first party inventory
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 29, 2026 by Gokul Rajaram · across every show →
Everything said about first party inventory, oldest first
Jan 29, 2026 neutral
Being First Does Not Matter When Building AI Interface Advertising Networks
“The good news is the being first doesn't matter. Why? Because you control, especially if you're in category one, which we described, you control your first party inventory. In fact, being second or third, you can learn from the iteration of mistakes as the fir…”