ADSN

ADSN

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 🗓️

Episodes

March 4, 2026 47 mins

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 cr...

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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, ...

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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. ...

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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.

S...

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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 ...

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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...

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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 ...

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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

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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

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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 hea...

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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 ...

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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...

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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

...
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April 8, 2025 44 mins

ADSN is the ESPN for the ads/marketing industry. This week, hosts James Borow and Daniel talk all things tariffs, AI, even more AI, and M&A with a special guest appearance from Conor McKenna from LUMA Partners.


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://y...

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ADSN is the ESPN for the ads/marketing industry. This week, hosts James Borow and Daniel talk all things vibe coding, AI ads, why Zuck claims Meta is not an ads co and have a special guest appearance from the Boring Marketer (aka James Dickerson) to do a deep dive on Vibe Marketing - the term and concept that he created - and why marketers and advertisers should care.


ADSN is made possible by:


dash.fi - https://dash.fi

Measure...

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Alexis Rivas, co-founder and CEO of Cover, talks rebuilding LA after the recent wildfires. Explore how Cover's innovative use of technology is transforming home construction, and how this approach could impact the recovery efforts - making it faster, efficient, and affordable. Tune in to learn how Alexis sees the future of residential building and zoning - and how Cover is playing a pivotal role in the city's recovery.

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February 5, 2025 42 mins

The Taking Inventory podcast was originally about the digital economy and advertising, but after our co-host's house burned down—thanks to LA’s chaos—we’ve shifted our focus to fixing what could be the best city in the world. In our first episode about rebuilding LA, we have Jennifer Fitzgerald, the co-founder and former CEO of Policy Genius. Jennifer is working full-time on recovery and rebuilding efforts after losing her home an...

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If you like Taking Inventory, do us a favor and give us a 5-star rating or review. It’s the best way to help support the podcast.  ——— During the intro James and Daniel share a big update about Market AI and the reason for the short break between episodes.  After the intro, Conor McKenna, Partner at LUMA Partners, rejoins the podcast to share what he's seeing in the M&A markets across sectors within adtech and martech, and what...
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If you like Taking Inventory, do us a favor and give us a 5-star rating or review. It’s the best way to help support the podcast.  ——— Read a transcript of the full episode from Read AI: https://app.read.ai/analytics/meetings/01J486QZFQ1JVSEY6BR92K77RP David Shim is the founder and CEO of Read AI, the leader in gen AI meeting summaries. David and his co-founders started Read AI with a mission of building the future of work, where e...
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If you like Taking Inventory, do us a favor and give us a 5-star rating or review. It’s the best way to help support the podcast.  ——— Jeffrey Mayer is the Managing Director, US, and Head of Product at DanAds, which is an industry leading provider of self-serve technology. They power fully automated, and white-labeled self-serve infrastructure that enables global media owners like Roku, Spotify, Paramount, Zillow, WSJ, and more to ...
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