Mar 24, 2025 · 17m · tbpn

Conor Macdonald on "Why Meta Ads Are Failing" and "How AI is Saving E-Commerce".

Conor Macdonald · 8m spoken Jordi Hays · 4m spoken
0:00 / 0:00
▶ Watch on YouTube →

gold bands on the timeline = statements, start to end. Hover to read, click to jump. CC turns on captions

In this podcast interview, The Ridge partner Conor Macdonald analyzes the current crisis facing digital performance marketing on Meta and explains how direct-to-consumer brands can thrive through generative AI creative workflows, viral brand stunts, and long-term creator partnerships.

How this conversation actually went

Every chapter scored 0–10 on four independent dynamics. Hover any point for the reasoning behind the score. How this is scored →

The hosts as informed peer 4.0 Guest teaching 4.0 Guest disagreement 0.8 The hosts pushing back 1.3
05100:0010:000:51–3:23 · The hosts as informed peer 2/10 The State of DTC Acquisition and Consumer Sentiment Jordy provides an open-ended setup regarding macroeconomic pressures and ad costs in DTC e-commerce. Conor delivers detailed market intelligence, citing the DTC Consumer Confidence Index drop and Meta insiders describing the growth landscape as a bloodbath.3:23–6:05 · The hosts as informed peer 4/10 Analyzing Performance Declines and Attribution Challenges on Meta Jordy presses Conor to clarify whether Meta's degradation is intentional or an unintended consequence of privacy changes. Conor educates the hosts on the structural shift from 28-day to 7-day attribution windows and how click-weighting impairs top-of-funnel discovery.6:05–9:25 · The hosts as informed peer 5/10 Assessing AI Search Integration and Emerging Ad Channels The host asks whether Ridge is buying ads on LLM search engines like Perplexity, but Conor reframes the opportunity to organic LLM SEO. Coogan demonstrates domain knowledge by noting how Reddit indexing automatically benefits established brands.9:26–11:40 · The hosts as informed peer 4/10 Leveraging Generative AI in DTC Creative Production Workflows The host brings up Icon and AI centaur creative models, asking for an operational breakdown. Conor explains how their performance strategists use Claude for rapid briefing and Icon to remix thousands of hours of archived drive footage.11:40–15:23 · The hosts as informed peer 6/10 Scaling Brand Awareness Through High-Stakes YouTube Stunts Conor recounts orchestrating the 24k gold Cybertruck stunt across creators like JerryRigEverything, MKBHD, and Doug DeMuro. Coogan demonstrates sharp legal knowledge regarding sweepstakes mechanics, no-purchase-necessary clauses, and avoiding unregistered lottery violations.15:24–17:19 · The hosts as informed peer 3/10 Evolving Creator Ambassadorships and Concluding Podcast Remarks Jordy uses an analogy to surf brand ambassador rosters to ask about Ridge's creator talent strategy. Conor describes moving away from one-off sponsorships toward building an assembled core roster around MKBHD before wrapping up.0:51–3:23 · Guest teaching 5/10 The State of DTC Acquisition and Consumer Sentiment Jordy provides an open-ended setup regarding macroeconomic pressures and ad costs in DTC e-commerce. Conor delivers detailed market intelligence, citing the DTC Consumer Confidence Index drop and Meta insiders describing the growth landscape as a bloodbath.3:23–6:05 · Guest teaching 6/10 Analyzing Performance Declines and Attribution Challenges on Meta Jordy presses Conor to clarify whether Meta's degradation is intentional or an unintended consequence of privacy changes. Conor educates the hosts on the structural shift from 28-day to 7-day attribution windows and how click-weighting impairs top-of-funnel discovery.6:05–9:25 · Guest teaching 4/10 Assessing AI Search Integration and Emerging Ad Channels The host asks whether Ridge is buying ads on LLM search engines like Perplexity, but Conor reframes the opportunity to organic LLM SEO. Coogan demonstrates domain knowledge by noting how Reddit indexing automatically benefits established brands.9:26–11:40 · Guest teaching 4/10 Leveraging Generative AI in DTC Creative Production Workflows The host brings up Icon and AI centaur creative models, asking for an operational breakdown. Conor explains how their performance strategists use Claude for rapid briefing and Icon to remix thousands of hours of archived drive footage.11:40–15:23 · Guest teaching 3/10 Scaling Brand Awareness Through High-Stakes YouTube Stunts Conor recounts orchestrating the 24k gold Cybertruck stunt across creators like JerryRigEverything, MKBHD, and Doug DeMuro. Coogan demonstrates sharp legal knowledge regarding sweepstakes mechanics, no-purchase-necessary clauses, and avoiding unregistered lottery violations.15:24–17:19 · Guest teaching 2/10 Evolving Creator Ambassadorships and Concluding Podcast Remarks Jordy uses an analogy to surf brand ambassador rosters to ask about Ridge's creator talent strategy. Conor describes moving away from one-off sponsorships toward building an assembled core roster around MKBHD before wrapping up.0:51–3:23 · Guest disagreement 1/10 The State of DTC Acquisition and Consumer Sentiment Jordy provides an open-ended setup regarding macroeconomic pressures and ad costs in DTC e-commerce. Conor delivers detailed market intelligence, citing the DTC Consumer Confidence Index drop and Meta insiders describing the growth landscape as a bloodbath.3:23–6:05 · Guest disagreement 1/10 Analyzing Performance Declines and Attribution Challenges on Meta Jordy presses Conor to clarify whether Meta's degradation is intentional or an unintended consequence of privacy changes. Conor educates the hosts on the structural shift from 28-day to 7-day attribution windows and how click-weighting impairs top-of-funnel discovery.6:05–9:25 · Guest disagreement 2/10 Assessing AI Search Integration and Emerging Ad Channels The host asks whether Ridge is buying ads on LLM search engines like Perplexity, but Conor reframes the opportunity to organic LLM SEO. Coogan demonstrates domain knowledge by noting how Reddit indexing automatically benefits established brands.9:26–11:40 · Guest disagreement 0/10 Leveraging Generative AI in DTC Creative Production Workflows The host brings up Icon and AI centaur creative models, asking for an operational breakdown. Conor explains how their performance strategists use Claude for rapid briefing and Icon to remix thousands of hours of archived drive footage.11:40–15:23 · Guest disagreement 1/10 Scaling Brand Awareness Through High-Stakes YouTube Stunts Conor recounts orchestrating the 24k gold Cybertruck stunt across creators like JerryRigEverything, MKBHD, and Doug DeMuro. Coogan demonstrates sharp legal knowledge regarding sweepstakes mechanics, no-purchase-necessary clauses, and avoiding unregistered lottery violations.15:24–17:19 · Guest disagreement 0/10 Evolving Creator Ambassadorships and Concluding Podcast Remarks Jordy uses an analogy to surf brand ambassador rosters to ask about Ridge's creator talent strategy. Conor describes moving away from one-off sponsorships toward building an assembled core roster around MKBHD before wrapping up.0:51–3:23 · The hosts pushing back 1/10 The State of DTC Acquisition and Consumer Sentiment Jordy provides an open-ended setup regarding macroeconomic pressures and ad costs in DTC e-commerce. Conor delivers detailed market intelligence, citing the DTC Consumer Confidence Index drop and Meta insiders describing the growth landscape as a bloodbath.3:23–6:05 · The hosts pushing back 3/10 Analyzing Performance Declines and Attribution Challenges on Meta Jordy presses Conor to clarify whether Meta's degradation is intentional or an unintended consequence of privacy changes. Conor educates the hosts on the structural shift from 28-day to 7-day attribution windows and how click-weighting impairs top-of-funnel discovery.6:05–9:25 · The hosts pushing back 2/10 Assessing AI Search Integration and Emerging Ad Channels The host asks whether Ridge is buying ads on LLM search engines like Perplexity, but Conor reframes the opportunity to organic LLM SEO. Coogan demonstrates domain knowledge by noting how Reddit indexing automatically benefits established brands.9:26–11:40 · The hosts pushing back 0/10 Leveraging Generative AI in DTC Creative Production Workflows The host brings up Icon and AI centaur creative models, asking for an operational breakdown. Conor explains how their performance strategists use Claude for rapid briefing and Icon to remix thousands of hours of archived drive footage.11:40–15:23 · The hosts pushing back 2/10 Scaling Brand Awareness Through High-Stakes YouTube Stunts Conor recounts orchestrating the 24k gold Cybertruck stunt across creators like JerryRigEverything, MKBHD, and Doug DeMuro. Coogan demonstrates sharp legal knowledge regarding sweepstakes mechanics, no-purchase-necessary clauses, and avoiding unregistered lottery violations.15:24–17:19 · The hosts pushing back 0/10 Evolving Creator Ambassadorships and Concluding Podcast Remarks Jordy uses an analogy to surf brand ambassador rosters to ask about Ridge's creator talent strategy. Conor describes moving away from one-off sponsorships toward building an assembled core roster around MKBHD before wrapping up.

speaking balance: gold is the hosts, purple is the guest (3 minute bins)

0:00 · the hosts 0% · guest 100%0:00 · the hosts 0% · guest 100%3:00 · the hosts 0% · guest 100%3:00 · the hosts 0% · guest 100%6:00 · the hosts 0% · guest 100%6:00 · the hosts 0% · guest 100%9:00 · the hosts 0% · guest 100%9:00 · the hosts 0% · guest 100%12:00 · the hosts 0% · guest 100%12:00 · the hosts 0% · guest 100%15:00 · the hosts 0% · guest 100%15:00 · the hosts 0% · guest 100%
Sharpest disagreement ▶ 6:48 Rejecting the premise of paid LLM ads

Conor dismisses the host's focus on paid ads in Perplexity, asserting that high-intent LLM search will not move the needle for impulse discovery brands compared to organic optimization.

Hardest push from the hosts ▶ 4:25 Jordy probes whether Meta's platform failure is deliberate

Jordy interrupts Conor to challenge whether Meta's declining ad product is self-inflicted or forced by platform constraints, demanding to know if Meta is actively fixing it.

Biggest teaching moment ▶ 4:56 Explaining the mechanics of iOS tracking loss and attribution collapse

Conor breaks down technical performance marketing nuances, explaining how losing the 28-day window and customer exclusion lists forces Meta to over-index on bottom-funnel clicks.

The host holds their own ▶ 14:14 Coogan explains sweepstakes legal compliance and historical exploit schemes

Coogan demonstrates deep historical and legal expertise regarding sweepstakes rules, citing the McDonald's Monopoly Caltech exploit and the legal threshold for illegal lotteries.

the scores for every segment, with the reasoning behind each
ChapterTopicThe hosts as informed peerGuest teachingGuest disagreementThe hosts pushing backWhy
The State of DTC Acquisition and Consumer Sentiment 2511 Jordy provides an open-ended setup regarding macroeconomic pressures and ad costs in DTC e-commerce. Conor delivers detailed market intelligence, citing the DTC Consumer Confidence Index drop and Meta insiders describing the growth landscape as a bloodbath.
Analyzing Performance Declines and Attribution Challenges on Meta 4613 Jordy presses Conor to clarify whether Meta's degradation is intentional or an unintended consequence of privacy changes. Conor educates the hosts on the structural shift from 28-day to 7-day attribution windows and how click-weighting impairs top-of-funnel discovery.
Assessing AI Search Integration and Emerging Ad Channels 5422 The host asks whether Ridge is buying ads on LLM search engines like Perplexity, but Conor reframes the opportunity to organic LLM SEO. Coogan demonstrates domain knowledge by noting how Reddit indexing automatically benefits established brands.
Leveraging Generative AI in DTC Creative Production Workflows 4400 The host brings up Icon and AI centaur creative models, asking for an operational breakdown. Conor explains how their performance strategists use Claude for rapid briefing and Icon to remix thousands of hours of archived drive footage.
Scaling Brand Awareness Through High-Stakes YouTube Stunts 6312 Conor recounts orchestrating the 24k gold Cybertruck stunt across creators like JerryRigEverything, MKBHD, and Doug DeMuro. Coogan demonstrates sharp legal knowledge regarding sweepstakes mechanics, no-purchase-necessary clauses, and avoiding unregistered lottery violations.
Evolving Creator Ambassadorships and Concluding Podcast Remarks 3200 Jordy uses an analogy to surf brand ambassador rosters to ask about Ridge's creator talent strategy. Conor describes moving away from one-off sponsorships toward building an assembled core roster around MKBHD before wrapping up.

Statements from this episode (9)

Assertion Not checkable as stated
Data shows digital ad platforms are performing worse while costs increase
“Clearly what all the data is telling us is that not only are things getting more expensive, ad platforms are performing worse.”
Conor Macdonald Mar 24, 2025 ▶ 2:14
Assertion Not publicly verifiable
DTC consumer sentiment recently dropped to its lowest level since October
“And on the 18th or just a couple of days ago, consumer sentiment about the economy dropped to the lowest level since October 14th of last year to paint the picture of how are people feeling about spending dollars today?”
Conor Macdonald Mar 24, 2025 ▶ 2:49
Assertion Not checkable as stated
Meta contact called current climate for DTC brands a "bloodbath"
“The second point that I have is from our contact at Meta who described the current climate for DTC brands, at least the growth oriented ones as a quote unquote bloodbath.”
Conor Macdonald Mar 24, 2025 ▶ 2:59
Insight
Meta's ad algorithm now skews toward warmer audiences over incremental reach
“They began kind of weighting outcomes differently. It's become more middle and bottom of funnel to say you know, it's sort of serving to warmer and warmer audiences and us as marketers or, you know, Growth people, like we want to be driving incremental results…”
Conor Macdonald Mar 24, 2025 ▶ 4:00
Prediction Not checkable as stated
LLMs won't be a 10X ad platform for discovery-driven DTC brands
“Probably I wouldn't say a 10 X ad platform. I think the important distinction is like there are certain brands and industries that benefit from like these high intent channels, right? You are looking for a mattress or you are looking for insurance. They're the…”
Conor Macdonald Mar 24, 2025 ▶ 8:36
Disclosure
Ridge completes creative concepting 5x to 10x faster using Claude
“The further upstream parts of the creative process, the concepting, the briefing is, we're probably doing five, 10 times faster, and probably more, with more novelty than we were otherwise, just because it's easier to ideate with something like, we use Claude …”
Conor Macdonald Mar 24, 2025 ▶ 10:26
Assertion Supported
Ridge uses Icon AI video editor to stitch footage for targeted concepts
“Icon's been cool in that because it is basically an AI video editor. We can say, Hey, we want a concept to appeal to 40 year old men in flyover states, and it will put together A concept and kind of piece together and stitch together the content to do that.”
Conor Macdonald Mar 24, 2025 ▶ 11:08
Insight
Putting sweepstakes vehicles in YouTube creator videos boosts performance 3x
“Hey, if we can get the car in a YouTube creators video, things just perform like three times as well, which is like no real surprise.”
Conor Macdonald Mar 24, 2025 ▶ 13:17
Disclosure
Ridge is pivoting from broad creator sponsorships to deeper long-term integrations
“We've sponsored thousands of creators and billions of views, and now our goal is to just do deeper integrations with creators over longer periods of time.”
Conor Macdonald Mar 24, 2025 ▶ 16:18
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