Programmatic Buffet

Observations from a fed up ad tech supply side analyst.

[Programmatic Buffet @AdTechBuffet]

The inevitable next step in the downfall of Sports Illustrated just happened. I don’t know if it was inevitable but selling to Minute Media made it clear that it was going to die. They were never going to be a good steward of a legitimate asset.

[Programmatic Buffet @AdTechBuffet]

@96f20P_JRoToole @mergerguy @kausmickey Snowflake from the “silent generation” blocks me for pointing out his lying in his propaganda posts.

[Programmatic Buffet @AdTechBuffet]

@96f20P_JRoToole @mergerguy @kausmickey His percentage-based claims are all ridiculous.

[Programmatic Buffet @AdTechBuffet]

@mergerguy Your BS is such an easy target. Which Exxon board members are aligned with these public retirement funds?

[Programmatic Buffet @AdTechBuffet]

@mergerguy @96f20P_JRoToole @kausmickey They banned math? No math is being taught in Oregon schools?

[Programmatic Buffet @AdTechBuffet]

@mergerguy @96f20P_JRoToole @kausmickey They banned math and science? Are you sure? Did you do your own research on this one?

[Programmatic Buffet @AdTechBuffet]

@airgups23 The deadly combination of strategizing yourself into a corner and having no functioning oversight (his BOD has a 45% vacancy rate and another member just quit her job) means that Jeff can just keep repeating the same nonsense forever. Nobody will hold him accountable.

[Programmatic Buffet @AdTechBuffet]

@Top100Rick Wow, replace LIV with Trump and golf with America and all of this still checks out.

Unsustainable grift has a very common pattern.

[Programmatic Buffet @AdTechBuffet]

@TimRowe_SOS @AdtechGod The resemblance is uncanny.

[Programmatic Buffet @AdTechBuffet]

@TimRowe_SOS @AdtechGod 🤡

[Programmatic Buffet @AdTechBuffet]

@BradAT Why not just submit the changes to Prebid and stop the petty, stupid bifurcation.

[Programmatic Buffet @AdTechBuffet]

@BradAT TDD isn’t properly describing to the world why OpenAds makes things better. They are saying that it will make pubs more money but recent news has made it clear that self-preferencing is a well-tested strategy for them. How does this make the ecosystem better?

[Programmatic Buffet @AdTechBuffet]

@jdonovan42 @ANTHONY57760832 @SimonJHarris Q4 2024 was the biggest non-Covid miss in their history. That was the comp that they just grew 13% against. This ain’t the stock to invest in. Entire industry aligned against them.

[Programmatic Buffet @AdTechBuffet]

@jdonovan42 @ANTHONY57760832 @SimonJHarris Go back and look at beg of 2025 forecasts and where they ended up. <15% growth was not in the cards at the beg of year. Amazon not the only comp pressure. Every agency (and SSP) is essentially a competitor; they compete for the margins each takes. This article all about that.

[Programmatic Buffet @AdTechBuffet]

@jdonovan42 @ANTHONY57760832 @SimonJHarris Shorter answer…. Their business is in trouble. No path to the growth needed to maintain their valuation. $5 more likely than $75

[Programmatic Buffet @AdTechBuffet]

@EricTilbury_RTB Web fraud -> in-app fraud
In-app fraud -> CTV fraud
Domain spoofing -> ID bridging
ID bridging -> Curation

[Programmatic Buffet @AdTechBuffet]

@aripap @ChrisHarihar There’s so much money out there, someone might just reassemble 60Min elsewhere. McKenzie Scott and Laurene Jobs could probably do it by themselves.

[Programmatic Buffet @AdTechBuffet]

@BradAT What is the PB plugin reference about?