Left/Citron again, with a TTD Tweet

Suggesting that Apple entry to ads will be bad for TTD, and includes a link to a WSJ article.


replied to vol on NPI too…here is what I said there:

that’s hilarious and amazing.

All it took was for me to reenter to get Andrew Left to try and short TTD.

(waving at Andrew)

Works for me, if it gets the lower entry point. I will gladly take one for the team.
Lets see: majority of phones are android, and apple not dominant in China, and apple doesn’t have much to do with CTV (outside of their own abysmal Apple TV efforts.

So, yeah…may lead to a good entry point, but no long-term impact here.
Left is very rarely right, it seems.