The Digiday Podcast The Trade Desk under pressure
Oct 7, 2025
Seb Joseph, Executive News Editor at Digiday, and Ronan Shields, Senior Ad Tech Reporter, dive into the turbulent waters facing The Trade Desk. They discuss its competitive challenges against giants like Amazon and Google, revealing how Trade Desk's past dominance is now overshadowed by lost strategic advantages, particularly after the end of Walmart's exclusivity. Investors have reacted strongly to financial misses and the perception of decreased flexibility. The conversation explores Trade Desk’s future, including its potential for acquisitions and strategic pivots.
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Sora Embeds Apps And Raises Data Questions
- OpenAI's Sora embeds third-party apps so users can do tasks inside ChatGPT instead of visiting other sites.
- That raises major questions about data sharing, partnership terms, and how companies will accept being inside OpenAI's ecosystem.
Cameos Create New Likeness And IP Stakes
- Sora's Cameos let users scan themselves to create reusable AI characters for videos, enabling sharing and reuse across creators.
- That feature amplifies IP, likeness and rev-share dilemmas as rights holders must decide whether to opt in.
OpenAI Backtracks To Opt-In With Vague Controls
- OpenAI reversed from an opt-out to an opt-in approach for copyrighted characters, promising granular controls but staying vague.
- Sam Altman also hinted at revenue sharing with rights holders but left the exact model unspecified.