Episode · 2026-07-28
Apple x Klarna: Lease Your Phone
Apple x Klarna: Lease Your Phone | Cracker Barrel’s CEO Steps Down | Peacock x YouTube
Rundown
Chris and Colin open with ad industry news on Peacock's YouTube distribution deal and ad-supported streaming, then run guest segments with Quinton of Trend Track on AI-driven competitive ad intelligence and with Taylor on YouTube/PMax performance data and reflections from Shopify's developer conference.
Takes from this episode
Legacy TV should embrace ad-supported distribution deals with YouTube since viewers tolerate ads fine and it opens a new monetized surface for old content.
Kind of surprised that I still had ads, but I do and ads are not bad... I want there to be ads for our... Now, people are watching The Office on YouTube
An all-in-one competitive intelligence tool beats piecing together point solutions because it consolidates hooks, landing pages, email, and channel strategy into one platform.
the fact that we have allin-one is that you get to understand everything absolutely everything from the landing pages from the hook to the email to the Google strategy to the Tik Tok to the meta... that's really what makes Trent track different
AI agents can now fully automate daily competitive ad research, autonomously surfacing which hooks, scripts, and images to use with zero manual work.
every morning the agent go on trend track check the biggest ads the ads that are performing the newest angle... there is nothing to do like nothing to do like just put a single button every morning
Toby Lutke is one of the best leaders in the world, and that rare blend of intellect and empathy is what gives Shopify's developer community its unusually strong energy.
I think Toby is on like the very small list of the best leaders in the world. He's just like has an incredible disposition... the unique combination of intellect and empathy
Aggressive automatic ad stop-loss rules (killing ads at 5x CPA with zero purchases) backfire by also cutting a large share of would-be future winning ads.
if applied that rule found was that it interrupted 8 to 27% future winners by by count
Because Performance Max under-allocates to YouTube relative to shopping and search, brands should validate and run YouTube as its own separate campaign rather than leaving it folded into PMax.
PMX was 53% shopping and 35.1% search, right?... this gives you validation for setting up YouTube as a separate campaign