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Aug 4, 2025
The Trade Desk: Platform Scale, Agency Tensions & Identity Strategy
Partner Interview
The Trade DeskApplovinNetflixAmazonWalt DisneyPublicis GroupeMetaGoogleAppleYahooRokuThe Trade DeskApplovinNetflixAmazonWalt DisneyPublicis GroupeMetaGoogleAppleYahooRokuNetwork EffectsCounter PositioningScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 28, 2025
The Trade Desk: AI Disruption
Partner Interview
The Trade DeskNetflixWalt DisneyAppleRokuGoogleAmazonApplovinStackAdaptYahooMetaThe Trade DeskNetflixWalt DisneyAppleRokuGoogleAmazonApplovinStackAdaptYahooMetaNetwork EffectsCounter PositioningBrand EquitySwitching CostsScale EconomiesMarketplaces & PlatformsUnique IP & BrandsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryJun 2, 2025
The Trade Desk: Inside a Customer’s DSP Strategy
Partner Interview
The Trade DeskRokuMetaGoogleAmazonYahooThe Trade DeskRokuMetaGoogleAmazonYahooNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryApr 7, 2025
The Trade Desk: Risks & Relationships with Large Advertisers
Partner Interview
The Trade Desk•US•Large CapGoogleNetflixRokuAppleYahooAdobeStackAdaptAmazonNetwork EffectsCounter PositioningSwitching CostsBrand EquityScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerCommunication ServicesConsumer DiscretionaryInformation TechnologyDec 5, 2023
Yelp vs Google: SMB Ad Agency Perspective
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