We should all have seen it coming. At the end of 2025, Time Magazine named its person of the year as “the architects of AI”. This was the classic example of the contrarian magazine cover indicator.
As well, U.S. investors who watched the Super Bowl also saw a flood of AI-related TV commercials. Welcome to the 2026 AI Super Bowl. Tech ad spend was double the level of the “Crypto Bowl” in 2022, and we know what happened to cryptocurrencies in that year.
As well, U.S. investors who watched the Super Bowl also saw a flood of AI-related TV commercials. Welcome to the 2026 AI Super Bowl. Tech ad spend was double the level of the “Crypto Bowl” in 2022, and we know what happened to cryptocurrencies in that year.
Companies like Anthropic, Genspark, OpenAI, and Wix, none of which are cash flow positive, spent big money to purchase expensive media during the Super Bowl to convince viewers that their product was going to change their lives. Not to mention ad spends by established players like Amazon, Google and Meta.
The flood of AI-related ads is reminiscent of the ad spend during the Super Bowl in 2000 at the top of the NASDAQ bubble. In 2000, 14 internet start-ups bought Super Bowl ads at $2.2 million per spot. Are you old enough to remember Pets.com? Yes, the company spent 1.2 million on Super Bowl media.
History doesn’t repeat itself, but rhymes.
The full post can be found here.
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