Jeff lays out the strategic benefits TTD enjoys via its independence and focus as a ad platform. By allowing brands to better analyze their customer data and key in on the best prospects and where to market to them, they offer a lot of value.
He also discusses the 21x growth in ad inventory due to the increase in ad supported streaming. He makes the case for the preponderance of steaming services to offer an ad suppprted option. This allows them to gain a little marginal share when people choose the 2-3 services they are interested in paying a full subscription fee for.
The benefit to TTD is that they win regardless of which streaming services end up as winners (Netflix/Roku/Disney/apple/Hulu/HBO/CBS etc.) because they can impartially represent all the major platforms except FB and GOOG.