The AI Edge Podcast · 2026-05-04 · 53 min
The New York Times says AI is making digital advertising boring. Meta just posted its biggest earnings quarter ever. Google's CapEx story is looking smarter by the day. And OpenAI is quietly building toward a $100 billion ad business while the three-headed AI monster - Gemini, Claude, and ChatGPT - keeps getting more tangled by the week. This week, Shiv and Miles sit down with David Danziger, SVP of Partnerships at Dstillery, one of the leading independent targeting companies in advertising. David has spent his career at the intersection of data, partnerships, and the open internet - with stints at LiveRamp, The Trade Desk, and Yahoo - and he brings a practitioner's eye to a week full of big numbers and bigger questions. David breaks down why the NYT's "boring" framing is ironic at best and wrong at worst, why Meta's CapEx story looks very different from Google's when you factor in the infrastructure play underneath it, and why the open internet is going to see real AI benefits too - not just the walled gardens.
Ep 29. Agentic Marketing Is Here - But Can AI Actually Stay On Brand? with Kashish Gupta, Hightouch75 / 100Ep 28. Apple Finally Showed Up to AI - And the Ad Industry Should Be Paying Attention, with Chris Kelly, UpwaveEp 27. The Platforms Know Your Brand Strategy Better Than You Do - And That's a Problem, with Dr. Cecilia Dones, 3 Standard DeviationsEp 26. AI Bias Is a Business Problem - Not Just an Ethics One, with Stefanie Beach & Nadia KoskiEp 25. The MarTech Chrysalis: Why Marketing Is in a Messy Middle - and What Comes Next, with Scott Brinker, Chief MarTech