I've been tracking TTD for a quite while, starting from

来源: 于 2025-12-03 18:12:16 [博客] [旧帖] [给我悄悄话] 本文已被阅读：次

early this year, when Jeff Green called its flagship AI-powered programmatic ad platform, the "Kokai hiccups" .... I guess that he never had imagined the "hiccups" could cause him LOL

Tho, I agree with Bog on TTD's resilience.  TTD's 95% retention and 19% margins suggest some kind of resilience if the Kokai adoption hits 100% by year-end...