Marketecture: Get Smart. Fast.

Episode 154: Marketecture Wrapped: Predictions, Year-in-Review, and Shout-Outs from Eric and Ari

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Dec 23, 2025
Join Ari and Eric as they reflect on a transformative year in ad tech. They discuss the explosive growth of their platform and review predictions with surprising accuracy. Key takeaways include the rise of agentic AI, the dynamic between YouTube and Netflix as streaming giants, and the strengthening competition in in-app advertising. Dive into the impact of strategic M&A in the industry and what to expect for the future, especially regarding content marketplaces and CTV evolution.
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INSIGHT

Swivel Emerged Fast

  • Swivel (formerly Pilot Desk) moved fast from Magnite spinout to Series A and is executing on AI for ops.
  • The company is well-positioned to capitalise on agentic advertising momentum.
INSIGHT

Two Infrastructure Winners

  • Branch Labs applies neural nets for privacy-safe pharma targeting and already serves major clients.
  • MadConnect builds interconnection infrastructure for ad tech data and gained momentum after winning Marketecture Live.
ADVICE

M&A As A Turnaround Play

  • The Trade Desk should pursue M&A to regain narrative and growth momentum; expect a capability-focused acquisition.
  • Watch for hires and an imminent strategic buy that adds unique data or supply.
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