This 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:

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