Super Bowl Ad Reactions, ChatGPT launches ads, Jordi vs France | Diet TBPN

0:01We're breaking down our Super Bowl experience. You know, people call us the Sports Center for the LinkedIn crowd. It's always been funny because we mostly focus on X and RSS feeds. Well, that was the first football game we saw this season. Yeah, it actually was. It was the first football game I've been to in maybe a decade. I don't know. It's been a while. But we do try and bring that Sports Center energy to the show. You know, we try and bring the high energy to tech and business reporting. Apparently it was not the most exciting game. You know, we had this running joke for a while. you know we're most excited about the ads it's a little it's a little played out at this point because some people say that just as a reflection of like they don't like sports we say it because we actually like the ads right because we like advertising and commerce but uh you know we we participated in the super bowl hype train i was very happy with the success of our campaign uh super bowl is like a relatively minor event in the calendar for tech people i feel like you know WWDC, Davos, Sun Valley, like of the things that everyone collects around Super Bowls on the calendar for a lot of people, but not top mind for everyone.

1:06It's not, you got to be there. But we were able to run a regional ad in the Bay Area, which we mentioned on the show. And I guess it was all over California. Yeah, it was all over California. People text me from Southern California too. I got to pull up his post because somebody yesterday thought that they were hallucinating. This guy, Chip Rogers on X, said, hallucinating. And then he said, at Jordy Hayes, at John Coogan, at TVPN on the pregame Super Bowl commercial. I was like, no, it's real. It would have been insane to just be like watching NBC or watching the. Yeah. And then you just get your watch.

1:42Yeah, which is he probably was like, did I sit on the remote or something? Yeah. And I accidentally clicked off the stream or something. But no, it was a cool moment because obviously people see view numbers on the clip. and they see follower counts. We just hit 200 ,000 on X. We're very excited about that. And they see the guest lineups. But there's something different about actually seeing the patchwork of all the different logos of everyone who's participated in the show in one way or another as a guest. The other Super Bowl little tomfoolery we engaged in was we launched Claude with ads. Obviously, we've been joking back and forth about Anthropic, launching a Super Bowl ad, kind of taking a shot at OpenAI or other LLMs that might put ads in there.

2:22What does that mean? Is it going to be bad? And so, of course, we had to create a wrapper thanks to the Opus 4.6 API and a lot of tireless work from Tyler Cosgrove over there. Yeah, really amazing execution went from idea Friday morning to a product that thousands. Yeah, actually, like a lot of people used it. 7 ,000 people have used it, played around with it. 8 ,000 people signed the petition to bring ads to Claude. That was your line, right? Yeah, yeah, yeah. Yeah. It's also, I think this is actually important for a lot of safety people to think about, right? Because this is actually a very good example of misalignment from Claude, right?

2:55Because I used Claude to build this. I used Claude code, right? And so this is Claude acting in defiance of anthropic stated principles. Yes. Anthropic is anti-ad. And yet Claude, the model they built, allowed you to add ads to Claude. That's textbook misalignment. I think the safety people need to be - They need to study this. Nah, in the chat says, Sholto has left the chat. We were with Sholto yesterday at the Super Bowl. He had fun with it. He was having fun with it. It is just tomfoolery. So the site will be going down later today. Your last chance to give it a whirl is today. Your last chance to get totally free access to Anthropics' most powerful model.

3:34Yes. I was very surprised by how well ClaudeWithAds.com did, given that we tweeted a link. There's been debate over how nerfed our links on X. We got a ton of likes and views on this and it seemed to work very well. So maybe that bodes well just for like, it's a weird link and it's worth clicking on. But also I just think that the whole X algorithm is less punishing to links these days, which is exciting. And, you know, we've always had this shtick that we're extremely pro-advertising. I've been very aggressive about finding funny ways to integrate sponsors all over TVPN. We have the Turbo Puffer.

4:06We have our console laptops. We have all sorts of stuff. The Axon Gong, the Lambda Lightning Round, etc. And I've always thought, I'm working on this metaphor for the show, like how do we think about the show? And I like the metaphor of like, we think of it like an F1 car. There aren't all that many people. You've always said it's an F1 team. F1 team, but I think the metaphor can be extended because like the number of people that actually go to every single race in person is pretty small. And so is our community of people here in the chat. We love all of you. Ryan says, I put my dad on a TBP and I got excited seeing the ad and he started asking me about it.

4:40Hashtag convert it. There we go. There we go. But the number of people that watch a little bit of an F1 race or the highlights or the drive to survive, and you can think about Diet TBPN as sort of the drive to survive of TBPN. You're not sitting there watching the whole thing live. It's a little bit more condensed, a little bit more editing. And then the clips are sort of just, you know, you're aware that Red Bull has a team, and you're aware that Ramp sponsors TBPN. What's this? No, I'm with Chad. Rookie Tyler was learning to muddy spread when Chad's Jordy and John were beer maxing with the Patels.

5:10Turns out Tyler vibe-coded Claw with ads, but can't money spread yet. Oh, he can't. Oh, he bodged it. He's like, he bodged it. He fires back. It's because they're like brand new bills, so it's harder. Oh, there we go. Get those glasses on. You got to look the other direction. Should we get into some of the ads? It's very fun, and we spent most of last week, like, obsessing over the inter-lab vibe wars. Like, how is OpenAI responding to Anthropic? And as we'll see, like, this was not the story of the Super Bowl at all. The story of the Super Bowl, even from a tech perspective, it was much more about how is tech communicating what AI can do broadly to, you know, the largest swath of Americans and like broad stakeholders and voters possible.

5:51You know, there's debates over data centers, crypto, gambling, weight loss drugs. Like there's new technologies and society's grappling with those. And the Super Bowl is actually like a very interesting place to go and make a case for how you want this technology to be integrated into society. You're making a case for how it can be used positively, all of these different things. And even though it's fun to focus on like, you know, oh, should Claude have ads or should ChatGPT not have ads or whatever? Like there's a much bigger discussion that's happening at the Super Bowl. And I think that's what we should be running through as we react to these Super Bowl ads.

6:21Ranking the Claude Super Bowl ad in the moment surrounded by people that aren't all terminally online. 80 % of the people here don't understand that ChatGPT speak when the second speaker talks and we're confused or tuned out. Yeah, so that had to be explained. It's sort of iconic to me because I've used ChatGPT voice mode. Yeah, it was so. And I've seen those reels where it's like. Like perfect execution for X. One of the other challenges is, again, we weren't seeing it live, but apparently the ad was much shorter. There was no one ad during the game. I kind of expected them to run, try to really mog.

6:51Anyway, so they toned it down a bit. And Warren says, had to be explained by the AI bros, which was as bad as it sounds. While this ad speaks well to the early bell curve, this might have been too early for a mainstream investment like this. Overall, I think they had a lot of fun with it. It clearly can't have been that expensive. Because it was like four scenes. Yep. It was like four one-day shoots, probably. I think we're going to get the team on who did it mother. Yeah. Because it is beautifully shot, and I think it's funny. They basically made OpenAI way overreact. Yeah, a little bit. Like, actually seeing the way that the ads went yesterday, maybe they didn't need Sam and the entire management team, you know, Streisand affecting it, basically.

7:32Well, this was what Rune was posting. He was like, it's the blue shell, and it successfully rage baited everyone. Yeah, they got rage baited. Yeah, but I mean, they've known, OpenAI has known that they've had to be very, very clear about the way ads will get integrated because when you think ads and LLMs, you immediately think what we built with Claude with ads, which is like deeply integrated. And then they did update it. They said there is a time and place instead of ads are coming to AI but not to Claude, they updated it and said the new copy is there is a time and place for ads. Your conversation with AI should not be one of them.

8:03So I wonder what pushback they got. This doesn't hit quite as hard, even though it is probably more authentic. Yeah. Right. Where did Claude land in the App Store? We were wondering about that, right? It was at 36 or something when we were looking at it last week. Yeah, it's at 23 right now. That's not bad. So it's like up maybe 10. Yeah. There's a bunch of stuff that moved. I mean, just looking at the top, it's like Peacock. Okay, that's watching the big game. NBC app, that's the same thing. NFL app, obviously that's Super Bowl related. Same with NBC Sports. There's just a number of apps that jumped just by default.

8:40My first time seeing a Tmue ad was crazy. It was like the copy Shop Like a Billionaire was so insane, and yet I think it actually in hindsight kind of works because everything's so cheap people don't have to look at the price. I guess that's the thesis. To a billionaire, a couch feels like$5, so here's a$5 couch. An apple or something like that. Okay, yeah. One thing I'm interested to see, the way the Super Bowl buys work, they make you buy ads in the Olympics as well. And so if you're watching the Olympics today or tomorrow, I guess we're going to have an Olympics ad because we are forced to like.

9:14We should go a whole other victory lap. We're taking our, it was so successful. We're taking it to the Olympics. We're taking it to the slopes. The slopes. But we'll be interesting as if various labs or other companies run like longer ads. It's not quite as expensive. We'll see. Bryce said Anthropic ads were a total flop in his house. Despite having a highly tech literate family, they took a bunch of explaining. And yeah, it is. But that makes sense, right? So like they hit so hard on X. Yeah. Oh, yeah. I remember the morning of. We were like, whoa, shot across the bow. I can't believe they did that.

9:48It was like a mic drop. Yeah, mic drop. It was crazy. Sam, you know, lost as soon as he was writing up like a word salad. Yeah. You know, trying to respond. But again, there's some data coming back from ad week. Morgan is sharing, audience didn't like Anthropics ad, placing it in the bottom 3 % of all Super Bowl ads from the last five years. But it makes sense, right? It's like a barbell. Like for people on X that are like really following tech closely, it was incredibly... It's a pretty small sample size, 500 people they asked. Let's look at how OpenAI responded. This is called You Can Just Build Things.

10:20And let's take a look and see if it tells a more optimistic story about AI. one that's maybe less confrontational with their rivals. I like building things. Making cardboard stuff is underrated. You get a lot of Amazon boxes, cut those things up, make something. Very cool. Become a hacker, read more, learn Bayesian probability, I'm a scientist, play chess. I don't think of chess as something you build necessarily.

11:01Sick. Job displacement. No more sweeping. Somebody said this is a Windows computer running Mac or something. Is that real? I think people would tune out for this. You can just build things. Why? It's just too - So long. Do they actually run the full thing? A full minute? And the other thing is, I don't know. I'm still. It is a little dark. They're trying to push Codex to consumers, which I think is smart. I think it's very smart. But introducing Codex when every single person in the audience is familiar with ChatGPT. Yeah. And then just trying to, I don't know. So that robotics stuff was actually Easter eggs of the robotics team at OpenAI.

11:47Like they just brought the cameras in and filmed their own team. That's very cool. Dan Chipper says huge opening. I runs a codex commercial not a chat GPT commercial Which so was that so and it was that a codex commercial? Yeah Go to the very end because I just felt like a general like AI is cool commercial Like it felt very in line with the previous Super Bowl ad of just like the arrows of technology. Oh, okay So showing you codex desktop. That's cool. Okay. Yeah, that's pretty subtle though And then goes codex. Okay codex opening. Okay, so it's not okay Both Anthropic and open AI are both using the same reference material for their ads.

12:18Yeah. Like, they're all going back into the Apple archives, like, trying to pull inspiration from the same, fishing from the same pond. They should have just done a parody of the Budweiser. What's up, ad? Have you seen that one? And it's just people talking to ChatGPT voice, but what's up? That would have been... Super Bowl commercials so evil this year, seeing a Bud Light commercial felt healing. Like, oh yes, Bud Light, a tangible object unrelated to AI or crypto. Ridiculous. Ramp did really, really well with their Super Bowl activation. They had a whole bunch of different touch points, so they didn't just lob an ad in and then call it a day.

12:55They were there. They sent the Bryans. We can kind of go through the whole plan. But there's something interesting. I mean, we certainly experienced this with our Super Bowl ad. Obviously, we bought a very small ad. But why we got a good result out of our Super Bowl ad was we didn't just go to NBC and said, like, here's money and thank you. We went and told Adweek and gave an interview and you gave some interesting quotes to the reporter on the record. So there was an article around it. That's valuable. Then we emailed people who were featured in the ad. Hey, we're posting about this. Like, do you want to know that you're in this thing?

13:26Cool. Like, you can go see it if you want to watch it. Like, there's a whole bunch of different flywheels. And I think Ramp did a really good job of understanding that, like, it's the Super Bowl campaign, not an ad. Yeah. So, I mean, one they had obviously they'd work with Brian. during the box stunt in New York last year. That went really well, so they built off of that. We showed up to the tailgate party that they had. By the time we showed up, there was already thousands of people there. It was insane. A bunch of TBPN listeners came and said hi, which was awesome. But a great group of people.

13:57They had a big yellow skateboard ramp with people actually going pretty hard. Brian shaved a guy's head on a live stream to look like himself, and that kind of ended up getting a super cool ticket. Some people were showing up and being like, Like, this takes six levels of, like, understanding to get all the jokes of, like, the Ramp is yellow because of the brand, and the Ramp is the name of the company and the skater. And then, like, Brian's here because he was in the office and he plays an accountant. But, like, I think that's fun for people. I think people actually do like Easter eggs, and they like going down the rabbit hole.

14:28But at the same time, you can't just be pure Easter eggs. And I think when you actually watch the Ramp commercial, which is right there, it's, like, staring you in the face obvious what this does. It's like the brand name, yellow in your face. What does it do? You have to do things that takes you 10 hours. Now there's 10 people, there's 10 copies of you that do the thing that you do. You can do it in five minutes. And so you can just do it much faster. And so you can watch this and not know anything about ramp. And you know, okay, corporate card, multiply what's possible. Like I have a task in accounting.

15:00It looks like an accountant. I'm triggered on that. I'm familiar with this character. Clarity at the top and then tons of depth. And even in that video, there's a whole bunch of Easter eggs in the video. It was directed by someone who directed The Office and there's different actors from The Office in there and there's layers and then you go on social media and you see other stuff. What worked well was like classic Super Bowl ad, right? Easy to understand celebrity popular character plus a bunch of the super internet native stuff like physical activation and then localized activation. So you had people, the Super Bowl is NSF, you have thousands of people in SF participating like on the ground.

15:35And so there was, again, Dylan Field, I love it. Insane production. Amon says, open AI ad flop live with the normies. Didn't really get it. Thought they were gonna tie it all together. Yeah, it was just like a bunch of cool things and then a name for a product that nobody knows about. That's the issue. If you have a very popular product like Budweiser, something like that, you can just show a bunch of random images and then show your logo. If you just show a bunch of random cool scenes or whatever, it's inspiring, it's uplifting, and then you flash a logo that nobody knows, you end up with something that doesn't really leave that much of an impression.

16:10Do we have the Google ad? Because I believe Google went way more practical on this. Pull it up, Tyler. Let's talk about the, before we get to that, we can talk about the Coinbase Super Bowl ad. This was probably the most controversial. I still need to see exactly what they did. I saw some images of them putting something on the sphere. Is this somebody watching the ad? Yeah. Okay, let's watch this. Sound on. Secure, yeah. Everything you need, you better rock your body now. Everybody, yeah. Rock your body. So it's a sing-along. Okay. They like switch up the, it's like a state change, right? So it's like you're paying attention.

16:54And then you just see Coinbase. That's funny. Oh, that's really funny. The Coinbase team responded to the criticism and said, if you're talking about it, it worked. Crypto's for everybody. A lot of people were not fans. I don't know. I thought it was fun. I like that they do something different each time. I think Apple, Google, the really established brands do have the permission to go higher abstraction and just do these brand films. For the AI labs who are trying to push a particular product, It feels like a little bit too soon, a little bit too risky. Yeah, yeah. Some people like the Coinbase ad.

17:29Yeah, it was like very 50-50 polarizing. Yeah. All right, let's pull up the Gemini. It went with a full 60 seconds. Okay, full 60 seconds. Yeah, I saw some people reacting to this. Like, it's very clear. It's like, what you see is what you get. Like, this is the actual experience of using the product. Yeah, it's next to mine. And Google does a great job of like pulling on heartstrings. And integrating with Google Photos. That makes sense. Part of the demo. Then showing off the features. And Charlie's bed can go right there. And a banana, killer feature. That's cute. And look, here's the yard. Oh, we could have a trampoline.

18:07This is actually how a lot of people have delightful experiences with AI. This is like what a lot of families are using AI for. We're doing a remodel and we're using AI for this stuff and you put in what you have and edit it. And it's cute and like the kids love it. You always go back to the example of like, make me into a dinosaur. Like, that's delightful.

18:32That's sweet. That's just like a nice ad. I don't know. I think a win, if you're an AI. David Ross doesn't like it, though. I'm not going to do that. That's funny. Google's focus is a lot on multimodal as expected. Yeah, smart. They had a lot of success, obviously, with Nano Banana. You should lean in. Yeah, totally. Yeah, that ad. It also works better on as a Super Bowl ad. If you're running an ad yesterday and you're an AI company and people didn't viscerally hate it, you won. Yeah, you won. Yeah. No, totally. And also leading into the visual stuff works super well in a visual format like a Super Bowl ad.

19:03Like Codex, like even if you had like a million do-overs, it's a hard product to explain. It's like it's a desktop app with a lot of text and it's in dark mode and it's going to write code, but only behind the scenes. And you don't really have to know how to write code, but it's going to write code, which is not very aesthetic on the screen at the Super Bowl. Google knows how to just like deliver like, you know, here's a heartwarming experience. Here's a positive experience. Let's focus on that. Mike Duda was live tweeting. Live tweeting his reactions. State Farm tried really hard. Okay. DraftKings, good spot, but not built for the Super Bowl.

19:36Toyota continues its long tradition of kind of off Super Bowl commercials. Not good. We got to talk about the Shvedka ad. We should pull that up. Yeah, Shvedka is the one that had a fully AI generated ad. They had a fully AI generated ad. came out and wanted to be the first company. We're not an AI company, but we heard there's a backlash to AI, and we would love a backlash. People are calling it the worst ad of all time. They're just saying it's the worst ad ever. I do love when a brand just rolls up to the Super Bowl with whatever their stock ad is. I think that Timu ad was not a Super Bowl spot.

20:08Okay, here's Vecca's AI vodka ad. Let's watch it.

20:38like if i'm watching the super bowl with my kids yeah i'm just turning it off the robot drinks the the mixed drink and it just pours out all in Shvetka the issue is it tastes kind of like it should be used in like machinery have yes like fluid yes yes I feel like if you're gonna go all in on AI generated video I want you using the latest and greatest you got to be Nano banana probably six dollars exactly no I agree gold right like there are really cool and innovative ways to use AI imagery in a way that maybe it stands out as like, oh, that's obviously AI, but it's cool. Like if you're going to do the AI thing, like be Harry Potter Balenciaga, like do something that is iconic and interesting and inspired.

21:23Let's pull up Ryan Peterson's Flexport ad. Okay. Looks real so far. Seriously, dad, how did all these jerseys get here? Well, kids, let me tell you about something called a global supply chain. First, jerseys are manufactured, boxes are packed, and logistics company Flexport takes it from here. Then, containers are loaded onto cargo ships. Or pulled through the ocean by 100 pirates? Not exactly, honey, but if you want speed, Flexport does coordinate air freight. And fighter jets! Actually, buddy, Flexport then gets the jerseys through customs and back on the trucks. And then the superheroes fly the trucks to the stadium.

22:02And lightning zaps the jerseys onto the players. yeah we're being sarcastic guys this is uh entirely AI entirely AI but this is so good but it has the nailed the feeling of a classic Super Bowl ad it was very fun and it's it's interesting because he's actually explaining the Flexport business but in this funny way that you keep asking like I mean I'm sure smart advertising agencies are already doing this where it used to be that a company would say hey I want to run a Super Bowl ad they'd go and talk to a bunch of different agencies, they would get a, they'd do an RFP. Yep. And then the agencies would like come up with some concepts that they would basically script out, maybe they add some images or whatever.

22:42Now it feels like the agencies have to actually make an AI V1 of the ad. Totally, totally. And say like, here's our five concepts. If you hire us, we'll like narrow in. Yeah. And actually make it, hire actors, maybe not use entirely AI. Yeah, I can't believe, I think he made that like himself. I think that he wrote the script and concepted everything and actually prompted everything, which is pretty remarkable. And I think it all flows from the idea of having a viewpoint, having an insight, having an idea that makes sense for the Super Bowl. Parker says, amazed Apple's finally going for the Spotify jugular, promoting the ability to switch easily to Apple Music during the Super Bowl.

23:21So the Apple Music brand reach during the Super Bowl, I think was number one or number two, right up there with Budweiser. It did very well. I saw it winning awards. Well, we can talk about the halftime show from our point of view since we were there. I would say the energy, the production value was insane. Very, very cool, unique-looking setup. It was really funny. I was looking away while they were setting up, and I looked down. I was like, they basically created Puerto Rico. They recreated the entire island. They had plants and people in plants. And the plants were so funny because it seemed like the people in the plants couldn't see out very well.