ADSN

@DanielDruger @The_ADSN it's happening!!! I genuinely loved being on your pod so the feeling is mutual

Back from vacation and diving into the biggest stories in marketing, AI, and e-commerce. This week on ADSN, @DanielDruger and @JamesBorow unpack why every digital company is becoming a marketing company, the launch of X Money, Meta's latest AI moves, Claude's new Slack integration, and the viral Cannes stunt that earned 10 million Instagram views on a tiny budget. Listen now! open.spotify.com/episode/4u528b…

ALERT: @Walmart Connect continues its battle for ads dominance by promoting Brett Wein as their new VP of Food. This comes on the heels of their billion dollar+ acquisition of @vibedotco TLDR: Walmart is not messing around when it comes to ads. More on this and how @amazon is expected to react on next week's @The_ADSN.

LA is minting 4,000+ SpaceX millionaires. Entertainment + aerospace. Always was, always will be. open.spotify.com/episode/0iWEjr… @CTourtellotte @DanielDruger @JamesBorow

JB highlighted Justin Mars's take that a new class of tech companies will resemble hedge funds — tiny teams with massive leverage through AI agents. Revenue and profit per employee through the roof. AppLovin is already proving this. There's huge alpha in finding overvalued companies and launching leaner competing versions built for the AI era. open.spotify.com/episode/0iWEjr… @jwmares @JamesBorow @DanielDruger

Everyone's flooding the zone to show up in LLMs. But awareness is not the same as reputation. We saw the same thing in early search — everyone wanted #1, any press was good press. Then reputation won. Same thing is about to happen with AI. open.spotify.com/episode/0iWEjr… @CristinCulver @JamesBorow @DanielDruger

Sam Altman: the advice that saved OpenAI was four words from Paul Graham — "Always make an API." In 2026 if you're a major platform without a real one, how do you even defend that at a board meeting? open.spotify.com/episode/0iWEjr… @StartupArchive_ @DanielDruger @JamesBorow

Mercury launched Command. Robinhood has agentic trading. Ramp keeps pushing. Legacy banks are out here running Zelle ads during the NBA Finals. The dinosaurs can still win — but they need to move NOW. open.spotify.com/episode/0iWEjr… @mercury @rywiggs @JamesBorow @DanielDruger

🚀 The most capital-intensive episode in ADSN history. From SpaceX's blockbuster IPO and Cursor's $60B acquisition to Fox's Roku deal, Substack ads, and agentic banking, we're unpacking where the money is flowing in tech, media, and AI — and what it means for the future. Listen now! open.spotify.com/episode/0iWEjr… @JamesBorow @DanielDruger #ADSN #TechPodcast #AI #SpaceX #TechNews #Startups #Media #BusinessPodcast

Aka @The_ADSN effect.

Anthropic dropped an influencer ad for Claude with RPN. Beautiful. Humanizes AI. Doesn't feel like an ad. But when you have unlimited money and AI models helping you storyboard — should we actually be impressed? The art is good. The playing field isn't level. open.spotify.com/episode/7u6Chy… @jameygannon @JamesBorow @DanielDruger

Substack is app-walling content and forcing readers into their ecosystem. Beehive says own your audience completely. For newsletters where email = identity, audience portability isn't a feature — it's survival. Betting on Beehive. open.spotify.com/episode/7u6Chy… @LetterlandLIVE @DanielDruger @JamesBorow

ChatGPT is becoming the Facebook blue app. Build apps inside, buy ads to promote them. If you're hacking ChatGPT to drive traffic to your website, you're playing the wrong game. Build natively. People who embrace the platform risk now win. open.spotify.com/episode/7u6Chy… @thirdmetax @JamesBorow @DanielDruger

Everyone can build apps now. That's the problem. Nobody has distribution, nobody can pay for it, and the creative genius to go viral is almost non-existent. It's the YouTubefication of software. Whoever becomes the Mr. Beast of vibe-coded apps wins. open.spotify.com/episode/7u6Chy… @levelsio @JamesBorow @DanielDruger

Alphabet raising $80B with Berkshire in for $10B. The compute story is obvious. The real play is sucking capital out of the system before SpaceX, Anthropic, and OpenAI IPO. In a non-ZIRP world, that's hundreds of billions your competitors can't access. open.spotify.com/episode/7u6Chy… @rohanpaul_ai @DanielDruger @JamesBorow

A retired accountant named Kumar posted one Instagram video — no product, no reveal — and picked up 300K followers overnight. Gen Z is calling him Unc and saying he has aura. This is what organic distribution actually looks like. open.spotify.com/episode/7u6Chy… @JamesBorow @DanielDruger

AI is making creation abundant. Attention is becoming scarce. This week, Daniel and James discuss Alphabet's $80B raise, SpaceX IPO speculation, ChatGPT's growing platform ambitions, Apple's AI strategy, and the battle over who owns the audience in the next era of the internet. 🎧 New episode out now open.spotify.com/episode/7u6Chy… @DanielDruger @JamesBorow

Everyone's talking about OpenAI ads. Meanwhile: • AI is helping unlock major medical breakthroughs • A law firm is spending $500M to build its own AI platform • Vertical video is becoming a $150B business • Meta wants AI hanging around your neck @DanielDruger and @JamesBorow connect the dots on this week's ADSN Rundown. The future is getting weird. Watch more! youtu.be/U8DZo_POxZs

Amazon is funding filmmakers with AI tools to make content for Prime. Same playbook as the third-party product marketplace but for entertainment. One Prime subscription funds it all. open.spotify.com/episode/1uF8V7… @DanielDruger @JamesBorow @HBCoop_

Chewy ran a maggot ad on Instagram. Nobody at Chewy approved it. Meta's algorithm just kept serving it because people kept clicking. The DPA catalog future is going to be wild. open.spotify.com/episode/1uF8V7… @DanielDruger @JamesBorow @BryanECano