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Marketing School - Digital Marketing and Online Marketing Tips

Who Controls Your AI Marketing Stack? (AI Sovereignty)

Marketing School - Digital Marketing and Online Marketing Tips

Eric Siu and Neil Patel

Business, Careers, Marketing

4.6 β€’ 1.4K Ratings

πŸ—“οΈ 7 July 2026

⏱️ 25 minutes

🧾️ Download transcript

Summary

Growth Newsletter: https://levelingup.beehiiv.com/subscribe Need marketing help? Visit: https://www.singlegrain.com/ and https://npdigital.com/ Want to recruit great marketers? Find them here: https://marketingschool.io/hire After Anthropic quietly shipped a Figma competitor and handed Figma only a basic version of its updated design tool, Eric and Neil dig into the David Sachs warning that is rattling founders: feed the frontier labs all your context and data, and you hand them everything they need to compete with you. They walk through why Claude keeps your context after you leave, why GLM 5.2 on Open Router runs a fraction of the cost, and Microsoft's 2.5 billion dollar "your data is your data" pitch. The conversation turns to the forward deployed marketer, the two clashing cultures inside every agency right now, and why some AI-forward shops are trading at more than 30 times profit. Eric even demos the business video game he built over a weekend. The tools are incredible, but whose competitor you become depends on what you give away. Key takeaways β—ΎWhoever holds your context and data can build your competitor β—ΎOpen weights like GLM 5.2 buy you control and far lower cost β—ΎAI native is a culture, not a tool your team quietly ignores Chapters 00:00 Who controls your AI stack 00:22 Anthropic undercuts Figma 00:38 David Sachs on AI sovereignty 01:28 Why Claude keeps your context 01:51 Open weights save money and control 02:11 The Figma board bombshell 03:26 Microsoft's $2.5B data promise 04:12 Trusting the frontier labs less 05:35 GLM 5.2 and Open Router 06:03 Eric's business video game 09:27 The forward deployed marketer 10:42 Two cultures under one roof 12:54 AI as truth revealer 13:52 Agency valuations getting cut 15:04 Buying agencies for 2x profit 18:02 When you still need account managers 20:50 Marketing region by region 21:41 The relationship-first culture 𝗔𝗕𝗒𝗨𝗧 π—§π—›π—˜ π—–π—›π—”π—‘π—‘π—˜π—Ÿ Welcome to Marketing School, one of the top business podcasts with over 61 million downloads. Each episode delivers actionable marketing tips and strategies from two entrepreneurs who truly practice what they preach. The show is hosted by Eric Siu, founder of Leveling Up and Single Grain, and Neil Patel, co-founder of Neil Patel Digital and recognized by Forbes as a Top 10 Marketer. πŸŽ™οΈ Learn More About the Hosts Eric Siu – Leveling Up: https://www.youtube.com/@LevelingUpOfficial Neil Patel: https://www.youtube.com/@neilpatel πŸ“© Free Resources Ubersuggest: https://www.ubersuggest.com/ Answer The Public: https://www.answerthepublic.com/ βœ… Subscribe for Daily Marketing Insights!

Transcript

Click on a timestamp to play from that location

0:00.0

Does your experience with AI sound a little something like this?

0:03.1

You've been prompting for 20 minutes.

0:04.8

The output is polished, confident, and completely useless.

0:08.5

That's what happens when AI doesn't know anything about your business.

0:11.6

HubSpot's AI works with your actual customer data.

0:14.5

Every interaction and every signal your team has generated over time.

0:17.9

So instead of prompting and hoping, you ask once and ship it. Check out HubSpot.com, the agentic customer platform for growing businesses. Did you see that talk with a, you like CNBC? Did you see the Alex Carf from Palantir earlier this week? I did not see it, but it was going viral on Twitter and I did not read about it on Twitter either other than I saw David Sacks and a few others Mark and Reese. He just responded today. Yeah. So, okay, here, let's talk about it. I'll give you some context here. So the real question is who controls your AI marketing stack? Okay. So when you have, when you have Anthropic that just updated their cloud design yesterday and they told Figma they're only going to have a basic

0:54.1

version of it and now it's like it's it's pretty damn good and Figma's like what the heck or when

0:58.8

you have an anthropic saying that they're about to get into drug discovery and all these things right

1:03.0

what ends up what David Sacks is saying is that you if you don't have any AI sovereignty where you

1:08.4

start to give all of your context and all of your data to these companies, then what like ultimately you as a company, me as a company, we want to have our data protected, right? You need to have some tempo, you need to feel secure. You need to have some type of sovereignty from these models out there. Because if they, if you start to give them everything, then they're just going to start to build whatever they want right same thing like oh harvey which is that legal company that raised a bunch of money oh anthropic is now illegal as well right and so the thinking here is that alice carper are saying look you know these are great models these frontier models are great models but they did a partnership with nvdia so palatier and nvita and they want to have these really open weight models, right? And so there's been talk about how GLM 5.2 is really good. It's like Opus 48 level, right? Which is, as of right now, these are the really good models, aside from Fable 5. But again, like with, I'll give you another example here. Claude release something called Claude Tag, So Claude Tag allows you to chat with your cloud inside of Slack, for example. You can have different connectors. The problem with that is once you come off of it, you've already fed all that context to clot, and they get to keep it. You don't get to take it with you. And then they have limited connectors. You have to use their expensive models and things like that. So you don't have sovereignty versus if you start to put some of your stuff on open weights, then you save a lot more money. Plus, you get to control your stack. And then you don't need to worry about anybody coming in to start a competitor against you the next day. So that's why I think AI sovereignty is not just important for your marketing, but also important for your business too, because you don't want to feed them on their data. Yeah, and the screwed up part about Figma, I was skimming the David Sacks post. It was either yesterday or the day before. I believe their product person was on the board, Anthropics product person was on the board of Figma. Oh, I didn't know that. Yeah, he left three days before, I believe those three days before they released their version of a Figma competitor.

2:54.4

That's so bad. Figma. Oh, I didn't know that. He left three days before, I believe those three days before

2:51.1

they released their version of a Figma competitor. That's so bad. That's bad. And I'm not saying

2:56.9

the product person intentionally did it. Figma's Anthropics, a big company, so it could have been

3:01.3

someone else working on it. But I do understand the issue here. I believe what we're going to end up seeing, a lot of marketing data is on the cloud.

3:12.0

You're seeing it in either AWS or Google's cloud or Microsoft's cloud.

3:16.4

I believe they'll come up with solutions that will help companies make decisions based off their data and not use the data for anything else.

3:26.4

Because your data is already in some of these cloud environments,

3:30.9

and they're not using your data to learn from or do sketchy stuff,

3:34.5

at least from my understanding.

3:36.3

And companies already trust Google, they trust Amazon, they trust Microsoft,

3:40.5

really easy places to plug in and be like, oh, cool, you'll allow us to, you know, get access to data, make decisions from it, and we don't have to worry about people stealing it all. Yeah. And they all have Nvidia chips. So Microsoft actually launched something yesterday where they're putting 6,000 engineers against it. It's called the Frontier Company or something, but 2.5 billion invested. And it's all to help people deploy. And one of their key tenants there is, hey, your data is your data. We're not going to build on top of it. And that's really important, right? Because if you're spending hundreds of downs, if not millions of dollars on this stuff, it's important. And when we talk to people on the single brain side for these managed deployments,

...

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