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James O'Connor
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James O'Connor
@jamesIII
Co-founder @AdBridgeAI. Rap nerd. I'd rather be on a bike.
Boston, MA Se unió Mayıs 2008
1.3K Siguiendo1.4K Seguidores
@aripap @JeremyBloomHere @Pogue What if I don't say much around my phone but just type things that signal my purchase intentions and interests after submitting my age and gender after logging into various services?
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Set your TiVo. I'm going to be on CBS Sunday Morning this weekend, talking to @Pogue on the key question of our times: Is my phone listening to me?
Should be a fun segment.
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@aripap Things are messy in this space right now and to your point about different platform strategies, I imagine we'll see a conflation of offerings where media businesses offer platform tools eventually and vice versa.
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This week's newsletter:
OpenAI + TBPN
Tech platforms and influencers
Podcasting and influencers
Tech platforms abandoning credit card payments
news.marketecture.tv/p/ari-s-hot-ta…
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@This_Liss That’s a lot easier than setting up a video camera to trigger one of those tipping birds to hit the 1 key when it saw Claude ask for approval 😆
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Every night before bed I set Claude to --dangerously-skip-permissions and attempt something ambitious.
I explicitly tell it I'm going to sleep, so it knows it's on its own until it figures it out.
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Claude AI is reportedly down for hundreds of users right now. Are you one of them? #ClaudeDown #Anthropic #ClaudeAiDown
community.designtaxi.com/topic/26295-is…
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[internal dialogue] stay cool, everything is gonna be ok
Bonmu@imlegalengineer
claude code down. anyone else??
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@bhalligan @jack @roelofbotha @blocks While fascinating and visionary, it begs lots of questions. I'm most curious how widely this model could apply. Non-bit based cos. Company size usefulness. Different sectors. Etc
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NEW EPISODE: @jack & @roelofbotha unpack @blocks 40% staff cut and rebuilding the entire company as a mini-AGI.
This isn’t “use AI to make people more productive.” It’s making the company itself the intelligence.
If you’re a founder or operator wondering what work looks like in the next 5 years… this is the episode.
The evolution looks like:
• Manager mode = Pyramid 🔺 (command & control)
• Founder mode = Flat ➖(founders decide fast)
• Dorsey mode = Circle 🔵 w/ AI at the center, humans at the edge, and decisions flow from customer inputs → AI → humans steering it
I’ve tried killing org charts before. Brutally hard. But we never had these tools.
This is rewriting the CEO playbook for the AI era.
Buckle up.
00:00 Existential Dread & Hope
02:56 AI Replaces Hierarchy
07:22 Block’s New Three Roles
26:47 Flattening the Company, Fast
35:23 Getting the Board to Buy-In, Fast
36:50 Building a Great Board
41:29 Founder CEO Lessons
48:18 Second Acts & Conviction
56:22 Timeless CEO Traits
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@heyward_fox @bhalligan @jack @roelofbotha @blocks Disagree it’s extra steps. As the man explains, he's trying to flatten the org further and be in the driver's seat to decide on what to optimize for. Sounds like the idea here is too synthesize the info to get a broader truth to make those decisions
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@bhalligan @jack @roelofbotha @blocks the circle model sounds clean on a podcast but the hard part is the same as it's always been. someone still has to decide what the AI optimises for and that's just leadership with extra steps.
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@This_Liss Money well spent and may those happy advertising noises turn into happy profit noises
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Partnering with one of Japan's top anime studios for our launch video wasn't cheap, but Grok was insistent.
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Call me crazy, but picking a fight with the HoldCos - the same organizations whose employees are the ones in-platform using your product - seems like a bad idea. Especially when you have basically no competitive moat and a confusing/ complex pricing strategy.
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@jamesIII Sora didn't last 6 months.
hollywoodreporter.com/business/digit…
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There's a debate happening in the podcast world about the use of AI gen, synthetic voices. I predict this debate will be moot in 12-24 months as creators embrace the technology for both content and ads. And as long as the quality is high, listeners will be good with it.
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@united Now we just need to put stairs on the food/drink carts so you can climb over the top of them to get to the bathroom instead of holding it.
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The entire row is alllllll yours.
Welcome to United Relax Row, three adjacent United Economy seats with adjustable leg rests that can each be raised or lowered to create a cozy lie-flat space for stretching out...
You'll also get a mattress pad, blanket and two pillows. If you’re traveling with kids, a plushie too! United Relax Row will be available starting next year on more than 200 of our 787s and 777s, each with up to 12 of these brand-new rows.
united.com/Elevated
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Thoughts on intentionally inserting spelling mistakes into email or social content as a way to signal human generation, not slop?
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Best quote: “mediocrity is invisible until passion shows up to expose it”
David Senra@davidsenra
My conversation with Marc Andreessen (@pmarca), co-founder of @a16z and Netscape. 0:00 Caffeine Heart Scare 0:56 Zero Introspection Mindset 3:24 Psychedelics and Founders 4:54 Motivation Beyond Happiness 7:18 Tech as Progress Engine 10:27 Founders Versus Managers 20:01 HP Intel Founder Legacy 21:32 Why Start the Firm 24:14 Venture Barbell Theory 28:57 JP Morgan Boutique Banking 30:02 Religion Split Wall Street 30:41 Barbell of Banking 31:42 Allen & Company Model 33:16 Planning the VC Firm 33:45 CAA Playbook Lessons 36:49 First Principles vs. Status Quo 39:03 Scaling Venture Capital 40:37 Private Equity and Mad Men 42:52 Valley Shifts to Full Stack 45:59 Meeting Jim Clark 48:53 Founder vs. Manager at SGI 54:20 Recruiting Dinner Story 56:58 Starting the Next Company 57:57 Nintendo Online Gamble 58:33 Building Mosaic Browser 59:45 NSFnet Commercial Ban 1:01:28 Eternal September Shift 1:03:11 Spam and Web Controversy 1:04:49 Mosaic Tech Support Flood 1:07:49 Netscape Business Model 1:09:05 Early Internet Skepticism 1:11:15 Moral Panic Pattern 1:13:08 Bicycle Face Story 1:14:48 Music Panic Examples 1:18:12 Lessons from Jim Clark 1:19:36 Clark Versus Barksdale 1:21:22 Tesla Versus Edison 1:23:00 Edison Digression Setup 1:23:13 AI Forecasting Myths 1:23:43 Edison Phonograph Lesson 1:25:11 Netscape Two Jims 1:29:11 Bottling Innovation 1:31:44 Elon Management Code 1:32:24 IBM Big Gray Cloud 1:37:12 Engineer First Truth 1:38:28 Bottlenecks and Speed 1:42:46 Milli Elon Metric 1:47:20 Starlink Side Project 1:49:10 Closing Includes paid partnerships.
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Bernie seems to just be groking how online advertising works in 2026
Sen. Bernie Sanders@SenSanders
I spoke to Anthropic’s AI agent Claude about AI collecting massive amounts of personal data and how that information is being used to violate our privacy rights. What an AI agent says about the dangers of AI is shocking and should wake us up.
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@This_Liss "Our best ad delivered a 20.5x higher clickthrough rate than the human ads that ran in its place. That’s a banner ad performing as well as Instagram." 👀👏 If the open web doesn't devolve into an agents.txt network, this is how to get parity with the WGs
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James O'Connor retuiteado
@trishlaostwal @AppLovin Was it contextual to your query at all?
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hit with my first ad on ChatGPT from @AppLovin
's Axon AI. But i am not even a marketing person, i only report on the industry. Wasted ad dollars imo
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@RioLongacre Good take, aligned with most all of it. Though there’s likely to be weird behaviors within the adcp traded market which may or may not have an impact on the pure RTB market. 4 Ex, how soon till we have agentic resellers arbitraging between buyer & seller agents?
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RTB may have defined #AdTech. But what happens when machines stop bidding, and start negotiating?
In the latest Signal & Noise Article, I explore a provocative shift:
AI agents may move advertising from real-time auctions to continuous, agent-to-agent dealmaking.
If machines can reason, remember, and negotiate, the auction stops being destiny. The open exchange may become the place where leftover inventory clears, not where real value is allocated.
Read the full piece:
signalandnoise.ai/post/adcp-and-…
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