Growth in the Age of AI

Transcript

What does it take to build a company that doesn't just survive platform shifts-but compounds through them?

Coalesce CEO Armon Petrossian and CPTO Satish Jayanti sat down with Braze CEO & Co-Founder Bill Magnuson and SVP of Growth Spencer Burke for a wide-ranging conversation on building durable, data-driven growth across technology eras, from mobile to cloud to agentic AI.

With 15+ years of operating experience, Bill and Spencer share how Braze leaned into fundamental shifts in customer behavior, invested early in data foundations, and resisted short-term hype in favor of long-term value creation. Expect founding stories, leadership lessons, and insight into how data and marketing teams must evolve together.

Whether you're a founder, data leader, or executive navigating rapid change, this episode offers grounded, experience-backed perspective on what actually endures.

In this episode:

• Why mobile was the first major inflection point-and what it teaches us about AI
• The shift from acquisition-first to retention-driven growth
• What durable growth actually looks like at scale
• How AI is changing workflows without replacing fundamentals
• Agentic AI, composability, and what's coming next
• Leadership lessons from scaling alongside a company from venture-backed startup to IPO