Header Bidding

AdTech - Request response, Timeout, Revenue per second. Tweets are my personal opinion

[Header Bidding @Adtechfather]

Mean reversion of $TTD multiples will happen if verticalization is real. All of these power open internet.

[Header Bidding @Adtechfather]

https://t.co/oYUs3s38lk
The foundational model layer feels similar to early telecom and internet infrastructure: massive CapEx, intense competition, and eventual commoditization pressure. Durable value may accrue at the application layer, where companies control distribution.

[Header Bidding @Adtechfather]

@AdtechGod @mrjordanbentley How many households are covered by TVision?

[Header Bidding @Adtechfather]

@Craig_Hughes_ Neal is amazing.

[Header Bidding @Adtechfather]

@verklin I think it’s a question worth asking “ non transparent for whom “? Actual billing entity or DSP?

[Header Bidding @Adtechfather]

@KendraEBarnett @Adweek @PublicisGroupe @TheTradeDesk $TTD disputes everything.
Trade Press is wrong
Critics is wrong
Wall Street is wrong
HoldCos are wrong

[Header Bidding @Adtechfather]

@TheTradeDesk Hi, check out this https://t.co/oQB7nHgKsA
Why selective application of transparency?

[Header Bidding @Adtechfather]

@aripap Who knows how many other contracts have been breached. :(

[Header Bidding @Adtechfather]

@verklin $TTD objectivity and transparency story is not flying anymore. Nokia of AdTech in making

[Header Bidding @Adtechfather]

@JudSpencer Why do you think it’s worthless?

[Header Bidding @Adtechfather]

@adtechradar @aripap $TTD’s narrative is not flying with wall street anymore.

[Header Bidding @Adtechfather]

@KarstenW @StockSavvyShay Growth trajectory is on downward trend too.

[Header Bidding @Adtechfather]

Jeff again discounted $AMZN on today’s $TTD earnings. Market reacted.

[Header Bidding @Adtechfather]

Why $TTD’s dismissal of Amazon DSP as a competitor is a structural weakness

This mindset was understandable a few years ago when Amazon’s DSP was largely a walled-garden performance tool for retail media. But that framing no longer reflects reality.

1. Control of First-Party Data

Amazon sits on unmatched commerce and streaming signals — the very currency driving future audience targeting. When buyers consolidate budgets, they prefer platforms with proprietary shopper & streaming data.

2. CTV Share Shift

Amazon Prime Video’s ad-tier is scaling rapidly. ADSP plugged in Netflix and Roku recently. ADSP is a preferred buying destination outside of Google DV 360. ( prime video doubled ad load in Q2 )

3. Workflow & Switching Costs

$TTD often positions itself as the “open internet champion” and counts on workflow lock-in as a moat. But Gen-AI-driven workflows are lowering switching costs. Buyers can move budgets into Amazon DSP with minimal friction when the incremental performance is superior.

4. Strategic Implication

By not treating Amazon as a primary competitor, TTD risks:
•Under-investing in product areas (like retail-data-driven optimization.
•Over-indexing on narrative battles against Google instead of addressing the most immediate share threat from Amazon
•Missing the chance to invest in SMB and long tail advertisers.

[Header Bidding @Adtechfather]

@stateofstreamtv How about $ROKU buying $TTD?

[Header Bidding @Adtechfather]

@jdonovan42 @stateofstreamtv @MinotaurStocks @aripap @AdtechGod Seems like Jeff again discounted Amazon as ads competitor. :)

[Header Bidding @Adtechfather]

@jdonovan42 @mind1nvestor Agreed

[Header Bidding @Adtechfather]

@jdonovan42 @mind1nvestor * And not new technology

[Header Bidding @Adtechfather]

@jdonovan42 @mind1nvestor I think the we are yet to see bottom. Today’s Ventura ecosystem story is more positioning change and new technology.

[Header Bidding @Adtechfather]

@aripap Seems like just re packaging of existing capabilities.

[Header Bidding @Adtechfather]

@jdonovan42 @stateofstreamtv @MinotaurStocks @aripap @AdtechGod $roku for sure. Way better than Ventura in-house development. Waiting for upcoming earnings to hear more on Ventura