Theorem CEO Jay Kulkarni: Why Authentic Brands Will Win in the AI Era

Jay Kulkarni, Founder & CEO of Theorem, joins Clint Betts for a conversation on AI, video commerce, hybrid work, and building a global technology company without outside funding.Jay bootstrapped Theorem more than 20 years ago from a spare bedroom in New Jersey and grew it into a global digital marketing technology company serving major media, streaming, and commerce brands around the world.In this episode, Jay explains why the future of commerce is shifting toward video-driven experiences, how brands are navigating AI and automation, and why authentic human storytelling still matters in an increasingly automated world.The conversation also explores leadership, company culture, operational discipline, and how hybrid work can succeed when built intentionally.00:00:00 - Introduction and Jay's Background00:00:50 - What is Theorem?00:01:12 - Theorem's Business Model00:01:55 - Upword: Theorem's Automation Solution00:02:29 - Video Commerce and Its Importance00:03:24 - Evolution and Future of Video Commerce00:04:08 - Benefits of On-Site Video Commerce00:05:02 - AI in Digital Marketing00:06:08 - AI and Brand Safety00:07:03 - AI in Advertising Processes00:08:16 - Human Touch vs. AI00:09:38 - Jay's Daily Routine00:12:00 - Hybrid Work Model00:14:01 - Building Company Culture00:17:18 - Internal Use of AI and Automation00:19:38 - Economic Environment and Future Outlook00:20:58 - The Importance of Giving Chances00:21:13 - Personal Story of Opportunity00:22:56 - Conclusion and FarewellIf you’re a founder, operator, marketer, or leader thinking about AI, media, commerce, and the future of business, this episode is packed with practical insight.