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The Trade Desk: Platform Scale, Agency Tensions & Identity Strategy

Partner Interview
The Trade DeskApplovinNetflixAmazonWalt DisneyPublicis GroupeMetaGoogleAppleYahooRokuNetwork EffectsCounter PositioningScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer Discretionary
Aug 4, 2025

The Trade Desk: AI Disruption

Partner Interview
The Trade DeskNetflixWalt DisneyAppleRokuGoogleAmazonApplovinStackAdaptYahooMetaNetwork EffectsCounter PositioningBrand EquitySwitching CostsScale EconomiesMarketplaces & PlatformsUnique IP & BrandsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
Jul 28, 2025

The Trade Desk: Inside a Customer’s DSP Strategy

Partner Interview
The Trade DeskRokuMetaGoogleAmazonYahooNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
Jun 2, 2025

The Trade Desk: Risks & Relationships with Large Advertisers

Partner Interview
The Trade DeskUSMid CapGoogleNetflixRokuAppleYahooAdobeStackAdaptAmazonNetwork EffectsCounter PositioningSwitching CostsBrand EquityScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerCommunication ServicesConsumer DiscretionaryInformation Technology
Apr 7, 2025

Yelp vs Google: SMB Ad Agency Perspective

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IP Interview
YelpUSSmall CapYahooTripAdvisorOpenTableMetaMicrosoftGoogleNetwork EffectsSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesInformation Technology
Dec 5, 2023

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