I spent 3 years bullish on DOOH. I'm not anymore.
The next channel hierarchy will be decided by which channels can feed an AI model.
open.substack.com/pub/natria…
What happens when Product Strategy leaves the room.
open.substack.com/pub/natria…
A question that should be asked to the person across the table from you. "What part of your closed loop measurement is determisitic, specifically?"
Enjoy!
Fox Just Bet $22 Billion on a History Lesson. Here's the only question I think actually matters: is this 2007 Google/DoubleClick, or 2001 AOL Time Warner?open.substack.com/pub/natria…
So are we done talking about the Knicks now? I feel like it’s time to move on to something more important. Go Cowboys! It’s our year
Im not a Knicks fan by any means, but hey maybe there is hope for the Jets to win a superbowl over the next 50 years too. Who knows?
My favorite Cannes memory is when I tried to get our CEO to meet with Applovin to discuss acquiring them, and then 5 minutes before the meeting I got a "Who TF is Applovin" text. And then he blew off the meeting, because they wern't cool enough to meet with him. Hahah yeah good times...... 😑
When it comes to Adtech acquisitions, 87% fail, not because it wasn't a good company to acquire, but because the hardware integration is a nightmare and building it from scratch is sometimes easier than detangling the mess.
As a 6’5” male, I hate going to Cannes. Nothing screams paradise like sleeping in a room smaller than a prison cell and showering in the sink due to ceiling height limits. But the yacht parties Nate… too old for glowing sticks Brody. Too old
I've had several people ask me what my next move will be and the more I evaluate the landscape, the more I believe identity infrastrucure and SSPs are best positioned for the future. Do you agree or disagree?
What Comes After Retail Media? Here are 4 non AI predictions. #3 is my favorite. Enjoy!
open.substack.com/pub/natria…
After nearly three years at The Trade Desk, I seldom share my thoughts on their strategy, but this recent development caught my attention. LinkedIn and The Trade Desk have announced a significant B2B CTV partnership, with Business Insider securing the exclusive details.
Interestingly, this partnership has not been covered by AdExchanger, Digiday, or The Drum. Given its importance, I felt compelled to write about it. This is a piece worth reading.
open.substack.com/pub/natria…
We’re exploring the idea of moving to New Jersey. But coming from Texas, it’s shocking what’s you pay and what you receive. Where do people live in NJ? How much should I expect to pay for a nice family home in a good school district? Please share your tips!

