What I Saw Happen -- Q1 2019

Ad load increasing everywhere by publishers and platforms

U.S. adults spend ten hours and 30 minutes per day connected to media, the same amount as one year ago

The iPhone has stolen time from every other media form over the past 10 years

The amount of people looking for jobs in ad tech is out of equilibrium, there are more job seekers than there are jobs available today. I don’t see this getting better, EVER. In the past, most people in ad tech were pulled into a new job today they all need to go look for a new job which can take months/years

CES is the perfect time of the year. Post holidays and get out of cold NYC, extends everyone's holiday another week

More erosion of trust across tech platforms

Brand advertising works

5G really means NO LATENCY; ability to download a movie in seconds. Many households will cut the monopolistic broadband cord

China has a huge middle-class upwards of 400 million people

In the United States, the Internet is a utility, like water or electricity.  Google, Facebook and Amazon are not utilities

Large companies with technology experts on their respective boards do better in the long term. These technology experts can help these companies financially

Apple going all in on privacy, and will  promote privacy, especially for the next 5G phone upgrade cycle

Breaking up the tech giants have millions of UNINTENDED CONSEQUENCES that none of us understand

Pretty much everyone who is watching television is on a second screen at the same time, unless you are watching Game Of Thrones

Anti-trust is one of the few government actions that always works

We should also break up the IAB

It’s okay not to be a leader but you need to be a fast follower

Innovate or die

It is always better to be part of a growing company and not a shrinking company

Lastly, as I always say, hire more analysts and teach them to fish not using excel