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.


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Question — Do you believe due diligence is more crucial with AI-driven M&A?

⏰Timecodes ⏰

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