Matt Osman is the CEO and co-founder at Treat, a Greylock portfolio company using AI to generate, personalize, and deploy creative for large e-com merchants. We had the pleasure of meeting back in the day when I was at Stitch Fix and he was at Network working on mobile advertising and programmatic. He’s really become the go-to follow on all things ad tech. I’ll do quick intros and we’ll ask you guys to do the same.Įric’s an independent analyst, consultant, and investor at Heracles Capital. Our guests today come at this problem from a different set of vantage points. Ideally, founders and other builders in this space will walk away with an actionable set of lessons. For other marketing friends, we say things have been getting fun again.Īnd so the goal for this conversation is really to help illuminate what is exactly happening in the world of performance marketing with a specific lens around e-commerce. I think for those of us who have worked in growth marketing or e-commerce the past couple of years it’s certainly challenged our assumptions and our learnings along the way.įor some advertisers, this has unfortunately meant that growing a business is no longer viable and has been catastrophic to some. Guys, I’ve been really excited for this conversation. Today I’m excited to welcome Matt Osman, Rishabh Jain and Eric Seufert. Hi everyone, welcome to Greymatter, the podcast from Greylock where we share stories from company builders and business leaders. You can listen to the conversation at the link below or wherever you get your podcasts. Treat CEO and co-founder Matt Osman, Fermat CEO and co-founder Rishabh Jain, and analyst and investor Eric Seufert joined me on the Greymatter podcast to discuss the post-ATT world and what it means for commerce brands and the companies building tooling to support them. Greylock led the company’s seed round in 2022. Founded in 2021, Fermat saw that user-generated content was drawing the most engagement to brands, so it built the mechanism for companies to embed shopping experiences within influencer content. We’re also seeing startups like Fermat, which provides the tooling and network to enable distributed commerce. The company uses generative AI to create personalized product photos for commerce brands.

This new, probabilistic world has created opportunity for startups like Treat, which just announced its $8.5 million seed round led by Greylock. There is a silver lining to the challenges wrought by the passage of Apple’s App Tracking Transparency.

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