The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch 20Growth: Meta CMO Alex Schultz on How All Founders Have to Change Their Marketing Playbook in a World of AI | Is AI Plateauing, What it Means if China Wins the AI Race and Why Zuck is a Generational Leader
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Sep 5, 2025 
Join Alex Schultz, CMO of Meta and author of "Click Here: The New Rules of Marketing," as he shares insights on the evolution of marketing in an AI-driven world. He discusses the shift from traditional to performance marketing and when Facebook realized it had the wrong North Star. Alex questions if AI could lead to one-person companies and reveals the competitive dynamics of the AI race, especially against China. He also delves into the challenges of brand marketing and the future of technology, pondering if smartphones will be replaced by new innovations.
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Funding Needs Shape AI Timelines
- Founder narratives often align with capital needs: those seeking funding tend to accelerate timelines.
- Public statements on AI timelines can be influenced by the need to attract investment.
Two Divergent Global AI Models
- The US and China offer divergent AI futures: freedom-focused vs. surveillance-and-control models.
- Which model wins will shape global norms around censorship, data use, and governance.
Allocate Budget By Incrementality
- Measure channel decisions by incrementality and volume, not labels like 'brand' or 'performance.'
- Flex budgets to channels that deliver incremental returns and adopt cutting-edge measurement tools.
