Alexander Groysman

It's been interesting to watch the journey of Dstillery. An AI native company (in the last wave of predictive AI) well positioned to capitalize and accelerate growth with the current wave of generative AI. It's clear that companies that have strong AI talent can adapt much much faster.

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Today's tipsheet interview for Wednesday, February 11... Yahoo DSP GM Adam Roodman spoke to tipsheet yesterday about AI and his demand-side platform. Topics included: * Learnings from Yahoo's evolution. * Apollo Global and AI strategy at Yahoo. * On the rollout of agents at Yahoo DSP. * The current AI opportunity and workflow. * How large language models (LLMs) benefit the DSP. * On optimizing Blueprint, the optimization engine. * Agentic protocols today. * DSPs versus SSPs and the path to supply. * AI and agents for CTV. * On offering a fully-automated ad platform. * The potential for self-serve. * Yahoo!'s Scout and chatbot advertising. * Post-cookie identity tech and LLMs. * The open web opportunity ahead. Read: https://lnkd.in/gB44ZGss

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🚨 (Adweek) LLM disruption also played a role in adtech's Q2 downward trend, "...the complexities of navigating the AI boom—which is causing upheaval in how people search and stifling publisher traffic—and adtech companies are finding themselves in a new kind of pressure cooker." 💡 I think a lot about the turbulence B2B tech marketing pros are navigating: ➡️ If traffic from Search to brand.com is collapsing, pipeline and revenue metrics are at risk due to far fewer high-quality lead volumes ➡️ If publisher traffic from Search is collapsing, content consumption signal is diminished making Intent data less reliable for TALs and ABM tactics. 🦺 Immediate solve: direct prospect engagement through high-quality demand gen - back to basics with tried and true, predictable pipeline will steady the ship during this uncertain time. #b2bmarketing #growthmarketing #revenuemarketing https://lnkd.in/dHQAA8bh

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What better way to close out 2025 and welcome 2026 with AdTechGod®? It is hard to overstate how disruptive 2025 has been for digital media. By any measure, 2025 will be remembered as one of the most consequential years the industry has seen in decades. Among myriad developments, general AI and agentic approaches to media buying will accelerate change across the media landscape. I expect 2026 to continue this trend. At the same time, we are clearly at the peak of an agentic hype cycle. While agentic media buying may unlock meaningful new efficiencies, this work is still very new. Early efforts will deliver both real breakthroughs and very real failures. The industry must be disciplined in separating promise from proof. ATG and I spent time discussing where agentic systems might add genuine value in the future, and where expectations are outpacing reality. Separately, we also dug into how the IAB Tech Lab makes hard roadmap decisions. Those decisions are increasingly driven by principal-based feedback from publishers and agencies, going deep on new concepts with the Tech Lab Board, and by a clear assessment of what the ecosystem needs to scale responsibly. Agentic AI may be having its moment, but AI does not fix broken incentives, fragmented measurement, or privacy challenges. It scales them. Without strong foundations, agentic systems will not transform advertising. They will simply exacerbate existing problems. That is why the Tech Lab is focused on evolving our open standards in an agentic world to drive interoperability and trust, and to capitalize on the potential of AI solutions in media, as we roll out our agentic initiatives this January.

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As more households shift from traditional MVPDs to vMVPDs and streaming platforms, TV manufacturers increasingly control the user interface, and therefore, the path to content discovery. Are you engaging directly with the teams at LG, Samsung, Roku, Vizio, and others? How do they view your station, your network, or your content brand in the context of their viewer experience? The screen may be the same, but the gatekeepers have changed. It's time to ensure local broadcasters are at the table and not left on the sidelines! https://lnkd.in/gwEscpUN

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U.S. smart TV operating system share (Kagan): 1) Roku OS (Roku) - 25% 2) Fire TV (Amazon) - 17% 3) Tizen Smart Hub (Samsung) - 14% 4) Android TV (Alphabet) - 14% 5) WebOS (LG) - 9% 6) SmartCast (Vizio) - 7% 7) Apple TVOS (Apple) - 4% 8) Xumo (Comcast/Charter) - 2% 9) Others - 8% Fastest growth (YoY): 1) Xumo (Comcast/Charter) - ↑ 64% 2) Android TV (Alphabet) - ↑ 10% 3) Tizen Smart Hub (Samsung) - ↑ 8% 4) WebOS (LG) - ↑ 7% 5) SmartCast (Vizio) - ↑ 6% 6) Fire TV (Amazon) - ↑ 5% 7) Average - ↑ 4% 8) Roku OS (Roku) - ↑ 3% 9) Apple TVOS (Apple) - ↓ 0% 10) Other - ↓ 15% Read the full post: https://screenwa.rs/9337d9

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Retail media's Wild West chapter is officially closing. The industry must align on incrementality and measurement. Now. That is David Cohen's message as IAB CEO. April 14. The IAB launches "Building a More Competitive Commerce Media Ecosystem." The shift: from growth mode to maturity mode. The agenda: in-store media, cross-channel activation, new org structures, and AI-driven commerce. The goal: alignment on measurement and impact.   Is operational discipline the real driver of retail media's next phase, or just a polite way of saying growth is stalling? Full article in the first comment

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Eric roasts the "ad tech haters" after tvScientific sells to Pinterest and Jim Payne explains how app developers can use his new SDK to manage yield using Claude and AI prompting.

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Here's a great example of AI-first adtech creating real business value for media companies. Aperiam portco Gray Swan is partnering with Operative to bring AI-powered observability to media companies managing converged linear, streaming, and digital advertising operations. GraySwan's agentic AI layer continuously monitors performance signals across supply, demand, pricing, and delivery. It automatically surfaces anomalies, inventory and pricing optimizations, and incremental revenue opportunities in real time. No more hours spent pulling reports or missing critical signals. As Zeev Neumeier, GraySwan's Founder and CEO, put it: media is now a data-driven business, and the power comes from turning that data into action. Proud to support the team GraySwan as they bring this vision to the world's leading media brands.

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Excited to advance The Trade Desk and Nexxen's strategic partnership even further with this announcement 📺 Two major takeaways: 1️⃣ Exclusive (TV) data and media is becoming infrastructure in today's marketing landscape. 2️⃣ Programmatic full-funnel performance is available and valuable on the home's biggest screen.

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We are living through the autonomous advertising moment. Programmatic gave us automation. Agentic advertising will deliver autonomy. For years, campaign management has relied on constant human oversight. With agentic ads, intelligent "AI Ad Agents" work 24/7 to optimize performance, adjust budgets, and refine targeting on their own. The impact is transformative: 🔄 Campaigns that learn from every interaction. 📊 Ad decisioning will be made in real-time from feedback data. 💡 Creative and budgets are optimized for max ROI without manual input. The key insight: this isn't just more automation. It's about deploying AI that thinks strategically and adapts continuously - identifying untapped opportunities while protecting brands from underperformance. The future of advertising is guided by intelligent agents. https://lnkd.in/e7uDT_iG #agentic #adtech #AIagents #advertising #innovation #agenticadvertising

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With principle-based buying returning to the forefront, Brian Chap's recipe for agency accountability takes me back to Jon Mandel's explosive rebate disclosures back in March 2015. Jon's kimono-opening moment was undoubtedly the catalyst that woke us all up to the billions leaking from media budgets by way of non-transparent kickbacks and fees. The can of worms has yet to be closed. That's why principle-based buying doesn't sit well with me. It feels like we're rewinding the tape after making so much progress over the last decade. BUT ... if you're a client-side media buyer that chooses to engage with a principle-based agency, there are three of Brian's "BENCH" framework activities that I think should be prioritized to the top. These three are relatively simple to do and can dramatically increase transparency and accountability. 1 - Secure platform access to your ad server, your DSP and the major SSPs through whom you are buying. Ensure you know how to compare media costs at each step in the supply-chain. 2 - Conduct audits. Whether as Brian recommends or simply by contacting a handful of publishers where you buy media, you should be able to reconcile your cost input to your media value output. And while you're at it, you'll be strengthening your direct publisher relationships, which has many longer-term benefits both in terms of media cost and priority. 3 - Most definitely hold your agency accountable. This applies also to every adtech vendor in your media supply-chain. I am not a fan of principle-based media buying. But if you're going to try it out, you need to remember that this is far from a set-it-and-forget-it approach to advertising. https://lnkd.in/eDw-Z3w8

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If you are a Performance/Growth Marketer testing or looking to test CTV, this article is a must read. CTV inventory is primarily non-clickable so the industry relies on Cross Device to connect the device visiting the website to the TV in which the ad was served (and vice versa). Here's the problem - most CTV vendors use IP Address (Wifi) as the sole source of truth for cross device tracking. This is both antiquated and heavily flawed, but they do it anyway and hey, it certainly doesn't hurt in-platform performance. Data validation provider Truthset conducted this study on behalf of CIMM (Coalition for Innovative Media Measurement) and Go Addressable to definitively understand the accuracy of IP Address for Cross Device tracking applications (CTV). "Truthset analyzed records from six major data vendors, including 1 billion email addresses, nearly 250 million IP addresses and 164 million postal addresses." Here are some key findings: > IP-to-Email matches: 16% accurate >IP-to-Postal matches: 13% accurate If you are a brand allocating ad dollars to a CTV campaign leveraging IP Address for cross device tracking/targeting, is this accuracy acceptable? “There’s this promise in the industry of completely accurate, deterministic data that matches sophisticated and vast advertising targets and attributes onto individuals and households,” Jon Watts, Managjng Director of Coalition for Innovative Media Measurement (CIMM) said. “This leads marketers to believe that when they buy against a particular target, they’re reaching that target – and, unsurprisingly, the truth is much more complicated than that.” IP Address Match Rates Are a Joke – And It’s No Laughing Matter https://lnkd.in/gwGa_iBt Keynes Digital #crossdevice #CTV #connectedtv

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Roku just handed Amazon Ads exclusive DSP access to its CTV inventory and identity graph. This isn’t just a partnership — it’s the closest thing to an acquisition you can get without calling the FTC. 😅 Think of it like this: a fast-growing startup with valuable real estate just gave the keys to a trillion-dollar tenant… who now controls how customers enter the building, what they see, and how the rent gets collected. Roku needs scale and performance. Roku gets: 🟢 Massive demand from retail advertisers 🟢 Precision targeting via first-party shopper data 🟢 Technical muscle to activate that data across CTV In return, Amazon gets: 🟢 Exclusive control over Roku’s authenticated inventory 🟢 A deterministic ID graph linked to ~80 million households 🟢 CTV dominance without tripping regulatory wires This is a power play — clean, quiet, and extremely effective. For independent ad tech players? The moat just got deeper, and the performance gap is widening. I’ve spent years building DSP platforms and reporting tools — and deals like this always look clean on the outside. But there are always technical hurdles: mis-estimated audience overlap, fragmented measurement, and cultural misalignment between orgs. Best wishes to the product people who have to overcome that. 🤞 Conclusion: CTV is no longer just TV with better pipes. It’s becoming a closed loop performance channel, ruled by those who own identity, inventory, and demand. Roku placed its biggest bet yet — and Amazon didn’t even have to call Legal.

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This is a significant positive development for TTD and DV360, but it seems to have little impact on small and medium-sized DSPs.

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🚨 The landscape of CTV Advertising has undergone a significant transformation with the recent Roku-Amazon Alliance announcement at Cannes Lions. This strategic partnership marks a pivotal moment, granting access to approximately 80% of U.S. CTV households, equivalent to around 80 million homes, as highlighted by John Tomase of LinkedIn News. 👉 Initial outcomes are already demonstrating the impact of this collaboration: - 40% increase in unique viewers - 30% reduction in repeated ads - 3x surge in the value of ad spend Having been part of Roku during its early stages, witnessing this development is not merely exhilarating but also the realization of our long-standing vision to establish a dominant presence in the CTV advertising realm through strategic alliances and unparalleled scalability. This partnership signifies more than a mere business deal; it marks a seismic shift in the future landscape of television advertising. 💡 Why This Development Is Significant: 1. The Strategic Move: Scale, Data & Authenticated Reach By amalgamating Roku's CTV reach with Amazon's DSP, a colossal authenticated identity graph is being constructed—a dream come true for advertisers. This translates to reduced wastage of impressions and enhanced precision in targeted, measurable ad delivery. 2. Leveraging Artificial Intelligence Empowered by extensive first-party data and user log-ins, AI can now be leveraged comprehensively to drive hyper-personalized ad experiences. Imagine dynamic ad placements based on real-time behaviors and preferences, transcending traditional demographic targeting. 3. Addressing Key Concerns Will this consolidation potentially stifle market competition? The dynamics of pricing control might shift with increased influence in Amazon's domain. The neutrality of DSP is under scrutiny—what implications will this have for platforms like The Trade Desk? 🔮 Anticipated Developments: ✅ Enhanced focus on authenticated data and AI integration ✅ Emergence of "super-platforms" consolidating inventory and data control ✅ Encouraging brands to adapt: If you're not already optimizing for Amazon’s DSP, now’s the time. ✅ Potential for both innovation and consolidation risks This is a moment of truth for the CTV ecosystem. As we adopt smarter, AI-powered advertising, we must also ask tough questions about data control, interoperability, and competition. Do you think this will reshape the future of media buying for the better or limit it? #CTV #Advertising #Roku #AmazonAds #DigitalAdvertising #MediaBuying #Marketing #AdTech #ConnectedTV Read more: https://lnkd.in/gAzSAAeb

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