Connect with me :)

Linkedin - https://www.linkedin.com/in/david-barbato/

Twitter - https://twitter.com/ghrxcutvjb

Substack - https://valuehunt1.substack.com

Spotify - https://open.spotify.com/show/7jWVlCZo9fRlIMf8W1zgD2?si=212493dfde8a4743

Legal Disclaimer: Not Financial Advice

The information provided in this interview is for informational and educational purposes only and should not be considered legal, financial, or investment advice. I am not a financial advisor, and nothing discussed should be interpreted as a recommendation to buy, sell, or hold any financial asset or security.

Additionally, I do not promote any stocks, investment opportunities, or financial products. I have not received any compensation, payment, or incentive—financial or otherwise—for participating in this interview.

Always conduct your own research and consult with a qualified professional before making any financial or investment decisions.

Time Stamps

00:00 Intro

06:16 Recurring Revenue vs Non Recurring

07:43 Average Contract Length and Churn

10:40 Unit Economics US vs UK

12:45 Dual Listing

14:22 Inflection in Profitability

15:25 ROI on R&D and CAC

20:00 Acquisition Strategy

23:09 Net New Customer vs Upsel and Crossell

26:40 Pilot Structure

28:39 Pricing

30:00 Sensors and Tariffs

32:00 Customer Pipeline

34:15 Differentiation

36:47 Assets and Sensors

38:55 AI Risks and Opportunities

41:00 KPI's and metrics

43:10 Board of Directors

45:00 Mistakes

47:40 10-year vision

49:30 Being a Public Company CEO

51:40 Interacting with Investors

53:30 Fear

54:40 Motivations

56:50 Hobbies

57:45 Company Stock Price