Aug. 3 at 4:13 PM
$MGNI normally I wouldn't quote-repost something that appears only inches below. BUT this is one of the most important recent articles. Numerous times previously I posted that I'm expecting a 75% evaporation rate in ad tech over the next three years. I've also posted that I'm expecting
$PUBM and
$PERI to be 2027 canaries, either pivoting strongly away from their current models or calling it quits entirely, though acquisition or bankruptcy. AI poses an existential threat to most ad tech firms, as currently structured. Ad tech won't be going anywhere, but the speed of change will be breakneck, and any personnel with real AI talent will bolt from the industry, as far greener pastures await. Unless they are suppressed, by lawsuits or gov'ts or both, Google and Amazon and META will become unimaginably powerful here.
