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In this episode, Eric Siu discusses AI's impact on advertising M&A. He shares his M&A thesis, emphasizes strategic thinking and top talent, and highlights due diligence, founder roles, and multiple arbitrage potential. He also covers AI's effect on agency models and the crawl-walk-run approach to AI implementation.
Watch the full interview here: https://youtu.be/FBc-IPvQ8Sk
TIME-STAMPED SHOW NOTES:
(00:00) Introduction and Context
(03:27) Strategic Thinking and Top Talent in the Age of Automation
(05:14) The Importance of Due Diligence in M&A Deals
(08:07) Trust but Verify: Avoiding Subpar Hiring Decisions
(11:33) The Changing Agency Business Model with AI
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