AI Agents, $100 Billion Quarters, and Five Futures for Marketing

What's driving Google and Meta's record earnings? Hint: it's AI, not traditional ads.

In this episode, Paul and Martin unpack the latest earnings calls, HubSpot's strategic acquisition of X Funnel, and then venture into scenario planning for marketing's future. From business-as-usual to AI agent swarms running entire organisations, we map out what you should watch for and what you should do right now.

Key Takeaways

• Meta's AI-powered advertising suite is now handling $60 billion in annualised ad spend. That's real money, real results: 5% more time on Facebook, 10% on Threads, 30% growth on Instagram video.
• Google posted its first $100 billion quarter, driven by AI features in Search and YouTube. YouTube Shorts now ea ...