A commercial break during the Super Bowl now costs $10 million for 30 seconds.

They serve as a great demonstration of the country's economy.

This time, there was a disruption: the automotive industry completely left the scene.

Artificial Intelligence filled the entire vacuum.

The new reality is being presented before our eyes!

2-The Great Replacement

Automakers are in "pullback" mode (strategic budget cuts). Without major innovations to show or focused on cutting costs, they left a vacuum in the lineup.

Who took advantage? AI companies.

With "infinite pockets," they occupied the space left by cars to hijack the "national conversation" and impose their technology.

3- Civil War in Prime Time
They didn't just enter to showcase products.

They also entered to attack each other.

Anthropic (Claude) paid US$10 million specifically to attack OpenAI, criticizing ads on ChatGPT. Sam Altman has already had to respond publicly.

The industry has transformed the commercial break into a boxing ring: it's not just about selling innovation, it's a street fight for market share on national television.

4- The Economic Paradox (Inflation vs. Deflation)
Beyond the dispute, the event will highlight the biggest asymmetry of the decade:

• The cost of Media (TV) hits a record: US$10 million (Inflation).

• The cost of Production goes to zero (Deflation).

The startup http://artlist.io will air a commercial 100% made by AI, developed in 5 days for "a few thousand dollars".

What previously demanded months of work and millions invested, now has its creative entry barrier decimated.

Terrible news for agencies and for Hollywood.

5-The Race for the Living Room

Amazon and Google bought prime time slots to showcase their AIs.

Amazon enlisted actor Chris Hemsworth (Thor) to do comedy with Alexa.

The strategy is to use celebrities and humor to alleviate the fear of technology. After investing billions in infrastructure (Capex), Big Tech companies need to transform AI into a common "household appliance."

The Super Bowl is the perfect showcase for this mass distribution phase.

6- The Passing of the Baton

On Wall Street, this turning point happened 15 years ago.

The Super Bowl was the last stronghold holding out.

The departure of the automakers symbolizes the surrender of the Old Economy in the battle for mass culture.

Silicon Valley is no longer just the owner of the highest market value. This Sunday, they finished buying the attention of the average American.

The financial market is made up of subtle signals like this. Those who only focus on the game will miss the opportunity to observe the new reality.