Aug. 20 at 11:34 AM
$MGNI $MNTN $ROKU $AMZN
ChatGPT (on New York Times story):
(part 1)
This story is very good for Magnite and Mountain (MNTN) because it highlights how the streaming landscape is consolidating into big “super-aggregators” like Amazon, YouTube, Roku, and Apple TV — and those aggregators are far less focused on building adtech infrastructure themselves than on being the storefront. That creates a huge opening for Magnite and Mountain as neutral, independent adtech providers sitting outside the fray.
https://www.nytimes.com/2025/08/20/business/media/streaming-tv-subscription-bundle.html?smid=nytcore-ios-share&referringSource=articleShare