OpenAI wants to be a $100 billion ad business by 2030. Meta just overtook Google as the largest ad company in the world. Anthropic launched a new model, built a design studio, and is now worth more on the private market than OpenAI. And Allbirds — yes, the sneaker company — rebranded as an AI infrastructure company and watched their penny stock spike 600%.
This week, Shiv sits down with David Berkowitz, longtime marketing leader, community builder, and founder of the AI Marketers Guild at Marketecture, to make sense of a week where everything moved at once.
David breaks down why OpenAI's $100 billion ad ambition is a hell of a magic trick that requires nearly tripling their user base, why Meta's flood-the-feed strategy might not be as tenable as their revenue numbers suggest, and why Google — with nine billion-user-plus products and a 15-year head start building AI — is playing a much longer game than anyone is giving them credit for. He also explains why the seed and early-stage AI companies that felt safe six months ago should now be getting nervous, and why the "anti-AI" brand positioning trend is mostly companies talking out of both sides of their mouth.
They also get into what marketers should actually be doing with ChatGPT ads right now, why the organic vs. paid AI debate is just the Google search debate starting all over again, and how the industry has moved from Walmart calling a basic chatbot a "super agent" to an era where your audience is building their own agents and calling your bluff.
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