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Nov 4, 2025

The Trade Desk: Strategic Value of Ventura OS

Former Product Lead, Ventura CTV OS at The Trade Desk
Partner Interview
The Trade DeskUSLarge CapRokuMagniteGoogleAmazonNetflixWalt DisneyParamount GlobalNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer Discretionary
Oct 6, 2025

The Trade Desk: Amazon DSP Competition

Former Senior Director at FreeWheel
Partner Interview
The Trade DeskUSLarge CapMagniteGoogleWalt DisneyNetflixAmazonNetwork EffectsBrand EquityCounter PositioningScale EconomiesSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksUnique IP & BrandsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
Sep 1, 2025

Magnite: CTV / DV+ Value Chain Economics & Capture

Former VP at Magnite
Partner Interview
MagniteThe Trade DeskAmazonGoogleNetflixWalt DisneyMagniteThe Trade DeskAmazonGoogleNetflixWalt DisneyNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsCommunication ServicesInformation TechnologyConsumer Discretionary
Aug 19, 2025

Magnite: Ad Server Stickiness & SSP Consolidation

Former Senior Sales Executive at Magnite
Partner Interview
MagniteThe Trade DeskNetflixWalt DisneyParamount GlobalGoogleMagniteThe Trade DeskNetflixWalt DisneyParamount GlobalGoogleNetwork EffectsCounter PositioningBrand EquityMarketplaces & PlatformsUnique IP & BrandsPhysical Infra & NetworksCommunication ServicesInformation Technology
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 25, 2025

Magnite: SSP & DSP Bargaining Power

Former VP Sales at Magnite
Partner Interview
MagniteThe Trade DeskPubMaticGoogleAmazonNetflixWalt DisneyParamount GlobalWarner Bros. DiscoveryMagniteThe Trade DeskPubMaticGoogleAmazonNetflixWalt DisneyParamount GlobalWarner Bros. DiscoveryNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerUnique IP & BrandsCommunication ServicesInformation TechnologyConsumer 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
Jul 8, 2025

The Trade Desk: Competitive Moats, DSP Landscape & CTV Trends

Former Director at The Trade Desk, Inc.
Partner Interview
The Trade DeskGoogleAmazonStackAdaptMetaByteDanceNetflixThe Trade DeskGoogleAmazonStackAdaptMetaByteDanceNetflixNetwork EffectsScale EconomiesSwitching CostsCounter PositioningMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation 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
May 27, 2025

The Trade Desk: Bridging the Gap Between Identity Tech and Buyer Readiness

Former Senior VP at Ocean Media
Partner Interview
The Trade DeskNetflixGoogleStackAdaptWalt DisneyParamount GlobalRokuAppleThe Trade DeskNetflixGoogleStackAdaptWalt DisneyParamount GlobalRokuAppleNetwork EffectsCounter PositioningBrand EquitySwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer Discretionary
May 20, 2025

HBO, Paramount, Comcast: Balancing FAST, Subscriptions, and Content Licensing Amidst CTV Shift

Former Head of Sales at FreeWheel
Partner Interview
The Trade DeskPublicis GroupeComcastWarner Bros. DiscoveryParamount GlobalWalt DisneyNetflixGoogleAmazonThe Trade DeskPublicis GroupeComcastWarner Bros. DiscoveryParamount GlobalWalt DisneyNetflixGoogleAmazonNetwork EffectsBrand EquityCounter PositioningScale EconomiesSwitching CostsMarketplaces & PlatformsUnique IP & BrandsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
May 9, 2025

The Trade Desk, Amazon & CTV Industry: Market Fragmentation Through Walled Garden Model

Former Senior Director at FreeWheel
Partner Interview
The Trade DeskSamsung ElectronicsRokuWalt DisneyNetflixGoogleAmazonThe Trade DeskSamsung ElectronicsRokuWalt DisneyNetflixGoogleAmazonNetwork EffectsBrand EquityCounter PositioningScale EconomiesSwitching CostsMarketplaces & PlatformsUnique IP & BrandsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
May 6, 2025

The Trade Desk: DSP Commoditization

Former VP at Pluto
Partner Interview
The Trade DeskAmazonNetflixWalt DisneyMetaGoogleComcastRokuThe Trade DeskAmazonNetflixWalt DisneyMetaGoogleComcastRokuNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer Discretionary
May 2, 2025

The Trade Desk: Future of Retail Media Buying

Former Programmatic Media Director at Colgate-Palmolive
Partner Interview
The Trade DeskGoogleNetflixRokuAmazonThe Trade DeskGoogleNetflixRokuAmazonNetwork EffectsCounter PositioningScale EconomiesSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer Discretionary
Apr 7, 2025

The Trade Desk: Risks & Relationships with Large Advertisers

Former Director at dentsu Media
Partner Interview
The Trade DeskUSLarge CapGoogleNetflixRokuAppleYahooAdobeStackAdaptAmazonNetwork EffectsCounter PositioningBrand EquitySwitching CostsScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerCommunication ServicesConsumer DiscretionaryInformation Technology
Apr 2, 2025

The Trade Desk: Pluto Monetization Journey

Former VP at Pluto
IP Icon
IP Interview
The Trade DeskUSLarge CapWarner Bros. DiscoveryNetflixAmazonParamount GlobalComcastRokuGoogleWalt DisneyCounter PositioningNetwork EffectsScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsCommunication ServicesInformation TechnologyConsumer Discretionary
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Weekly update
Mar 25, 2025

Formula 1, Microsoft Copilot, Netflix, Adyen, Subprime Autos, WIZZ, Veralto

MicrosoftUSMega CapNetflixOpenAICarvanaAdyenWizz AirAmazonCredit AcceptanceCarMax
Mar 23, 2025

The Trade Desk: Freewheel Ad Server & Publisher Monetization

Former Senior Director at FreeWheel
IP Icon
IP Interview
The Trade DeskUSLarge CapNetflixComcastAmazonGoogleRokuWalt DisneyParamount GlobalWarner Bros. DiscoveryCounter PositioningScale EconomiesNetwork EffectsSwitching CostsBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsCommunication ServicesConsumer DiscretionaryInformation Technology
Mar 20, 2025

Netflix India: Market Overview & Content Strategy

IP Icon
IP Interview
NetflixUSMega CapWalt DisneyAmazonRelianceWarner Bros. DiscoveryCounter PositioningBrand EquityScale EconomiesNetwork EffectsSwitching CostsMarketplaces & PlatformsUnique IP & BrandsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer DiscretionaryMaterials

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