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

来源: 晓炎 于 2025-12-03 18:12:16 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (410 bytes)

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... 

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• 哈哈，那我要好好去看看了。看了三心同学的摘要。 -薄利多收- ♂ 给 薄利多收 发送悄悄话 (73 bytes) () 12/03/2025 postreply 18:15:38

• OK， I will skip one. :) -薄利多收- ♂ 给 薄利多收 发送悄悄话 (0 bytes) () 12/03/2025 postreply 18:16:55

• 哦，我在上面一条回答你了。同意你说的，it's a pass :) -晓炎- ♀ 给 晓炎 发送悄悄话 晓炎 的博客首页 (0 bytes) () 12/03/2025 postreply 18:17:25

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