👋 Lewis

In 2026, AI Creative Strategists will be the dark horse of DTC. Automation creates a new opportunity. When AI handles the execution, human strategy becomes MORE valuable. Here are the 3 skills that will skyrocket in demand: Skill 1: Turning data into profits AI can generate thousands of reports. But someone needs to interpret them and DIRECT what the next move is. → Why did this creative work? → What are people buying most? → How do we replicate past success? We've had ad reports for decades. It's turning them into money what changes the game. Skill 2: Understanding WHY people buy Brands need strategists who understand sales psychology. → What makes someone stop scrolling? → What objection is holding them back? → What emotion drives the purchase? AI can create 1,000 ads. But it's a black box. It can't generate truly new ideas and find what's missing in the ad account. You're the creative director. Skill 3: Leading creative teams Managing designers, copywriters, and video producers is an art. When AI automates ad creation, someone still needs to: → Set the creative direction → Brief the team on what to test → Connect creative strategy to business goals Leadership is the one thing automation can't touch (for now). Strategy. Creative direction. Leadership. Media buyers who master these 3 skills will be the GOATS of DTC in 2026 and beyond.

Anthropic just signed a 5 gigawatt deal with Amazon.  Another multi-GW TPU contract with Google and Broadcom.  Thinking Machines Lab took multi-billion in Google Cloud capacity.  Every frontier AI lab is now a permanent tenant of a hyperscaler.  Most people think this is just how AI works. It isn't. 🧵

Anthropic is now showing off $44 BILLION in annual recurring revenue. This is up $14 billion (+46.6%) since last month! BULLISH for AI Infrastructure $NVDA $AMD