Taking Inventory

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Ex Snap execs, founders & angel investors James Borow and Daniel Druger, cover all things ad tech, big tech, digital media & more. They are joined for in-depth conversations by special guests that are directly shaping the digital economy. New episodes drop every Monday. Make sure to subscribe wherever you get your podcasts..

Taking Inventory


    • Sep 15, 2026 LATEST EPISODE
    • weekly NEW EPISODES
    • 36m AVG DURATION
    • 126 EPISODES


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    Latest episodes from Taking Inventory

    30 minutes: How 450K Dashcams Are Training the Future of Physical AI ft. Zach Greenberger

    Play Episode Listen Later Sep 15, 2026 25:58


    "Everything AI related that has ever been innovated on has been through the lens of something completely digital. The challenge for the physical AI world is how do you actually experience things in real life."In this episode, Daniel and James sit down with Zach Greenberger, CEO of Nexar and former chief business officer at Lyft, to dig into the real-world data layer that's accelerating autonomous vehicles and physical AI. Nexar has built a network of 450,000 connected dashcam vehicles that cross every street in Manhattan four times a day, log 310 million miles per month, and have captured 75 million accidents over the past decade. Two months of Nexar's driving data exceeds what every autonomous vehicle company combined has ever driven — and Zach argues this edge case data is exactly what AV companies need now that simulation alone has reached its limit.The conversation goes beyond cars. Nexar recently launched a collision prediction model called BADASS (Beyond ADAS) that works on drones, planes, tanks, delivery robots, and industrial equipment, proving that automotive data is an incredible proxy for understanding real-world physics. Zach breaks down the difference between real-world and real-time data, why the smart city pitch is finally achievable without massive infrastructure investment, and how Nexar's recent merger with Nauto gives them 98% US coverage. He also draws a careful line on data privacy, explaining why consumer-chosen dashcams create a fundamentally different trust model than stationary surveillance cameras, and predicts delivery robots, autonomous security guards, and commercial drones will proliferate within 12 to 24 months.Thank you to our sponsors:AdQuick – Making OOH advertising as easy to plan, buy, and measure as digital. adquick.comThrad.ai — Building the advertising infrastructure for AI. thrad.aibeehiiv — The all-in-one platform for newsletters, websites, and every tool you need to grow and earn. beehiiv.comThe Farm — Fraction commercial legal with an in-house approach to outside counsel. thefarmllp.comSTAY CONNECTEDJames on Twitter & LinkedIn – /jamesborowDaniel on LinkedIn, Instagram, TikTok – /danieldrugerSubscribe & leave a ⭐⭐⭐⭐⭐ review on Spotify & Apple Podcasts.

    ADSN RUNDOWN | Meta's Muse, Agent Insurance, and Buttox Ads (not a joke)

    Play Episode Listen Later Sep 10, 2026 26:29


    This week on the ADSN Rundown, James and Daniel go from Eric Seufert's optimistic vision for an ad-supported prosperous society to Travis Kelce getting a warm welcome into the world of ads.James makes the case for agentic insurance and for bringing Bitmoji back as a personalization layer for agents, Meta's aggressive Muse launch, Mark Lou's $100,000 body-ad takeover, and a former Anthropic researcher's warning about AI risk. Then here our newest segment: Over/Under and the usual Primary Posts. Enjoy this week's episode!Thank you to our sponsors:AdQuick – Making OOH advertising as easy to plan, buy, and measure as digital. adquick.comThrad.ai — Building the advertising infrastructure for AI. thrad.aibeehiiv — The all-in-one platform for newsletters, websites, and every tool you need to grow and earn. beehiiv.comThe Farm — Fraction commercial legal with an in-house approach to outside counsel. thefarmllp.comSTAY CONNECTEDJames on Twitter & LinkedIn – /jamesborowDaniel on LinkedIn, Instagram, TikTok – /danieldrugerSubscribe & leave a ⭐⭐⭐⭐⭐ review on Spotify & Apple Podcasts.

    30 Minutes: Ghost Angels and Why Every Tech Mafia Has a Fund ft. Max Rivera

    Play Episode Listen Later Sep 8, 2026 29:59


    Before you start this episode, please give us a subscribe & leave a ⭐⭐⭐⭐⭐ review on Spotify & YouTube. This helps the podcast grow and makes James very happy."The founders that we invest in, the last thing that they want is our money. They want us."Every big tech company has an alumni investing group, and until this summer Snap was the exception. On this episode of 30 Minutes, Daniel and James sit down with Max Rivera, founder of Ghost Angels, the Snap alumni fund that officially launched in June. Max walks through why he built it: a company that never topped 5,000 employees now has alumni running teams across big tech, the AI labs, and the hyperscalers, plus a bench of founders and investors that includes people like Brian Kim and Jacob Andreou. The fund is deliberately angel-sized, writing $25K to $50K checks that slot into the strategic part of a cap table even in oversubscribed rounds, and it stays focused on social, media, and ad tech where a group of 20 Snap operators is actually useful to a founder. Max shares the first five portfolio companies, including Intangible (a16z speedrun), Ev Williams' new contacts app, YC-backed Lightberry, Snap alumni-founded Auto, and Gen Z location app Corner.The back half gets into how Max actually runs this while holding a full-time job at Microsoft AI. He started angel investing five years ago with what he called "tuition capital," backing about 20 startups purely to learn venture by doing, and he now runs Ghost Angels as what he jokingly calls a vibe-coded fund, with AI handling deal flow ingestion, a custom CRM, LP dashboards, diligence research, and even legal review of SAFEs. He makes the case for being public about side hustles, why operators make better cap table members than career investors, and where Ghost Angels could go next, from a 100-member group to a syndicate for non-Snap believers. Listeners will come away with a practical playbook for starting an alumni fund and a clear picture of why the Snap diaspora is one of the most underrated networks in tech.Thank you to our sponsors:AdQuick – Making OOH advertising as easy to plan, buy, and measure as digital. adquick.comThrad.ai — Building the advertising infrastructure for AI. thrad.aibeehiiv — The all-in-one platform for newsletters, websites, and every tool you need to grow and earn. beehiiv.comThe Farm — Fraction commercial legal with an in-house approach to outside counsel. thefarmllp.comSTAY CONNECTEDJames on Twitter & LinkedIn – /jamesborowDaniel on LinkedIn, Instagram, TikTok – /danieldrugerSubscribe & leave a ⭐⭐⭐⭐⭐ review on Spotify & Apple Podcasts.

    30 minutes: How AI Can Make the Economy Better & Why AI Pessimists Are Wrong ft. Eric Seufert

    Play Episode Listen Later Aug 31, 2026 30:00


    Eric Seufert, the mind behind Mobile Dev Memo, released a 4-part series called The Prosperous Society. In it, Eric lays out a deeply optimistic case for AI's impact on the economy: as AI-enabled tools reduce the friction around both production and distribution, the binding constraint flips from production to distribution, and the digital advertising economy becomes accessible to businesses that were previously locked out entirely. He argues this leads to a collapse of the Pareto Principle, where products no longer need massive audiences to be viable, and consumers get matched with the exact products that fit their tastes — a state he calls "commerce at the limit."The conversation takes a sharp turn into why Eric is deeply skeptical of agentic commerce. His argument is simple: shopping is self-expression, and delegating purchases to an agent strips consumers of agency. He also points out the incentive structures don't work — Amazon and Walmart will never let third-party agents intermediate their platforms, and the data backs it up. Walmart's Sparky drives 40% more items per transaction, Amazon's Rufus hit $12 billion in incremental sales, and chat ads across platforms like ChatGPT are already past a billion in revenue. Eric also flags what he calls the coming "balkanization" of AI use cases, where platforms like Meta pull up the drawbridge around enterprise verticals like media buying with dedicated AI business agents.Thank you to our sponsors:AdQuick – Making OOH advertising as easy to plan, buy, and measure as digital. adquick.comThrad.ai — Building the advertising infrastructure for AI. thrad.aibeehiiv — The all-in-one platform for newsletters, websites, and every tool you need to grow and earn. beehiiv.comThe Farm — Fraction commercial legal with an in-house approach to outside counsel. thefarmllp.comSTAY CONNECTEDJames on Twitter & LinkedIn – /jamesborowDaniel on LinkedIn, Instagram, TikTok – /danieldrugerSubscribe & leave a ⭐⭐⭐⭐⭐ review on Spotify & Apple Podcasts.

    ADSN RUNDOWN | Humanoid Robots, Live Commerce, Anthropic's $2T Moment

    Play Episode Listen Later Aug 27, 2026 25:41


    This week's ADSN Rundown covers a packed slate, starting with True Classic running QVC-style live video directly on its homepage and whether that model or agentic commerce has a better shot at reshaping e-com. Daniel and James dig into Nikita Bier's take on shipping fast at X, where press releases were written 20 minutes before launch, and why overthinking go-to-market is a trap. They break down reporting that Chinese institutions are building AI models of American voters to test political messaging, the implications for open-source models, and what it means for platforms like TikTok. Olivia Moore's data on agent token consumption makes the case that API-first product strategy is no longer a debate. The guys also cover Instagram's new in-comments site preloading, the 1840s origins of the word "slop" and its AI parallel, Josh Wolf one-shotting a full motion graphic video with Claude Code, and a humanoid robot running 100 meters faster than Usain Bolt at China's robot games.On the business side, Rohan Dar points out that Anthropic's rumored $2 trillion IPO would be four times larger than every San Francisco IPO in history combined. A new "Tech Trades" segment tracks major talent moves: Jeremy Voss and Alex Osborne joining Airbnb from Snap/Tinder, Eric Toda becoming CMO at Air, and Luke Kallis landing at Agbo, the gaming company co-founded by the creator of Fortnite and the Russo Brothers. Primary posts this week highlight Jeff Morris Jr. cold-texting Lance Armstrong for a bike ride and Ed O'Neill's masterclass in playing the long game when negotiating for Modern Family.Thank you to our sponsors:AdQuick – Making OOH advertising as easy to plan, buy, and measure as digital. adquick.comThrad.ai — Building the advertising infrastructure for AI. thrad.aibeehiiv — The all-in-one platform for newsletters, websites, and every tool you need to grow and earn. beehiiv.comThe Farm — Fraction commercial legal with an in-house approach to outside counsel. thefarmllp.comSTAY CONNECTEDJames on Twitter & LinkedIn – /jamesborowDaniel on LinkedIn, Instagram, TikTok – /danieldrugerSubscribe & leave a ⭐⭐⭐⭐⭐ review on Spotify & Apple Podcasts.

    30 Minutes: Peptides, GLP-1s and the DIY Health Revolution ft. Dr. Neil Paulvin

    Play Episode Listen Later Aug 21, 2026 27:53


    "The health paradigm has totally changed. It's never going back to where you're just going to go see your doctor in the physical office and get treated. That's never going to happen again."Dr. Neil Paulvin, a board-certified physician with over 20 years of experience in integrative medicine joins 30 Minutes to cut through the BS when it comes to peptides and DIY health. Dr. Paulvin has been prescribing peptides since 2017 and breaks down the six major categories, from anti-inflammatory and muscle building to the vanity stacks covering weight loss, hair, and skin. He explains why BPC-157, the most hyped peptide on social media, still lacks proper human studies because no one can patent it or justify the $5-10 million needed for clinical trials, and why marketing names like "Wolverine Stack" and "Glow" are made-up terms from unregulated sellers, not real medical protocols.The conversation covers where the industry is headed: big pharma is expected to control 75-80% of the peptide market within 3-5 years by patenting slightly modified versions of existing peptides. Dr. Paulvin also walks through retatrutide (GLP-3), which he calls the "home run of all home runs" but warns comes with significantly stronger side effects. He makes the case that peptides do work at the right dosing for the right patient, but stresses that Manhattan bodegas selling them at the front counter is a sign the industry has "jumped the shark," and that none of this replaces the fundamentals of sleep, exercise, diet, and stress management.Thank you to our sponsors:AdQuick – Making OOH advertising as easy to plan, buy, and measure as digital. adquick.comThrad.ai — Building the advertising infrastructure for AI. thrad.aibeehiiv — The all-in-one platform for newsletters, websites, and every tool you need to grow and earn. beehiiv.comThe Farm — Fraction commercial legal with an in-house approach to outside counsel. thefarmllp.comSTAY CONNECTEDJames on Twitter & LinkedIn – /jamesborowDaniel on LinkedIn, Instagram, TikTok – /danieldrugerSubscribe & leave a ⭐⭐⭐⭐⭐ review on Spotify & Apple Podcasts.

    ADSN RUNDOWN | Agents Won't Kill Ads, YouTube Kills the View, Apple's API

    Play Episode Listen Later Aug 18, 2026 33:06


    Daniel and James open with a run of ad-tech news that keeps circling one idea: everything is becoming an ads business, and agents won't change that. Starting from Antonio García Martínez's viral post, they make the case that the visible ad is just the tip of the iceberg — the targeting, attribution, and budgeting underneath is the real machine, and AI agents will simply inherit it. From there they hit Spotify testing a skip button that conveniently only skips publisher-sold podcast inventory, YouTube quietly redefining a "view" as an impression after years of setting the industry standard, and Apple's new unified campaign-management API, which James reads as step one toward an Apple Pay–powered audience network rather than a full DSP.The back half gets into the scramble for supply and the widening AI gap. Pinterest is buying its way out of being supply-poor with TV Scientific and a Zillow data deal that brings 34 audience segments back into play, while Andreessen and Ramp data shows the median company spending about $12 per employee each month on AI versus $7,500 at the top 1% — maybe the biggest adoption gap tech has seen. They also dig into a WPP rebate lawsuit that exposes how agencies really make their money, celebrate Snap-alumni startup Higgsfield's $400M raise at a $5.4B valuation, and close with primary posts on LeBron trading distribution dreams for a subscribe button, Gen Z moving 52% of their investing into sports betting, and James's theory that high interest rates are quietly making movies good again.Thank you to our sponsors:- AdQuick – Making OOH advertising as easy to plan, buy, and measure as digital. adquick.com- Thrad.ai — Building the advertising infrastructure for AI. thrad.ai- beehiiv — The all-in-one platform for newsletters, websites, and every tool you need to grow and earn. beehiiv.com- The Farm — Fraction commercial legal with an in-house approach to outside counsel. thefarmllp.comSTAY CONNECTEDJames on Twitter & LinkedIn – /jamesborowDaniel on LinkedIn, Instagram, TikTok – /danieldrugerSubscribe & leave a ⭐⭐⭐⭐⭐ review on Spotify & Apple Podcasts.

    ADSN RUNDOWN | How Creators Took Over The Open Web

    Play Episode Listen Later Aug 13, 2026 24:12


    Daniel and JB are back for the ADSN rundown and this week's theme is clear: the creator economy just became the main economy. They kick off with Orin John showing that creators can now link Instagram, TikTok, and YouTube to Google Search Console — the first real step in creators becoming the new publishers. Then they break down YouTube doubling its monetization requirements and X relaunching its creator program, both cracking down on faceless AI channels. The message from every platform is the same: original content from verified creators wins, everything else is getting squeezed out.From there, Ari Seifer raises the white flag on the open web (it's dead, the walled gardens won), SpaceX's Starlink subscription flywheel reveals a $30B free cash flow path that should make every social network rethink its business model, and Satya Nadella says LinkedIn is merging four job titles into one — though LinkedIn employees in the comments aren't so sure. JB rebuilds his Situation Game with Claude and reports vibe coding has gotten dramatically better in just two months. They close with Primary Posts: Corgi's internal "Yapper Leaderboard" for team posting, and John Palmer's take that the most underrated hire right now is the "senior idea guy" — because with AI making execution easy, knowing what to build is the real bottleneck.Thank you to our sponsors:AdQuick – Making OOH advertising as easy to plan, buy, and measure as digital. adquick.comThrad.ai — Building the advertising infrastructure for AI. thrad.aibeehiiv — The all-in-one platform for newsletters, websites, and every tool you need to grow and earn. beehiiv.comThe Farm — Fraction commercial legal with an in-house approach to outside counsel. thefarmllp.comSTAY CONNECTEDJames on Twitter & LinkedIn – /jamesborowDaniel on LinkedIn, Instagram, TikTok – /danieldrugerSubscribe & leave a ⭐⭐⭐⭐⭐ review on Spotify & Apple Podcasts.

    30 Minutes: Self-Driving Cars Are Here And What It Means for You ft. Harry Campbell

    Play Episode Listen Later Aug 11, 2026 29:59


    Episode One of an ADSN Original: 30 Minutes kicks off welcoming Harry Campbell, founder of Driverless Digest and one of the leading global experts on autonomous vehicles and mobility. He joins hosts James Borow and Daniel Druger to break down the state of the self-driving industry. Harry unpacks the Waymo vs. Tesla debate, explaining why Waymo has a massive safety and operational lead, but how Tesla's fleet scale could flip the script if they crack full autonomy. He walks through how LiDAR costs have plummeted upending Tesla's original camera-only thesis, and why Uber is facing an existential investor crisis as its Waymo partnership deteriorates and its stock underperforms.The conversation digs into regulation and the human cost of disruption, from taxi medallion collapses to the 110K Uber and Lyft drivers in New York City facing an uncertain future. Harry also breaks down the drone delivery boom in Texas, why near-zero delivery costs could create unlimited TAM, and what excites him most over the next 3-5 years as more AV companies enter the game. Whether you're a consumer, investor, or just someone who's been curious about getting into a Waymo, this is the episode to understand where autonomous vehicles actually stand today.Connect with Harry at:https://therideshareguy.com/https://www.thedriverlessdigest.com/Thank you to our sponsors:AdQuick – Making OOH advertising as easy to plan, buy, and measure as digital. adquick.comThrad.ai — Building the advertising infrastructure for AI. thrad.aibeehiiv — The all-in-one platform for newsletters, websites, and every tool you need to grow and earn. beehiiv.comThe Farm — Fraction commercial legal with an in-house approach to outside counsel. thefarmllp.comSTAY CONNECTEDJames on Twitter & LinkedIn – /jamesborowDaniel on LinkedIn, Instagram, TikTok – /danieldrugerSubscribe & leave a ⭐⭐⭐⭐⭐ review on Spotify & Apple Podcasts.

    ADSN RUNDOWN | AI Slop Backlash, BMW the Ad Company?, and Arnold Flexes His App

    Play Episode Listen Later Aug 6, 2026 31:07


    Rundown is back and this week is all about backlash. Backlash against AI slop, against automating parenting, and against putting ads in your $60K BMW. They kick off with LinkedIn testing a "Sounds Like AI Slop" button, Snapchat banning AI from Spotlight, and YouTube nuking 130,000 channels overnight. Then Sam Altman gets roasted for suggesting ChatGPT generate podcasts for his kids (just talk to your children, Sam), and OpenAI catches heat for hosting an influencer retreat. The through-line: the honeymoon phase with AI is over and consumers are pushing back hard.On the business side, Arnold Schwarzenegger's Pump Club app goes viral with a genius retention play — he pays your membership if you actually work out. BMW's Spider-Man display takeover shows exactly how not to monetize a premium brand. Orchid HQ proves controversial launch videos still cut through noise. And Mike Christo's 12-year-old son helped one-shot a full video game with Opus V — one prompt, 31,000 lines of code, making the case that OpenAI should be building a gaming platform. They close with Primary Posts: Daniel Burke's take on why the next billion-dollar companies won't come from people who've done it before, and Akash Gupta breaking down how The Odyssey cleared Oppenheimer's entire domestic run in 13 days on $0 of licensed IP.Thank you to our sponsors:AdQuick – Making OOH advertising as easy to plan, buy, and measure as digital. ⁠adquick.com⁠⁠Thrad.ai⁠ — Building the advertising infrastructure for AI. ⁠thrad.ai⁠beehiiv — The all-in-one platform for newsletters, websites, and every tool you need to grow and earn. ⁠beehiiv.com⁠The Farm — Fractional commercial legal with an in-house approach to outside counsel. ⁠thefarmllp.com⁠STAY CONNECTEDJames on Twitter & LinkedIn – /jamesborowDaniel on LinkedIn, Instagram, TikTok – /danieldrugerSubscribe & leave a ⭐⭐⭐⭐⭐ review on Spotify & Apple Podcasts.

    No Permission Episode 1: Tackling the 67% GenZ Loneliness Epidemic ft. Carter Munk

    Play Episode Listen Later Aug 4, 2026 44:02


    This is a featured episode of the NEW No Permission Podcast hosted by Daniel. Subscribe at No Permission Podcast (https://open.spotify.com/show/033nNxrnG1SI4HRqq1RUeL)********"People crave intimacy in the sense of companionship and friendship rather than romance."Carter Munk, founder and CEO of Pinned Social is on a mission to solve loneliness. This is his story as a 3x founder, never asking for permission to build.How many 3x, sub-30 year old founders do you know? Introducing Carter Munk who founded Moe's Coffee in the US – an Australian coffee brand now in 50+ locations across Canada — while still in school. Later co-founding Circa, a dating app that raised nearly $2 million, before leaving to build Pinned, a new kind of social app designed to solve the loneliness problem his generation faces despite even though they are the most digitally connected in history.The thesis behind Pinned: people don't see their friends because they don't know how to coordinate, not because they don't want to. He walks through how he validated the idea by interviewing 250 people, self-funded the early days, launched to a 12,000-person waitlist, and hit 5,000. He also gets real about outsourcing mistakes at Circa, why he has no backup plan, and the advice he'd give anyone thinking about starting something.

    ADSN RUNDOWN | Women Dominate the App Economy, TikTok Rivals Amazon, Jersey Mike's $8B IPO

    Play Episode Listen Later Jul 29, 2026 26:11


    THE RUNDOWN | WEEK OF 7/26Daniel and James are back with The Rundown. This week they cover everything from women taking over the app economy to TikTok building an Amazon Prime rival, Jersey Mike's $8 billion IPO, and Larry Page saying he'd go bankrupt before losing the AI race. They kick off with a compelling case for why vibe coding and built-in influencer distribution mean women are about to dominate the next wave of app builders, then dig into Meta's new Sellers app (not a Shopify killer) and TikTok's inevitable evolution from ads to commerce to payments to logistics.The back half covers why open weight AI models are an openness fight worth having, how Chinese labs are distilling Western AI models the same way TikTok copied Snap, and why a sandwich chain IPO being 10X oversubscribed tells you everything about where real value is being created. They close with Primary Posts — Sean Frank's "can't win if you don't try" ethos (plus a tease of ADSN's new podcast "30 Minutes"), and Ashwin's moat framework that should be required reading: brand, distribution, speed, and cleverness beat product every time.Thank you to our sponsors:AdQuick – Making OOH advertising as easy to plan, buy, and measure as digital. adquick.comThrad.ai — Building the advertising infrastructure for AI. thrad.aibeehiiv — The all-in-one platform for newsletters, websites, and every tool you need to grow and earn. beehiiv.comThe Farm — Fractional commercial legal with an in-house approach to outside counsel. thefarmllp.comSTAY CONNECTEDJames on Twitter & LinkedIn – /jamesborowDaniel on LinkedIn, Instagram, TikTok – /danieldrugerSubscribe & leave a ⭐⭐⭐⭐⭐ review on Spotify & Apple Podcasts.

    Why No One Knows Who You Are (And How to Fix It) | Joe Zappa, Sharp Pen Media

    Play Episode Listen Later Jul 16, 2026 29:40


    "If no one knows who you are, nothing good can come from that." – Joe ZappaDaniel and James sit down with Joe Zappa, founder of Sharp Pen Media, a communications agency built entirely for ad tech. At just 31, Joe has become one of the most visible people in the ad tech world across X, LinkedIn, two podcasts, and a newsletter. His core thesis? Most B2B companies and CEOs are completely invisible, and that invisibility is far more dangerous than saying the wrong thing. Joe built his entire business by putting himself out there, and in this episode he lays out exactly how anyone can do the same.Joe gives a 30 day strategy to make a big impact, explains why comms teams are often the biggest blockers, how Terence Kawaja says invisible founders are killing their own exit multiples, and why Brian Chesky's AI-generated X thread is a cautionary tale for executives who outsource their voice. Joe lays it all out in this episode and the bar is so low that just showing up consistently puts you ahead of 90% of B2B.Thank you to our sponsors for making this possible:AdQuick – Making OOH advertising as easy to plan, buy, and measure as digital. adquick.comThrad.ai — Building the advertising infrastructure for AI. thrad.aibeehiiv — The all-in-one platform for newsletters, websites, and every tool you need to grow and earn. beehiiv.comThe Farm — Fraction commercial legal with an in-house approach to outside counsel. thefarmllp.comSTAY CONNECTEDJames on Twitter & LinkedIn – /jamesborowDaniel on LinkedIn, Instagram, TikTok – /danieldrugerSubscribe & leave a ⭐⭐⭐⭐⭐ review on Spotify & Apple Podcasts.

    Ads Rule Everything: We're All Marketing, How to be a Real Problem Solver, and Prediction Market Hedging

    Play Episode Listen Later Jul 8, 2026 21:48


    Daniel and JB are back from vacation — tanned and fired up — for an ADSN rundown that covers everything from Sean Frank's "ads rule everything around me" manifesto to X Money's launch, prediction market hedging for e-commerce brands, and Meta vibe-coding a new app. The episode kicks off with a sharp take on why every digital company is now fundamentally a marketing company, and why the problem-solving bar has been permanently raised by AI — with Gen Z founders skipping the career ladder entirely.From there, they dig into X Money's 7% savings yield and why a Tesla phone with Grok, Starlink, and X payments could be the actual super app. They break down Claude's new Slack integration as the start of multiplayer AI, why companies become irrelevant rather than defeated, and the reveal that Josh Siegel's team is now at Meta — likely behind the new Pocket minigames app. They close with Primary Posts featuring an AI-generated country song that JB played 1,600 times at his Fourth of July party and Jason Levin's genius fake protest at Cannes that got 10 million Instagram views for a few hundred bucks.Thank you to our sponsors:AdQuick – Making OOH advertising as easy to plan, buy, and measure as digital. adquick.comThrad.ai — Building the advertising infrastructure for AI. thrad.aibeehiiv — The all-in-one platform for newsletters, websites, and every tool you need to grow and earn. beehiiv.comThe Farm — Fraction commercial legal with an in-house approach to outside counsel. thefarmllp.comSTAY CONNECTEDJames on Twitter & LinkedIn – /jamesborowDaniel on LinkedIn, Instagram, TikTok – /danieldrugerSubscribe & leave a ⭐⭐⭐⭐⭐ review on Spotify & Apple Podcasts.

    The Most Capital Intensive Week in Tech: SpaceX, Cursor, and Agentic Banking

    Play Episode Listen Later Jun 18, 2026 30:22


    Daniel and JB kick off what they call their most capital-intensive episode yet on ADSN. The conversation opens with SpaceX's blockbuster IPO — stock surging past $200 a share, the company now worth more than Microsoft, and the staggering stat that Elon Musk's net worth jumped by "a full Warren Buffett" in a single day. From there they unpack the $60 billion Cursor acquisition, Fox's $20 billion Roku deal, Substack's official ads launch, and Mercury's new agentic banking platform.The episode covers a wide sweep of what's moving in tech and media right now: why frontier AI labs are about to go on an acquisition spree, how Fox is running Meta's family-of-apps playbook for television, why Sam Altman says "always make an API" saved OpenAI, and the emerging argument that tech companies will start looking more like hedge funds — tiny teams, massive AI leverage, and profit per employee through the roof. If you want to understand where the money is flowing and why, this is the episode.Thank you to our sponsors:AdQuick – Making OOH advertising as easy to plan, buy, and measure as digital. ⁠⁠adquick.com⁠⁠⁠⁠Thrad.ai⁠⁠ — Building the advertising infrastructure for AI. ⁠⁠thrad.ai⁠​beehiiv — The all-in-one platform for newsletters, websites, and every tool you need to grow and earn. ⁠⁠⁠beehiiv.com⁠⁠​The Farm — Fraction commercial legal with an in-house approach to outside counsel. ⁠thefarmllp.com ⁠STAY CONNECTEDJames on Twitter & LinkedIn – /jamesborowDaniel on LinkedIn, Instagram, TikTok – /danieldrugerSubscribe & leave a ⭐⭐⭐⭐⭐ review on Spotify & Apple Podcasts.

    Alphabet's $80B Raise, the App Distribution Crisis, and Why Substack Is a Landlord

    Play Episode Listen Later Jun 11, 2026 34:28


    Daniel and James kick off a packed ADSN rundown by celebrating hitting #1 in Namibia, then dive into Alphabet's staggering $80 billion capital raise arguing it's not just about compute buildout but a strategic move to suck capital away from soon-to-IPO competitors like SpaceX, Anthropic, and OpenAI. From there, they unpack the app distribution crisis created by agentic AI tools: everyone can build now, but the audience, budget, and creative genius to actually get discovered are nearly impossible to find.The back half covers the Substack vs. Beehiiv battle over audience ownership, why ChatGPT is becoming the new Facebook blue app, Apple's potentially risky WWDC AI strategy, and a Northbeam stat showing just 1.4% of Meta ad accounts produce 36% of all creative. They close with a comparison of AI adoption to electricity — the real gains don't come from plugging in, they come from redesigning the entire workflow — and primary posts on the risk of founding and Snap's upcoming Specs launch.Thank you to our sponsors:AdQuick – Making OOH advertising as easy to plan, buy, and measure as digital. ⁠adquick.com⁠⁠Thrad.ai⁠ — Building the advertising infrastructure for AI. ⁠thrad.ai​beehiiv — The all-in-one platform for newsletters, websites, and every tool you need to grow and earn. ⁠⁠beehiiv.com⁠​The Farm — Fraction commercial legal with an in-house approach to outside counsel. thefarmllp.com STAY CONNECTEDJames on Twitter & LinkedIn – /jamesborowDaniel on LinkedIn, Instagram, TikTok – /danieldrugerSubscribe & leave a ⭐⭐⭐⭐⭐ review on Spotify & Apple Podcasts.

    Why B2B Advertising Is Broken and How Newsletters are the Next Frontier | ft. Adam Ryan

    Play Episode Listen Later Jun 5, 2026 27:20


    Daniel and James sit down with Adam Ryan, CEO and co-founder of Workweek, the media-tech company that's home to the five largest professional communities across fintech, HR, e-commerce, marketing, and healthcare. Adam built the company on a simple insight: the people with the most professional experience are the least likely to share it publicly. So he built Workweek to solve it, pulling from his days as the first hire and president of The Hustle before its sale to HubSpot.The conversation digs into Workweek's newly announced partner platform, which connects newsletter ad engagement signals directly back to advertiser CRMs. Adam shares that 95% of newsletter clicks today are bots, that his platform is matching 44% of Fortune 500 CRMs, and that sales teams are claiming 3-4x more credit than they deserve while marketing gets none. If you've ever wondered why proving newsletter ROI feels impossible, this episode explains exactly why and how Workweek is changing it.Thank you to our sponsors:​ AdQuick — ⁠adquick.com⁠​ ⁠Thrad.ai⁠ — ⁠thrad.ai⁠​ beehiiv — ⁠⁠beehiiv.com⁠​ The Farm — thefarmllp.com STAY CONNECTEDJames on Twitter & LinkedIn – /jamesborowDaniel on LinkedIn, Instagram, TikTok – /danieldrugerSubscribe & leave a ⭐⭐⭐⭐⭐ review on Spotify & Apple Podcasts.

    Chat Apps Are the New Newsfeeds, AI Isn't Public Opinion, and Kuzma Goes Deep

    Play Episode Listen Later May 30, 2026 27:22


    Daniel and James are back with another ADSN rundown and this week did not disappoint. They kick things off with Kyle Kuzma posting what can only be described as an institutional-grade investment takes, cover how Meta's algorithm served Chewy's maggot ad to millions of people without anyone at Chewy signing off on it, and react to Amazon being revealed as the company that accidentally burned half a billion dollars on Claude tokens in a single month.From there, the conversation ranges from a NYC startup offering free apartment cleaning in exchange for robot training footage, to why chat apps are structurally becoming the new newsfeeds, to why strict brand guidelines might be the enemy of Gen Z engagement. Then, why synthetic customers and AI-generated survey data are basically bringing the algorithmic feed to real life, and then we close out on why every app company eventually has to become a fintech.

    Why Marketing, Product, and Measurement are Collapsing ft. Brian Quinn, AppsFlyer

    Play Episode Listen Later May 28, 2026 38:52


    Daniel and James sit down with Brian Quinn, North American President at AppsFlyer, the marketing measurement platform working with over 15,000 brands including Netflix, TikTok, Pepsi, and Burger King. They kick off the conversation exploring how AI is reshaping the customer journey and then move on to discuss why brands are pulling their best experiences out of the open web and back into apps, and the explosive growth in new apps driven by vibe coding.Brian shares how AppsFlyer customers are adopting AI differently, from small gaming companies that have automated everything to enterprise brands still grappling with compliance and governance. He breaks down how measurement is collapsing from reporting into real-time optimization, why marketing and product teams are merging, and what it means that the web is becoming a data source for LLMs rather than an actual consumer destination. The conversation wraps with a look at why CTV performance advertising remains massively under-indexed and where the next wave of disruption is headed.Thank you to our sponsors:​ AdQuick — ⁠adquick.com⁠​ ⁠Thrad.ai⁠ — ⁠thrad.ai⁠​ beehiiv — ⁠⁠beehiiv.com⁠​ The Farm — thefarmllp.com STAY CONNECTEDJames on Twitter & LinkedIn – /jamesborowDaniel on LinkedIn, Instagram, TikTok – /danieldrugerSubscribe & leave a ⭐⭐⭐⭐⭐ review on Spotify & Apple Podcasts.

    Zuck's Leaked Audio on Training AI, DraftKings CEO Goes Off & Why Your Feed Is Fake

    Play Episode Listen Later May 23, 2026 33:11


    Leaked audio from Meta's All Hands: Zuck wants to train AI on employee behavior. DraftKings CEO goes scorched earth on Kalshi. Publicis bought LiveRamp. Chinese brands are quietly acquiring Everlane, Blue Bottle, and Salomon. Airbnb will have to embrace AI agents. The feed is fake. And someone put their CPA on Meta Ray-Bans.Thank you to our sponsors:​ AdQuick — ⁠adquick.com⁠​ ⁠Thrad.ai⁠ — ⁠thrad.ai⁠​ beehiiv — ⁠⁠beehiiv.com⁠​ The Farm — thefarmllp.com STAY CONNECTEDJames on Twitter & LinkedIn – /jamesborowDaniel on LinkedIn, Instagram, TikTok – /danieldrugerSubscribe & leave a ⭐⭐⭐⭐⭐ review on Spotify & Apple Podcasts.

    Why Everyone in Ads Is Wrong About OpenAI, Shopify, and Gen Z

    Play Episode Listen Later May 13, 2026 35:07


    This week ADSN goes bicostal for the first time. Daniel is live from Upfronts in New York and James is holding it down in LA.They kick off with Kalshi odds on a Tesla-SpaceX merger hitting 50%, then get into why ChatGPT shipping an ad manager is kind of a joke — they literally told Codex to build it. Eric Tilbury defines outcomes in a single sentence that should be written in stone.The conversation moves into why brands need more ads (not just better ones), how Gen Z doesn't subscribe to anything and just uses the algo, and why there are more car dealerships than car makers in the Fortune 500. James drops his Shopify thesis (it's a headless walled garden, not a SaaS business), they cover the Cameo x TikTok partnership, and close out with Spencer Pratt's AI-powered political campaign as a blueprint for creative.Plus: Duolingo's new Focus Mode that locks your apps, the data center land flip arbitrage, and why the future of AI is in the suburbs.Thank you to our sponsors:• AdQuick — ⁠adquick.com⁠• ⁠Thrad.ai⁠ — ⁠thrad.ai⁠• beehiiv — ⁠⁠beehiiv.com⁠• The Farm — thefarmllp.com STAY CONNECTEDJames on Twitter & LinkedIn – /jamesborowDaniel on LinkedIn, Instagram, TikTok – /danieldrugerSubscribe & leave a ⭐⭐⭐⭐⭐ review on Spotify & Apple Podcasts.

    GameStop Wants to Buy eBay, Parker Card Dies Overnight & Every Platform Goes API-First | ADSN Ep. 18

    Play Episode Listen Later May 7, 2026 29:09


    Ryan Cohen wants to buy eBay with half cash, half stock. Parker Card raised $200M and vanished overnight. OpenAI shipped a full ads manager. Shopify, Meta, Mercury, and Spotify all launched AI connectors in the same week. Stripe Atlas data shows new AI-era companies are 2x the size of last year's cohort. Plus: why Unilever is betting on 300K creators, and the one skill creative strategists are missing.This is ADSN — the ad tech and media show for operators who want signal, not noise.Sponsors: AdQuick, Thrad, Beehiiv, The Farm LLP

    Elon's $60B Lego Set and How PE Firms Are Using Claude Code to Kill Deals

    Play Episode Listen Later Apr 29, 2026 30:20


    Private equity firms are spending weekends rebuilding acquisition targets in Claude Code. If the clone works, the deal dies. It's the cheapest moat test in human history.This week James and Daniel dig into:• Why token pricing today looks exactly like mobile data pricing 15 years ago• Sam Altman rethinking OS design and the OpenAI phone rumors• GPT Image generating LEGO sets with real BrickLink part IDs• SpaceX acquiring Cursor for up to $60 billion• China blocking Meta's Manus acquisition. Is this the balkanization of AI talent?• Anthropic paying $400K/year for an events role• Chinese micro-dramas: this year's ad platform growth driverPlus: Evan Spiegel called software dead 15 years ago, Sean Frank asks why you still aren't building, and AI agents negotiating your BNPL rates in real time.Thank you to our sponsors:• AdQuick — adquick.com• Thrad.ai — thrad.ai• beehiiv — ⁠beehiiv.comSTAY CONNECTEDJames on Twitter & LinkedIn – /jamesborowDaniel on LinkedIn, Instagram, TikTok – /danieldrugerSubscribe & leave a ⭐⭐⭐⭐⭐ review on Spotify & Apple Podcasts.

    The Death of SaaS, OpenAI's Ad Problem, and Tim Cook Steps Down

    Play Episode Listen Later Apr 22, 2026 26:47


    Sequoia just dropped a thesis that's shaking up the industry: the next trillion-dollar company won't sell software — it'll sell work. Meanwhile, founders are cutting SaaS tools to pay for AI tokens, Block built a "Claude for money" inside Cash App, and OpenAI can't figure out how to spend advertisers' money.This week James and Daniel dig into:• Sequoia's bold thesis: sell work, not software — and what it means for the SaaS era• Why founders are cutting SaaS tools to pay for more AI tokens• Block's Moneybot and what a "Claude for money" looks like• The clipping economy explosion — MTS, the 24/7 show trying to replace TBPN• OpenAI's ad inventory problem: $200K committed, barely $2K spent• Notion's 2026 "no roadmap" strategy• Breaking: Tim Cook steps down as Apple CEO — hardware leaders are the futurePlus: Why AI without a clear plan is actually dangerous for your productivity, Olympic fencing now looks like a lightsaber fight, and Larry Ellison's legendary defense of Elon Musk.Sponsors:• AdQuick — Making OOH advertising as easy to plan, buy, and measure as digital. adquick.com• Thrad.ai — Building the advertising infrastructure for AI. thrad.aiSTAY CONNECTEDJames on Twitter & LinkedIn – /jamesborowDaniel on LinkedIn, Instagram, TikTok – /danieldrugerSubscribe & leave a 5-star review on Spotify & Apple Podcasts. It takes 10 seconds and helps others discover ADSN.

    She Rebuilt Her Entire Agency with AI in 3 Weeks ft. Julia Knight

    Play Episode Listen Later Apr 17, 2026 27:48


    Julia Knight rebuilt every single workflow at her agency Knight Vision using Claude. Condensing 5 people's roles into one in just 3 weeks. James and Daniel sit down with Julia to talk about what it actually looks like to scale a marketing agency with AI.In this episode:• How Julia used Claude to rebuild Knight Vision's entire backend• Why volume beats perfection in content marketing (posting = shots on goal)• What creator partnership programs actually cost and how attribution works• B2B influencers are at 0.5 out of 10. Massive opportunity ahead• The viral marketing playbook: content + distribution + speed• Differences working with Gen Z and millennial foundersJulia also shares what she's building next and why having an open mind is the biggest advantage right now.Follow Julia Knight:LinkedIn: linkedin.com/in/julia-knight-565b48127Knight Vision: trycutie.com (subscribe to her newsletter)Sponsors:• AdQuick – Making OOH advertising as easy to plan, buy, and measure as digital. adquick.com• Thrad.ai — Building the advertising infrastructure for AI. thrad.aiSTAY CONNECTEDJAMES on Twitter & LinkedIn – /jamesborowDANIEL on LinkedIn, Instagram, TikTok – /danieldruger

    The Masters vs. AI, Meta Muse is Everywhere, Why Diplo Thinks You Can't Beat AI (And How You Can Use It)

    Play Episode Listen Later Apr 15, 2026 31:50


    It's bizarro world this week with James going phoneless for 10 hours, his new found respect for IBM, and why he's so bullish on out of home (OOH) advertising. Then it's back to digital land with Meta launching Muse, another week of OpenAI ads announcements, and the one thing you can do to stop AI bad actors (hint: call your country leader a big fat pig). Also in this episode is Diplo, Rick Rubin, and Andrew Sorkin...?A special thanks to our newest sponsors:- AdQuick, the platform making out-of-home advertising as easy to plan, buy, and measure as your digital campaigns. James and Daniel have been following AdQuick for a long time and big proponents that if OOH isn't in your media mix yet, AdQuick will change your mind. Check them out at adquick.com- Thrad.ai, the platform building the advertising infrastructure for AI. Helping publishers monetize with in-chat ads and advertisers buy ads in AI. Thrad is building the AI ad future that James and Daniel talk about in nearly every episode. Learn more at thrad.ai. STAY CONNECTEDJAMES on Twitter & LinkedIn – /jamesborowDANIEL on LinkedIn, Instagram, TikTok – /danieldruger

    OpenAI's $100M Grab, Elon Forces Grok on Wall Street & Ads for AI Agents

    Play Episode Listen Later Apr 8, 2026 29:15


    This week: OpenAI just paid $100M+ for a business show — and it's not really about content. James and Daniel break down what that acquisition signals for AI, media, and anyone building right now.Plus they talk about the founder literally talking to AI notetakers instead of humans and why if you are still building like it is 2022, you might already be behind.James and Daniel get into why APIs are becoming the only thing that matters, how Musk is flexing distribution in ways no one else can, and if you are not building for agents, you might not be building for the future at all.STAY CONNECTEDJAMES on Twitter & LinkedIn – /jamesborowDANIEL on LinkedIn, Instagram, TikTok – /danieldruger

    Snapchat's $8M Turnaround Plan: Can This 6-Point Strategy Actually Save Snap?

    Play Episode Listen Later Apr 2, 2026 19:14


    An 8 million dollar bet, a 6 point plan, and a lot of opinions. Snapchat has the product, the data, and the audience… so what's missing?James and Daniel dive into Snapchat's no-filter plan for 7x growth, think cost cuts, smarter monetization, and finally using its AI edge the right way. It's part serious strategy, part reality check, and honestly kind of wild that it's come to this.STAY CONNECTEDJAMES on Twitter & Linkedin – /jamesborowDANIEL on LinkedIn, Instagram, TikTok – /danieldruger

    Token Spend Is the New Salary & AI Is Choosing Your Stack

    Play Episode Listen Later Apr 1, 2026 30:26


    AI, Meta, Amazon… yeah, it's one of those weeks.Token spend is replacing salaries; AI is calling the shots; and distribution is still the hardest game. James and Daniel break down why the Apple App Store might look like chaos (#StopTheSlop), but it can be an opportunity, how Meta is restructuring, and why Mark Zuckerberg keeps starting over.Plus: wild efficiency numbers, AI-driven growth loops, and what happens when software starts to feel like ecommerce.STAY CONNECTEDJAMES on Twitter & Linkedin – /jamesborowDANIEL on LinkedIn, Instagram, TikTok – /danieldruger

    Ads, AI, and the Internet Meltdown

    Play Episode Listen Later Mar 25, 2026 23:59


    AI founders are finally turning to paid marketing… and the internet is losing its mind!This week, James and Daniel unpack the debate sparked by Andrew Chen and Bill Gurley, and question whether paid marketing really kills creativity. They also explore why, despite 25+ years of data, there's still no clear startup playbook and why that might never change.Plus: the shift from hiring people to hiring tech, why AI could reward leaders like Mark Zuckerberg, and a few bold takes from Paul Graham.It's the funniest era of tech, where everything is easier to build, harder to grow, and somehow… ads still work.STAY CONNECTEDJAMES on Twitter & Linkedin – /jamesborowDANIEL on LinkedIn, Instagram, TikTok – /danieldruger

    Modern Brands That are Winning Embrace these New Rules of Growth

    Play Episode Listen Later Mar 22, 2026 32:17


    The ecommerce marketing playbook has evolved and most brands haven't caught up yet. In this episode, guys sit down with Olivia Kory, Chief Strategy Officer at Haus, to talk about why the modern marketing stack is more complex, more fragmented, and more important than ever.Olivia explains how brand strategy has evolved in the age of omnichannel, what it actually takes to measure marketing effectiveness across channels, and why the brands winning right now are the ones treating measurement as a competitive advantage from day 0.

    Travis Kalanick's Founder Pump-up Speech, and Why 40 Is Not the Deadline, It's the Starting Line

    Play Episode Listen Later Mar 18, 2026 24:39


    This week is a bit of a reality check (in a good way). If you think you've missed your window, this episode might change your mind.James and Daniel talk about why execution is becoming more important than ever, how having a clear “playbook” can be a cheat code, and why the ability to tell a great story is quickly becoming one of the most valuable skills you can have.On the AI side, things are getting interesting—algorithms are becoming less secret, entire marketing teams are shrinking to one person, and the barrier to building something is basically gone.We also get into why things that used to feel like weaknesses (being chronically online, ADHD brain, etc.) might actually be the biggest edge in today's world.Building something has never been easier. Getting people to notice? That's a different story.

    How this founder is taking Cheetos head on w/ AI and Grass Fed Beef

    Play Episode Listen Later Mar 12, 2026 20:34


    Hear the #1 food trend coming out of the biggest food show in the world and how George Zhou, founder of BUFFS, is transforming salty snacks with a better tasting, better for you, "beef Cheetos".George shares his experience at Expo West, one of the biggest food trade shows in the world, what trends he's seeing in food and beverage, how he built BUFFS while still in college, and why the next wave of food brands might look a lot more like farm-to-table than lab-to-shelf.George also shares the unexpected role AI played in building Buffs, how trial-and-error (and a lot of ChatGPT) helped shape the product, and why tools like Claude are becoming part of the modern founder toolkit.Plus, George shares a few insights on the wild world of TikTok and what it really takes to earn consumer attention.STAY CONNECTEDJAMES on Twitter & Linkedin – /jamesborowDANIEL on LinkedIn, Instagram, TikTok – /danieldruger

    Meta's AI crackdown faces advertiser backlash, Visa gives cards to agents, and a new definition of SaaS

    Play Episode Listen Later Mar 11, 2026 28:55


    This week it's all about AI optimism and looking at the posts that really dig into what happens when AI starts working with us…instead of just for us.James and Daniel dig into the viral chart on AI that's been making the rounds and what it reveals about where AI is actually showing up across industries and where it still has a ways to go. This opens up a bigger question: are we further along than we think, or still just scratching the surface?They also talk about what jobs will get replaced by AI, those that will evolve, and even some jobs that get more valuable in an AI world. SaaS-pocalypse isn't quite what it's made out to be, and who will be the ultimate winners.And this week's primary posts feature data from Ramp's Economics Data Lab and how starting from scratch may be an easier path forward than fixing old problems.STAY CONNECTEDJAMES on Twitter & Linkedin – /jamesborowDANIEL on LinkedIn, Instagram, TikTok – /danieldruger

    Block Cuts 40%, Data Centers vs Offices, and Bots on Bots on Bots | Ft. Bock Exec Dante DiCicco

    Play Episode Listen Later Mar 4, 2026 47:42


    What do Nikita Bier, zerohedge, Ben Horowitz, and Burger King all have in common? Their Twitter takes were all featured on this week's ADSN.James and Daniel check out the decline of office construction while data center construction is skyrocketing, clear signal that we're moving even faster from physical to digital. The guys also unpack what that means for the future of work (hint: Revenue Per Agent is coming), the rise of bots creating bots, and why we're in the geocities era. They also talk about why great salespeople are even more valuable in an AI world. And of course don't miss this week's primary posts.Joining the guys is Dante Dicicco, restaurant owner and product leader at Block, also known as Square, who brings a grounded, real world perspective on how AI is affecting operators today. They discuss procurement, payment processing economics, customer support, and how platforms like Square and Toast are getting restaurants to adopt AI. Dante also brings his experience being a restaurant owner to the show and shares first hand how he's building tech into his main street business.STAY CONNECTEDJAMES on Twitter & Linkedin –⁠ /jamesborow⁠DANIEL on LinkedIn, Instagram, TikTok –⁠ /danieldruger⁠

    a16z's Bryan Kim on why adtech is investable again, plus the energy space race, AI monetizing, and web 4.0

    Play Episode Listen Later Feb 24, 2026 39:51


    In this episode of ADSN, James and Daniel follow the money. We break down the new monetization plays and where dollars are starting to flow. Including how Gemini and Amazon's Rufus are already printing billions, Snap embracing even more creator monetization, and what Web 4.0 means for revenue and payments, and much more.Bryan Kim, partner at Andreessen Horowitz, joins the show to talk about why adtech is having a moment again, how AI is ushering in a new era of engagement and distribution, and where the future is heading.STAY CONNECTEDJAMES Twitter –⁠ /jamesborow⁠ LinkedIn —⁠ /jamesborow⁠DANIEL Instagram —⁠ /danieldruger⁠ TikTok —⁠ /danieldruger⁠ LinkedIn —⁠ /danieldruger⁠

    The Agent Era: OpenAI Scoops OpenClaw, Manus Meets Ads Manager & Ben Putley on AI-Crypto Convergence

    Play Episode Listen Later Feb 18, 2026 52:54


    James and Daniel break down Peter Steinberger's massive move taking OpenClaw to OpenAI, Meta's counter by integrating its recent Manus acquisition directly into ad and chat platforms. We also dive into why media and IP are in trouble, what ice dancing and AI have in common, and Netflix's little brother moment.Later in the show, we sit down with Ben Putley, CEO of Alkimi, to discuss the fascinating convergence of AI and crypto. We explore how stablecoins and agent-to-agent payments are poised to fundamentally rewire digital ads.STAY CONNECTEDJAMES Twitter –⁠ /jamesborow⁠ LinkedIn —⁠ /jamesborow⁠DANIEL Instagram —⁠ /danieldruger⁠ TikTok —⁠ /danieldruger⁠ LinkedIn —⁠ /danieldruger⁠

    From Moltbook to Mars, ADSN Heading to the Olympics, Netflix Meets the Senate

    Play Episode Listen Later Feb 10, 2026 44:21


    In this episode, James and Daniel break down the rise of agentic social networks with Moltbook and what AI to AI interaction means for the future of ads and monetization. They dive into Elons's space moves, X moving closer to an everything app, and how ads are now rocket science.They also talk Netflix's antitrust hearing, the Claude vs. OpenAI ad wars, the CAPEX spending spree, and more including this week's primary posts.Steven Liss, CEO of OpenAds, joins ADSN to explain how advertising works when the audience isn't human; from marketing to AI agents, controlling data feeds, and why a well-aligned AI may be the ultimate ad blocker.STAY CONNECTEDJAMES Twitter –⁠ /jamesborow⁠ LinkedIn —⁠ /jamesborow⁠DANIEL Instagram —⁠ /danieldruger⁠ TikTok —⁠ /danieldruger⁠ LinkedIn —⁠ /danieldruger⁠

    Sam Khoury on B2B Creator Businesses, Netflix+WB4EVA, the $1B Digital Twin, and Meta the Energy Company

    Play Episode Listen Later Feb 3, 2026 44:21


    In this episode, James and Daniel break down Meta's monster earnings ($200B revenue, 3.58B daily users, $44B FCF), the marketing masterclass from Netflix and Warner Bros, the creator-to-$2M viral Dr. Pepper ad that's rewriting the creative playbook. We also explore the massive tech layoffs at Amazon, Pinterest, and others, and why AI may just be an excuse. Plus, Khaby Lame's $1 billion deal and vibe coding at the Super Bowl.Sam Khoury joins us to talk all things B2B creators and why the natural progression is from clips to live events. He's alsogiving ADSN listeners 30% off the Marketecture Live event using code SAM30.STAY CONNECTEDJAMES Twitter – /jamesborow LinkedIn — /jamesborowDANIEL Instagram — /danieldruger TikTok — /danieldruger LinkedIn — /danieldruger

    AI ad wars with Eric Seufert, Netflix (social) media battle, and OpenAI's ecomm money grab.

    Play Episode Listen Later Jan 26, 2026 51:27


    In this ADSN episode, James and Daniel chat with Eric Seufert to discuss the varying strategies of AI ad monetization and where it all leads. We dive into Netflix's latest earnings, highlighting what the company said about the state of their advertising business and the competitors they're keeping an eye on. We cover the Netflix app redesign, battle for shorts, and why we're now in a world where ‘media is media'. There's plenty of ad news including the OpenAI announcements, Meta's Reel revenue, and Amazon's Rufus. STAY CONNECTED*JAMES*Twitter – /jamesborowLinkedIn — /jamesborow*DANIEL*Instagram — /danieldrugerTikTok — /ddrugerLinkedIn — /danieldruger

    ADSN is back! Agentic Commerce, Converging Media, and Mike Khristo on going from idea to launch with AI

    Play Episode Listen Later Jan 20, 2026 44:29


    ADSN returns with a with a big first episode back. James Borow and Daniel Druger break down the Gemini-Apple deal and the potential for AI assistants to be a new social network. They look at the Universal Commerce Protocol (UCP) with Google, Shopify, and others and what it could mean for agentic commerce. Mike Khristo CEO and co-founder of Layers.com joins James and Daniel to discuss the magic of Anthropic's Claude and how the release of Opus 4.5 has led to a step change in web, cross-platform, and desktop agents. He also gives real life examples of how vibe coding is bringing founders of any technical level from idea to launch.

    ADSN | Ari Paparo on Google's path to ad tech dominance and stories along the way

    Play Episode Listen Later Aug 29, 2025 29:19


    Ari Paparo sits down to talk about his new book Yield: How Google Bought, Built, and Bullied Its Way to Advertising Dominance, and talk about some of the defining moment of ad tech.Buy the book at https://www.amazon.com/Yield-Google-Bullied-Advertising-Dominance/dp/B0F67HV2BBFollow ADSN: https://TheADSN.comhttps://x.com/The_ADSNhttps://open.spotify.com/show/3JyftL7aNBc7Q5axOdIaovhttps://youtube.com/@theadsn

    ASDSN | 1000s of new marketers are about to come online and the MCP effect

    Play Episode Listen Later May 31, 2025 26:58


    ADSN is made possible by:dash.fi - https://dash.fiMeasured - https://measured.com/Follow ADSN: https://TheADSN.comhttps://x.com/The_ADSNhttps://open.spotify.com/show/3JyftL7aNBc7Q5axOdIaov?si=4b9b1c3697944021https://youtube.com/@theadsn

    ASDSN | Andrew Covato on the latest on ad measurement and takeaways from Possible

    Play Episode Listen Later May 12, 2025 21:27


    ADSN is made possible by:DashFi - https://dash.fiMeasured - https://measured.com/Follow ADSN: https://TheADSN.comhttps://x.com/The_ADSNhttps://open.spotify.com/show/3JyftL7aNBc7Q5axOdIaov?si=4b9b1c3697944021https://youtube.com/@theadsn____________________________________Sponsored by DashFiIf You're Spending $100K+ Per Month on Ads, You're Probably Overpaying.DashFi is the corporate charge card built for advertisers spending heavily on Meta and Google. Our AI-powered Ad Pay Protection uncovers hidden overcharges and billing discrepancies—protecting your campaigns from costly billing failures and putting real money back into your business.In the last $20M of audited ad spend, DashFi uncovered an average of 12% in discrepancies, with advertisers receiving up to 6% back in ad credits. With high flexible limits, no personal guarantee, and fast approvals, you can scale spend without financial roadblocks.

    ADSN | Payments are the new cookies, ads in AI, and more AI ads.

    Play Episode Listen Later Apr 30, 2025 32:50


    ADSN is made possible by dash.fi & Measured.Today on ADSN, James Borow & Daniel Druger dive into:

    ADSN | Alex Heath reports on the Google & Meta legal sagas

    Play Episode Listen Later Apr 19, 2025 33:38


    ADSN is made possible by:DashFi - https://dash.fiMeasured - https://measured.com/Follow ADSN: https://TheADSN.comhttps://x.com/The_ADSNhttps://open.spotify.com/show/3JyftL7aNBc7Q5axOdIaov?si=4b9b1c3697944021https://youtube.com/@theadsn____________________________________Sponsored by DashFiIf You're Spending $100K+ Per Month on Ads, You're Probably Overpaying.DashFi is the corporate charge card built for advertisers spending heavily on Meta and Google. Our AI-powered Ad Pay Protection uncovers hidden overcharges and billing discrepancies—protecting your campaigns from costly billing failures and putting real money back into your business.In the last $20M of audited ad spend, DashFi uncovered an average of 12% in discrepancies, with advertisers receiving up to 6% back in ad credits. With high flexible limits, no personal guarantee, and fast approvals, you can scale spend without financial roadblocks.

    ADSN | Guest Commentators: Eric Seufert & Taylor Holiday

    Play Episode Listen Later Apr 11, 2025 48:14


    ADSN is the ESPN for the ads/marketing industry. This week, hosts James Borow and Daniel welcome guest commentators Eric Seufert and Taylor Holiday to talk about current market volatility, tariffs, and the impact on ad platforms and DTC brands.ADSN is made possible by: dash.fi - https://dash.fiMeasured - https://measured.com/Follow ADSN: Keep up with ADSN:https://TheADSN.comhttps://x.com/The_ADSNhttps://youtube.com/@theadsn

    ADSN | Tariffs, AI, more AI, and M&A

    Play Episode Listen Later Apr 8, 2025 44:09


    ADSN is the ESPN for the ads/marketing industry. This week, hosts James Borow and Daniel talk all things tariffs, AI, even more AI, and M&A with a special guest appearance from Conor McKenna from LUMA Partners.ADSN is made possible by:dash.fi - https://dash.fiMeasured - https://measured.com/Follow ADSN: https://TheADSN.comhttps://x.com/The_ADSNhttps://open.spotify.com/show/3JyftL7aNBc7Q5axOdIaov?si=4b9b1c3697944021https://youtube.com/@theadsn

    Taking Inventory is now ADSN: The Ads Network

    Play Episode Listen Later Apr 2, 2025 37:04


    ADSN is the ESPN for the ads/marketing industry. This week, hosts James Borow and Daniel talk all things vibe coding, AI ads, why Zuck claims Meta is not an ads co and have a special guest appearance from the Boring Marketer (aka James Dickerson) to do a deep dive on Vibe Marketing - the term and concept that he created - and why marketers and advertisers should care.ADSN is made possible by:dash.fi - https://dash.fiMeasured - https://measured.com/

    Rebuilding LA #2: Housing & Zoning with Cover's Alexis Rivas

    Play Episode Listen Later Feb 13, 2025 17:58


    Alexis Rivas, co-founder and CEO of Cover, talks rebuilding LA after the recent wildfires. Explore how Cover's innovative use of technology is transforming home construction, and how this approach could impact the recovery efforts - making it faster, efficient, and affordable. Tune in to learn how Alexis sees the future of residential building and zoning - and how Cover is playing a pivotal role in the city's recovery.

    Rebuilding LA: EP1 Fire Insurance

    Play Episode Listen Later Feb 5, 2025 42:16


    The Taking Inventory podcast was originally about the digital economy and advertising, but after our co-host's house burned down—thanks to LA's chaos—we've shifted our focus to fixing what could be the best city in the world. In our first episode about rebuilding LA, we have Jennifer Fitzgerald, the co-founder and former CEO of Policy Genius. Jennifer is working full-time on recovery and rebuilding efforts after losing her home and most of her neighborhood in the 2025 Palisades Fire in LA.

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