Sequoia just dropped a thesis that's shaking up the industry: the next trillion-dollar company won't sell software — it'll sell work. Meanwhile, founders are cutting SaaS tools to pay for AI tokens, Block built a "Claude for money" inside Cash App, and OpenAI can't figure out how to spend advertisers' money.This week James and Daniel dig into:• Sequoia's bold thesis: sell work, not software — and what it means for the SaaS era• Why founders are cutting SaaS tools to pay for more AI tokens• Block's Moneybot and what a "Claude for money" looks like• The clipping economy explosion — MTS, the 24/7 show trying to replace TBPN• OpenAI's ad inventory problem: $200K committed, barely $2K spent• Notion's 2026 "no roadmap" strategy• Breaking: Tim Cook steps down as Apple CEO — hardware leaders are the futurePlus: Why AI without a clear plan is actually dangerous for your productivity, Olympic fencing now looks like a lightsaber fight, and Larry Ellison's legendary defense of Elon Musk.Sponsors:• AdQuick — Making OOH advertising as easy to plan, buy, and measure as digital. adquick.com• Thrad.ai — Building the advertising infrastructure for AI. thrad.aiSTAY CONNECTEDJames on Twitter & LinkedIn – /jamesborowDaniel on LinkedIn, Instagram, TikTok – /danieldrugerSubscribe & leave a 5-star review on Spotify & Apple Podcasts. It takes 10 seconds and helps others discover ADSN.

Julia Knight rebuilt every single workflow at her agency Knight Vision using Claude. Condensing 5 people’s roles into one in just 3 weeks. James and Daniel sit down with Julia to talk about what it actually looks like to scale a marketing agency with AI.

In this episode:

• How Julia used Claude to rebuild Knight Vision’s entire backend

• Why volume beats perfection in content marketing (posting = shots on goal)

• What creator partnership programs actually cost and how attribution works

• B2B influencers are at 0.5 out of 10. Massive opportunity ahead

• The viral marketing playbook: content + distribution + speed

• Differences working with Gen Z and millennial founders

Julia also shares what she’s building next and why having an open mind is the biggest advantage right now.

Follow Julia Knight:

LinkedIn: linkedin.com/in/julia-knight-565b48127

Knight Vision: trycutie.com (subscribe to her newsletter)

Sponsors:

• AdQuick – Making OOH advertising as easy to plan, buy, and measure as digital. adquick.com

• Thrad.ai — Building the advertising infrastructure for AI. thrad.ai

STAY CONNECTED

JAMES on Twitter & LinkedIn – /jamesborow

DANIEL on LinkedIn, Instagram, TikTok – /danieldruger

👉 Hit Subscribe, then leave a ⭐️⭐️⭐️⭐️⭐️ review on Spotify & Apple Podcasts. It takes 10 seconds and makes all the difference in helping other people discover ADSN.

It's bizarro world this week with James going phoneless for 10 hours, his new found respect for IBM, and why he's so bullish on out of home (OOH) advertising. Then it's back to digital land with Meta launching Muse, another week of OpenAI ads announcements, and the one thing you can do to stop AI bad actors (hint: call your country leader a big fat pig). Also in this episode is Diplo, Rick Rubin, and Andrew Sorkin...?A special thanks to our newest sponsors:

- AdQuick, the platform making out-of-home advertising as easy to plan, buy, and measure as your digital campaigns. James and Daniel have been following AdQuick for a long time and big proponents that if OOH isn't in your media mix yet, AdQuick will change your mind. Check them out at adquick.com

- Thrad.ai, the platform building the advertising infrastructure for AI. Helping publishers monetize with in-chat ads and advertisers buy ads in AI. Thrad is building the AI ad future that James and Daniel talk about in nearly every episode. Learn more at thrad.ai.

STAY CONNECTEDJAMES on Twitter & LinkedIn – /jamesborowDANIEL on LinkedIn, Instagram, TikTok – /danieldruger👉 Hit Subscribe, then leave a ⭐️⭐️⭐️⭐️⭐️ review on Spotify & Apple Podcasts. It takes 10 seconds and makes all the difference in helping other people discover ADSN.