Real

Every ad tech company right now

New and very good adtech AI publication from exited Adexchanger founder tipsheet.ai/news/anthropic…

Grok was too based for Linda Tbf Linda is extremely talented and had a great reputation, hope she gets a chance at another big job that’s a little more ad industry aligned culturally and runs it back turbo X and Elon still no closer to getting the big advertisers back

Jfc

Marketing is an extremely low vibration activity

Ad tech struggle is real

Got upgraded on my flight to NYC this morning and everyone in 1st class was running PMax and DemandGen, driving incremental sales. I looked back into the rest of the plane - everyone manual bidding. Was just a very interesting observation.

Adtech's notorious for some truly wild behavior to gain the smallest of edges. Frequently in the name of "privacy" or whatever excuse is convenient. Maybe publishers woke up and decided to play by the same rules?

A 50bp cut would scream “something’s breaking” = bearish. The sweet spot is 25bp. Enough to ease, not enough to panic. That’s how you extend the cycle and keep risk assets climbing.

Will there be an advertiser boycott of MSNBC? No. If you work in the ad industry and aren’t self-aware enough to see why, dedicate time today to think about this. Also, weak to issue the apology via the PR channel not the main handle 🤦‍♂️

Wen Palantir data tie up with The Trade Desk They’ve literally got the deepest US consumer dataset, if they could tie it to the TTD ID this would unlock a tsunami of audience targeting capabilities plus solve Jeff’s revenue problems in one hit Bullish

uh oh

Would absolutely love to see subscriber data against this

The data from this will be insane for targeting my AI slop influencer drop-shipping campaigns

100% tariffs on Chinese-originated ad impressions Few

Massive news as few realise how shaped/rigged ad tech is via QPS + other basic infra limitations Downside is so long as ad tech fails to deal with its fraud problem this headroom will quickly be eaten up by Chinese bots Building more roads just results in more traffic theory

Daily quest

Many studies show advertising doesn’t represent the reality of the world we live in. It used to erase black and brown people and that was bad so it was corrected. Now it erases white people which is bad and should be corrected. Seems simple, the woke will complain. Bizarre.

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