Summary

In the inaugural episode of the FPC podcast, Rich, Ciaran and Alex discuss recent M&A activity, the emergence of super signal aggregators, and the potential impact of US elecion on the M&A landscape. They highlight the success of companies like AppLovin and The Trade Desk, delve into the growing retail media sector, and introduce Pixels, a company focused on transforming vertical video for the open web. The conversation emphasizes the evolving nature of ad tech and the opportunities for investment and growth in the sector.

Key Takeaways

• M&A activity is increasing in the ad tech space.
• The ad tech industry is bifurcating into signal and media execution.
• Super signal aggregators are becoming crucial in ad tech.
• Political changes may influence M&A activity in the coming years.
• AppLovin and Trade Desk are leading success stories in ad tech.
• Retail media is a growing sector with significant potential.
• Pixels aims to bring vertical video to the open web.
• The market for vertical video is growing rapidly.
• Generalist investors should be aware of the opportunities, but also the complexities in the ad tech space.

Chapters

00:00 Introduction to The FPC Podcast

01:49 M&A Trends in Ad Tech

06:10 The Rise of Super Signal Aggregators

09:48 Political Impacts on the M&A Landscape

14:10 Success Stories: AppLovin and The Trade Desk

17:56 Retail Media and Non-Traditional Ad Businesses

21:48 Pixels: The Future of Vertical Video

29:55 Market Potential and Future Plans for Pixels

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