ADSN RUNDOWN | Meta, Shopify and Stripe Build the New Open Web

This week on the ADSN Rundown, Daniel Druger and James Borow unpack Meta’s decision to open Muse to developers and why connectors from Shopify, Stripe, Expedia, Instacart and others could turn it into a new consumer platform. They explore a potential open-web coalition between Meta, Shopify and Stripe, debate whether Meta will eventually acquire Shopify, and explain why the combination of social distribution, commerce data and advertising could reshape how people discover and buy products. Daniel and James also cover Alex Heath’s move into investing, Peter Sellis’s 90-minute product masterclass, Ramp’s Broadway musical, the widening US-China divide around AI and robotics, and the $42 million Horowitz and Andreessen Academy. They close with tech trades at Pinterest and Crexi, Toby Lütke’s approach to high-stakes decisions, and Nikita Bier’s argument that probabilistic AI products will favor builders who are not constrained by decades of deterministic software thinking. Thank you to our sponsors: AdQuick – Making OOH advertising as easy to plan, buy, and measure as digital. adquick.com Thrad.ai — Building the advertising infrastructure for AI. thrad.ai beehiiv — The all-in-one platform for newsletters, websites, and every tool you need to grow and earn. beehiiv.com The Farm — Fraction commercial legal with an in-house approach to outside counsel. thefarmllp.com STAY CONNECTED James on Twitter & LinkedIn – /jamesborow Daniel on LinkedIn, Instagram, TikTok – /danieldruger Subscribe & leave a ⭐⭐⭐⭐⭐ review on Spotify & Apple Podcasts.