Ditra: I know the connected to TV opportunity is massive huge, but the other opportunity I'm paying a lot more attention to lately is retail advertising. On the call, Trade Desk talked about Walmart adopting UID2, which is sort of a way to replace third party cookies, which we've already seen so far doing away with. Ditra: The perfect use case for it is connected TV because you have a login and you have a history. And by virtue of being logged in, the data sets are bigger and way more interesting.
Viewers may hate them, but ads are the future everywhere we go online. For investors that might be a good thing.
Tim Beyers and Deidre Woollard discuss: - If Disney’s price increases will push subscribers to the ad tier. - Just how popular sports betting might be. - The Trade Desk’s role in the world outside of advertising’s walled gardens.
Companies discussed: TTD, DIS, NFLX, PENN
Host: Deidre Woollard Guests: Tim Beyers Producer: Ricky Mulvey Engineers: Dan Boyd
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