Simon Poulton searched for toilets in Google's AI Mode and saw his first AI-generated ad. That moment confirmed what he's been saying for months: Google's already won the AI platform wars, and OpenAI has 12 months to prove otherwise.

This week, hosts Shiv Gupta and Myles Younger sit down with Simon Poulton, EVP of Innovation & Growth at Tinuiti, to break down the AI platform wars and what's actually happening behind the hype.

They dig into why Google's distribution advantage beats model quality, what happens when ChatGPT remembers your furniture preferences from six months ago, whether agentic advertising is real or just a stunt, and why brands keep building AI tools they don't actually need.

Plus: Simon's take on vibe coding, the rise of "agentic deference," and what marketers should actually be doing right now instead of chasing every shiny AI object.

Link to Tinuiti's 2026 AI Trends report we referenced in this episode is available here.

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Myles wrote a piece saying agentic commerce is coming fast. Andrew Lipsman rebutted, calling it a "collective hallucination." The discussion got interesting, so we brought it to the podcast.

This week, hosts Shiv Gupta and Myles Younger sit down with Andrew Lipsman, Independent Analyst & Consultant in Retail Media, to hash out whether AI agents shopping on our behalf is real, or just another overhyped trend like Facebook Shops and Google Shopping.

They also dig into Disney's $1B OpenAI bet (licensing Mickey Mouse to Sora), Criteo piping commerce data into LLMs, Google bringing ads to Gemini in 2026, and the big question: if agentic commerce takes off, does retail media collapse?

The episode ends with "Convince Me," where each gets 60 seconds to sell the other. Good stuff. You don't want to miss it.

New episodes every Monday.

Black Friday 2025 was the inflection point: AI shoppers converted at double the rate, AI traffic surged 805%, and brands finally learned that if AI can't see you, you don't exist.

This week, hosts Shiv Gupta and Myles Younger are joined by Heather Macaulay, President of MadConnect, to break down what the Black Friday data actually means, unpack Scott Brinker's massive 2026 Martech Report, and tackle the elephant in the room: the decade-old divide between AdTech and MarTech is finally collapsing...and most marketing teams aren't ready.

Heather also unpacks why integration is harder than it looks, what Amazon's walled garden strategy means for other retailers, and where most brands are getting AI readiness wrong. Plus the big hard truth: AI won't fix bad data; it amplifies it.

If your org chart still separates AdTech and MarTech, this episode is your wake-up call. New episodes every Monday.