I've been tracking TTD for a quite while, starting from

來源: 曉炎 於 2025-12-03 18:12:16 [] [博客] [舊帖] [給我悄悄話] 閱讀數 : (410 bytes)

early this year, when Jeff Green called its flagship AI-powered programmatic ad platform, the "Kokai hiccups" .... I guess that he never had imagined the "hiccups" could cause him LOL

Tho, I agree with Bog on TTD's resilience.  TTD's 95% retention and 19% margins suggest some kind of resilience if the Kokai adoption hits 100% by year-end... 

所有跟帖： 

• 哈哈，那我要好好去看看了。看了三心同學的摘要。 -薄利多收- ♂ 給 薄利多收 發送悄悄話 (73 bytes) () 12/03/2025 postreply 18:15:38

• OK， I will skip one. :) -薄利多收- ♂ 給 薄利多收 發送悄悄話 (0 bytes) () 12/03/2025 postreply 18:16:55

• 哦，我在上麵一條回答你了。同意你說的，it's a pass :) -曉炎- ♀ 給 曉炎 發送悄悄話 曉炎 的博客首頁 (0 bytes) () 12/03/2025 postreply 18:17:25

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