This week on the ADSN Rundown, Daniel Druger and James Borow examine how artificial intelligence is moving from software into hardware, commerce and public infrastructure. They break down Meta’s Apple-like hardware moment, Google and SpaceX testing TPUs in orbit, and the future of advertising when agents shop on a consumer’s behalf. They also explore X’s phone-number strategy, Amazon’s new Ads Agent and why James believes the next operating-system war will be Meta and Muse against Grok, Tesla and Starlink.

Daniel and James also cover McDonald’s billion-dollar media ambitions, DoorDash’s surprising enterprise adoption of CLI and MCP ordering, major personnel moves at Instinct and Astro Digital, and the launch of America.gov as an AI front door to the federal government. They close by making the case for bringing fun and wonder back to technology, then examine how Ken Griffin’s $2 billion higher-education investment became a major win for Miami and a painful loss for Chicago.

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James on Twitter & LinkedIn – /jamesborow

Daniel on LinkedIn, Instagram, TikTok – /danieldruger

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ADSN RUNDOWN | America.gov, McDonald’s Ads and Data Centers in Space

ADSN

ADSN RUNDOWN | America.gov, McDonald’s Ads and Data Centers in Space