Airpost 🎥

The fastest way to create agency-quality video ads

April 30, 2025

Spotlight

What if small businesses could get agency-quality ads without hiring an agency?

Quick Pitch: Airpost uses AI and a 350,000-clip library to instantly create video ads from a business’s existing website content—making agency-quality marketing affordable for small businesses.

Example of an ad created

The Problem

  • Agency gap for small businesses: Traditional ad agencies are too expensive for small businesses, creating a major gap where affordable, quality marketing services simply don't exist.

  • Video ad complexity: Small teams lack the resources, ideas, and production capabilities to create effective video ads.

  • Historical MarTech limits: Marketing tech has struggled to scale because each business needed customized, human-driven solutions.

Snapshot

  • Industry: AI-driven marketing tech (MarTech)

  • Headquarters: Menlo Park, California

  • Year founded: 2024 (spun out of Ready Set)

  • Traction: 49 paying alpha customers at $149/month (price increased now)

Founder Profiles

  • John Gargiulo, CEO, Founder: Former Global Product Marketing Lead at Airbnb, SVP of Marketing at BlueStacks (grew user base from zero to 150M users), and co-founder of Ready Set (bootstrapped to >$10M ARR in under 3 years).

Funding

  • Current round: (Raising Seed $4M)

  • Lead investor: Mischief (founded by Zach Perret, CEO of Plaid)

  • Other investors: Lux Capital, executives from Airbnb

Revenue Engine

  • Initial focus: Self-serve platform for small ecommerce businesses with <$1k/month ad budgets

  • Current model: $199/month subscription for automated video ad creation

  • Future vision: Expanding beyond video creative to full agency replacement (media buying, email marketing, etc.)

What Users Love

  • Lightweight, self-serve platform requiring minimal input.

  • Ads generated instantly from a business’s website.

  • High-quality video ads, fast and affordable.

Playing Field

  • Traditional ad agencies: High-touch, expensive, and inaccessible to small businesses.

  • Freelance marketplaces: Require oversight, with inconsistent quality.

  • DIY tools (e.g., Canva Video): Easier editing but still time-consuming and design-dependent.

  • Pencil: AI-driven ad creative focused on iterations, not full creation.

Airpost’s edge: Combines AI automation with professional-quality creative at a price point accessible to small businesses.

Why It Matters

The $500B ad agency market is positioned for disruption through AI automation. Software-based solutions are making agency-quality marketing economically viable for small businesses, unlocking a massive, previously underserved market that collectively spends more than large enterprises.

What Sets Them Apart

  • Founder-market fit: Gargiulo’s ad agency experience gives him direct insight and de-risks execution.

  • Content moat: Exclusive access to Ready Set’s 350,000 video asset library—a resource built over years that can’t be easily replicated.

  • Target market insight:  Focus on the economically underserved small business segment with growing digital marketing needs.

  • Software margins: Unlike traditional agencies, Airpost scales like software with minimal human touch.

Breakdown

Bulls Case 📈 

  • Addresses a large, underserved small business segment through AI automation.

  • Founder with highly relevant ad agency experience and proven execution.

  • Proprietary video asset library creates a durable competitive advantage.

  • Early traction with paying customers shows product-market fit.

Bears Case 📉 

  • MarTech has historically struggled to scale.

  • Rising competition from AI-native creative tools.

  • Risk of churn if video quality fails expectations.

  • Expanding into full agency replacement will be difficult to execute.

Verdict

Airpost leverages AI to target a historically underserved segment of the advertising market with a scalable, automated solution. Its proprietary video library and founder’s domain expertise create a strong starting advantage. Overcoming historical MarTech skepticism, Airpost could define a new category—but success will depend on maintaining quality at scale, efficiently acquiring small business customers, and expanding beyond video creative to fulfill its vision of comprehensive agency replacement.

The Startup Pulse

  • Flow — Adam Neumann's proptech startup raised $100M+, doubling valuation to $2.5B. Backed by a16z, Neumann eyes an IPO while moving past WeWork baggage.

  • Nourish — $70M Series B to tackle chronic disease with AI-powered nutrition care, now valued at $1B+.

  • a16z — Andreessen Horowitz acquires Turpentine podcast; founder Erik Torenberg joins as a general partner.

Written by Ashher

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