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Buckle up. The race is just starting

All of these data rich platforms need to find scale.

$MSFT & $META earnings…. Wow

Some more cosolidation in the #CDP/rETL space: techcrunch.com/2025/05/01/fiv… Very curious to understand the deal terms. It says Census was valued at $630M in 2022. I'd be shocked it went for that much but if so, good for them!

Shortly before midnight, U.S. Department of Justice and Google officially filed their remedies proposals in the adtech antitrust trial. DOJ is asking for a major structural reset: AdX and DFP sell-offs, a 10-year ad exchange ban, open-source auction logic, and putting 50% of net revenues

Call me crazy but I think for the Open Web and Publishers in general to survive & flourish, they need to focus on Upper Funnel strategies for brands. Meta/Google etc...are too dominant relative to performance marketing. Too much scale, data, firepower, AI & engineering talent.

Apple smells opportunity bloomberg.com/news/articles/…

"Upscale plugs into a brand’s existing assets, like brand websites, social channels, and Shopify, to ingest creative and commence data, such as top-selling products. It then builds a library of assets, using generative AI to understand the brand’s tone, style guide, and visual

The absolute worst thing you can say as a seller is: "Would love to...." Yeah, no sh$t you'd love to [insert whatever ask you want]. But WHY should they give you the time?

Absolutely wild to even consider ⁦Google⁩ losing share in Search. Unthinkable just 10 years ago. searchengineland.com/google-search-…

One of my crazy, moonshot ideas is that The Trade Desk executes a similar strategy. They could very easily bridge AdTech & MarTech via UID2.0 and a very robust marketplace. businesswire.com/news/home/2025…

Having built in distribution is a huge advantage for Google, Microsoft & Meta

Some big announcements yesterday from Amazon Publisher Services aps.amazon.com/aps/resource/a…

Salesforce moving down the stack....interesting move: cnbc.com/2025/05/27/sal…

NGL These protein bars are pretty tasty