E66: What the $100M Shetty Deal Means for M&A + $21M in funding for an AI-led Agency

iHeart to start a B2B podcast network — read the signal7:50 — Podcast agencies are still priced like services businesses, not talent factories8:50 — The valuation gap: no shared yardstick for IP and franchise value before it's commercialized9:20 — MARC: building the FICO score for franchise value — Ayelet's startup to watch9:52 — The data problem: YouTube gives real analytics, Apple and Spotify give nothing10:51 — The tech layer underneath the smaller podcast agencies — why it matters for buyers11:45 — AI tuck-in: Coupa acquires Tonkean — Israeli agentic intake and orchestration platform12:18 — Israel continues to dominate enterprise AI tuck-ins13:35 — Solstice raises $21M Series A — AI-native pharma marketing agency, content from months to 10 days14:20 — InstaAgent: out of Alchemist + YC P26, agent swarm coordination for paid social15:15 — Connecting the dots: Solstice and InstaAgent are the venture-stage version of the Silicon Valley targeting agencies thesis16:15 — Advice for corp dev teams at Power Digital, PMG, Stanza: track early stage now17:04 — What's next: episode 67 with Justin Hayashi of New Engine, and M&A Source conference panel🔔 Subscribe so you don't miss the big announcementConnect with Christian and AyeletAyelet’s LinkedIn: https://www.linkedin.com/in/ayelet-shipley-b16330149/Christian's LinkedIn: https://www.linkedin.com/in/hassold/Web: https://www.inorganicpodcast.co Hosted on Acast. See acast.com/privacy for more information.