I’m a bit late to the party here but Yield by @aripap is a really great book. The last time I enjoyed an industry book this much was Chaos Monkeys by @antoniogm, so if you’ve not picked this up already you really should!

Some interesting stats from the Google AdTech trial last week.89% of Adwords transactions went through AdX, 63% of DV360 transactions vs 3rd party DSPs where only 34% went through Google's exchange. Also look at the growth of YouTube🤯via @aripap

Big news: IAS being sold in a deal that values its business at $1.9bn a $200m premium over its current market capitalisation. Context this is about $100m less than its competitor’s DV’s current market cap.

I mean @aripap has a point...

Part 1️⃣ would stop the routing of demand via AdX and part 2️⃣ would dramatically reduce the cost of new entrants to the adserving market stimulating competition there. It seems so simple there must be a flaw in this approach I’m not seeing which is why it’s not been proposed ?!

1/2 It’s AdTech antitrust time & one of the best ideas I’ve heard to bust Google’s sell side monopoly without making them divest is: 1️⃣ Make Google Audience Segments available across all exchanges at scale. 2️⃣ Make them open source their adserver like they’ve done with Android.

Netflix ads via Amazon's DSP is huge #CTV news

The EU just gave Google a ~€3bn fine for its AdTech monopoly, saying Google has to come forward & "address conflicts of interest" I think Google will offer up whatever the judge tells them to do in the US trial, potentially the rumoured AdX spin out...

Love an emergency pod and this one on the Search remedies is great & well worth a listen. Like @aripap & @chapell68 say Google basically got what they wanted, will they be so fortunate next time?

Seems like Google Search remedies are a nothingburger.

An interesting bit of DSP disintermediation: @Magnite is making CTV pause ads available via ClearLine:

Surprising to see the Trade Desk advertising through ad units like this given how outspoken they have been about video quality and player size. Obviously a high quality site but what do you think about these ad units?

TTD Q2 results were better than Wall Street expectations, but failed to impress vs Meta/Google/Reddit results. Shares are currently around $61.59, what do you think this will look like at close of play today?

Hello @easyJet you had multiple aborted landings at London Luton yesterday, including EZY2522. Is there an issue with the airport or planes? I know weather was blamed for at least one flight & confusion with air traffic control mine. Something we should know about?

If you're a publisher worried about Google Zero, Google has a solution... As of Q4 you'll be able to pay for the clicks that you once got for letting them index your content😅 Image via @glenngabe

The @magnite Q2 2025 results are in: 1⃣ $173m Revenue, 76% US (Up 6% YoY) 2⃣6.4% net profit margin. 3⃣44% revenue is CTV (+1% vs Q2 24) 4⃣Mobile is 39% (Flat vs Q2 24)

Not #EverythingIsAnAdNetwork

TBH I think the horse has already bolted on this one. It will be interesting to see what remedies are proposed in the DOJ case next month.

When it was announced Microsoft were shutting down their DSP (FKA AppNexus/Xandr Invest) I remember a chatbot style ad buying platform being rumoured & subsequently reported on by @JamesHercher. Looks like they are hiring 👉

Google shows AI overviews ~20% of the time & when they do visitors click on links from results 46% less. A big drop & the amount of folks exposed to AI driven search results will only increase when Google rolls out AI Mode later this year.