Halley Interview14 Apr 2026 23:10
There were some key things that I took from the interview.
1. When DH joined, Gfinity was a failing business addressing declining markets with huge overhead and ongoing losses. His job was to clean house, which is exactly what he did by introducing AI efficiency, cutting staff & switching to a freelance model, and selling Athlos.
2. But DH made clear his primary driver was to catch the AI tech wave, having missed the dot com boom. As he said, his vision was for an AI holding company that operates a suite of subsids through centralised efficient AI infrastructure at Holdco level with only sales costs sitting below at subsid level. He even said he bought the domain name VerticalAI.com.
3. It is exactly that which he’s building here. Even the Gfinityplc.com site, revamped last year, says we’re “ A multi-vertical AI holding company bridging the gap between cutting-edge tech and everyday impact”.
4. CIQ is the first step on that journey. Drive costs down, build out the solution, commercialise it, then buy the next business, cut its cost, plug it into our AI infrastructure, commercialise it. Rinse and repeat, over and over. That’s the vision.
5. On that journey we’ve now completed full development of CIQ, plugged it into major adtech infrastructure with huge players Iris, Magnite, Pubmatic, and are about to reap the benefit. “Huge interest”, Top 5 agencies” , built for scale, huge margins, low cost, attractive to a major agencies facing pressure on spend etc. We’re at the commercial stage, and news on that will be dropping any time. Why else would DH come out from the shadows now? Why else would DH be calmly and confidently talking about buying other businesses if he thought CIQ would fail? Why else talk about getting warrants in play at 0.12.
6. And then there’s Pubx. Well that’s a whole different and hugely exciting layer. Don’t believe me - check this Twitter thread and note Halleys reply. - https://x.com/TheDavidHalley/status/2044048318557303192.
Overall, on its own CIQ is massively exciting. It needs to “touch” just a ridiculously miniscule amount of the $35bn dollar annual CTV ad spend through all the routes to market its cultivated over the last year to generate significant profit here. That in and of itself blows current MCAP away. But as I say, the even bigger story is the aim of using those profits to buy business after business thereafter and plug them into a centralised AI operating structure at Holdco level, and stripping cost at subsid level.
In other words, a high margin super efficient AI group, with risk spread across that group.
There really is huge blue sky potential here. We have the right man at the helm with experience and vision, who is determined to ride the AI wave. I for one am all in riding that wave with him.
When this blows, it will blow hard. And this all ignores Yentra which deserves a whole thread to itself.
Just my views.
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