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“I think very few bid requests will ever leave the exchange in five years... I think the vast majority of bidders, uh, will containerize because there's a huge business benefit.”

“I'm pretty sure that the Agentic version of the market that is coming will be impression level, will be super fast, and will be born in this protocol.”

“We were headed towards what the duopoly. It still largely is a duopoly, but that is enough interesting things happening in this fragmented space that yeah, you're starting to see the emergence of software vendors who are like great, we can help in that environment.”