[11:57] Building Athena and the Case for Voice-First AI — The idea behind Athena, Zeta’s voice-enabled AI copilot, starts with an observation about human history. For hundreds of thousands of years, people communicated through voice. The keyboard arrived in the 1950s. David’s argument is that removing the friction between a person and the AI means returning to the most natural form of communication we have. Athena can be interrupted mid-thought, is fully conversational, and is integrated with ChatGPT so clients can move between platforms without losing context. When Zeta’s earlier voice tool Zoe was launched, clients using it spent 250 to 275 percent more on the platform than those who did not. That data point gave the team confidence to go into full build mode on Athena.

[16:33] What an Internal AI Transformation Actually Looks Like — David is candid about what it took to bring the organization along. Rather than mandating adoption or calling out employees who were slow to change, the team publicly recognized the people who were using AI tools well and asked them to share how it was improving their work. Engineers were organized into pods, with the best AI-native talent placed in charge of leading them over. The result: engineering output is now at 125 percent of where it was twelve months ago on a net basis. David is also direct about the fact that some employees who did not embrace the shift were moved on, and that the company is doubling down on those who did.

[25:39] What the Rise of AI Search Means for Consumer Reach — A year ago, 97 percent of Google searches resulted in a link off the platform. Today, 60 percent of answers are resolved on the platform itself. David sees this as a structural shift with real implications for how brands reach consumers, and Zeta has already built a generative engine optimization platform to help clients get ingested into AI-generated answers across OpenAI, Claude, and Gemini. He also notes that as Google and Meta continue to dominate digital spend, clients are hitting diminishing marginal returns, and the question of where else to put the budget is becoming more urgent. The OpenAI ads partnership positions Zeta to be part of that answer.

[31:40] Never Waste a Crisis — The mantra David comes back to is one he traces to Machiavelli: never let a crisis go to waste. He used COVID as the most concrete example. While others were scrambling, Zeta had already seen signals in Japan and moved fast, rearchitecting global operations for remote work, securing housing for employees in Hyderabad, and purchasing Chromebooks for hundreds of people before lockdowns arrived. The company grew that year while competitors shrank. His point is not that crises are lucky. It is that in the middle of one, the opportunity cost of change is at its lowest, which makes it the best possible time to do the hard things that would otherwise get deferred indefinitely.