The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 4 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Insight
Operating an ad server and media business creates inherent conflicts of interest
“If you are now also a publisher, if you're also running a media business, you would actually measure yourself. And it's obviously a conflict of interest, which you cannot go with.”
Mark Grether Jul 11, 2018 ▶ 7:28 1082 Why Public Sizmek Went Private to Fuel Growth via M&A in Buy Side Programmatic Space
Insight
Advertisers want integrated platforms instead of stitched-together ad tech stacks
“What they really want to have is one platform that they can use to do everything in one single stack, right? They don't want to have a Frankenstein, Any longer where they have to stitch things together, they really truly won't have a one platform, which is sim…”
Mark Grether Jul 11, 2018 ▶ 3:34 1082 Why Public Sizmek Went Private to Fuel Growth via M&A in Buy Side Programmatic Space
Insight
Quarterly reporting forces short-term focus, harming long-term M&A integrations
“The reason is that bringing companies together, right, and forming a new business model just takes time, right? So if you actually have to report and justify yourself every quarter, you're much more short-term focused.”
Mark Grether Jul 11, 2018 ▶ 13:11 1082 Why Public Sizmek Went Private to Fuel Growth via M&A in Buy Side Programmatic Space
Insight
Ad industry focuses on inputs because output remains too difficult to measure
“We focus as an industry too much on the input rather than on the output. And one of the reasons is that we just have a struggle to measure output, and the better we become in measuring the output, the more we can actually attach re-numerations and compensation…”
Mark Grether Jul 11, 2018 ▶ 17:09 1082 Why Public Sizmek Went Private to Fuel Growth via M&A in Buy Side Programmatic Space
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