ADSN

James Borow and Daniel Druger

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 🗓️

  1. HÁ 6 DIAS

    The Death of SaaS, OpenAI's Ad Problem, and Tim Cook Steps Down

    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.

    27 min
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Sobre

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 🗓️

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