The Trade Desk is betting that AI will be a growth engine — not an existential threat — but the company's fate now hinges on an unmistakable tension: can Kokai and a push into CTV and retail media offset the structural supply loss that AI‑powered search and summarized discovery are already...
The Trade Desk’s AI gamble has moved from experiment to enterprise: Kokai is live, adoption has accelerated, and the company is consciously steering its product and go-to-market strategy around the very forces — generative search and AI-driven ecosystems — that threaten the open web it sells...