Programmatic Buffet

Observations from a fed up ad tech supply side analyst.

[Programmatic Buffet @AdTechBuffet]

@BradAT Jeff is extremely distracted. Announce, hype, reality, stop talking. It’s happening over and over again.

[Programmatic Buffet @AdTechBuffet]

@JohnathanBarnes @adamheimlich To be fair, I just went and read a month of your posts. They’re mostly pretty smart. Good luck with your new product though.

[Programmatic Buffet @AdTechBuffet]

@JohnathanBarnes @adamheimlich lol, you’re engagement farming trying to sell your non-existent product. I’m here commenting on bullshit when i see/smell it. Adam is good at finding such bullshit for me.

[Programmatic Buffet @AdTechBuffet]

@JohnathanBarnes Agree here. EIDs are perhaps the biggest source of fraud for web inventory today.

[Programmatic Buffet @AdTechBuffet]

@adamheimlich @JohnathanBarnes The pursuit of bullshit industry influencer awards leads to mass nonsense.

[Programmatic Buffet @AdTechBuffet]

@SimonJHarris

[Programmatic Buffet @AdTechBuffet]

@Scrilla100 @aripap 🤷‍♂️

[Programmatic Buffet @AdTechBuffet]

@Ben_Kaplan Any *SP that doesn’t plan on being the only entity between a publisher and an advertiser is making a mistake. SSPs have to become DSPs. DSPs have to connect directly to all publishers. DSPs have the advantage here, much easier. Agencies serve to muck this up due to shenanigans.

[Programmatic Buffet @AdTechBuffet]

@Ben_Kaplan The pure-play ad tech middleman belongs in the hands of people that can be happy with success that is less than Wall Street demands. Not sure private equity is any better but it makes for a good story.

[Programmatic Buffet @AdTechBuffet]

@Ben_Kaplan The infrastructure has to become more efficient and cheaper. Add to this a mostly static but gradually shrinking TAM and you have a horrible investment thesis. TTD has found the limits of their future growth prospects. Their smaller competitors and “partners” will hit it too.

[Programmatic Buffet @AdTechBuffet]

@TimRowe_SOS That makes no sense. Learn your talking points, it helps with credibility.

[Programmatic Buffet @AdTechBuffet]

@tomfgoodwin Supply and demand. In my industry people like to talk more than listen.

[Programmatic Buffet @AdTechBuffet]

@EricTilbury_RTB Everybody is busy trying to figure out WTF ad tech agents are actually going to do. PR’s job is almost over time to execute.

[Programmatic Buffet @AdTechBuffet]

@AdtechGod @KendraEBarnett @Adweek @Google @TheTradeDesk @tag_today @ProcterGamble Nothing, which is why serious companies ignore them now.

[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?