Marketecture: Get Smart. Fast.
Marketecture: Get Smart. Fast.
Ari Paparo
Show Me the Money: Terence Kawaja’s 10 Bold Bets on AI, Ads, and the Future of AdTech
22 minutes Posted Mar 23, 2026 at 10:00 am.
Introduction from Marketecture Live
Why “No One Knows” What Happens Next in AI + Ads
Prediction #1: AI Hype vs. Real Financial Results
Prediction #2: Ads as the Core LLM Business Model
Prediction #3: The Shift to Performance & Intent Based Ads
Prediction #4: The LLM Ecosystem Opportunity
Prediction #5: Transparency vs. Agency Economics
Prediction #6: The Push for AI Standards
Prediction #7: Creative as the New Performance Lever
Prediction #8: Ad Tech Consolidation & Evolution
Prediction #9: Agility as the Ultimate Advantage
Prediction #10: New Entrants & M&A Wave
Bonus Prediction & Closing
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Show notes
Terence Kawaja, founder and CEO of LUMA Partners, took the stage live at Marketecture Live to break down the collision of AI and advertising with his signature mix of candor and sharp analysis. While acknowledging the uncertainty ahead, he made one thing clear: the industry is moving fast from AI hype to real, measurable impact, and the winners will be the ones who prove it in their numbers.
Takeaways
Show me the money for AI in 2026
Advertising will fuel LLMs
Shift from CPM to performance-based models
Intent data is the most valuable signal
Rise of the LLM ad ecosystem
AI-driven transparency in media buying
Creative as a performance driver
Ad tech consolidation
Agility is the key skill set
New entrants reshaping the industry
Chapters
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