ADSN

Daniel and James debate where the next durable technology businesses will come from, starting with their enterprise thesis for Anthropic and Meta's combination of AI products and distribution. A public exchange over a vibe-coded beehiiv alternative becomes a discussion about what customers actually pay for: dependable email delivery, continued development, and a team that stays focused after the first demo.They also discuss Thrad's reported $1 million monetization fund for consumer AI apps and challenge Netflix's approach to building its advertising business. Tech Trades introduces Chloe and Mary's Ladies Who Launch, followed by a speculative Kevel exit over-under around a $1 billion line. Primary Posts closes with a marketplace for attending strangers' weddings and a Shopify milestone that prompts a conversation about more people starting businesses.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.

Daniel and James welcome back Ari Paparo, author of Yield and host of Marketecture, to debate where advertising and commerce go next. Ari shares his impressions of Amazon's combined retail-media and DSP buying experience, explains why purchase signals can be more useful than broad search histories, and makes the case for Walmart's advertising ambitions. As an early Vibe investor and board member, he discusses how retail data, television distribution, and tools for advertisers outside Walmart's stores could work together.The conversation gets sharper when Ari challenges James's enthusiasm for consumer agents: after two weeks and roughly 10 projects, is Muse delivering lasting value or just entertaining experiments? They explore whether agents undermine retail media by skipping browsing, where sponsored recommendations belong, and why affiliate fees could become a major battleground. Daniel adds a retailer's concern about agents failing to build coordinated multi-item carts. Ari closes with his account of the Google ad-tech remedies discussion and his ambition to write more explanatory business books.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.

Pinterest and Crexi Executives Chloe Wix and Mary Bloom introduce Ladies Who Launch, a new ADSN conversation about the products, careers, and friendships people build along the way. They revisit their early Snapchat days, how a connection through Mary's future husband became a working relationship, and why moving their meetings outside helped them solve problems. Their “run-on-ones” along Venice Beach became both a brainstorming ritual and the foundation of a friendship that still serves as a trusted sounding board for career decisions.In their first “Kill, Launch, or Iterate” segment, they weigh Spectacles, flavored Philadelphia cream cheese, and unlimited PTO. Chloe explains why a defined vacation allowance helped her take more time off, while Mary argues that unclear expectations make unlimited leave harder to navigate. Alongside stories about wearables and wedding footage, they return to a practical theme: strong relationships and clear agreements help turn good ideas into action.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.comSubscribe & leave a ⭐⭐⭐⭐⭐ review on Spotify & Apple Podcasts.

Daniel and James start with a student selling ad space on her wall to pay tuition, then take the idea of “everything is an ad network” straight to James's hat and Daniel's family-photo background. They discuss an X Money appeal that reportedly raised more than $10,000 toward a Cybertruck and debate a cited figure showing only 2.2% of US households paying for AI. Daniel sees a promising starting point; James sees a consumer market that will largely be funded by ads and commerce.The conversation moves into reported visual ad tests in ChatGPT, why advertising can be relevant to the person without matching the surrounding content, and whether AI generation wait time creates a new placement opportunity. They also debate TikTok's off-platform expansion and argue that Apple could build an advertising business connected to payments. The episode closes with a discussion of food-industry concentration, a speculative Tech Trades segment, James's account of a Dallas conference, and Primary Posts about collaboration and a stadium singing Blink-182 to Tom DeLonge.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.

"Volume negates luck." That is one of the many Jay-"isms" we get into on this episode of No Permission. Jay Yang is the author of You Can Just Do Things and the upcoming Work With The Best. He's on a mission to show people they can create their own opportunities through permissionless action (No Permission!!!). And it's not just his mission, it's also how he lives his life. Jay cold emailed Tyler Denk at Beehiiv at 16 and landed an internship while still in high school. At 17, he spent 50 hours building a pitch deck for Noah Hagan and became his head of content. At 18, he built a six-figure ghostwriting agency. At 19, he dropped out of college, joined Alex Hormozi's ⁠acquisition.com⁠, helped set a Guinness World Record for their book launch, and published his own bestseller, You Can Just Do Things. Now at 20, he has 500,000 followers across platforms, a newsletter with 50,000 subscribers, 55,000+ tweets, and a second book dropping September 30, 2026.Links from the episode:⁠Amazon: You Can Just Do Things (Book)⁠⁠Amazon: Work With The Best (Book)⁠⁠https://jayyanginspires.com/⁠⁠Jay's YouTube⁠🤝 Partner with No Permission: ⁠[email protected]⁠🎤 Your host:Daniel Druger – 3x exited founder / operator, Fortune 50 product exec, ex-Snapchat, startup investor. 15+ years working as a founder and with founders.📫 STAY CONNECTEDInstagram: /danieldrugerTikTok: /danieldrugerLinkedIn: /danieldrugerNewsletter: ⁠theadsn.com⁠👉 Hit Subscribe & tap the 🔔, then leave a ⭐️⭐️⭐️⭐️⭐️ review on Spotify & Apple Podcasts. This only takes seconds and helps more people discover No Permission and the this generation of great builders.