Episode · 2026-03-03
War is On, Claude is Down
War is On, Claude is Down | Burger King's "All-Seeing" AI | Andrew Faris, Ryan Dreyer Join (3.2.36)
Rundown
The show opens with Claude's outage amid OpenAI-Anthropic AI competition, then explores how AI efficiency benefits D2C brands; guests Andrew Faris and Ryan Dreyer discuss ad strategy and share mission-driven brand launches: Resolute (solid cologne) and Maple Boots (endurance sports fuel).
Takes from this episode
OpenAI's competitive posturing against Anthropic and Google is strategically risky given those companies' massive resources and technical capability.
I just don't know why you would try to take shots at them. There's just so much money behind it. Anthropic, the actual, you know, software and ability is super impressive.
AI-driven efficiency gains in SaaS and service businesses ultimately flow to D2C brands as lower costs or higher productivity.
the brand either gets more productivity for the dollar or less cost for the same productivity. In both of those cases, the margin's accruing to the brand at some point
Postscript SMS generates exceptional ROI, delivering an average 22% revenue increase for switching customers.
On average, people see a plus 22% increase in revenue when you make the switch to Postscript.
Modern founders aspire to a holistic lifestyle balancing family, faith, business success, health, and community contribution.
I'm trying to be there for my family. I'm trying to be successful in business. I'm also trying to be healthy... do awesome things within my community
Founder endurance and scaling success stem from having a mission deeply core to their personal identity.
founders that I can have endurance because the mission is so core to who they are as people

