Budget Direct

Muse seems to be sorting out the winners from the losers in terms of commodity products that rely on brand names.

Brand doesn't matter if an agentic AI is going to go in and find the best product irrelevant of whether you like the Budget Direct ad or the UE ad.

So for the second time, second night on the trot, commodity product companies that compete with each other on brand and advertising rather than on quality all down again overnight in the US.

That includes travel brokers, as in financial brokers, insurance, payment systems, subscription businesses, all the companies that an agentic AI can go into the market, have a look at which one's the best at what price and actually execute as well.

You know who sponsors the dolphins? Who? Budget.

Budget Direct.

They compare the market.

Well, I'll tell you what, some of our proud sponsors of the show here, Suncorp, I mean, I might jump on board there.

Build Your Dream Uh, and GWM is Great Wall Motors.

A current ad for Budget Direct features, this is insurance, uh, features two words.

The first is insurance, but insurance what, Dean?

Direct?

Starts with S. Mario, good evening.

Hello.

Mario, a current ad for Budget Direct features two words at the end.

The, the first is insurance, but w- insurance what?

I see you on that.

Is it the Budget Direct ad? [laughs]

Yeah.

Yeah.

[laughs]

Is that Blake Solly acting in that ad? [laughs]

Well, um, Jonathan at Budget Direct came with the pitch, and I was like, "Oh, well, if we're gonna ask Latrell and Jack and Cameron and all these guys to put on wigs and mustaches, and he wants me to do it, I better do it." I don't want to be-

When you saw the wigs and the beard, you were going, "Okay, where's this going?"