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IKEA Just Found the AI Strategy Most Companies Missed
Neil and Eric break down how IKEA turned an AI chatbot's failures into a $1B design consultancy, why creative is now the real ceiling on paid ads, and where API pricing and in-LLM advertising are heading. They unpack agentic commerce, dynamic personalized ads, and who actually wins the LLM race long term — Google, Microsoft, Anthropic, or OpenAI. A sharp episode on reskilling instead of cutting, scaling with AI creative, and betting on the right players in the AI stack.
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The skinny
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