Alicia I think the end of cookies and IDFAs is inevitable and important. The ad tech reckoning has been coming for 15 years. It’s time. What’s most interesting is the market opportunity for publisher ad serving in context of privacy and antitrust.

AT&T made a very good deal

Tom Kershaw leaving AdTech is the main announcement. It will impact the roadmap of Magnite and Prebid.org in the long term. magnite.com/press/magnite-…

SpotX has always refused to build a S2S Prebid adapter, probably to keep their high position in the waterfalls, similar to Rubicon in 2016. We all know how Rubicon ended up. Curious to see how Magnite will influence that.

What's next for Xandr? The sale will probably happen before thanksgiving. Equity? Joint venture? Acquisition from another American public company ? Xandr is a wonderful and powerful toolbox for the entire programmatic ecosystem.

The clock is ticking ⏰

Meanwhile campaignlive.com/article/innovi…

BOK The Ecologist bokonads.com/introducing-sc…

Reading TTD earning call sounds like they're dominating the Adtech world. 90% of TTD spend is in the US + Canada (~87% in Q4 2020). TTD is struggling to develop their business outside of the US.

😎

Fifty percent of PubMatic's revenue comes from spend directed to them through kickbacks offered to buyers who likely wouldn’t use their SSP otherwise. If this isn’t a red flag for investors, then what is? adexchanger.com/platforms/pubm…

You’re downplaying the chaos you’ve created over the past few months. And you will never recover from that.

The sunset of Invest DSP will significantly impact the market. Many of its customers remained loyal simply to avoid switching to other platforms. Now, they'll be forced to adopt solutions that are more costly, less transparent, and less open.

Since TTD charges a fee for every feature, I’m curious to see what clever twist they’ve come up with to launch Deal Desk digiday.com/media-buying/t…

When I first came across Vibe.co 2 years ago, I couldn’t understand why anyone would use it. I opened an account just to see. Three days later, I got an email offering kickbacks and suddenly it all made sense. businessinsider.com/pitch-deck-ai-…