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    Marketing Ads

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    RECEIPT #HWANG-

    OCT 13, 2020

    Partially right.

    PREDICTION BY

    Tim Hwang
    Paraphrase: The online ad market is a bubble that will pop, with consequences for the entire web economy that depends on it.

    FOLLOW-UP

    Hwang's 2020 thesis: programmatic ads = subprime mortgages. ATT (2021), cookie deprecation, MFA-site exposés, and the open-web display crash partially validated it — but the ad market grew rather than imploded, propped up by retail-media and walled gardens.

    ORIGINAL SOURCE

    FSG Originals
    adtechmarketing-ads