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Kareem El Muslemany

Senior Manager, Monetization at LinkedIn

Kareem El Muslemany is currently a Senior Manager of Monetization Strategy & Operations at LinkedIn. He has a strong background in technology and business, emphasizing his passion for the intersection of these fields. El Muslemany holds a Ph.D. in Chemistry from the University of California, Berkeley, which he obtained in 2015.12

In his role at LinkedIn, he focuses on monetization strategies, likely involving the development and execution of initiatives that enhance revenue generation through various LinkedIn products and services. His work aligns with broader trends in technology, particularly in areas like Generative AI, where he has been actively discussing enterprise adoption strategies.34

El Muslemany's professional journey reflects a blend of technical expertise and strategic management, positioning him as a key player in LinkedIn's efforts to innovate and expand its monetization capabilities within the competitive landscape of tech companies.

Highlights

Sep 22 · linkedin

Great article from Ben Thompson on a topic near and dear to my heart: #SaaS #pricing. A solid business model should fit the customer, product, and go-to-market; and rolled out thoughtfully. This story is a cautionary tale of what happens when companies prioritize themselves.

In short, they're a game engine company that needed to pivot from their per-seat model to a more aggressive per-seat and per-install model:

  • #Unity is a game engine, which gives developers the tools to make a game's graphics/audio/physics and lets it be used across platforms. This lets them focus on gameplay, story, and characters.
  • Their growth business - an ad network - flatlined because of Apple's App Tracking Transparency, which banned companies from collecting 3rd party data without consent. Growth slowed from 51% in 2021 to 11% in 2022.
  • Unity monetized with a fixed per-seat developer fee while its competitor, Epic's Unreal Engine, takes a 5% share of revenues. It's grown at over 30% in the last two years.

Unity recently announced a $0.20 per-install fee to games using its engine, starting in January 2023 - a very short window for developers to adapt. The mobile game makers that are their core constituency are also much smaller than the big PC/console publishers, have slim ad-based revenues with high churn, and monetize best on hits. The fee could make many unprofitable.

A better business model would charge customers based on the value they get (less for flops and more for hits) and have a mostly self-serve, low-touch go-to-market. A more-reasonable per-month fee, with a more carefully-calibrated price, could have helped. As Thompson notes, a true revenue-share model isn't scalable with a dispersed customer base.

The messaging is just as important. Instead of covert licensing changes and rushed rollouts, they could have spoken with trusted customers first and rolled out the changes transparently and intentionally. Price increases may not be popular, but bait-and-switches are even less so. I disagree with the details of Thompson's suggestions (e.g. tie new updates to the new terms), but agree with the form.

As an aside, I love digging into SaaS pricing; have you seen any that interest you?

Sep 21 · linkedin

It continues to be a busy few months for #GenerativeAI, and we're moving slowly toward enterprise adoption.

For those keeping track, we've witnessed the public starting gun of Gen AI (DALL-E and ChatGPT), the Cambrian explosion of startups (new foundation models, ML Ops, applications, etc.), and corporate trials (Coca-Cola's marketing campaign as one example of many).

The next phase is management consultants. #Bain and #OpenAI announced a partnership in February, and now #Anthropic and #BCG have done so too. The announcements feel like an enterprise version of #Apple's Vision Pro keynote: talk about amazing, vague, far-reaching examples. Demonstrate thought leadership. Ship an expensive product to novelty-loving early adopters. Figure out which use cases stick.

I suspect it'll take time to see which use cases get traction, and which turn out to be gimmicks. From a consultancy side, we'll have an answer when they release durable case studies and retrospectives benchmarking "AI pioneers" against "AI laggards".

https://lnkd.in/guDbCeVN

https://lnkd.in/gbpcrSAX

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Kareem El Muslemany
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Seattle, Washington, United States