When Gravity Returns: Trade Desk’s 2Q25 and the End of Act I From unrivaled navigator of the open web to challenger in a walled-garden world, The Trade Desk now faces structural constraints that no pr
Great question — and you’re right. The Trade Desk does have programmatic routes into Disney+ and Netflix. My point wasn’t that access is absent, but that the degree and economics of that access (often via PG/PMP rather than broad open auction, with variable breadth/priority and tighter control around marquee live sports) still leave walled-garden owners with the upper hand. That’s why I frame Access as a constraint even as these integrations exist. If/when premium supply opens more broadly on neutral terms, I’ll update the scorecard accordingly.
doesn't The Trade Desk have programmatic partnership deals in place with Netflix and Disney already?
Great question — and you’re right. The Trade Desk does have programmatic routes into Disney+ and Netflix. My point wasn’t that access is absent, but that the degree and economics of that access (often via PG/PMP rather than broad open auction, with variable breadth/priority and tighter control around marquee live sports) still leave walled-garden owners with the upper hand. That’s why I frame Access as a constraint even as these integrations exist. If/when premium supply opens more broadly on neutral terms, I’ll update the scorecard accordingly.
Which is the original?
https://nikhs.substack.com/p/when-gravity-returns-trade-desks?utm_source=%2Fsearch%2Fthe%2520trade%2520desk&utm_medium=reader2