The FPC Podcast Episode 29: Tim Rowe and the rapid evolution of ad tech infrastucture
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May 5, 2026 Tim Rowe, founder of State of Streaming and curator of streaming TV indices, joins to unpack the rapid shifts in ad tech infrastructure. Short takes on containerized DSPs, cloud-native architectures, and the rising power of first-party data. Quick dives into live/sports streaming challenges, margin compression across the supply chain, and attention measurement innovations in CTV.
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First Party Data Is The Strategic Center
- First-party data is becoming the central lifeblood for brands, driving decisions from supply chain to media execution.
- Tim Rowe says companies must decide whether to build, outsource, or layer ad tech, keeping first-party data at the core.
Containerised DSPs Cut Latency And Costs
- Containerised DSPs running inside SSP/cloud infrastructure reduce hops and latency, enabling faster bidding and ad serving.
- Kieran O'Kane framed Bedrock running inside Index Cloud as a transformational start for containerised DSPs.
Where Ad Tech Value Really Lives Now
- Value in ad tech has shifted from standalone software to proprietary first-party data, access to finance, and low-leakage cloud-native infrastructure.
- Kevin Flood highlights accelerated development and cloud-native startups challenging incumbents with cheaper, more composable stacks.