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Zapier cracked the SEO game and built a $310M+/year business from it
open Google
search:
“Slack to Google Sheets automation”
“Gmail to Notion integration”
“Shopify email automation”
you’ll see Zapier every time
they turned thousands of tiny use cases into thousands of pages
each one solving a problem right when someone searches for it
you could do the exact same thing
take what your product already solves, and turn every single use case into its own page
now every search becomes a chance to acquire a new user
Could the AI bubble pop? Our marketing agency has been approached by these Open Source AI Foundations and see this opportunity to openly steal market share from the AI incumbents and hyper scalers. Their approach? Target the AI developer communities to start making the switch now
The most basic way AI could blow up imo. I'm not saying it does but this is the most obvious way I can see it happening
- Per seat subscriptions are massively subsidized. The flat fee was priced way below what heavy usage actually costs
- For real business use you have to move to the API anyway. Data protections, work integrations and compliance officer approval
- On the API you pay metered rates, and businesses are burning credits way faster than the per seat pricing ever led them to expect
- This is everywhere right now. Internally for us, Codex users, Uber torching its entire 2026 AI budget in 4 months, the Microsoft comments. Just go try an API
I shared more on this here: https://t.co/iZrqrCAIRW
- And I don't think most businesses have the money to keep paying increasing API rates without a real change to how they operate (caps needed)
- Because they have a cheap alternative. They can reach open source models through any aggregator (OpenRouter, Venice, Baseten, Together) and still get strong privacy. Venice private data centers, or E2EE/TEE serving GLM 5.1.
More on open source inference provider raises here: https://t.co/7kf56P44yQ
- And the discount is enormous. DeepSeek V4 codes within a hair of Opus on SWE bench at roughly 1/30th the price, and the cheapest open models run closer to 1/100th
- Chinese labs open source frontier grade models. The model is the single biggest cost an inference provider has, and they get it for free
- This idea dies if China goes closed source. That is actually bullish web2 AI labs, because if everyone is closed you pay up for the best intelligence. China goes closed source if they are tired of giving away an asset and they want the revenue and data flow to train new models
- Is this showing up in web2 AI lab revenue yet? No. Revenue is off the charts. Anthropic went from 9B to 47B run rate in five months
- So go forward, what happens?
- I think revenue slowly starts leaking to the open source inference providers (see Venice usage, OpenRouter's $113M raise, Baseten is raising at $11B or triple its valuation in three months, on revenue that went from $200M to $600M annualized in a single quarter)
- It doesnt move overnight, but it caps the labs ability to raise prices, and margins are already deeply negative. OpenAI is reportedly running near negative 122%
- With margins that bad there is no cash flow, so the labs are fully dependent on outside capital to buy GPUs, train models, and keep subsidizing usage (I.e. see Google tapping $80b equity sale, granted 30b for employee RSU taxes. Clearly they think Equity is overvalued or you wouldn't sell it)
- The break comes when that capital stops. Pricing is capped so margins cant improve, and the moment investors lose conviction on payback, the whole flow reverses
- Why would they lose conviction on payback? Back to the start - the inability to improve margins or get businesses to pay more
- This is also limiting, if we start making new drugs with AI or create entirely new businesses, you better believe people will pay up to the max for AI usage
@blennon_@christyshannon Awesome! Here's a sneak peak - https://t.co/FAyrlGKqYp. Let's chat @christyshannon, I'd even love to become a super affiliate and share this to the masses. This can blow up! in a good way that is.
THE MODERN CREATIVE FLYWHEEL
How To Achieve Volume + Quality
Your brand needs a staggering amount of content to succeed in 2026.
like 10,000 pieces per month.
The problem most founders experience is quality erodes as quantity scales up.
This is solvable with 2 methods.
1st, a Creator Army.
You have to manage creators actively and engage with them as if they're employees.
Motivation, incentives, growth opportunities
Example: Commissions
Most brands look at creator commissions as a "cost" on their P&L
Yet the top brands on TikTok Shop / Meta understand that higher commissions = better output
Better output = lower acquisition costs, higher scale
So on the front end maybe it looks crazy to give a creator 30% of all sales from their video WITH ad spend behind it..
But you're already giving Meta 80% of Opex anyway.
Why not invest in the thing actually driving growth?
Sadly even when a video goes crazy..
You need to constantly nudge creators.
Competitions, weekly meetings, IRL activities
All things that keep them motivated and excited to promote your product.
Its an arms race and your competitors are willing to do anything for better content.
2nd - Find a "Viral Phrase"
At 10,000 videos per month, you want as much confidence in each angle as possible.
The simplest way to do this is identify a viral phrase.
Viral Phrases allow you to quickly articulate your product's value prop and differentiation.
Examples include...
"Cortisol Lemonade"
"Nature's Zempic"
"BBL Leggings"
"Korean Botox"
"New Face Card at 40"
Basically something you can tell creators to make that isn't a full script - just a headline.
The rest of it can be up to them.
My fav way to recruit these creators is @sideshift_app or @euka_ai
And use Trybe for meta ad spend mgmt
Last if you wanted this info 6 months ago before it started getting more saturated...
Watch @onlysweatequity
Anthropic is paying up to $400,000 a year for an events role.
They're looking for someone to own the execution of brand experiences that translate Anthropic's values into physical moments.
This person will produce everything from intimate thought-leadership gatherings to large-scale industry activations.
The top AI research lab in the world recognizes that to cross the chasm and reach everyday consumers, they need to lean into hospitality. They need to create visceral, unforgettable IRL experiences that make complex technology feel accessible and human.
They understand that digital channels are getting increasingly saturated. Every feed is flooded with AI content... every inbox is overflowing.
The massive opportunity now is offline, analog, in-person.
The companies that win in the next decade won't just have the best product but the most emotional in-person presence and the most compelling storytelling.
If you're in events, experiential marketing, or brand activations, this is your moment. The biggest tech companies in the world are betting on you.
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