Platforms & Deals 3
Buying the Living Room
Fox's $22B acquisition of Roku and the fight for the connected-TV stack
On Leased Land
MiQ, the independent programmatic trading desk, and its CTV/ATV bet
The Missing Front Door
Walmart's $1.4B acquisition of Vibe.co — completing a retail-media + connected-TV ad stack, and the long catch-up to Amazon
Programmatic Infrastructure 4
Who Keeps the Spread
Programmatic CTV's DSPs and SSPs — and where the margin really sits for a platform-agnostic intermediary
The Protocol War
How AI agents are being wired into the ad buy — MCP, AdCP, the IAB's ARTF, and what agentic buying does to CTV
Closer to the Metal
Containerized bidding — when the buyer's bidder moves inside the exchange's data center, and who captures the margin it relocates
The Seller's Agent
The supply-side platforms that carry programmatic CTV — and their bet on attention, outcomes and AI
Identity & Addressing 2
Trust, Politics & Society 3
Safe Beside What?
Brand safety in programmatic Connected TV — and the global fight over who sets the floor
The Measured Screen
Political advertising migrates to connected TV — the smart-TV ACR and voter-file targeting stack, who captures the spend, the streaming regulatory gap, and whether any of it actually moves votes.
The Living-Room Handoff
How social platforms — LinkedIn, Pinterest, Reddit, TikTok, Meta — extend their audiences onto Connected TV, and which ones credibly make the jump through 2029
Global Markets 2
Media Theory 1
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