.@garyvee says Fortune 500 CMOs are wasting $0.93 of every dollar they spend, and that "every brand on earth should be spending 20% of their entire marketing budget just on social media organic production." "Because the mid-funnel and 'tiktokification' of social has eaten up the world, we should spend no media dollars on creative that we're just guessing will work for the big campaign." "Every Fortune 5000 company is still guessing in the upper funnel: sponsorships, ridiculous stuff. In the lower funnel, we're seeing 2016 A/B testing and Meta frameworks." "There's a lot of money being wasted by the companies representing the eyeballs watching this show right now, and it makes me sad." From his appearance on the show in April.

.@bchesky says AI is the biggest opportunity for creative people in his lifetime. "I'm really worried that an entire generation of designers, artists, and creative people are going to decide to sit out AI." "The photo and video generation models allow you to design incredibly rich interfaces. This is the best time in the world for designers and creative people to get involved."

"We're about to see the explosion of analog." @garyvee wants to open a restaurant that makes you check your phone in at the door and seats you at communal tables. "Extreme AI is creating extreme analog. I think it's a barbell." "I could not be more interested in physical retail, event-driven businesses, in concerts and venues." "There are a lot of interesting non-digital realities that are coming as a countermove to the insanity of AI advancements." "We're literally within a half decade of not believing a single video that's on the internet. In 5 years, if we're having this interview, most of the audience is trying to figure out if we're real or not." "That is very real, and has substantial counter-opportunities." "Any real entrepreneur, they're not crying about AI killing them. They're curious about how AI at scale is going to create opportunity for them."

Stripe CEO @patrickc predicts software will shift from "mass-produced, industrial scale" made "years beforehand" to bespoke, custom software created the moment you need it. "Up until now, the economics of software have been conceived of as fixed cost, then infinitely monetized. That has these kinds winner-take-all dynamics." "But once there are inference costs and custom creation involved, it really shifts."

John: AI is actually doing very little for the economy right now. It's doing a lot for the markets, but in terms of the actual economic impact of AI, it's very low. If you add up the actual revenues from the AI labs, you're talking about $40 billion. Maybe there's like a 5x multiple on that, and so you're generating $200 billion of GDP on top of those tokens. But that's just not that much in the grand scheme of America's actual GDP. There's this disconnect between the market, which is pricing future GDP, future cash flows, future value creation. Then you have what is actually driving GDP, and then you have the actual workforce and what Americans do. What's actually holding up the American economy? It's healthcare jobs. The number of people that are software developers is less than 1% of America. The number of people that work at tech companies broadly is less than 10%.