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Aug 4, 2025

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

Former Director of Client Services at The Trade Desk
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 Discretionary
Jul 28, 2025

The Trade Desk: AI Disruption

Former VP of Digital Media & Entertainment at IDC
Partner Interview
The Trade DeskNetflixWalt DisneyAppleRokuGoogleAmazonApplovinStackAdaptYahooMetaThe Trade DeskNetflixWalt DisneyAppleRokuGoogleAmazonApplovinStackAdaptYahooMetaNetwork EffectsCounter PositioningBrand EquitySwitching CostsScale EconomiesMarketplaces & PlatformsUnique IP & BrandsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
Jul 23, 2025

The Trade Desk: Amazon’s Entry and the Reshaping of CTV Advertising Economics

Former Director of Product Management at Magnite
Partner Interview
The Trade DeskMagniteAmazonWalt DisneyNetflixGoogleAppleCharter CommunicationsMetaApplovinThe Trade DeskMagniteAmazonWalt DisneyNetflixGoogleAppleCharter CommunicationsMetaApplovinNetwork EffectsScale EconomiesSwitching CostsBrand EquityCounter PositioningMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer Discretionary
Jun 19, 2025

The Trade Desk: Navigating CTV Consolidation

Former Director at The Trade Desk, Inc.
Partner Interview
The Trade DeskApplovinMetaInstagramByteDanceSpotifyParamount GlobalWarner Bros. DiscoveryNetflixGoogleAmazonThe Trade DeskApplovinMetaInstagramByteDanceSpotifyParamount GlobalWarner Bros. DiscoveryNetflixGoogleAmazonNetwork EffectsCounter PositioningScale EconomiesSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
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Weekly update
Feb 21, 2022

Weekly Update: AppLovin: King of the Bid

ApplovinUSMega CapFrontdoorConstellation Software
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IP Research Analysis
Feb 21, 2022

AppLovin: Building a Mobile Ad Network

IP ResearchApplovinUSMega CapInformation Technology
Feb 15, 2022

AppLovin: King of the Bid

Former Director at AppLovin
IP Icon
IP Interview
ApplovinUSMega CapInformation Technology

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