TL;DR: The Seahawks won the big game, but it was really AI that ran the offense yesterday. Companies flooded the Super Bowl with ads full of vague promises of world-changing AI and the insistence that everything—from work to creativity to your personal fulfillment—was about to be reinvented. The parallel to crypto's 2022 blitz—and subsequent controversies and bankruptcies—is hard to ignore, especially given the public reception to last night’s AI onslaught was less excitement and much more confusion with a collective sigh of “not this again.” What happened: Nearly a quarter of the Super Bowl ads this year were about AI, according to iSpot—including ones from OpenAI, Google, Amazon, and Meta. Tech had the most ads, just above food and beverage spots (which included a fever dream Dunkin’ Donuts sitcom spoof starring Ben Affleck). With each 30-second ad costing about $8 million to $10 million, AI companies likely spent more than double what crypto did in 2022, when crypto firms burned through $54 million on Super Bowl ads—Coinbase then spent the next year sparring with regulators, and FTX collapsed altogether. Best in show: Our choice is Anthropic's now-famous spots mocking OpenAI's decision to introduce ads in ChatGPT. (We know Sam Altman has thoughts.) But Google's Gemini ad, about a family imagining what their new home might look like using AI, ranked first in the Kellogg School's annual Super Bowl ad review and struck a different tone than the rest of the AI ad overload by doing something radical: reassuring people of their AI anxieties. Worst in show: The trophy for most head-scratching commercial of the night goes to AI.com, with an abstract montage of floating text and visuals promising that AGI is coming. CEO Kris Marszalek, founder of Crypto.com—yes, that Crypto.com—reportedly spent $70 million on the domain name alone. The website crashed immediately after the ad, likely because people were confused about what it actually is. (Its description is still very baffling.) Worst runner-ups: Svedka’s almost entirely AI-generated ad had two androids dancing and flirting. Björk did it better in 1999. And our pick for worst non-AI ad: crypto’s ghost coming back to haunt us with a Coinbase commercial showing karaoke-style lyrics set to the Backstreet Boys’ “Everybody,” complete with a lyric swap claiming the exchange is “so secure.” Because “crypto is for everybody.” The payoff (or lack of it): Not to be a Monday morning quarterback, but the ROI for the AI ad bonanza doesn’t seem great. Sports Illustrated reports that fans were vocally fed up before the first quarter ended. A Harris poll conducted before the game found that consumers already felt mostly negative about the prospect of more AI advertising. People are worried about what AI might do to their jobs, interpersonal relationships, and the environment, but by and large these commercials didn’t try to address those concerns. That, in turn, likely doesn’t help convince people already skeptical of AI to start applauding huge energy-hungry data centers or convince them to use agentic coding apps. The broader AI marketing push comes as both OpenAI and Anthropic are preparing for potential IPOs later this year. Investors have already shown how wary they are about the industry’s aggressive spending, with Big Tech stocks falling in recent weeks due to their big AI spending plans in 2026. If 2022 taught us anything, it's that the Super Bowl is a lagging indicator of industry health, not a leading one. Then again, maybe this time will be different. That’s what the industry is banking its Super Bowl ad shopping spree on. —WK |