tom

Working with marketers who want to know what makes programmatic tick by seeking what is true in the trade.

[tom @triscari]

@ericfranchi @avargasedits In order for share of GDP to increase means advertisers need to spend a larger % of revenue on ads but that does seem likely because that % share is usually stable.

[tom @triscari]

@aripap The O&O connection is solvable. The ConnectID could also be solved via a data room, right?

[tom @triscari]

@aripap That’s why AdTech Economic Forum is different. If we have a panel as opposed to 1-1 discussion, either way it’s good because the people on stage are really good (not sales pitches) and the moderator (like you) is provocative and prepared without having to prepare at all.

[tom @triscari]

@pbannist How wrong could I be and by how much does it change my answer? They never ask themselves that one!

[tom @triscari]

@marketecturetv @aripap This is fantastic. Thanks Ari. You made me feel like I was there! Some real gems in your reporting too!

[tom @triscari]

@aripap And you can also read Quo Vadis at https://t.co/CbDlRKGhFS and gain total enlightenment. That’s powerful combo — informed and enlightened :)

[tom @triscari]

@aripap Shocker!

[tom @triscari]

@tkawaja Every dog will its day eventually…

[tom @triscari]

@DavidJacobsLive @tkawaja @mjbarash @AdtechGod @aexm The ones where EBIT % margin + net revenue growth % > 20% would probably be the most interesting.

[tom @triscari]

@aripap Jesus had good creative. Who knew? Duncan with Damon/Ben-Jen was the best ad. All the other ads were a big yawn.

[tom @triscari]

@aripap Not orecchiette?

[tom @triscari]

@aripap So they still pay a 4.5% dividend yield and 50% payout ratio? Ok, all good.

[tom @triscari]

@eric_seufert 2/ Then again, Jeff Green is a once and lifetime CEO so maybe it somehow happens

[tom @triscari]

@eric_seufert It’s nuts. Even if TTD gets its costs down beyond what is probable, the market is betting TTD will attract around $70B gross ad spend at the same 20% take rates as now. That’s a really big bet. I’d take SNAP long and short TTD.

[tom @triscari]

@tkawaja Sounds like the suppliers of synthetic ad inventory need to go build some more factories to fill the demand for cheap CPM inventory. That’s a high ROI business for sure!

[tom @triscari]

@tkawaja … and the world is getting what [FILL IN THE BLANK] in exchange?

[tom @triscari]

@tkawaja There is no such thing a free lunch.

[tom @triscari]

@aripap If you get caught smuggling Kokai you get into big trouble :)

[tom @triscari]

@aripap

[tom @triscari]

@eric_seufert When you start with the belief that targeted ads (privacy safe or not) to boost more consumption thus making consumers and society better off, then you’re right even though you’re very wrong.