Programmatic Buffet

@96f20P_JRoToole @mergerguy @kausmickey Snowflake from the “silent generation” blocks me for pointing out his lying in his propaganda posts.

@96f20P_JRoToole @mergerguy @kausmickey His percentage-based claims are all ridiculous.

"All told, a remarkable two-thirds of the Valley’s nearly 400,000 tech jobs are now held by those born abroad, according to a 2025 report from the think tank Joint Venture Silicon Valley." realclearinvestigations.com/articles/2026/…

@mergerguy Your BS is such an easy target. Which Exxon board members are aligned with these public retirement funds?

The public unions making your gas prices higher are CalPers, CalStirs, PEF (NY) and CSEA (teachers union NY) You can Google “Engine One” for the full story on their dastardly scheme.

The great irony here is that CA and NY public unions are major owners of Exxon and used their 3 seats on the board to negotiate with management to reduce pumping oil‼️‼️ They hid what they have been doing by jointly funding an activist private equity fund called ENGINE ONE. They then leaned on BlackRock and Vanguard to give Engine One three seats on the Exxon Board. You can thank public employee unions for part of the increase you pay at the pump🤬

@mergerguy @96f20P_JRoToole @kausmickey They banned math? No math is being taught in Oregon schools?

@AdTechBuffet @96f20P_JRoToole @kausmickey Just math. Do your own research

@mergerguy @96f20P_JRoToole @kausmickey They banned math and science? Are you sure? Did you do your own research on this one?

Well….we certainly need to do away with the US Department of Education but in CA and OR, it is clearly the Teachers’ Union that is keeping them from teaching math and science. OR just passed a law doing away with math because IT IS RACIST🙄. They say it is keeping black kids from graduating, so their answer is to get rid of it

@airgups23 The deadly combination of strategizing yourself into a corner and having no functioning oversight (his BOD has a 45% vacancy rate and another member just quit her job) means that Jeff can just keep repeating the same nonsense forever. Nobody will hold him accountable.

This can't be real. How is "The Open Internet" and "objectivity" still the strategy? $TTD

@Top100Rick Wow, replace LIV with Trump and golf with America and all of this still checks out. Unsustainable grift has a very common pattern.

Now that LIV is on its death bed, let’s talk about the worst take that LIV stans have: “But the players make more money now!” Who the F&@# cares? What kind of boot licking fan is watching sports and thinking “I’m sure glad these golfers can afford bigger yachts!” All LIV did was make pro golf financially unsustainable, make less money go to charity, and ensured less spots in events for the players. Nothing good came of LIV unless you are a top golfer or live in Adelaide.

@TimRowe_SOS @AdtechGod The resemblance is uncanny.

@TimRowe_SOS @AdtechGod 🤡

What’s the next big acquisition in AdTech?

@BradAT Why not just submit the changes to Prebid and stop the petty, stupid bifurcation.

@BradAT TDD isn’t properly describing to the world why OpenAds makes things better. They are saying that it will make pubs more money but recent news has made it clear that self-preferencing is a well-tested strategy for them. How does this make the ecosystem better?

My biggest concern with the latest TTD drama is that it puts OpenAds and PubDesk on the DOA list. I sincerely hope not as they would have been great tools for Pubs.

@jdonovan42 @ANTHONY57760832 @SimonJHarris Q4 2024 was the biggest non-Covid miss in their history. That was the comp that they just grew 13% against. This ain’t the stock to invest in. Entire industry aligned against them.

@AdTechBuffet @ANTHONY57760832 @SimonJHarris Yes very aware of the adtech dynamics there and agree they must be factored in. On the FC side they only provide qtrly guidance not annual. Political took more growth than competitors.. ~4-5 pts of growth away in 2h'(same for MGNI). 26' midterm ad $ tailwind should be ~+4 pt %

Jeff Green clapped back on the stories about the TTD re-org/layoffs. Less than 24 hours later Brian O’Kelley posted this 😅

@jdonovan42 @ANTHONY57760832 @SimonJHarris Go back and look at beg of 2025 forecasts and where they ended up. <15% growth was not in the cards at the beg of year. Amazon not the only comp pressure. Every agency (and SSP) is essentially a competitor; they compete for the margins each takes. This article all about that.

@AdTechBuffet @ANTHONY57760832 @SimonJHarris Even if amzn impact is 5x higher than CEO says they still grow ~15-16%. The 5% scenario he claimed is competitive outside O&O takes away~ 1 pt off of TTD 26' growth, 10%=2 pts, 15%=3 and 20%=4 pts. No position in TTD now but may if hits low 30's.

@jdonovan42 @ANTHONY57760832 @SimonJHarris Shorter answer…. Their business is in trouble. No path to the growth needed to maintain their valuation. $5 more likely than $75

@ANTHONY57760832 @SimonJHarris ..normalize the oversold condition and catch back up with all other much worse companies not hit with the "double whammy" of tax loss+QQQ removal front run

@EricTilbury_RTB Web fraud -> in-app fraud In-app fraud -> CTV fraud Domain spoofing -> ID bridging ID bridging -> Curation

Describe this using adtech

@aripap @ChrisHarihar There’s so much money out there, someone might just reassemble 60Min elsewhere. McKenzie Scott and Laurene Jobs could probably do it by themselves.

@ChrisHarihar The reaction from the talent (i.e. journalists) might be different here.

Weird comparison but.. this will be like WBD scuttling the Batgirl movie. Massive outcry followed, but WBD waited it out and we never saw the film. Same thing may occur here. Anger now, but CBS can wait it out and people will likely move on. Bari is probably counting on that.

@BradAT What is the PB plugin reference about?

It's just a PB plugin so what exactly is TTD hiding? Also, this certainly doesn't bode well for the OpenAds launch.

@mjbarash Hmm., this explains a lot about ad tech. Better: “hard work beats talent when talent doesn’t work hard” And only in that case.