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.

This week: OpenAI just paid $100M+ for a business show — and it's not really about content. James and Daniel break down what that acquisition signals for AI, media, and anyone building right now.

Plus they talk about the founder literally talking to AI notetakers instead of humans and why if you are still building like it is 2022, you might already be behind.James and Daniel get into why APIs are becoming the only thing that matters, how Musk is flexing distribution in ways no one else can, and if you are not building for agents, you might not be building for the future at all.

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.

An 8 million dollar bet, a 6 point plan, and a lot of opinions. Snapchat has the product, the data, and the audience… so what’s missing?

James and Daniel dive into Snapchat’s no-filter plan for 7x growth, think cost cuts, smarter monetization, and finally using its AI edge the right way. It’s part serious strategy, part reality check, and honestly kind of wild that it’s come to this.STAY CONNECTEDJAMES on Twitter & Linkedin – /jamesborowDANIEL on LinkedIn, Instagram, TikTok – /danieldruger👉 Hit

See Irenic’s full report: https://www.savesnapnow.com

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

AI, Meta, Amazon… yeah, it’s one of those weeks.Token spend is replacing salaries; AI is calling the shots; and distribution is still the hardest game. James and Daniel break down why the Apple App Store might look like chaos (#StopTheSlop), but it can be an opportunity, how Meta is restructuring, and why Mark Zuckerberg keeps starting over.Plus: wild efficiency numbers, AI-driven growth loops, and what happens when software starts to feel like ecommerce.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.

AI founders are finally turning to paid marketing… and the internet is losing its mind!This week, James and Daniel unpack the debate sparked by Andrew Chen and Bill Gurley, and question whether paid marketing really kills creativity.

They also explore why, despite 25+ years of data, there’s still no clear startup playbook and why that might never change.

Plus: the shift from hiring people to hiring tech, why AI could reward leaders like Mark Zuckerberg, and a few bold takes from Paul Graham.

It’s the funniest era of tech, where everything is easier to build, harder to grow, and somehow… ads still work.

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.

The ecommerce marketing playbook has evolved and most brands haven’t caught up yet. In this episode, guys sit down with Olivia Kory, Chief Strategy Officer at Haus, to talk about why the modern marketing stack is more complex, more fragmented, and more important than ever.

Olivia explains how brand strategy has evolved in the age of omnichannel, what it actually takes to measure marketing effectiveness across channels, and why the brands winning right now are the ones treating measurement as a competitive advantage from day 0.

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.