Anthony Iseman

$ZETA Reminder that Zeta's fine-tuned AIM models, trained with @FireworksAI_HQ, lead tool selection and rival frontier models on specialized tasks at a fraction of the cost.

Fun day. 🙂

$ZETA "You are the average of the five people you spend the most time with." - Jim Rohn $NVDA @OpenAI $PLTR $SNOW $AMZN I don't think you can find a better group of companies to be partnered with if you are trying to win in the Era of Super Intelligence. This is a small $8B company essentially being cosigned by some of the greatest companies in the world.

Tomorrow I need to dig through $AMZN $RDDT $GOOG $PINS and $META to see what is going on with advertising. I hope this is not foreshadowing what is in store for $ZETA.

Interesting. $RDDT is now requiring users to login to view content and states $GOOG search referrals continue to be down. "It's just not a traffic driver... That relationship between Google and the rest of the internet is evolving. And so for us, this means just a continued focus on our core users that come to Reddit directly."

Somehow I feel like I don't own enough.

$ZETA When CEO David Steinberg was asked about $CRM acquiring $BRZE: "I'm a big fan of Mark and Salesforce, but from a marketing cloud perspective, they've been shrinking the last few years... ..Salesforce when you're looking at a competitor, we beat them more times than we don't." First they came for $TTD and now they are taking shots at $CRM. I love it. Healthy competition.

$ZETA CEO David Steinberg with Gemma Allen on @theCUBE on AthenaOS: "Last year we launched the Zeta business intelligence platform which is sort of at the forefront of using our data cloud for enterprise intelligent... Inventory management, logistics, financial, cyber security. All of that is being built into our business intelligence cases." Interesting seeing David talk more and more about cyber security use cases...

Prediction time for $ZETA. Over the next 12-18 months $ZETA will secure a contract with at least 1 of the 6 branches of US Military. Particularly the Air Force (and Space Force) and/or Army.

What are some other companies y'all would like me to start covering? I'm going to make an effort to post about more stocks. Let me first give my criteria. 1. Everything for me starts with strong fundamentals. This is always the first thing I look at. 2. They need to have a MOAT. 3. They need an elite management team. Bonus if they are a small to mid-cap. Right now, I'm considering doing a $RDDT deep dive. They definitely have phenomenal fundamentals and a data MOAT. I'm open to some more ideas though. Drop your tickers below.

Today, $ZETA's Athena Inference Model has been added to @FireworksAI_HQ Specialized Intelligence Index comparing open, closed, and specialized models. This Index compares cost and latency across various models.

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$ZETA x $PLTR x U.S. Government On the recent @RiskReversal Podcast hosted by Dan Nathan, Zeta CEO David Steinberg talked about how their Palantir partnership extends into government. "Although, I will say we are now doing some deals with them in government. We've been added to the FedRAMP for government contracts and that was part of our Palantir relationship and what we are calling Zeta Gov." Zeta Marketing Platform for Government is still in the Initial Implementation phase. The next date to watch is November 1, 2026 which is listed as the service availability date.

$ZETA "Today we are doing use cases around cyber protection, fraud detection for one of our credit card clients. Our data cloud is able to inform all of that.... ...AthenaOS is the future of our company. The ability to build enterprise intelligence across the entire enterprise." - ZETA CEO David Steinberg on the RiskReversal Podcast

$ZETA Keep in mind when thinking about forward guidance from both management and Wall Street analysts (obviously this is subject to change): ZERO Government business is included ZERO $PLTR Joint-GMT deals are included ZERO OpenAI potential is included And ZBI is just beginning.

$ZETA I don’t think people realize how large of an opportunity government could be for a company like @ZetaGlobal. The SVP of Federal Sales job posting was rather enlightening about Zeta’s ambitions on the government side. First, they are targeting Federal, State and Local government contracts, significantly broadening the potential opportunity beyond federal agencies alone. Let’s break down some of the possibilities. 1. Marketing, Recruitment, Enrollment & Tourism The U.S. government spends billions of dollars annually on advertising, recruitment and public outreach. A few examples: According to the US Government Accountability Office, in FY 2023, the U.S. military spent ~$1.9 billion on recruitment and advertising. GAO found some services can’t yet tie digital marketing campaigns to enlistments, which is the kind of closed-loop measurement Zeta sells commercially. For FY 2023-24, state tourism marketing budgets totaled $928 million. Public health and benefits outreach represents another substantial pool of spending across multiple agencies. Zeta’s consumer identity graph, intelligence, omnichannel activation capabilities and closed-loop measurement could be a compelling fit for these programs. Zeta can help drive military recruitment, public health education, healthcare enrollment and retention, other benefits enrollment, national park awareness and promote tourism. 2. Cross Agency Intelligence & Analytics Government agencies generate enormous amounts of data, but turning that data into actionable intelligence can be difficult. Athena could help agencies analyze approved datasets, identify patterns, understand program performance and generate actionable insights. Think ZBI capabilities but for government. I also think Senso could play a role here in helping organize documents, policies, contracts and datasets across agencies creating a shared context for information retrieval. 3. City Service Demand & Citizen Experience Zeta’s data combined with a city's own service data, surveys and aggregated visitation signals can help local governments better understand resident needs and forecast demand. These insights could help municipalities improve services, allocate resources and communicate more effectively with residents. At Zeta Live 2026, Zeta demoed Athena building a "demand command" map, where a heat wave forecast shifted demand by region, combining weather, inventory and customer data with scenario planning and approval controls. Now imagine the same architecture applied to a city facing a natural disaster emergency, forecasting the event, anticipating needs by neighborhood, pre-positioning resources, and communicating with residents through the right channels. This is just me imagining possibilities and not necessarily something that may come to fruition. The initial scope described in the FedRAMP service documentation is quite narrow. However, I suspect Zeta will look to replicate its commercial land and expand playbook inside the government. This post is really just scratching the surface of some of the possibilities. I think this opportunity could be significantly larger than it appears at first glance.

Big post dropping tomorrow morning with my thoughts on the recent Zeta Global x FedRAMP news. The more I think about it, the more dots I connect.

It's official. $ZETA reports its Q3 2026 results on November 9, 2026. Buckle up folks!