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This Week in Startups - Tech's Super Bowl, Huge Earnings Week, Lon Returns and more! | E2083

发布时间:2025-02-11 02:02:45   原节目
以下是将上述内容翻译成中文: “This Week in Startups”播客节目的这一期嘉宾是 Jason Calacanis、Alex Wilhelm 和回归的嘉宾 Juan Harris,他带来了他在流行文化和媒体方面的专业知识。讨论的中心是超级碗广告,特别是今年科技相关广告的数量非常多,他们估计花费约为 1 亿美元。他们讨论了超级碗广告脱颖而出的关键要素,强调需要突破噪音,创造一个能引起观众共鸣的令人难忘的钩子或信息。Calacanis 建议,负担不起超级碗广告的小公司应该制作一个“spec”(规格)广告,并发布它,通过游击营销来利用超级碗的热度。 主持人深入探讨了具体的广告,首先是 Booking.com,他们批评该广告浪费了潜力,尽管它使用了受欢迎的布偶角色。他们觉得这些笑话不好笑,故事性不足。他们将此与 Rocket Mortgage 的广告进行对比,该广告使用了歌曲“Take Me Home, Country Roads”,赞扬其情感共鸣和独特的现场特技,即让体育场一起唱歌。然而,他们也承认了一些在线争议,有人称其为“反堕胎广告”。 Squarespace 的广告,其中有一个来自“伊尼舍林的报丧女妖”的演员,因其幽默、独特的审美和平台对所有人可访问的相关性而脱颖而出,成为他们的最爱。 使用像素图形的 OpenAI 广告引发了一场辩论。 Wilhelm 觉得这个广告在美学上令人愉悦,但缺乏强有力的信息或对 ChatGPT 功能的展示。 他批评了通用的标语“进步总有一个起点”,将其与 Enron 的模糊公司信息“我们正在建设未来”相比较。 然而,Calacanis 喜欢图形中描绘的历史进程以及广告所展示的可访问性。 谈话转向非科技广告,重点是耐克的女性运动致敬和 Uber Eats 的广告,该广告包含众多名人和历史参考。 他们欣赏 Uber Eats 广告中流行文化参考的密度以及识别它们的乐趣。Instacart也获得了赞扬,因为他们的广告以来自广告领域的受人喜爱的吉祥物为特色,采用了类似的“粉丝服务”方法。 主持人还分析了由哈里森·福特主演的吉普汽车广告,赞扬了他的普遍吸引力以及与广大观众建立联系的能力。 Calacanis 承认这个广告让他想买一辆吉普车,突出了它的有效性。 他们讨论了马修·麦康纳与 Salesforce 签订了一份每年 1000 万美元的协议。 除了广告,讨论还简要地涉及了 Calm 在选举之夜的冥想广告,认识到它在混乱事件中提供片刻宁静的力量。 这一集过渡到人工智能新闻,重点是法国投资超过 1000 亿美元用于人工智能数据中心和公司的倡议,以及他们与欧洲国防公司 Helsing 合作创建用于国防目的的人工智能。他们还讨论了自由世界需要一个抗衡力量来对抗中国人工智能的崛起。 这在欧洲创造了一种更像“美国”的方法。 受到 Sam Lessin 的一条推文的启发,主持人探讨了使用人工智能创建“电子邮件网关”的想法,该网关提供自动化的、基于人工智能的客户咨询回复,然后再升级到人工客服。 他们认为这是一个小型企业的绝佳解决方案,并表示愿意投资一个原型。 谈话深入探讨了美国不断上升的 IT 失业率,将其归因于改进的软件、增加的自助服务解决方案以及人工智能工具的可访问性,这些工具允许个人解决自己的技术问题。 他们的观点是,人们现在通过改进的软件以及通过人工智能找到解决方案的能力获得了更多的能力。 最后,他们预览了即将到来的财报季,突出了本周他们感兴趣的公司,包括 Robinhood、Reddit、Zillow、Lift、Coinbase、Airbnb 和 Monday.com。 他们认为这是 SAS 的回归。Calacanis 对 Robinhood 的前景表示乐观,他引用了最近的股价飙升和他对公司潜力的长期信念。 他还重申了他长期以来的观点,即有一天该股将达到万亿美元。

The "This Week in Startups" podcast episode features Jason Calacanis, Alex Wilhelm, and returning guest Juan Harris, who brings his expertise in pop culture and media. The discussion centers around Super Bowl commercials, particularly the high number of tech-related ads this year, which they estimate to be around $100 million in spending. They discuss the key elements that make a Super Bowl commercial stand out, emphasizing the need to cut through the noise and create a memorable hook or message that resonates with viewers. Calacanis suggests that smaller companies that can't afford a Super Bowl ad should create a "spec" commercial and release it to capitalize on the Super Bowl buzz through guerilla marketing. The hosts dive into specific commercials, starting with Booking.com, which they criticize for its wasted potential despite featuring popular Muppets characters. They find the jokes unfunny and the storytelling lacking. They contrast this with Rocket Mortgage's ad featuring the song "Take Me Home, Country Roads," praising its emotional resonance and unique live stunt of having the stadium sing along. However, they acknowledge some online controversy, with people labeling it a "pro-life ad." The Squarespace commercial, featuring an actor from "The Banshees of Inisherin", emerges as a favorite for its humor, unique aesthetic, and relevance to the platform's accessibility for everyone. The OpenAI commercial using pixel graphics sparks a debate. Wilhelm finds the commercial aesthetically pleasing but lacking a strong message or demonstration of ChatGPT's capabilities. He criticizes the generic tagline "Progress always has a starting point" comparing it to vague corporate messages like "We are building the future" from Enron. Calacanis, however, likes the historical progression portrayed in the graphics and the accessibility the commercial displays. The conversation shifts to non-tech commercials, with a focus on Nike's women's sports homage and Uber Eats' ad featuring numerous celebrities and historical references. They appreciate the Uber Eats ad's density of pop culture references and the joy of recognizing them. Instacart also gets a shout out for their ad featuring beloved mascots from the advertising realm in a similar "fan-service" method. The hosts also analyze the Jeep commercial starring Harrison Ford, praising his universal appeal and ability to connect with a broad audience. Calacanis admits the ad made him want to buy a Jeep, highlighting its effectiveness. They discussed the fact that Matthew McConaughey secured a 10 million a year deal with Salesforce. Moving beyond commercials, the discussion briefly touches on the election night meditation ad from Calm, recognizing its power in providing a moment of silence during a chaotic event. The episode transitions into AI news, with a focus on France's initiative to invest over $100 billion in AI data centers and companies and their alliance with Helsing, the European defense company, to create AI for defense purposes. They also discuss the need for a counterpoint in the free world to counter the rise of AI in China. This creates a more "American" like approach in Europe. Inspired by a tweet from Sam Lessin, the hosts explore the idea of using AI to create an "email gateway" that provides automated, AI-based replies to customer inquiries before escalating to human agents. They see it as a great solution for small businesses and offer to invest in a prototype. The conversation dives into the rising IT unemployment rate in the US, attributing it to improved software, increased self-service solutions, and the accessibility of AI tools that allow individuals to solve their own tech problems. The idea is that people are now more empowered by improved softwares and the ability to find solutions on their own through AI. Finally, they preview the upcoming earnings season, highlighting the companies that are of interest to them this week including Robinhood, Reddit, Zillow, Lift, Coinbase, Airbnb and Monday.com. They see this as the return of SAS. Calacanis expresses his bullish outlook on Robinhood, citing the recent stock price surge and his long-term belief in the company's potential. He also reiterates his long-standing claim that one day the stock will reach a trillion.