As uncertainty looms over the ad tech sector in the 2020s, major players like DoubleVerify are strategically investing in startups like FirstParty Capital, which focuses on early-stage ad tech. The goal is to develop infrastructure and automation, particularly in light of changing privacy regulations across Europe and North America. Ciarán O'Kane from FirstParty Capital emphasizes that proprietary data will be crucial for success, predicting a rise in 'super signal aggregators' that leverage first-party data to optimize advertising outcomes.
In an era when most companies' pitch decks will rely heavily on AI and LLMs, it's the data that trains them which will be key.
The only moat is data, and proprietary data at that, highlighting a shift in the ad tech landscape towards valuing first-party data.
Collection
[
|
...
]