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TIVP031: The Trade Desk (TTD): Heir to the Programmatic Advertising Throne? w/ Shawn O’Malley & Daniel Mahnke

The Intrinsic Value Podcast - The Investor’s Podcast Network

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Navigating Trade Desk's AI Challenges

This chapter explores the uncertainties surrounding Trade Desk's AI platform, Kokai, and its impact on programmatic advertising. It discusses critical investor reactions and the company's performance amidst legal challenges and market skepticism. The conversation highlights the complexities of valuing Trade Desk while advocating for fairness within the digital advertising landscape.

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