[hluska]

It’s extremely speculative. While I’m allergic to ad tech, I’m even more allergic to poverty, so I have occasion to work with/around that side of the industry.

The best way to explain it is that a lot of companies have been making significantly more money than their technology is worth. A number of initiatives have attacked the data-in side of the equation so the underlying tech is showing how questionable it really is.

This type of research should be filed under “could be big” but at this point it’s closer to public relations for ad tech firms than “the sky is falling, become Amish.”