How do you think this integration with Walmart, which you've done in three or four months, how does that build value for these SMBs and how could they utilize this to drive better outcomes and performance?

Yeah.

As you've said, we started the company to kind of democratize and evangelize TV advertising.

So that started from a very easy to use platform.

But once you get these companies through the door, you also need to retain them.

And these companies, you know, they are... very simple when they think about whether or not they will keep spending on TV advertising or any kind of advertising.

It's the performance that they are getting.

Can your users, can your clients utilize their own customer lists and can they do all of the website retargeting? And then I guess as we kind of wrap up the interview, how do we look at the metrics? How do we look at how it's performing? How does this advertiser look at their ROAS and say, all right, I spent 5,000 or 50,000 and I'm actually seeing outcomes and performance from this?

Am I going to use Walmart audiences to grow my brand? How do I profit?

Yeah.

So basically this is some kind of a meta advertising moment.

Walmart audiences.

So, you know, Walmart has off a billion SKUs in their catalog.

And now all these buying signals, whether it is people who have intend to buy or people who are regular buyers of product, you can target them based on what they've bought directly on streaming TV.

So that gets like hyper precision for performance marketers.

But is TV still growing? Is it still growing? like what metrics do you use to ground the conversations that you're having at Walmart around how much you should be investing in connected TV generally?

So how long-- Arthur, what's the story in brief? Like, how long have you been doing Vibe? It feels very short, like five years? Uh, and then tell us about the pro- pre-story, history, 'cause you were in a different startup that you s- kind of sold to fund this.

Yes, correct.

Um, so we started Vibe, like, working on Vibe, I would say, in 2022 while we were doing KMTX, and Vibe is pretty much a spinoff basically of KMTX.

So KMTX was a keyword targeting solution based in France, was pretty much a leader, uh, in, in that, like, niche space, uh, in France, and, uh, when we saw the pote- the potential of Vibe, um, we basically sold KMTX to fund Vibe ourselves.

And so we sold KMTX to, uh, to CTAG, and, uh, and yeah, and since then, we've been, uh, operating, um, super hard on Vibe and which, uh, which led us to today.

Right? Um, what's the next step? What's gonna happen? What are you d- What are you gonna do at Walmart?

Well, that, that's the, that's, that's the exciting part.

Um, when we started discussing with the Walmart team and with, uh, Ryan, who was on, on your pod, like, uh, recently, so Ryan Mayward, it's pretty obvious what we can do together.

And I think you're working with some of the same founders again, right?

Yeah, yeah, yeah.

So I created Vibe with Frank, with whom I had created KMTX.

So KMTX was a keyword targeting solution based in France that was acquired by SeedTag in 2022.

And yeah, I mean, Frank and I were both product founders.

So, you know, we have a computer science background.

We love building products and products that is used by people.

How do you guys kind of manage that?