Deep Dive: Dhaval Kotecha Discusses the Trade Desk and Advertising Technology
This week we brought back on our friend Dhaval Kotecha to talk the Trade Desk and the state of the digital advertising industry. Dhaval is an expert on programmatic/digital advertising technology so if you're interested in that sector this is a must-listen. Here are some questions we asked him:
What does the Trade Desk do? What is its business model? Who are its customers? Who are its suppliers?
There are plenty of programmatic marketing technology companies out there. What makes the Trade Desk special? Why would an advertiser choose them over a competitor?
What is Solimar? What is KOA? What is OpenPath?
CEO Jeff Green talks about a $1 trillion TAM they are going after. Where does that come from? Specifically on CTV, why is the opportunity so large? Who is driving that spend? What is the “TAM” of CTV 5 or 10 years from now?
The big news in the digital ad space has been the iOS changes and announced Android changes. How does that affect the industry? How does it affect the Trade Desk?
Overall, what are the major trends you are seeing in advertising technology today? What do most people not understand about the industry that they should before investing? Maybe something along the lines of the competitive landscape for SSPs? Who is leading that side?
In a previous interview he said Roku is #1, TTD#2, Mgni is #3. Does he still think the same now?
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Disclosure: The author and podcast guests are not your financial advisors. Ryan Henderson and Brett Schafer are general partners and portfolio managers at Arch Capital. Clients of Arch Capital may hold securities discussed on this show.