My longest ever podcast with Akshay Datt (Founder Thesis) at 2 hours 15 mins. It was like reliving my life! An excerpt from the overview: “Netcore’s newest move is an Agentic Marketing Stack built with Google Cloud, using AI agents to remove the manual “drudgery” that pushes marketers back toward ads. The deeper bet is on pricing. Rajesh argues MarTech has capped its own market by charging for inputs rather than results, and wants to price like a hedge fund: a baseline fee plus a share of incremental revenue, a model he calls “Progency.”
You go from a red ocean, every MarTech and CPaaS player fighting, to a blue ocean where you tell the brand: I’m on your side of the table. I’ve got skin in the game.
