You know who was right all along about all of this Chrome cookie drama? Jeff Green.
He publicly and repeatedly stated that Google would never deprecate third-party cookies. That it would be a gigantic strategic mistake.
I thought it was wishful thinking, but he was right.
It looks like Chrome has lost ~zero market share by not deprecating third-party cookies like other browsers.
There was a tiny stumble in 2023 when, ironically, a Privacy Sandbox feature (Topics) came out and paulg called it spyware, but its share today is higher than ever.
How much waste and damage did Google cause with its cookie announcements over the past five years? How much market cap was destroyed? How many jobs lost? How many resources were reallocated towards cookieless solutions? How many product decisions influenced?
Oracle shuttered its entire ads business in large part because of Google's cookie deprecation narrative. That rumble you hear is Oracle's legal team assembling.
Let me get this straight. Google sent the entire adtech industry on a wild goose chase for the last five years?
That's kind of diabolical.
Unpublished reader poll from late 2023
INSPIRING MORE HONESTY IN ADTECH (or at least trying to)
If you would like to see the AdTech industry (and world) improve, and think it would benefit from even just a bit more honesty, I encourage you to read this article. And even if you don't necessarily agree with every word in it, and even if you're worried about signaling support for it, consider liking the LI post simply as a signal of your support for honesty.
The only way we can create the changes we want to see is by closing some of the gaps between what we think and what we say. I hope this piece helps us move a bit closer in that direction.
linkedin.com/posts/erezlevin…
Hi @adsliaison - are advertisers able to opt out of Google Search Partners entirely on Performance Max campaigns?
I watched Silence Of The Lambs for the first time last night. Incredible movie. Every time they said "quid pro quo" I thought about Jeff Green explaining the value exchange of the internet.
Auction duplication feels symptomatic of a deeper problem with the RTB ecosystem. The closest analogy is insulin resistance in the human body. Chronically elevated insulin levels cause cells to become less responsive to insulin, which causes the body to produce more insulin.
Integral Ad Science ($IAS) reports earnings tomorrow. One question that I'm sure publishers would love to know, which an analyst could ask: What % of contextual revenue (aka "Context Control") is from targeting segments versus brand safety segments?
An ideal AI shopping bot:
- take a request like "research robot vacuums"
- Google "best robot vacuum reddit"
- load top 10 thread links
- ingest top 3-5 answers
- compile top 3 products + pros/cons
- check Amazon, Home Depot etc for prices/stock/lead times
- summarize my options
Top 15 ad tech cities, ranked:
1. New York *
2. London
3. San Francisco
4. Los Angeles
5. Toronto
6. Chicago
7. Paris
8. Boston
9. Denver
10. Sydney
11. Atlanta
12. Hamburg
13. Seattle
14. Montreal
15. Amsterdam
* and it's not even close
Update on $TMUS:
- No mention of ads biz in 10-Q/earnings call. "Other Revenues" in Q1 was +23% YoY *primarily* from consumer device financing. Adtech biz seems to be rounding error for the telco.
- DOOH tablets seem to be cost-per-ride (?) Curious how that works & price point.