During a recent ad tech gathering in New York, The Trade Desk CEO Jeff Green discussed the changing landscape of digital advertising, particularly Google's hesitation to eliminate third-party cookies. Green argued that escalating antitrust worries overshadow Google's privacy objectives. He expressed satisfaction with The Trade Desk's bounce-back after a concerning Q4 earnings miss, indicating that adversity only reinforced its market position. His insights suggest that the industry must navigate the complex interplay of privacy, antitrust, and competitive pressure moving forward.
I didn't believe that was in the best interest of big Google.
What this really boiled down to is Google, for years, was doing things that is antitrust-[risking], using privacy as a shield.
The Q4-miss was one of the best things for The Trade Desk, as it reminded everyone why it's long been the industry's golden child.
There was a lot of criticism, and a lot of hand-wringing about our Q4 performance.
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