Jay Habegger

1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

10statements → 4claims → 0claims resolved → 4.1/5average certainty → 1.4/5average debate potential → ≈4.5/5argument clarity, estimated →

4 not checkable as stated how the 4 claims stand · each chip opens the sources

1 prediction · 3 assertions · 3 insights · 3 disclosures · every statement was checked. The prediction and assertions are the 4 claims: statements the public record can support or contradict. 0 are resolved, and 4 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Jay argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Jay Habegger on measured tape to publish a rate. This says nothing about how they speak.

What they said10 Episodes1

Everything Jay Habegger said on Top Founders that made the record, most notable first. Filter by type, assessment or year in the ledger →

Insight

SaaS revenue predictability and high market multiples are significantly overstated

“Valuation is an art more than a science, and this notion that SaaS revenue is the it's all predictable, and therefore a command site, that's actually not what I've seen in the markets.”

Jay Habegger Aug 29, 2018 ▶ 8:57 1131 We do $70m Annually in Buyer Data Space, 50% Gross Margin

Prediction Not checkable as stated

Campaign spot execution will remain the largest source of ad revenue

“Well, most of the advertising, you know, the many billions of dollars, hundreds of billions of dollars in advertising revenue is basically tied to Campaigns and what we would call spot execution. So that's the largest and going to remain the largest, but the g…”

Jay Habegger Aug 29, 2018 ▶ 6:47 1131 We do $70m Annually in Buyer Data Space, 50% Gross Margin

Assertion Not checkable as stated

OwnerIQ currently generates $70 million in top-line annual revenue

“So we're about a seventy million dollar top line company right now.”

Jay Habegger Aug 29, 2018 ▶ 10:40 1131 We do $70m Annually in Buyer Data Space, 50% Gross Margin

Insight

Down rounds hurt founder equity significantly more than aggressive liquidation terms

“It's not so much the features that usually get in the entrepreneur's way. It's usually the fact that things are not linear. So you start, the company grows, maybe at some point it has a setback, and then you end up doing a down round, and that becomes a real p…”

Jay Habegger Aug 29, 2018 ▶ 14:34 1131 We do $70m Annually in Buyer Data Space, 50% Gross Margin

Insight

Digital advertising's top innovation is decoupling media from targeting data

“And one of the big innovations the last few years, or I should say the last five years, is to decouple where the media, where the ad shows up from the data that's used to decide to put the ad there.”

Jay Habegger Aug 29, 2018 ▶ 2:46 1131 We do $70m Annually in Buyer Data Space, 50% Gross Margin

Assertion Not checkable as stated

OwnerIQ hosts 1,000 brands with 600 actively sharing data monthly

“Let's see, we have about a thousand brands that are on our platform right now today, and about at any given moment, about 600 of those are active in a given month sharing data back and forth.”

Jay Habegger Aug 29, 2018 ▶ 7:23 1131 We do $70m Annually in Buyer Data Space, 50% Gross Margin

Disclosure

OwnerIQ has raised approximately $40 million in capital to date

“We're about forty million in, in terms of capital we've raised so far.”

Jay Habegger Aug 29, 2018 ▶ 8:27 1131 We do $70m Annually in Buyer Data Space, 50% Gross Margin

Assertion Not checkable as stated

OwnerIQ operates at 55% to 60% gross margins on top-line revenue

“So our margins from that top line are about a gross, are about 55, 60%.”

Jay Habegger Aug 29, 2018 ▶ 10:57 1131 We do $70m Annually in Buyer Data Space, 50% Gross Margin

Disclosure

OwnerIQ is currently in the market raising additional capital

“We are actually raising more capital. So very perceptive of you. We are, we actually don't have a round going today, but yes, I am in market for that.”

Jay Habegger Aug 29, 2018 ▶ 12:29 1131 We do $70m Annually in Buyer Data Space, 50% Gross Margin

Disclosure

Habegger meticulously tracks every single hour of his daily activities

“Well, I actually track every single hour that I spend on everything, and I can tell you exactly last night was six hours and 17 minutes.”

Jay Habegger Aug 29, 2018 ▶ 16:50 1131 We do $70m Annually in Buyer Data Space, 50% Gross Margin

Appearances (1)

Episode	Date	Speaking time
1131 We do $70m Annually in Buyer Data Space, 50% Gross Margin	Aug 29, 2018	10m

Jay Habegger

The record, in short

How they sound: not measured why? →

Appearances (1)

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