@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.
@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.
@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.
@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!
@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.