Packed week on The Rundown. You know the drill. Let’s get into it (listen or watch on Spotify, Apple, YouTube).
A founder told James before this episode: “We’re cutting SaaS tools so we can buy more tokens.” Not hiring more people, buying more AI power. Sequoia just validated what we’ve been saying for months: the next trillion-dollar company won’t sell software, it will sell work. Here’s what else happened this week: Block built a “Claude for money” inside Cash App with tens of millions of users on day one, OpenAI committed $200K in ad revenue and spent just $2K (an inventory problem nobody’s solving), and MTS launched as a 24/7 live show backed by Andreessen.
Tim Cook stepped down as Apple CEO, and the hardware guy takes over. The irony in all of this: everyone’s automating code, but nobody’s figured out sales. The companies cutting salespeople today will be rehiring them in six months.
THE RUNDOWN
JOINING THE POD: JULIA KNIGHT
Rebuilding a Marketing Agency with AI, Viral Content Playbooks & the Future of Creators ft. Julia Knight
Why more content, not perfect content, is the real growth strategy
How creator partnerships are evolving (and why they’re not cheap)
The early days of B2B influencers and the massive opportunity there
What it really takes to go viral (hint: volume + distribution)
And how AI is changing everything from operations to creative output
Julia on LinkedIn: https://www.linkedin.com/in/julia-knight-565b48127/ Subscribe to Julia’s newsletter: https://trycutie.com/
Watch or listen to the full conversation with Julia:
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