Dave Marquard

Ad Tech

The plumbing of digital advertising — measurement, identity, the platforms moving money — and where the leverage is shifting.

2026
23 JUN
Measurement is the last neutral layer in ad tech — and it's being captured
Three unrelated companies moved to own the scorecard within thirty days, and more captures are easy to call.
6 MIN
16 JUN
Fox bought Roku's data, not its screens.
Roku feeds Nielsen's measurement panel, so Fox now holds a stake in the scoreboard grading its own networks.
6 MIN
15 JUN
The agentic buy/sell loop just closed. What is the PM for now?
Whoever defines the outcome and proves it happened owns the layer agents can't commoditize.
6 MIN
10 JUN
Ad tech is trifurcating. Stop benchmarking every DSP against The Trade Desk.
Each pole carries a different structural risk, from a cracking identity graph to an untested ad sales motion.
6 MIN
02 JUN
Viant bought TVision. Independent measurement is next.
Neutrality answers a question buyers have stopped asking, so measurement gets priced as a feature.
6 MIN
27 MAY
The "we have AI" moat is gone. Ad tech sells outcomes pricing next.
Proprietary signal plus outcome-tuned evals close the loop that a model claim alone never could.
5 MIN