Trey Titone

@HatesAdtech Diabolical move by Brave. Especially when I’m sure many of their users only use Brave for ad blocking. I could not see this holding up in court but I don’t think they have enough market share for most pubs to care.

Brave doing ad injection brings up one of my favorite points once again — to what extent are content delivery chain intermediaries allowed to alter the content they’re delivering? This conceptually applies to bandwidth, software, and hardware providers. Is there a coherent legal precedent at all for this? It seems kind of fucking important for people to give so little of a shit about it.

@RichLightShed Looks good to me!

Imagine being the person that green lit this trailer...

@This_Liss @KarstenW I think this is the big hurdle when comparing to search or social. There is too much division between content and ads compared to the other ad types. OpenAI clearly doesn’t want to corrupt the user experience but Page and Brin had the same concern and look how that turned out.

@KarstenW We were able to hit 5%+ CTRs for native text ads. 1-3% at scale. The problem with the current ad unit (independent of potentially bigger problems with query topic supply) is it feels like an ad. It’s not adding as much value to the user experience as it could.

That CTR can probably be easily optimized. Still, whether LLM advertising - presumably at this point using existing non-LLM/AI AdTech - can eventually compete with existing channels remains to be seen. And I will believe it's a whole new kind of advertising (both in terms of targeting but also in terms of interactivity) when I see it.

@JamesBorow Isn't MCP essetnially APIs with docs already built in for agents? What's the alternative? Agents reading API docs?

Could not agree more. Silly season out there w all the MCP stuff.

@AdTechExplained And here it is: adtechexplained.com/p/why-openai-n…

OpenAI needs to partner first. On Tuesday, I'll explain why on @AdTechExplained.

Less than a month after launching ads, OpenAI has already partnered with Criteo and is in talks with The Trade Desk. I wrote about why this is the smart short-term call, what the Netflix/Microsoft parallel teaches us about how this ends, and what Criteo and TTD should do now. 👇

@aymanalabdul @emergingorder76 Laying flat on international flights and retiring wife are clearly the outliers.

@emergingorder76 A second kindle is only $100

A few things that are actually worth the money: • A great nanny • Direct flights whenever possible • Living in your favorite neighborhood • Retiring your wife • A great school for your kids • A safe newer car for the family • Flying lay flat on international flights • A house cleaner • A personal trainer • A second Kindle • Therapy or coaching • Multiple gym memberships • A great mattress • TSA PreCheck + Global Entry • A world-class CPA • A great lawyer when you need one • A few unforgettable family trips each year • A sauna and home gym • A really good espresso machine • A babysitter so you still date your wife • A great barber • Boots that will last you 10+ years • A proper home office • Noise cancelling headphones • High quality luggage • An heirloom quality watch • Donating to causes you care about What else would you add?

@HatesAdtech @aepstein_ @brianwieser @marketecturetv Not the most inspiring position. “We’ll win because our competition doesn’t care”

which part of this is factually inaccurate? It's an opinion that one can certainly disagree with, but I'm not sure I see anything that's "objectively" wrong. I do think he's arguing from a perspective of "Google stopped giving a shit about programmatic because it was low margin, therefore I think Amazon will come to the same realization," which doesn't give a ton of credit to Amazon's executives. But who knows what goes on inside these big companies. I've seen microsoft shut down mid nine figure business units because they weren't big enough 🤷‍♂️

Honestly, an insane thing for Jeff Green to say. He is either intentionally factually inaccurate (@brianwieser noted this today on the @marketecturetv pod) Or, he is willfully blind. Either way, erroneously dismissing TTD's top competitor is bad for business and shareholders

@KreizJordy @stateofstreamtv I think that train has already left the station (Criteo).

@TreyTitone @stateofstreamtv Beyond reductive. Im not dense (nor are you). I recognize that they wouldn’t be the first (or last) company to partner w/ someone else to stir up demand. But again, if they choose to partner instead of build, it’s a miss.

My adtech people in the know understand this

@KreizJordy @stateofstreamtv I agree it’s a reductive statement. But from a generic business standpoint, it’s a similar approach. Both companies partnering to jumpstart their ads businesses and learn from their partners while they move toward their ultimate goal of building out their own tech.

@TreyTitone @stateofstreamtv 🍎:🍊 Do you want to unpack the differences?

@aripap 7 days a week ain’t cutting it. Need to cut out sleep.

Receipts on Icon…

@HatesAdtech I think we are seeing the first wave of sites being crushed and most categories will soon follow. Recipes, travel, news, etc can all be accessed via a personal agent fetching the info for you. I just don’t see a world where web publications as we know them endure.

I think that the traffic drops are not “universal,” and we will see some types of websites drastically more affected than others. Review sites, especially amongst technologists, are the most obvious immediate casualty — because llms are so well suited to “research related to goods.” This is not necessarily an indicator that the web in its entirety will decline similarly.

The real reason everybody in ad tech is obsessed with CTV. #WebIsDead

@HatesAdtech You think those are the only types of publications affected?

@TreyTitone These are all review websites.

@HatesAdtech I’m not one for riddles

@TreyTitone There’s a very specific type of article that has been replaced by ChatGPT. Can you guess what it is? Also this type of article did not generate most of its revenue from banners.

This is probably the most accurate take on how most people will perceive "agentic" integration into the software they use.

@ravihanda Who do you you think will be telling the AI what to build?

I do not feel sad about Product Managers losing their jobs and their career dying out. Reason: