- Homescreen
- Posts
- š AI Ads Are Coming
š AI Ads Are Coming
Netflix and YouTube are blending ads into your content using AI
GM! Itās Brett again. Just got back from SF, and Iāve been thinking about all the wealth thatās been created there - and all the times I missed it.
If I had played a few things differently, Iād probably be worth ~$100M today.
Like most of us, Iāve had several misses - didnāt buy enough BTC/ETH in 2013, barely missed joining Stripe and Uber in 2014.
But I've come to appreciate these misses for what they gave me: a massive chip on my shoulder that has driven me to create and do more in life.
--
Anyway, if you're in NYC - weāre throwing a party for #NYTechWeek.
Startup SoirĆ©e is happening June 5. Rooftop vibes, DJs, founders, and yeah⦠itās also my birthday. Thereāll be drinks, cake, and early access to Microās Summer Launch. RSVP here.
BROUGHT TO YOU BY:

š AI
Hot Drop
Lot of big stories from last week.
Netflix and YouTube decided you're not watching enough ads - so they're using AI to fix that.
NETFLIX WANTS TO PUT ADS INSIDE YOUR FAVORITE SHOWS ā AND AI MAKES IT LOOK REAL
By 2026, Netflix will start using AI to sneak ads into shows like Stranger Things and Bridgerton.
Not during commercials ā inside the actual scenes.
Branded products will appear on tables,
ā Mario Nawfal (@MarioNawfal)
6:40 PM ⢠May 17, 2025
At its recent Upfront event, Netflix revealed plans to roll out interactive, generative AI ads designed to blend naturally into shows like "Stranger Things" or "Wednesday." Think custom overlays and clickable second-screen actions right in the middle or on pause screens - coming later this year.
YouTube announced something similar at its Brandcast event. They're introducing "Peak Points" ads, strategically placed by Google's Gemini AI, right after the most engaging moments in videos, aiming to maximize attention without disrupting key scenes.
Then OpenAI launched Codex. It isn't just a fancy chatbot - it runs in your browser, manages files, directories, and autonomously executes code. Big names like Cisco and Superhuman are already on board.
At Anthropic, things got interesting financially. They secured a massive $2.5B revolving credit line, following OpenAIās $4 billion line last October.
And Googleās doubling down on AI integration too, expanding Gemini's presence across Android devices - Wear OS smartwatches, Android Auto, Google TV, and upcoming AR glasses. Plus, they're enhancing accessibility features: richer image descriptions via TalkBack, expressive captions capturing speech nuances, and built-in OCR for Chrome PDFs.
The big picture - Last week underscored how deeply AI's embedding itself - not just in big techās bottom lines, but directly into everyday user experiences. Expect the digital spaces around us. From streaming to coding to commuting - to become more seamlessly (and yes, profitably) AI-driven.


Delveās AI helps you get audit-ready in days, not months. They manage SOC 2, HIPAA, ISO 27001, and more end-to-end ā so you donāt have to.
100s of companies are switching to Delve, and the results speak for themselves:
Lovable: got SOC 2 with less than 20 hours of team time
11x.ai: saved 143 hours on SOC 2, unlocked $2.3M ARR
Bland: got SOC 2 audit-ready in 7 days, unlocked $500k ARR
Delve is the first compliance company built for AI, with AI.
(PS: Homescreen readers get white-glove onboarding.)

š¤ THE LATEST INā¦
TECH
Figma launched a tool for building websites.
SoundCloud changes terms of use to reflect its AI policies.
Perplexity partners with PayPal to power agentic commerce.
TikTok launches TikTok AI Alive, a new image-to-video tool.
AI
OpenAI launched HealthBench to evaluate AI models in healthcare.
Grok AIās coming to Microsoftās Azure AI Foundry service.
Over 250 CEOs sign open letter supporting K-12 AI & computer science education.
OpenAIās Stargate project is struggling to get off the ground.
SCIENCE
Heart disease deaths worldwide linked to chemical widely used in plastics.
AI tool predicts cancer survival from face photos.
Only 0.001% of the ocean has been explored by humans.
Landmark experiment sheds new light on the origins of consciousness.
CRYPTO
Vitalik suggests implementing āpartially stateless nodesā to help scale ETH.
Hong Kong police busts $15M laundering ring that used crypto, 500 bank accounts.
BlackRockās sBUIDL launches 'first direct DeFi protocol integration' with Euler on Avalanche.
Cobie joins Paradigm, a crypto investment firm, as advisor.

šāāļø QUICKIES
Raise: Bestow, an insurtech SaaS company, raised $120M in a Series D round to expand its product and underwriting capabilities for life insurance providers.
Stat: 40%. Thatās how much Klarna shrank its workforce, partly thanks to AI replacing hundreds of roles.
Rabbit Hole: Everything is Technology (Packy McCormick)

𤩠MONDAY MOTIVATION

š ļø FOUNDERS CORNER
The best resources we recently came across that will help you become a better founder, builder, or investor.
š Teamble improves employee feedback on Slack and Teams.
āļø Preswald is an AI agent for building data apps, dashboards and reports
āļø Basalt lets you integrate AI into your product in seconds.

šÆ The 80 / 20
Simple tricks to get a ton of value with minimal effort for work and life.
Subtraction > Addition
Most people try to fix problems by adding. A new app. A new routine. A new habit. But often, the fix is subtraction.
You want to focus better: donāt add another productivity tool - just remove three.
youāre trying to get fit: donāt start a complicated gym plan - cut out late-night sugar first.
Youāre overwhelmed at work: donāt create a new system - just clear your desk and calendar.
This applies everywhere - design, writing, and life in general.
The real 80/20 move isnāt doing more. Itās doing less, but better. Less noise, fewer distractions, simpler systems. Thatās where leverage lives.

āļø AI GENERATED OR NOT

Is this AI generated? |
Last weekās answer: If you guessed AI-generated⦠you were wrong.
šØšØšØā¬ļøā¬ļøā¬ļø Yeah (50%)
š©š©š©ā¬ļøā¬ļøā¬ļø Nope (50%)
A perfect split - rare stuff.. Hereās the original.

š A Quick Note About Micro
Micro is a CRM that doesn't feel like homework and an email client that knows what matters. Simply put, it's an all-in-one productivity tool that organizes itself so you don't have to.
I built Micro with some friends because I was tired of getting guilt tripped for not hitting inbox 0 and having to bounce around between so many tools to do my job.
That said, Homescreen subscribers can cut the line - go to micro.so/waitlist, join the waitlist, and write in āHomescreenā for Other in the āHow did you hear about usā question to get early access.

HOW WAS TODAY'S NEWSLETTER? |

REACH 40K+ FOUNDERS, INVESTORS & OPERATORS
If youāre interested in advertising with us, send an email over to [email protected] with the subject āHomescreen Adsā