Ep. 71: AI, AI Owe: AI Ad Revenue, AI Capital Expenditures and Agentic Commerce Analysis; Changes at Dentsu, WPP and Omnicom; Analysis of Pinterest, Roku, AppLovin Earnings and More
Madison and Wall Podcast
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Agentic Commerce: Where Purchases Shift
Luke outlines agentic commerce limits, trust barriers, and likely early categories like groceries worth roughly $30–35B ad spend.
Play episode from 04:19
Transcript
