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- July 28, 2025
The Trade Desk: AI Disruption
Former VP of Digital Media & Entertainment at IDCPartner InterviewThe Trade Desk IncNetflix IncThe Walt Disney CompanyApple IncRoku IncGoogleAlphabet IncAmazon.com IncApplovin CorporationStackAdaptYahoo! Inc.Meta Platforms IncNetwork EffectsCounter PositioningBrand EquitySwitching CostsScale EconomiesMarketplaces & PlatformsUnique IP & BrandsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary - July 23, 2025
The Trade Desk: Amazon’s Entry and the Reshaping of CTV Advertising Economics
Former Director of Product Management at MagnitePartner InterviewThe Trade Desk IncMagnite IncAmazon.com IncThe Walt Disney CompanyNetflix IncGoogleAlphabet IncApple IncCharter Communications IncMeta Platforms IncApplovin CorporationNetwork EffectsScale EconomiesSwitching CostsBrand EquityCounter PositioningMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer Discretionary - June 19, 2025
The Trade Desk: Navigating CTV Consolidation
Former Director at The Trade Desk, Inc.Partner InterviewThe Trade Desk IncApplovin CorporationMeta Platforms IncInstagramByteDanceSpotify Technology S.A.Paramount GlobalWarner Bros. Discovery IncNetflix IncAlphabet IncGoogleAmazon.com IncNetwork EffectsCounter PositioningScale EconomiesSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary - February 15, 2022
AppLovin: King of the Bid
Former Director at AppLovinApplovin CorporationInformation TechnologyIP Interview