@ericfranchi @avargasedits In order for share of GDP to increase means advertisers need to spend a larger % of revenue on ads but that does seem likely because that % share is usually stable.
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tom
348 posts
tom
@triscari
Working with marketers who want to know what makes programmatic tick by seeking what is true in the trade.
NYC Katılım Şubat 2008
321 Takip Edilen413 Takipçiler
“... the increased productivity from AI will make advertising a meaningfully larger share of global GDP than it is today.”
- Mark Zuckerberg on Meta's Q1 earnings call.
(h/t @avargasedits)
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Key question would be how a spun out DSP could maintain access to identity and data from Yahoo O&O
Marty Swant@martyswant
Yahoo has had early talks w/ investment banks & potential buyers of its adtech DSP, according to according to sources who spoke w/ @Digiday's Ronan Shields. Buyers could be other DSPs looking for market share or strategic players like retail media networks wanting buying tools.
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@aripap That’s why AdTech Economic Forum is different. If we have a panel as opposed to 1-1 discussion, either way it’s good because the people on stage are really good (not sales pitches) and the moderator (like you) is provocative and prepared without having to prepare at all.
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Listening to a panel at a conference is like eavesdropping on a boring conversation
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People who are only moderately good at understanding data are the most dangerous people of all
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@marketecturetv @aripap This is fantastic. Thanks Ari. You made me feel like I was there! Some real gems in your reporting too!
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Day 1 of the Google trial. @aripap goes Hunter S Thompson and reports back for The Monopoly Report: monopoly.marketecture.tv/p/us-v-google-…
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@aripap And you can also read Quo Vadis at triscari.substack.com and gain total enlightenment. That’s powerful combo — informed and enlightened :)
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You can either subscribe to my newsletter or remain uninformed.
Marketecture@marketecturetv
This week's newsletter tackles Google's terrible AI roll-out and why DTC brands don't buy programmatic. Plus my latest IAB Tech Lab interview with @nealrichter on the history of ads-dot-txt: news.marketecture.tv/p/dead-horses
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In related news, turns out there's an SSP called Colossus.
Kendra Barnett@KendraEBarnett
NEW: @AdalyticsHQ finds that Colossus SSP consistently misrepresents user IDs in ad auctions. The mismatch could be due to an effort to bridge IDs across different environments – but some say that something more nefarious may be at play. My story @TheDrum: thedrum.com/news/2024/05/1…
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Imagine if a public Ad Tech company actually had a big quarterly miss…
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@DavidJacobsLive @tkawaja @mjbarash @AdtechGod @aexm The ones where EBIT % margin + net revenue growth % > 20% would probably be the most interesting.
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What public adtech companies under $1billion market cap should I do a deep dive on for twitter / X @tkawaja @mjbarash @AdtechGod @aexm
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Been in “advertising” for almost twenty years and there’s nothing that can happen to make me interested in agency personnel changes.
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@eric_seufert 2/ Then again, Jeff Green is a once and lifetime CEO so maybe it somehow happens
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At its current share price of $10.31, $SNAP's market cap of $16.5BN is a little more than 1/3rd of that of The Trade Desk's $TTD, at $43.5BN.
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@eric_seufert It’s nuts. Even if TTD gets its costs down beyond what is probable, the market is betting TTD will attract around $70B gross ad spend at the same 20% take rates as now. That’s a really big bet. I’d take SNAP long and short TTD.
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For the love of God, someone schedule an intervention with TTD’s product naming team!
The Trade Desk@TheTradeDesk
Join us on June 6 as we gather thought leaders from across the industry to celebrate the latest innovations in data-driven advertising and unlock the full potential of the open internet, together. Register to watch the Kokai livestream: bit.ly/3MNZlAo
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Shorting a stock because … checks notes … they have less office space now than in 2020. Real geniuses, these guys.
Spruce Point Capital@sprucepointcap
The vanishing act known as $DV and its international growth plans touted by the company. The U.S. is saturated and #DoubleVerify is struggling abroad. We tracked their office locations disappearing using the WayBack Machines.
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@eric_seufert When you start with the belief that targeted ads (privacy safe or not) to boost more consumption thus making consumers and society better off, then you’re right even though you’re very wrong.
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“Your data” as a concept is specious and intellectually lazy, and it allows the concept of privacy to be weaponized / exploited.
Ben Dreyfuss@bendreyfuss
People are going to miss the “everything is cheaper or in some cases free because the corporations are harvesting your data to send you targeted ads” era of the American economy when it’s gone. podcasts.apple.com/us/podcast/the…
Austin, TX 🇺🇸 English