エピソード

  • Meta's AI crackdown faces advertiser backlash, Visa gives cards to agents, and a new definition of SaaS
    2026/03/11

    This week it’s all about AI optimism and looking at the posts that really dig into what happens when AI starts working with us…instead of just for us.


    James and Daniel dig into the viral chart on AI that’s been making the rounds and what it reveals about where AI is actually showing up across industries and where it still has a ways to go. This opens up a bigger question: are we further along than we think, or still just scratching the surface?


    They also talk about what jobs will get replaced by AI, those that will evolve, and even some jobs that get more valuable in an AI world. SaaS-pocalypse isn’t quite what it’s made out to be, and who will be the ultimate winners.


    And this week’s primary posts feature data from Ramp’s Economics Data Lab and how starting from scratch may be an easier path forward than fixing old problems.


    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.

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    29 分
  • Block Cuts 40%, Data Centers vs Offices, and Bots on Bots on Bots | Ft. Bock Exec Dante DiCicco
    2026/03/04

    What do Nikita Bier, zerohedge, Ben Horowitz, and Burger King all have in common? Their Twitter takes were all featured on this week’s ADSN.

    James and Daniel check out the decline of office construction while data center construction is skyrocketing, clear signal that we’re moving even faster from physical to digital. The guys also unpack what that means for the future of work (hint: Revenue Per Agent is coming), the rise of bots creating bots, and why we’re in the geocities era. They also talk about why great salespeople are even more valuable in an AI world. And of course don’t miss this week’s primary posts.

    Joining the guys is Dante Dicicco, restaurant owner and product leader at Block, also known as Square, who brings a grounded, real world perspective on how AI is affecting operators today. They discuss procurement, payment processing economics, customer support, and how platforms like Square and Toast are getting restaurants to adopt AI. Dante also brings his experience being a restaurant owner to the show and shares first hand how he’s building tech into his main street business.

    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.

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    48 分
  • a16z's Bryan Kim on why adtech is investable again, plus the energy space race, AI monetizing, and web 4.0
    2026/02/24

    In this episode of ADSN, James and Daniel follow the money. We break down the new monetization plays and where dollars are starting to flow. Including how Gemini and Amazon's Rufus are already printing billions, Snap embracing even more creator monetization, and what Web 4.0 means for revenue and payments, and much more.

    Bryan Kim, partner at Andreessen Horowitz, joins the show to talk about why adtech is having a moment again, how AI is ushering in a new era of engagement and distribution, and where the future is heading.


    STAY CONNECTED

    JAMES

    Twitter –⁠ /jamesborow⁠

    LinkedIn —⁠ /jamesborow⁠

    DANIEL

    Instagram —⁠ /danieldruger⁠

    TikTok —⁠ /danieldruger⁠

    LinkedIn —⁠ /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.

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    40 分
  • The Agent Era: OpenAI Scoops OpenClaw, Manus Meets Ads Manager & Ben Putley on AI-Crypto Convergence
    2026/02/18

    James and Daniel break down Peter Steinberger's massive move taking OpenClaw to OpenAI, Meta’s counter by integrating its recent Manus acquisition directly into ad and chat platforms. We also dive into why media and IP are in trouble, what ice dancing and AI have in common, and Netflix’s little brother moment.


    Later in the show, we sit down with Ben Putley, CEO of Alkimi, to discuss the fascinating convergence of AI and crypto. We explore how stablecoins and agent-to-agent payments are poised to fundamentally rewire digital ads.


    STAY CONNECTED

    JAMES Twitter –⁠ /jamesborow⁠ LinkedIn —⁠ /jamesborow⁠

    DANIEL Instagram —⁠ /danieldruger⁠ TikTok —⁠ /danieldruger⁠ LinkedIn —⁠ /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.

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    53 分
  • From Moltbook to Mars, ADSN Heading to the Olympics, Netflix Meets the Senate
    2026/02/10

    In this episode, James and Daniel break down the rise of agentic social networks with Moltbook and what AI to AI interaction means for the future of ads and monetization. They dive into Elons's space moves, X moving closer to an everything app, and how ads are now rocket science.

    They also talk Netflix’s antitrust hearing, the Claude vs. OpenAI ad wars, the CAPEX spending spree, and more including this week's primary posts.

    Steven Liss, CEO of OpenAds, joins ADSN to explain how advertising works when the audience isn’t human; from marketing to AI agents, controlling data feeds, and why a well-aligned AI may be the ultimate ad blocker.


    STAY CONNECTED

    JAMES Twitter –⁠ /jamesborow⁠ LinkedIn —⁠ /jamesborow⁠

    DANIEL Instagram —⁠ /danieldruger⁠ TikTok —⁠ /danieldruger⁠ LinkedIn —⁠ /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.

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    44 分
  • Sam Khoury on B2B Creator Businesses, Netflix+WB4EVA, the $1B Digital Twin, and Meta the Energy Company
    2026/02/03

    In this episode, James and Daniel break down Meta's monster earnings ($200B revenue, 3.58B daily users, $44B FCF), the marketing masterclass from Netflix and Warner Bros, the creator-to-$2M viral Dr. Pepper ad that's rewriting the creative playbook.

    We also explore the massive tech layoffs at Amazon, Pinterest, and others, and why AI may just be an excuse. Plus, Khaby Lame's $1 billion deal and vibe coding at the Super Bowl.

    Sam Khoury joins us to talk all things B2B creators and why the natural progression is from clips to live events. He's alsogiving ADSN listeners 30% off the Marketecture Live event using code SAM30.


    STAY CONNECTED

    JAMES Twitter – /jamesborow LinkedIn — /jamesborow

    DANIEL Instagram — /danieldruger TikTok — /danieldruger LinkedIn — /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.


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    44 分
  • AI ad wars with Eric Seufert, Netflix (social) media battle, and OpenAI’s ecomm money grab.
    2026/01/26

    In this ADSN episode, James and Daniel chat with Eric Seufert to discuss the varying strategies of AI ad monetization and where it all leads.


    We dive into Netflix’s latest earnings, highlighting what the company said about the state of their advertising business and the competitors they’re keeping an eye on. We cover the Netflix app redesign, battle for shorts, and why we’re now in a world where ‘media is media’. There’s plenty of ad news including the OpenAI announcements, Meta’s Reel revenue, and Amazon’s Rufus.


    STAY CONNECTED


    *JAMES*

    Twitter – /jamesborow

    LinkedIn — /jamesborow


    *DANIEL*

    Instagram — /danieldruger

    TikTok — /ddruger

    LinkedIn — /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

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    51 分
  • ADSN is back! Agentic Commerce, Converging Media, and Mike Khristo on going from idea to launch with AI
    2026/01/20

    ADSN returns with a with a big first episode back. James Borow and Daniel Druger break down the Gemini-Apple deal and the potential for AI assistants to be a new social network. They look at the Universal Commerce Protocol (UCP) with Google, Shopify, and others and what it could mean for agentic commerce.

    Mike Khristo CEO and co-founder of Layers.com joins James and Daniel to discuss the magic of Anthropic's Claude and how the release of Opus 4.5 has led to a step change in web, cross-platform, and desktop agents. He also gives real life examples of how vibe coding is bringing founders of any technical level from idea to launch.

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    44 分