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.

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

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.

Ari Paparo sits down to talk about his new book Yield: How Google Bought, Built, and Bullied Its Way to Advertising Dominance, and talk about some of the defining moment of ad tech.

Buy the book at https://www.amazon.com/Yield-Google-Bullied-Advertising-Dominance/dp/B0F67HV2BBFollow ADSN: https://TheADSN.comhttps://x.com/The_ADSNhttps://open.spotify.com/show/3JyftL7aNBc7Q5axOdIaovhttps://youtube.com/@theadsn

ADSN is made possible by:dash.fi - https://dash.fiMeasured - https://measured.com/Follow ADSN: https://TheADSN.comhttps://x.com/The_ADSNhttps://open.spotify.com/show/3JyftL7aNBc7Q5axOdIaov?si=4b9b1c3697944021https://youtube.com/@theadsn

ADSN is made possible by:

DashFi - https://dash.fi

Measured - https://measured.com/

Follow ADSN:

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____________________________________

Sponsored by DashFi

If You’re Spending $100K+ Per Month on Ads, You’re Probably Overpaying.

DashFi is the corporate charge card built for advertisers spending heavily on Meta and Google. Our AI-powered Ad Pay Protection uncovers hidden overcharges and billing discrepancies—protecting your campaigns from costly billing failures and putting real money back into your business.

In the last $20M of audited ad spend, DashFi uncovered an average of 12% in discrepancies, with advertisers receiving up to 6% back in ad credits. With high flexible limits, no personal guarantee, and fast approvals, you can scale spend without financial roadblocks.

👉 Want to see how much you’re leaving on the table?

Email [email protected] to request a VIP application today.

ADSN is made possible by dash.fi & Measured.

Today on ADSN, James Borow & Daniel Druger dive into:

💸 Why payments are the new cookies and why this is so money for Dr. Mark Grether and the PayPal Ads team.

🍎 Why Apple should adopt the same philosophy and go all in.

👻 Snap Inc.'s affiliate program and why Fintan Gillespie & Ali Rana are geniuses.

🤖 How ad tech is fundable again (h/t Icon) and the future of ad supported AI.

And talk with Waymark's Alex Persky-Stern about the future of AI video ads and which models you should know about ASAP.

ADSN is made possible by:

DashFi - https://dash.fi

Measured - https://measured.com/

Follow ADSN: https://TheADSN.com

https://x.com/The_ADSN

https://open.spotify.com/show/3JyftL7aNBc7Q5axOdIaov?si=4b9b1c3697944021

https://youtube.com/@theadsn

____________________________________

Sponsored by DashFi

If You’re Spending $100K+ Per Month on Ads, You’re Probably Overpaying.

DashFi is the corporate charge card built for advertisers spending heavily on Meta and Google. Our AI-powered Ad Pay Protection uncovers hidden overcharges and billing discrepancies—protecting your campaigns from costly billing failures and putting real money back into your business.

In the last $20M of audited ad spend, DashFi uncovered an average of 12% in discrepancies, with advertisers receiving up to 6% back in ad credits. With high flexible limits, no personal guarantee, and fast approvals, you can scale spend without financial roadblocks.

👉 Want to see how much you’re leaving on the table?

Email [email protected] to request a VIP application today.

ADSN is the ESPN for the ads/marketing industry. This week, hosts James Borow and Daniel welcome guest commentators Eric Seufert and Taylor Holiday to talk about current market volatility, tariffs, and the impact on ad platforms and DTC brands.

ADSN is made possible by:

dash.fi - https://dash.fi

Measured - https://measured.com/Follow ADSN:

Keep up with ADSN:

https://TheADSN.com

https://x.com/The_ADSN

https://youtube.com/@theadsn

You wanted it. We dropped it. The full ADSN theme song—turn it up and let it rip.