The Race to Own Latin America's Gambling Markets Before They Burn Out | Martim Roll

Surfer SEO: How a Bootstrapped Exit Works When the Market Turns Against You | Michał Suski

Michał Suski built Surfer SEO from a side project in 2017 to $13M ARR — bootstrapped, without VC money, with under $1M in total marketing spend. By 2025, the company had been flat on revenue for two years, was carrying debt from a co-founder buyout, and sold to Positive Group in a SaaS market where multiples had dropped sharply from their 2021 peak. This is his first public conversation on the acquisition. In this episode, Michał walks through the internal dynamics that forced the sale: the co-founder disagreement that split the founding team, the debt the remaining partners took on to buy him out, and why they were eventually looking for an acquirer rather than a VC round. He breaks down what preparing a company for sale actually involves when you've run on gentleman agreements and have two aircraft on the balance sheet, why the due diligence process took over a year, and how you structure a deal that works for five founders who each have a different idea of what the company is worth. He also covers what he would have done differently — specifically, why selling three years earlier at the growth peak would have returned far more per share, and why they didn't. Michał Suski is one of the most recognised figures in the SEO software space, with Surfer used by 150,000 active users across 12,000 paying customers. This is not a success story told from a stage. It's a working account of what bootstrapped exits actually look like when circumstances force your hand.

Google Indexed You. AI Has No Idea You Exist. | Stephen Burns, Common Crawl

35% of the internet is blocking AI crawlers right now — most of it by accident, through default CDN settings that site owners never touched. Stephen Burns is the Web Intelligence Lead at Common Crawl Foundation, the nonprofit that crawls 2.3 billion pages per month and provides the training data used by GPT, Claude, Llama, and most major LLMs. He covers harmonic centrality - the algorithm that determines which sites get crawled and end up in AI training sets - and why it operates completely differently from Google's PageRank. Sites with JavaScript-heavy builds, slow load times, or CDN defaults that block AI bots may not exist as far as LLMs are concerned. This episode also covers the EU AI Act's August disclosure deadline, which will require AI companies to publish the top 1,000 domains they trained on - giving SEOs a new way to verify AI visibility for the first time. Common Crawl has been cited in over 10,000 academic research papers and its data underpins over 80% of the training tokens in GPT-3. Burns works at the intersection of web-scale data and search infrastructure - this is the part of the pipeline that most SEOs have never had access to before.

400 Sites, 5 Features: What Google Actually Rewards in 2026 | Cyrus Shepard

Google decimated traffic to entire categories of websites. But some sites gained 300 to 500 percent. Cyrus Shepard studied over 400 winning and losing sites to figure out what separates them, and the patterns are specific: 93% of winners had proprietary assets, the winners enabled task completion instead of just publishing content people read, and the sites doing the most aggressive SEO lost the hardest. This conversation covers the five features that predict whether a site gains or loses Google traffic, why HubSpot lost 80% of its traffic without losing revenue, and why a former Google Quality Rater is now telling SEO operators to act like they don't know any SEO at all. Cyrus Shepard is the founder of Zyppy SEO, former head of SEO at Moz, and one of the most-cited ranking signal researchers in the industry. His 400-site study has become a reference point for interpreting Google's 2026 algorithm changes.

The Race to Own Latin America's Gambling Markets Before They Burn Out | Martim Roll

Latin American gambling markets exhaust themselves in 12 to 18 months. One operator holds 75% of Mexico. Brazil was a gold mine until the government taxed it into the black market. And Argentina is emerging as the next target because its players already hold US dollars. Martim Roll, who runs affiliate operations across Latam and Southern Europe through Plat Media, maps out where the money is moving and why. He explains why culture beats budget for outsiders trying to enter, how a 20% exit tax is pushing foreign affiliates out of Brazil, and what makes the competitive dynamics in Latam fundamentally different from Europe. If you operate in emerging markets or you're thinking about entering one, this conversation covers the economics, the risks, and the window before it closes.

Your Devices Are About to Start Spending Money On Your Behalf | Jonathan Llamas

What happens when your AI agent makes a purchase you never approved? Who is accountable when a machine goes rogue with your money? Jonathan Llamas, Sealcoin, builds the infrastructure designed to answer those questions before they become expensive problems. His NASDAQ-traded company injects wallets and identity directly into silicon chips - the same semiconductor technology already inside Cisco hardware - so devices can authenticate, transact, and settle without a human approving every step. In this conversation he walks through how a satellite in orbit is settling transactions on chain today, how peer-to-peer energy trading between solar panels and electric vehicles actually works at the hardware level, and why he came back from Davos convinced that globalization is over and sovereignty will define who controls the next generation of business infrastructure. Worth listening if you are building anything that depends on AI agents, IoT, or autonomous systems doing real work on your behalf.