Anthropic's ads are effective because they tap into the common consumer experience of feeling spied on by platforms like Meta. By transposing this established fear of "creepy" ad targeting onto the new territory of LLMs, the campaign makes its speculative warnings feel more plausible and emotionally resonant.

Anthropic's Claude ad resonated strongly with the tech community on X but confused the mainstream Super Bowl audience. This highlights a critical marketing pitfall: niche messaging that works in a specific subculture can easily fail on a mass stage, requiring post-hoc explanations from the 'in-the-know' crowd.

Social media has shifted from 'social' to 'interest' media, where the algorithm targets users based on the content they consume. Making hyper-specific content for your target audience is the most effective form of targeting. Resist making broad content for vanity metrics, as it won't reach qualified buyers.

Unlike typical consumer ads, San Francisco's outdoor advertising is dominated by niche B2B startups. They accept that 95% of viewers are irrelevant to reach a high concentration of VCs and tech talent, signaling a strategic return to immeasurable brand awareness over direct-response marketing.

Anthropic's ads lack a call-to-action, indicating their primary goal isn't consumer downloads. Instead, they use fear-mongering to "muddy the water" around OpenAI's upcoming ad product, aiming to make enterprise decision-makers and regulators wary of ad-supported AI models before they launch.

Anthropic's ad wasn't aimed at the mass market. Releasing it before the Super Bowl was a calculated move to capture tech press attention. The true goal was for potential enterprise customers to see the ad and share it internally on platforms like Slack, making it a clever B2B marketing tactic disguised as a consumer play.

By framing its competitor's potential ads as a "betrayal," Anthropic's Super Bowl campaign reinforced the public's negative perception of AI as another manipulative tech scheme. This damaged the industry's overall reputation in a country already highly skeptical of the technology, turning the attack into friendly fire.

While OpenAI and Anthropic ran abstract, niche, or philosophical ads, Google demonstrated a tangible, heartwarming use case for its AI (planning a room remodel). For a mainstream Super Bowl audience unfamiliar with the technology, showing a simple, delightful product experience is far more effective than trying to explain complex concepts or engage in industry inside jokes.

Episodes that underperformed with the general audience, like those on Nintendo or cricket, proved invaluable by attracting influential "superfans," including Meta executives and author Michael Lewis. This shows that catering to a passionate niche can yield more strategic value than broad, moderate appeal.