mean, you're going to have some humans manage it, but a lot less humans, maybe a 20th of the amount of human…”