🤖 AI Summary
**要約(日本語)**
2024年スーパーボウルは「初のAIスーパーボウル」と呼ばれ、AI企業の広告が目立つ一方で、世論調査では消費者の多くがAI広告に対して否定的な感情を抱いていることが指摘されています。ワシントン・ポストによれば、昨年だけでAI関連広告に 1.7 億ドル以上が投じられ、今年はその規模がさらに拡大するとみられています。
この記事は、過去のバブルとスーパーボウル広告の関係を引き合いに出し、次のような歴史的パターンを示唆しています。
- **暗号通貨バブル(2022年)**:スーパーボウルでの大々的な広告があったが、同年に崩壊し、以降主要ブランドは復帰していない。
- **サブプライム住宅ローン危機(2000年代中盤)**:Ameriquest の広告が目立ったが、2007年に倒産し金融危機の引き金に。
- **ドットコムバブル(2000年)**:Pets.com などのウェブ企業が大量に広告を出したが、ほとんどが倒産。
同様に、AI業界でも大手同士が莫大な資金を相互に投資・取引し、インフラ整備への抵抗や投資リスクが高まっているにもかかわらず、スーパーボウルへの巨額出稿が続いています。メタの広告は「AIが地方の雇用を創出する」というメッセージで政治家への訴求を狙っていますが、米国民は「AIが自分たちや世界にとって良いものか」疑問を抱いており、広告でのイメージ転換は難しいと指摘されています。
**結論**
AI企業のスーパーボウル広告の急増は、過去のバブル期に見られた「過剰投資と過大宣伝」のパターンと類似しており、業界全体がバブル崩壊のリスクに直面している可能性があると警鐘を鳴らしています。広告だけで消費者の不安感を払拭できないことが、今後の市場動向を左右する鍵となりそうです。
It's the first "AI" Super Bowl, argues the tech/business writer at Slate, with AI company advertisements taking center stage, even while consumers insist to surveyors that they're "mostly negative" about AI-generated ads.
Last year AI companies spent over $1.7 billion on AI-related ads, notes the Washington Post, adding the blitz this year will be "inescapable" — even while surveys show Americans "doubt the technology is good for them or the world..."
Slate wonders if that means history will repeat itself...
The sheer saturation of new A.I. gambits, added to the mismatch with consumer priorities, gives this year's NFL showcase the sector-specific recession-indicator vibes that have defined Super Bowls of the past. 2022 was a pride-cometh-before-the-fall event for the cryptocurrency bubble, which collapsed in such spectacular fashion later that year — thanks largely to Super Bowl ad client Sam Bankman-Fried — that none of its major brands have ever returned to the broadcast. (... the coins themselves are once again crashing, hard.) Mortgage lender Ameriquest was as conspicuous a presence in the mid-2000s Super Bowls as it was an absence in the later aughts, having folded in 2007 when the risky subprime loans it specialized in helped kick off the financial crisis. And then there were all those bowl-game commercials for websites like Pets.com and Computer.com in 2000, when the dot-com rush brought attention to a slew of digital startups that went bust with the bubble.
Does this Super Bowl's record-breaking A.I. ad splurge also portend a coming pop? Look at the business environment: The biggest names in the industry are swapping unimaginable stacks of cash exclusively with one another. One firm's stock price depends on another firm's projections, which depend on another contractor's successes. Necessary infrastructure is meeting resistance, and all-around investment in these projects is riskier than ever. And yet, the sector is still willing to break the bank for the Super Bowl — even though, time and again, we've already seen how this particular game plays out.
People are using AI apps. And Meta has aired an ad where a man in rural New Mexico "says he landed a good job in his hometown at a Meta data center," notes the Washington Post. "It's interspersed with scenes from a rodeo and other folksy tropes, in one of . The TV commercial (and a similar one set in Iowa), aired in Washington, D.C., and a handful of other communities, suggesting it's aimed at convincing U.S. elected officials that AI brings job opportunities.
But the Post argues the AI industry "is selling a vision of the future that Americans don't like." And they offer cite Allen Adamson, a brand strategist and co-founder of marketing firm Metaforce, who says the perennial question about advertising is whether it can fix bad vibes about a product.
"The answer since the dawn of marketing and advertising is no."
Read more of this story at Slashdot.