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Reflections on Predictions and Industry Trends
In this chapter, the speakers evaluate their past predictions about Netflix's performance in the Connected TV marketplace and discuss the industry's recent resurgence in mergers and acquisitions. They also delve into the challenges faced by mid-sized ad tech companies amidst a closed IPO market, and explore the rise of curation within ad tech and its implications. The chapter highlights significant trends including partnerships between publishers and AI platforms, the competitive landscape of streaming services, and key industry achievements over the last year.