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The Capability Build

Who is building the infrastructure of the agentic era, and whether the market will pay for it.

The Capability Build

The Publicis Paradox

Oct 27, 2025

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7 min read

The Publicis Paradox

When Wall Street punishes marketing's top performer

Justin Billingsley
Justin Billingsley

The Capability Build

OpenAI's Commerce Protocol and the $600 Billion Paradox

Oct 1, 2025

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4 min read

OpenAI's Commerce Protocol and the $600 Billion Paradox

AI can now buy things for you. Someone still has to pay for the AI.

Justin Billingsley
Justin Billingsley

The Capability Build

The Great Compression

Feb 19, 2025

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6 min read

The Great Compression

The framework for why agencies are being squeezed from every direction at once

Justin Billingsley
Justin Billingsley

Brandflow

Twice weekly, Brandflow gives candid analysis and incisive demystification of the dramatically evolving Advertising, Media and Marketing industries.

© 2026 Brandflow.
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