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On The Tape

AI’s Assault on Search and Commerce with Joe Marchese

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6757 Ratings

🗓️ 6 July 2025

⏱️ 49 minutes

🧾️ Download transcript

Summary

Dan Nathan and Joe Marchese, General Partner at Human Ventures, discuss the implications of AI on the media and advertising industries. Joe reflects on his trip to Cannes, highlighting the dominance of tech giants like Meta, Amazon, Google, and YouTube in the creative space and the shifting media landscape due to AI. They explore the challenges publishers face with AI-induced content scraping and the potential for toll booths to manage bot traffic. Furthermore, they consider the future of search advertising, e-commerce, and retail media in an AI-influenced world. The conversation also touches on the strategies of major tech companies like Google, Microsoft, Amazon, and Meta, and their varying degrees of risk and opportunity in the face of AI advancements. Joe also shares insights on his new board role at Breakaway, a leading touring music festival, emphasizing the importance of real-world experiences in an increasingly digital age. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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1:28.4

All right, welcome back to the Risk Reversal podcast.

1:30.9

I am Dan Nathan.

1:31.7

I'm joined with a great friend of mine.

1:33.1

That would be Joe Marquesi.

1:34.3

He is the general and build partner at Human Ventures.

1:37.7

Joe, welcome back to the pod.

1:38.8

Thanks for having me.

1:39.7

All right, you and I, this is one of those weird ones where you and I probably talk daily. We're probably together at least once a week having, you know, a comos, tequila.

...

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