Big shifts happening across tech, media, and advertising right now. And we covered quite a bit of it on last week’s episode. Some of the things you missed:
OpenAI just shipped an ad manager and everyone is treating it like a milestone. When in reality this was probably as simple as saying “hey Codex, build me a modern day ad manager” (may be a slight exaggeration). Either way it’s clear that ChatGPT ads are going to be the fastest-growing ad business ever until the next one.
AI spend is starting to rival headcount in real companies, raising a new KPI nobody is tracking yet but one we’ve talked about at least over 5 episodes. Reframing Shopify as a headless walled garden vs. just SaaS. And the big question: does Gen Z even follow/subscribe to anything anymore?
Distribution as the unbeatable moat, stemming from the fact that there are more car dealerships than car makers in the Fortune 500, including why owning the customer relationship matters more than ever as markets continue to fragment.
Finally what Spencer Pratt’s LA mayoral campaign signals for AI-native creative and where content creation is heading. Hint: it’s going to be faster, cheaper, tailored, and clipped.
Don’t miss the first ever bi-costal ADSN (Daniel in NYC at upfronts and James in LA), it’s a doozy.
THE RUNDOWN
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