Show Me the Money: Terence Kawaja’s 10 Bold Bets on AI, Ads, and the Future of AdTech

Show Me the Money: Terence Kawaja’s 10 Bold Bets on AI, Ads, and the Future of AdTech

Terence Kawaja, founder and CEO of LUMA Partners, took the stage live at Marketecture Live to break down the collision of AI and advertising with his signature mix of candor and sharp analysis. While acknowledging the uncertainty ahead, he made one thing clear: the industry is moving fast from AI hype to real, measurable impact, and the winners will be the ones who prove it in their numbers. Takeaways Show me the money for AI in 2026 Advertising will fuel LLMs Shift from CPM to performance-based models Intent data is the most valuable signal Rise of the LLM ad ecosystem AI-driven transparency in media buying Creative as a performance driver Ad tech consolidation Agility is the key skill set New entrants reshaping the industry Chapters 00:00 Introduction from Marketecture Live 00:48 Why “No One Knows” What Happens Next in AI + Ads 02:11 Prediction #1: AI Hype vs. Real Financial Results 05:06 Prediction #2: Ads as the Core LLM Business Model 06:32 Prediction #3: The Shift to Performance & Intent Based Ads 09:46 Prediction #4: The LLM Ecosystem Opportunity 11:45 Prediction #5: Transparency vs. Agency Economics 13:23 Prediction #6: The Push for AI Standards 14:28 Prediction #7: Creative as the New Performance Lever 16:04 Prediction #8: Ad Tech Consolidation & Evolution 17:39 Prediction #9: Agility as the Ultimate Advantage 19:11 Prediction #10: New Entrants & M&A Wave 20:14 Bonus Prediction & Closing Learn more about your ad choices. Visit megaphone.fm/adchoices

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Jaksot(393)

Episode 179: The Good Vibe(s) at Cannes, Plus UTA's Michael Burke on the Creator and Influencer Takeover

Episode 179: The Good Vibe(s) at Cannes, Plus UTA's Michael Burke on the Creator and Influencer Takeover

Set against the backdrop of UTA Beach at Cannes Lions, Ari Paparo sits down with Michael Burke, Principal at UTA and MediaLink, to discuss creator-led marketing, cultural relevance, AI adoption, brand...

26 Kesä 46min

Exclusive: Arthur Querou, CEO of Vibe, Talks about the Blockbuster Acquisition by Walmart

Exclusive: Arthur Querou, CEO of Vibe, Talks about the Blockbuster Acquisition by Walmart

From Cannes Lions, Ari Paparo sits down with Vibe.co CEO Arthur Querou, following the announcement that Walmart is acquiring Vibe.co. Arthur shares the company's journey from a French startup to a lea...

24 Kesä 8min

Andy Schonfeld of Tatari on Taking Shots at DSPs and Why TV is Different

Andy Schonfeld of Tatari on Taking Shots at DSPs and Why TV is Different

Andy Schonfeld, CRO of Tatari, joins Ari Paparo from Cannes Lions to discuss Tatari’s bold message to the DSP ecosystem, why programmatic TV only captures a fraction of the market, the evolution of co...

24 Kesä 14min

Episode 178: Cannes Fashion Choices, Plus Patrick Dolan on the State of OOH Advertising

Episode 178: Cannes Fashion Choices, Plus Patrick Dolan on the State of OOH Advertising

Patrick Dolan, COO of the Out of Home Advertising Association of America (OAAA), joins Ari Paparo to discuss the rapid evolution of out-of-home advertising. From digital billboards and programmatic bu...

19 Kesä 48min

Walmart Connect's Ryan Mayward on Their Big CTV Move: Yahoo, Magnite and Vizio Explained

Walmart Connect's Ryan Mayward on Their Big CTV Move: Yahoo, Magnite and Vizio Explained

Ryan Mayward, SVP and GM of Walmart Connect, joins Ari Paparo to discuss Walmart's new partnership with Yahoo and Magnite, the role of Vizio in Walmart's CTV strategy, retail media measurement, increm...

15 Kesä 15min

Episode 177: Scott Ensign of Butler/Till on Innovation at Indy Agencies

Episode 177: Scott Ensign of Butler/Till on Innovation at Indy Agencies

Scott Ensign, Chief Strategy Officer at Butler/Till, joins Ari Paparo to discuss the advantages of being a 100% employee-owned agency, the rise of agentic AI in media buying, AdCP adoption, and the fu...

12 Kesä 58min

Damian Garbaccio and Doug Campbell on Affinity's Outcomes Marketing Council

Damian Garbaccio and Doug Campbell on Affinity's Outcomes Marketing Council

Ari Paparo sits down with Damian Garbaccio, Chief Commercial and Marketing Officer at Affinity Solutions, and Doug Campbell, Chief Strategy Officer at DoubleVerify, to discuss why 91% of marketers dis...

8 Kesä 18min

Episode 176: Alex Chatfield on How Influencers are Leveraging Data Technology

Episode 176: Alex Chatfield on How Influencers are Leveraging Data Technology

Alex Chatfield, Co-Founder and President of Endorsable, joins Ari Paparo and Eric Franchi to discuss how data technology is transforming influencer and celebrity marketing. Drawing on his ad tech back...

5 Kesä 53min

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