Podcast
ADSN
Hosted by James Borow and Daniel Druger · EN
ADSN (The Ads Network) is a weekly show for people building and investing in ads, media, and monetization products. Every Tuesday, join James Borow and Daniel Druger as they bring over 30 years of experience to discuss the headlines and the why and how behind them. They also welcome industry leaders to go deep on topics in a fun and approachable format.
Join the ADSN crew every Tuesday 🗓️
16episodes
Episodes
Newest firstAll episodes
ADSN RUNDOWN | Women Dominate the App Economy, TikTok Rivals Amazon, Jersey Mike's $8B IPO
2w ago00:26:11Tap to summarizeTHE RUNDOWN | WEEK OF 7/26Daniel and James are back with The Rundown. This week they cover everything from women taking over the app economy to TikTok building an Amazon Prime rival, Jersey Mike's $8 billion IPO, and Larry Page saying he'd go bankrupt before losing the AI race. They kick off with a compelling case for why vibe coding and built-in influencer distribution mean women are about to dominate the next wave of app builders, then dig into Meta's new Sellers app (not a Shopify killer) and TikTok's inevitable evolution from ads to commerce to payments to logistics.The back half covers why open weight AI models are an openness fight worth having, how Chinese labs are distilling Western AI models the same way TikTok copied Snap, and why a sandwich chain IPO being 10X oversubscribed tells you everything about where real value is being created. They close with Primary Posts — Sean Frank's "can't win if you don't try" ethos (plus a tease of ADSN's new podcast "30 Minutes"), and Ashwin's moat framework that should be required reading: brand, distribution, speed, and cleverness beat product every time.Thank you to our sponsors:AdQuick – Making OOH advertising as easy to plan, buy, and measure as digital. adquick.comThrad.ai — Building the advertising infrastructure for AI. thrad.aibeehiiv — The all-in-one platform for newsletters, websites, and every tool you need to grow and earn. beehiiv.comThe Farm — Fractional commercial legal with an in-house approach to outside counsel. thefarmllp.comSTAY CONNECTEDJames on Twitter & LinkedIn – /jamesborowDaniel on LinkedIn, Instagram, TikTok – /danieldrugerSubscribe & leave a ⭐⭐⭐⭐⭐ review on Spotify & Apple Podcasts.
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Why No One Knows Who You Are (And How to Fix It) | Joe Zappa, Sharp Pen Media
4w ago00:29:40Tap to summarize"If no one knows who you are, nothing good can come from that." – Joe ZappaDaniel and James sit down with Joe Zappa, founder of Sharp Pen Media, a communications agency built entirely for ad tech. At just 31, Joe has become one of the most visible people in the ad tech world across X, LinkedIn, two podcasts, and a newsletter. His core thesis? Most B2B companies and CEOs are completely invisible, and that invisibility is far more dangerous than saying the wrong thing. Joe built his entire business by putting himself out there, and in this episode he lays out exactly how anyone can do the same.Joe gives a 30 day strategy to make a big impact, explains why comms teams are often the biggest blockers, how Terence Kawaja says invisible founders are killing their own exit multiples, and why Brian Chesky's AI-generated X thread is a cautionary tale for executives who outsource their voice. Joe lays it all out in this episode and the bar is so low that just showing up consistently puts you ahead of 90% of B2B.Thank you to our sponsors for making this possible:AdQuick – Making OOH advertising as easy to plan, buy, and measure as digital. adquick.comThrad.ai — Building the advertising infrastructure for AI. thrad.aibeehiiv — The all-in-one platform for newsletters, websites, and every tool you need to grow and earn. beehiiv.comThe Farm — Fraction commercial legal with an in-house approach to outside counsel. thefarmllp.comSTAY CONNECTEDJames on Twitter & LinkedIn – /jamesborowDaniel on LinkedIn, Instagram, TikTok – /danieldrugerSubscribe & leave a ⭐⭐⭐⭐⭐ review on Spotify & Apple Podcasts.
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Ads Rule Everything: We're All Marketing, How to be a Real Problem Solver, and Prediction Market Hedging
Jul 800:21:48Tap to summarizeDaniel and JB are back from vacation — tanned and fired up — for an ADSN rundown that covers everything from Sean Frank's "ads rule everything around me" manifesto to X Money's launch, prediction market hedging for e-commerce brands, and Meta vibe-coding a new app. The episode kicks off with a sharp take on why every digital company is now fundamentally a marketing company, and why the problem-solving bar has been permanently raised by AI — with Gen Z founders skipping the career ladder entirely.From there, they dig into X Money's 7% savings yield and why a Tesla phone with Grok, Starlink, and X payments could be the actual super app. They break down Claude's new Slack integration as the start of multiplayer AI, why companies become irrelevant rather than defeated, and the reveal that Josh Siegel's team is now at Meta — likely behind the new Pocket minigames app. They close with Primary Posts featuring an AI-generated country song that JB played 1,600 times at his Fourth of July party and Jason Levin's genius fake protest at Cannes that got 10 million Instagram views for a few hundred bucks.Thank you to our sponsors:AdQuick – Making OOH advertising as easy to plan, buy, and measure as digital. adquick.comThrad.ai — Building the advertising infrastructure for AI. thrad.aibeehiiv — The all-in-one platform for newsletters, websites, and every tool you need to grow and earn. beehiiv.comThe Farm — Fraction commercial legal with an in-house approach to outside counsel. thefarmllp.comSTAY CONNECTEDJames on Twitter & LinkedIn – /jamesborowDaniel on LinkedIn, Instagram, TikTok – /danieldrugerSubscribe & leave a ⭐⭐⭐⭐⭐ review on Spotify & Apple Podcasts.
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The Most Capital Intensive Week in Tech: SpaceX, Cursor, and Agentic Banking
Jun 1800:30:22Tap to summarizeDaniel and JB kick off what they call their most capital-intensive episode yet on ADSN. The conversation opens with SpaceX's blockbuster IPO — stock surging past $200 a share, the company now worth more than Microsoft, and the staggering stat that Elon Musk's net worth jumped by "a full Warren Buffett" in a single day. From there they unpack the $60 billion Cursor acquisition, Fox's $20 billion Roku deal, Substack's official ads launch, and Mercury's new agentic banking platform.The episode covers a wide sweep of what's moving in tech and media right now: why frontier AI labs are about to go on an acquisition spree, how Fox is running Meta's family-of-apps playbook for television, why Sam Altman says "always make an API" saved OpenAI, and the emerging argument that tech companies will start looking more like hedge funds — tiny teams, massive AI leverage, and profit per employee through the roof. If you want to understand where the money is flowing and why, this is the episode.Thank you to our sponsors:AdQuick – Making OOH advertising as easy to plan, buy, and measure as digital. adquick.comThrad.ai — Building the advertising infrastructure for AI. thrad.aibeehiiv — The all-in-one platform for newsletters, websites, and every tool you need to grow and earn. beehiiv.comThe Farm — Fraction commercial legal with an in-house approach to outside counsel. thefarmllp.com STAY CONNECTEDJames on Twitter & LinkedIn – /jamesborowDaniel on LinkedIn, Instagram, TikTok – /danieldrugerSubscribe & leave a ⭐⭐⭐⭐⭐ review on Spotify & Apple Podcasts.
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Alphabet's $80B Raise, the App Distribution Crisis, and Why Substack Is a Landlord
Jun 1100:34:28Tap to summarizeDaniel and James kick off a packed ADSN rundown by celebrating hitting #1 in Namibia, then dive into Alphabet's staggering $80 billion capital raise arguing it's not just about compute buildout but a strategic move to suck capital away from soon-to-IPO competitors like SpaceX, Anthropic, and OpenAI. From there, they unpack the app distribution crisis created by agentic AI tools: everyone can build now, but the audience, budget, and creative genius to actually get discovered are nearly impossible to find.The back half covers the Substack vs. Beehiiv battle over audience ownership, why ChatGPT is becoming the new Facebook blue app, Apple's potentially risky WWDC AI strategy, and a Northbeam stat showing just 1.4% of Meta ad accounts produce 36% of all creative. They close with a comparison of AI adoption to electricity — the real gains don't come from plugging in, they come from redesigning the entire workflow — and primary posts on the risk of founding and Snap's upcoming Specs launch.Thank you to our sponsors:AdQuick – Making OOH advertising as easy to plan, buy, and measure as digital. adquick.comThrad.ai — Building the advertising infrastructure for AI. thrad.aibeehiiv — The all-in-one platform for newsletters, websites, and every tool you need to grow and earn. beehiiv.comThe Farm — Fraction commercial legal with an in-house approach to outside counsel. thefarmllp.com STAY CONNECTEDJames on Twitter & LinkedIn – /jamesborowDaniel on LinkedIn, Instagram, TikTok – /danieldrugerSubscribe & leave a ⭐⭐⭐⭐⭐ review on Spotify & Apple Podcasts.
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Why B2B Advertising Is Broken and How Newsletters are the Next Frontier | ft. Adam Ryan
Jun 500:27:20Tap to summarizeDaniel and James sit down with Adam Ryan, CEO and co-founder of Workweek, the media-tech company that's home to the five largest professional communities across fintech, HR, e-commerce, marketing, and healthcare. Adam built the company on a simple insight: the people with the most professional experience are the least likely to share it publicly. So he built Workweek to solve it, pulling from his days as the first hire and president of The Hustle before its sale to HubSpot.The conversation digs into Workweek's newly announced partner platform, which connects newsletter ad engagement signals directly back to advertiser CRMs. Adam shares that 95% of newsletter clicks today are bots, that his platform is matching 44% of Fortune 500 CRMs, and that sales teams are claiming 3-4x more credit than they deserve while marketing gets none. If you've ever wondered why proving newsletter ROI feels impossible, this episode explains exactly why and how Workweek is changing it.Thank you to our sponsors: AdQuick — adquick.com Thrad.ai — thrad.ai beehiiv — beehiiv.com The Farm — thefarmllp.com STAY CONNECTEDJames on Twitter & LinkedIn – /jamesborowDaniel on LinkedIn, Instagram, TikTok – /danieldrugerSubscribe & leave a ⭐⭐⭐⭐⭐ review on Spotify & Apple Podcasts.
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Chat Apps Are the New Newsfeeds, AI Isn't Public Opinion, and Kuzma Goes Deep
May 3000:27:22Tap to summarizeDaniel and James are back with another ADSN rundown and this week did not disappoint. They kick things off with Kyle Kuzma posting what can only be described as an institutional-grade investment takes, cover how Meta's algorithm served Chewy's maggot ad to millions of people without anyone at Chewy signing off on it, and react to Amazon being revealed as the company that accidentally burned half a billion dollars on Claude tokens in a single month.From there, the conversation ranges from a NYC startup offering free apartment cleaning in exchange for robot training footage, to why chat apps are structurally becoming the new newsfeeds, to why strict brand guidelines might be the enemy of Gen Z engagement. Then, why synthetic customers and AI-generated survey data are basically bringing the algorithmic feed to real life, and then we close out on why every app company eventually has to become a fintech. Thank you to our sponsors: AdQuick — adquick.com Thrad.ai — thrad.ai beehiiv — beehiiv.com The Farm — thefarmllp.com STAY CONNECTEDJames on Twitter & LinkedIn – /jamesborowDaniel on LinkedIn, Instagram, TikTok – /danieldrugerSubscribe & leave a ⭐⭐⭐⭐⭐ review on Spotify & Apple Podcasts.
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Why Marketing, Product, and Measurement are Collapsing ft. Brian Quinn, AppsFlyer
May 2800:38:52Tap to summarizeDaniel and James sit down with Brian Quinn, North American President at AppsFlyer, the marketing measurement platform working with over 15,000 brands including Netflix, TikTok, Pepsi, and Burger King. They kick off the conversation exploring how AI is reshaping the customer journey and then move on to discuss why brands are pulling their best experiences out of the open web and back into apps, and the explosive growth in new apps driven by vibe coding.Brian shares how AppsFlyer customers are adopting AI differently, from small gaming companies that have automated everything to enterprise brands still grappling with compliance and governance. He breaks down how measurement is collapsing from reporting into real-time optimization, why marketing and product teams are merging, and what it means that the web is becoming a data source for LLMs rather than an actual consumer destination. The conversation wraps with a look at why CTV performance advertising remains massively under-indexed and where the next wave of disruption is headed.Thank you to our sponsors: AdQuick — adquick.com Thrad.ai — thrad.ai beehiiv — beehiiv.com The Farm — thefarmllp.com STAY CONNECTEDJames on Twitter & LinkedIn – /jamesborowDaniel on LinkedIn, Instagram, TikTok – /danieldrugerSubscribe & leave a ⭐⭐⭐⭐⭐ review on Spotify & Apple Podcasts.
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Zuck’s Leaked Audio on Training AI, DraftKings CEO Goes Off & Why Your Feed Is Fake
May 2300:33:11Tap to summarizeLeaked audio from Meta's All Hands: Zuck wants to train AI on employee behavior. DraftKings CEO goes scorched earth on Kalshi. Publicis bought LiveRamp. Chinese brands are quietly acquiring Everlane, Blue Bottle, and Salomon. Airbnb will have to embrace AI agents. The feed is fake. And someone put their CPA on Meta Ray-Bans.Thank you to our sponsors: AdQuick — adquick.com Thrad.ai — thrad.ai beehiiv — beehiiv.com The Farm — thefarmllp.com STAY CONNECTEDJames on Twitter & LinkedIn – /jamesborowDaniel on LinkedIn, Instagram, TikTok – /danieldrugerSubscribe & leave a ⭐⭐⭐⭐⭐ review on Spotify & Apple Podcasts.
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Why Everyone in Ads Is Wrong About OpenAI, Shopify, and Gen Z
May 1300:35:07Tap to summarizeThis week ADSN goes bicostal for the first time. Daniel is live from Upfronts in New York and James is holding it down in LA.They kick off with Kalshi odds on a Tesla-SpaceX merger hitting 50%, then get into why ChatGPT shipping an ad manager is kind of a joke — they literally told Codex to build it. Eric Tilbury defines outcomes in a single sentence that should be written in stone.The conversation moves into why brands need more ads (not just better ones), how Gen Z doesn't subscribe to anything and just uses the algo, and why there are more car dealerships than car makers in the Fortune 500. James drops his Shopify thesis (it's a headless walled garden, not a SaaS business), they cover the Cameo x TikTok partnership, and close out with Spencer Pratt's AI-powered political campaign as a blueprint for creative.Plus: Duolingo's new Focus Mode that locks your apps, the data center land flip arbitrage, and why the future of AI is in the suburbs.Thank you to our sponsors:• AdQuick — adquick.com• Thrad.ai — thrad.ai• beehiiv — beehiiv.com• The Farm — thefarmllp.com STAY CONNECTEDJames on Twitter & LinkedIn – /jamesborowDaniel on LinkedIn, Instagram, TikTok – /danieldrugerSubscribe & leave a ⭐⭐⭐⭐⭐ review on Spotify & Apple Podcasts.
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