Mark Mahaney described tech stocks as dislocated high-quality companies, emphasizing that they present opportunities as narratives shift, particularly around Amazon's AI capabilities.
But IAB CEO David Cohen refutes that narrative. "There's a lot of companies that are hurting in the current environment," he said in an interview with AdExchanger after his opening speech Monday addressing attendees at the Palm Desert, California, event. "The health of the publisher community is critical to the health of our overall business." "If we don't have publishers, we don't have content," he added. "What are we optimizing What are we reading? What are we engaging with? It's a problem."