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...
Microsoft’s recent narrative — that an AI-first Azure is building an unassailable moat while Windows 11 becomes an “AI platform” — is both materially true and rhetorically optimistic; the data underpinning the claim is strong, but the timeline and some headline figures in the popular bull case...