Dave Clark

@aripap @AdtechGod Of course. Adorable!

@daveclark @AdtechGod You noticed!

Guys, Ari Paparo bought a suit. And, apparently, had it tailored. Things are changing. @adtechgod

@tkawaja I used to go see Joe play small clubs, back before he blew up.

There's one person in Ad Tech PR that really gets it. His frequent posts about CEO evangelization, narrative formation, distribution optimization and authenticity are spot on and CEOs, whether you're a startup or a large incumbent player, would be well-served to heed his advice. In fact, his perspective so perfectly reflects how I think about Ad Tech PR that it feels like he's inside my head. Say hello to @joe_zappa - someone with whom I have no affiliation other than shared clients.

Excited to join Cast Iron Media as CEO. Why? Live sports + streaming + fit for purpose tech + great backers (including MLB) + awesome team + timing = huge potential to deliver for advertisers and leagues. ⚾️⛹🏽‍♀️🏈🏀⚽️🎾🏐🏉🥊🏒🏅🚴⛳️. prnewswire.com/news-releases/…

@joe_zappa It’ll be interesting to look back in 3 years and see if performance TV became a thing.

Performance TV is becoming a thing. What about performance audio?

@aripap According to ChatGPT, it was 59% in 2022. They haven't broken it out since. (Source Roku Annual Report).

@daveclark I wonder what percent of all Roku devices are sold by Walmart and Amazon combined?

Seems like this evens the playing field with TTD’s Roku partnership. Where is the “largest network” language coming from? Is that adding together Roku+Fire?

@aripap Dunno, but that's the right question. Some guarantee seems likely. And strategically, I don't think you pick a horse right now, but if you do, you pick Amazon.

@daveclark I’d love to understand Roku’s thinking here. Why give an exclusive? Bad blood with TTD, or a giant guarantee? Or maybe just alignment against Walmart-Vizio?

@AdtechGod Looks like they are integrating directly into Roku's ad server, and will do a clean room match which works across any SSP or publisher.

@daveclark So they cut out the SSP + user sync.

This is a big deal.

@joe_zappa @aepstein_ Yep. The most important thing to understand about advertising today is that you're either a) scaled walled garden, b) have a sustainable model that works with walled gardens (difficult but possible) or c) in trouble.

@daveclark I believe @aepstein_ has articulated a pretty compelling thesis about CTV coming down to a handful of walled gardens. If you have an AI ad manager to navigate them, all the better. Ditto for performance measurement and optimization. Lots of good plays around CTV.

@dangoldin Not in this report, but here’s a bad photo of a good chart from @jouncemedia that overlays.

@daveclark That seems lower than I expected. I thought it was 80+ but maybe I was thinking digital only. Do they have the trend over time?

Moffett Nathanson report out today on US ad market puts share of market controlled by just four companies (Google, Meta, Amazon, TikTok) at 65%. (75% of digital dollars and ~80% of growth.)

@joe_zappa adexchanger.com/data-driven-th…

My impression is WPP has very quickly moved themselves into the center of agency discourse after years of Publicis stealing the show. What's your read on what's going on over there?

SSP client told me today they've seen CTV CPMs crash by 30% this year. Anybody see anything similar?

ChatGPT’s (o3) prediction for Knicks <> Pacers series, made the day before Game 1. Note: prompted to focus input on both team’s Rd 1&2 performance, not regular season.

There’s no shortage of conferences in the digital media industry. This one is aces.

Yesterday, LUMA hosted our Digital Media Summit (DMS) event in midtown. We have been doing this event for over 15 years and yet every year feels fresh. We gathered over 400 of the industry's leadership for a full day of presentations, firesides, discussion forums on all the hot button topics and tons of valuable peer-to-peer networking. Conor and I presented our State of Digital presentation where we laid out our thinking on key developments in the sector (publishing soon), including the impacts of AI, outcomes and changing media consumption. The main stage featured sessions with @Google, @PublicisGroupe, @amazon, @perplexity_ai, @ZetaGlobal, @TheTradeDesk and @shivsingh. We even announced a deal (@PerionNetwork / Greenbids ) to kick the day off. Thank you to all the great speakers, moderators, discussion forum speakers, participants, sponsors and partners. It takes a lot of work to put on a first class event like DMS and our extended team at LUMA crushed it. Many key takeaways from the day but the overarching headline is that AI will fundamentally change the game. We're in for one hell of a ride!

Knicks in two.

Knicks in three.