why aren't all 7 resolved? a statement only gets an assessment when the public
record can support or contradict it. opinions and what-ifs never can, and 0 checkable
ones are still open, waiting for their date. predictions held up or didn't;
assertions are supported or contradicted. on every card:
▮▮▮▮▮ certainty ·
▮▮▮▮▮ debate potential. speakers are clickable
Assertion Partly supported
Klein: Matomy paid around $12M cash plus earn-out for MobFox
“So if I remember correctly, it was around twelve million in cash, and of course there's an earn out based on performance models.”
Assertion Supported
Klein: MobFox generated nearly $18 million in gross volume in 2015
“So in two 15, in terms of revenues, we generate just almost eighteen million.”
Assertion Not checkable as stated
Klein: MobFox's gross take rate typically ranges between 17% and 20%
“So I don't remember exactly that year, but usually it, on gross numbers, it's around somewhere between 17 to 20%.”
Assertion Supported
Klein: MobFox processed over $36 million in ad spend in 2016
“Just to add to that context, Nathan, last year we grew already to over 36.”
Disclosure
Klein flies overnight to knock unannounced on unresponsive prospects' doors
“You can call a customer a few times in, let's say, San Francisco doesn't pick up the phone. I'm on the plane the same night, and I get there the following morning, I just knock on their door and say, listen, it's me, Gil. I understood you might be busy, and yo…”
Opinion
Klein calls AppNexus CEO Brian O'Kelly the true ad tech leader
“I'm a big fan of Brian O'Kelly from AppNexus maybe because I know him for many years already from the right media days. I think he's the true ad tech leader. He's smart, he's a businessman, he knows technology. I think he sees the trend”
Assertion Not checkable as stated
Klein: MobFox has 4,000 core publishers, mostly SDK-integrated
“To be honest, if you look at like ones that pass decent threshold, it's about 4000. Which a big majority of them are also SDK based, which gives us a lot of leverage.”