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The DSP Is Dead
Long Live Whatever This Mess Is.
Thursday, 8:00 PM. That’s the witching hour.
The laptop is open, my back is screaming, and I’m frantically finishing what should’ve been done by Tuesday.
Most of what I publish goes through days — sometimes weeks — of research, sourcing, rewriting, and internal screaming. But this section? It's written while I’m half-dozing, snacking on wasabi almonds, and muttering, “Who’s still reading LinkedIn on a Friday?”
Honestly, this week felt like a snoozefest — until I realized I wasn’t bored, I was just overshadowed by a bunch of other people yelling louder than me. Ari. Brian. Jeff. The whole DSP-death spiral peanut gallery.
I chimed in, sure — but like a guy yelling into a hurricane and then claiming he started the storm.
Let me have this one, okay?
And now, the “news.”
Kokai was supposed to be The Trade Desk’s shiny future. But like most sequels, it’s taking longer to land than anyone wants to admit. Agencies are still holding on to Solimar like it’s their ex’s HBO Max login — not because it’s great, but because the new thing hasn’t proven it won’t break mid-campaign. Meanwhile, over at WPP, execs are dropping faster than unsold NFTs. Laurent Ezekiel peaced out, Publicis scooped up the Coke account, and Openusd is basically the world’s fanciest ghost town.
YouTube is printing money with AI-generated Ikea ads (yes, that’s a sentence I just typed), and Eyeota is reviving third-party data like it’s a disco trend. Somewhere in that mess, Vaudit raised $7.3M by promising CFOs they’d find lost money, Russian disinfo ops are using adtech pipes built for dropshipping scam razors, and Obele Brown-West has returned to agency life — allegedly happier, definitely bolder, and hopefully surrounded by fewer “people-first” memos written by sociopaths.
Let’s not forget OpenUSD, where Coca-Cola and Nestlé now co-star in an AI fever dream that replaces creative departments with GPU clusters. And PwC? They’re tossing around a $3.5 trillion media prediction like Oprah hands out free cars. Subscriptions are dying, CTV is thriving, and if you’re not monetizing TikTok clips of toddlers falling off couches, you’re basically working at a lemonade stand during a Pepsi IPO. So no — this week wasn’t boring. It was quietly apocalyptic, the kind of week where nothing explodes, but you wake up and realize your entire marketing strategy is built on a foundation of jargon, vapor, and wishful AI prompts. You’ve been warned. Stay bold, stay curious, and please stop pretending Solimar is going to die in August. - Pesach
🚨 Kokai Can't Quite Kick Solimar to the Curb
🧠 The Trade Desk’s Migration Woes
Jeff Green promised Kokai would be the DSP UI for everyone by year-end. But adoption is lagging — which means Solimar isn’t going anywhere just yet. Turns out, getting agencies to switch their tools is a lot harder when they’re mid-campaign and mid-chaos.
📊 From Ambitious Deadline to Quiet Delay
Agencies heard Solimar would stop accepting new campaigns in August. But no dice. Kokai’s still cooking. Internal sources say key features are MIA, and there’s no firm date for pulling the plug on Solimar. Translation? The “future of DSPs” is still on beta mode.
🙄 The Dashboard Dilemma
Marketers don’t love switching midstream. Especially not to something that’s half-built. Trade Desk is learning that sexy demos don’t beat stable dashboards when real money’s on the line.
🔥 TL;DR: Solimar’s not dead. Kokai’s just late to its own party.
This isn’t just a footnote — it’s the headline. Behind the scenes, platforms fumble, execs jump ship, AI automates everything but your existential crisis, and marketers pretend they have control. If you didn’t read the whole thing (shame on you), at least know this: the ad industry is on fire — and depending on where you’re standing, it’s either a bonfire of vanity metrics or a fireworks show of innovation.
🚨 WPP Exec Jumps Ship After Losing Coke
🧠 Publicis Steals the Soda Show
Laurent Ezekiel is heading back to Publicis after Coca-Cola, Mars, and Paramount dumped WPP like a flat two-liter. It’s more than a talent shuffle — it’s a shift in who’s holding the keys to some of the world’s biggest brands.
📊 The Carbonated Fallout
WPP once built Open WPP just for Coke. But now the exec who led it is walking away, just after Publicis scored the $700M media prize. That’s like building the wedding hall and skipping the reception.
🙄 People Leave Sinking Ships
With CEO Mark Read stepping down, Ezekiel's exit feels more like a trend than a one-off. When the people who built the vision bail, what does that say about the future of WPP?
🔥 TL;DR: Publicis takes Coke, the talent, and the momentum. WPP needs a lifeboat.
This isn’t just a footnote — it’s the headline. Behind the scenes, platforms fumble, execs jump ship, AI automates everything but your existential crisis, and marketers pretend they have control. If you didn’t read the whole thing (shame on you), at least know this: the ad industry is on fire — and depending on where you’re standing, it’s either a bonfire of vanity metrics or a fireworks show of innovation.
🚨 YouTube’s AI Ads Ride the Revenue Wave
🧠 Ikea Box, Billion Dollar Boost
YouTube’s not just about cat videos and beauty tutorials anymore — it’s the engine behind Google’s $9.8B quarter, thanks in part to AI-driven content like that viral Ikea transformation ad.
📊 Alphabet’s Ad Armageddon
Google raked in $96.4B in Q2, Cloud grew 32%, and Search continues to print cash. YouTube is now the golden goose in a henhouse filled with AI eggs.
🙄 Google Prints Money, AI Prints Ads
Why pay a creative team when an algorithm can do the same in 15 seconds and under budget? That’s the new YouTube pitch — minus the human touch, plus the ROI.
🔥 TL;DR: AI is eating content — and YouTube’s eating everyone’s lunch.
This isn’t just a footnote — it’s the headline. Behind the scenes, platforms fumble, execs jump ship, AI automates everything but your existential crisis, and marketers pretend they have control. If you didn’t read the whole thing (shame on you), at least know this: the ad industry is on fire — and depending on where you’re standing, it’s either a bonfire of vanity metrics or a fireworks show of innovation.
🚨 Eyeota Pushes Third-Party Data Back Into the Spotlight
🧠 CTV and Retail Media Want More Than Walled Gardens
Marketers are sick of siloed data and walled gardens that act more like moats. Enter third-party data with actual reach and teeth, because CTV and retail media demand grown-up solutions.
📊 From Fragmentation to Foundation
CTV’s ecosystem is more fragmented than a toddler’s Lego bin. Eyeota’s bringing order — offering audiences across 98% of CTV homes and tying that data back to broader ID graphs.
🙄 Data Still Rules (But Only if It Works)
First-party data may be sexy on the privacy slides, but without third-party context, it’s like showing up to a masquerade party blindfolded.
🔥 TL;DR: The third-party data comeback tour is live — and streaming on every screen.
This isn’t just a footnote — it’s the headline. Behind the scenes, platforms fumble, execs jump ship, AI automates everything but your existential crisis, and marketers pretend they have control. If you didn’t read the whole thing (shame on you), at least know this: the ad industry is on fire — and depending on where you’re standing, it’s either a bonfire of vanity metrics or a fireworks show of innovation.
🚨 Vaudit Raises $7.3M to Chase Ad Fraud Ghosts
🧠 Follow the Money (You Were Overcharged)
Ad fraud is like death and taxes — inevitable, messy, and wildly profitable for someone else. Vaudit raised $7.3M to help brands stop the bleeding and send invoices to the platforms.
📊 $150M Audited. $28.6B Problem.
Their AI platform combs through billions of ad events, surfacing “oops we billed you wrong” moments that add up to 30% overcharges. Cue CFOs foaming at the mouth.
🙄 Ad Fraud Is a Feature, Not a Bug
If platforms had a refund button, they’d hide it behind seven dropdowns and a broken CAPTCHA. Vaudit wants to force accountability into the equation — good luck storming that castle.
🔥 TL;DR: Ad fraud is a $28B business. Vaudit wants a refund — with interest.
This isn’t just a footnote — it’s the headline. Behind the scenes, platforms fumble, execs jump ship, AI automates everything but your existential crisis, and marketers pretend they have control. If you didn’t read the whole thing (shame on you), at least know this: the ad industry is on fire — and depending on where you’re standing, it’s either a bonfire of vanity metrics or a fireworks show of innovation.
🚨 Russian Disinfo Hijacks Adtech Infrastructure
🧠 Cloaked Like Gus Fring’s Chicken Truck
State-sponsored disinfo campaigns are using the same dodgy traffic distribution systems that fuel scammy dating sites. It’s like Breaking Bad meets Mad Men, but creepier.
📊 LosPollos, TacoLoco, and the Breaking Bad Playbook
They use hacked WordPress sites, spoofed domains, and affiliate networks straight out of a cyberpunk fever dream. LosPollos isn’t chicken — it’s cloaked malware masquerading as monetization.
🙄 The Ad Industry Built This
None of this tech was built for truth. It was built for scale, anonymity, and plausible deniability. Russia just figured out how to turn that into a geopolitical content weapon.
🔥 TL;DR: Bad guys love adtech. Because it works.
This isn’t just a footnote — it’s the headline. Behind the scenes, platforms fumble, execs jump ship, AI automates everything but your existential crisis, and marketers pretend they have control. If you didn’t read the whole thing (shame on you), at least know this: the ad industry is on fire — and depending on where you’re standing, it’s either a bonfire of vanity metrics or a fireworks show of innovation.
🚨 Obele Brown-West Is Back — And Recharged
🧠 Colle McVoy’s New President Found Her Spark
After taking a break from agency life, Obele is back. This time, she’s calling the shots, building culture, and actually feeling good about going to work. Miracles happen.
📊 Less Performative, More Personal
She’s been through the agency parade of “people-first” platitudes. This time, she says, it’s real — she’s using her full toolkit and directly leading teams.
🙄 Agency World Déjà Vu
If every agency swears they’re not like the others, why do so many feel exactly the same inside? Obele might’ve found the rare exception. Might.
🔥 TL;DR: New title. Same passion. Let’s see if the reboot sticks.
This isn’t just a footnote — it’s the headline. Behind the scenes, platforms fumble, execs jump ship, AI automates everything but your existential crisis, and marketers pretend they have control. If you didn’t read the whole thing (shame on you), at least know this: the ad industry is on fire — and depending on where you’re standing, it’s either a bonfire of vanity metrics or a fireworks show of innovation.
🚨 OpenUSD + NVIDIA: Making Ad Content in Minutes
🧠 Coca-Cola, Nestlé, Unilever Are Already In
What used to take an entire creative department now gets done by AI in minutes. Coca-Cola, Nestlé, and Unilever are proving that smart tools eat timelines for breakfast.
📊 From Weeks to Minutes
OpenUSD + Omniverse is the AI content engine of record. We’re talking 3 million global variations, 70% cost savings, and imagery so consistent it could pass a branding polygraph.
🙄 Who Needs Creatives?
At this pace, art directors might want to learn Python. Or pray that their aesthetic judgment still beats a prompt-fed GAN.
🔥 TL;DR: If your content still takes weeks, you’re already behind.
This isn’t just a footnote — it’s the headline. Behind the scenes, platforms fumble, execs jump ship, AI automates everything but your existential crisis, and marketers pretend they have control. If you didn’t read the whole thing (shame on you), at least know this: the ad industry is on fire — and depending on where you’re standing, it’s either a bonfire of vanity metrics or a fireworks show of innovation.
🚨 PwC Predicts $3.5 Trillion Media Boom by 2029
🧠 AI, Ads, and the Death of Subscriptions
Forget premium. Forget ad-free. PwC says the future of media is ad-supported, AI-generated, and borderline omniscient. Subscriptions are so 2022.
📊 CTV at $51B. Games at $300B.
CTV, games, and live events are expected to carry the next wave — mostly funded by ads slotted between highlight reels and TikToks.
🙄 Subscriptions Are a Luxury Now
Consumers don’t want to pay — and don’t need to. AI personalization and ad funding are covering the bill while we binge and pretend we’re in control.
🔥 TL;DR: The future’s paid for — just not by you.
This isn’t just a footnote — it’s the headline. Behind the scenes, platforms fumble, execs jump ship, AI automates everything but your existential crisis, and marketers pretend they have control. If you didn’t read the whole thing (shame on you), at least know this: the ad industry is on fire — and depending on where you’re standing, it’s either a bonfire of vanity metrics or a fireworks show of innovation.

Russian Disinformation Hijacked Adtech—and the Industry Built the Getaway Car.
🍗 LosPollos Isn’t Chicken. It’s a Trojan Horse in Your Media Plan.
Every once in a while, something drops into my inbox that makes me sit back, lower the blinds, and wonder aloud: “Have we lost the plot entirely?” This is one of those moments. It turns out, while you were busy optimizing CPMs and debating the finer points of clean rooms and attention metrics, Russian state-backed trolls were using the exact same adtech pipes to wage information warfare. Not with tanks. Not with spy movies. With LosPollos and TacoLoco — and if that sounds like the world’s worst QSR combo meal, buckle your seatbelt. Because this isn’t just a glitch in the system. This is the system.
The Kremlin didn’t need to build a new propaganda engine — they just piggybacked on the same shady affiliate networks that run spammy dating ads, fake antivirus popups, and phony sweepstakes.
LosPollos, that innocuous-sounding network, is a masterclass in weaponized monetization. It offers “smartlinks” that route users through hacked WordPress blogs, past cloaked redirects, and into the sticky arms of scams, malware, or full-blown Russian disinformation.
TacoLoco ups the ante by tricking users into push-notification hell, where you get barraged with sketchy content like it’s 2016 and you just installed a Chrome toolbar called “HOTBABE.EXE.”
All of it is run on VexTrio, a criminal traffic distribution system so big it makes the Lumascape look like a local plumbing directory. This isn’t fringe anymore. These operations clone real news sites, build AI-generated fake content, and buy ads on social platforms to push this sludge directly into people’s feeds. They geo-fence, redirect, and cloak like seasoned programmatic traders. The only difference? Their KPIs aren’t sales or brand lift — they’re chaos, polarization, and undermining Western democracies one spoofed LeMonde article at a time. The media strategy is tight. The goal is subversion. And the pipes they're using? They're yours.
🧠 The “Oops, We Enabled Global Disinfo” Era
Here’s the part that should give every CMO and CTO a migraine: none of this is accidental. The ad industry built an infrastructure designed for scale, speed, and plausible deniability — and now it’s being used exactly as intended, just by people who aren’t trying to sell toothpaste. From auto-refreshing pages to zero-transparency affiliate payouts, the same tools that helped you juice a few extra impressions are now distributing Kremlin memes in six languages with better targeting than your DTC skincare client.
The Doppelganger campaign — the most recent, most horrifying iteration — is cloning legitimate domains (think le-monde.ltd instead of .fr), pumping them full of fabricated quotes, AI-generated videos, and deepfake headlines. The bots pushing it? They’re running ad campaigns. Sponsored. Boosted. You’ve probably seen one, shrugged, and scrolled past. That’s the genius of it. It’s mundane. It’s monetized. And it works.
And because the adtech ecosystem is allergic to accountability, the cleanup is impossible. Attribution is obfuscated. Inventory is “brand safe” until it isn’t. And mainstream DSPs are still monetizing this garbage because the filtering systems treat it like just another CPM opportunity. This isn’t a bug. It’s the logical conclusion of an industry that prioritized scale over scrutiny, clicks over context, and revenue over reality.
🔥 We Are the Infrastructure. And That’s the Problem.
So let’s stop pretending this is someone else’s mess. Russia didn’t build a digital disinfo empire out of thin air. They rented space in ours. They hijacked our TDS systems. They cloned our UIs. They gamed the very auction mechanics we praised as “democratizing media.” And most of us — platforms, brands, agencies — either looked the other way or just didn’t bother to look at all.
Let’s be crystal clear: this is not just a cybersecurity issue. It’s not a fringe edge-case buried in some IT guy’s threat log. This is adtech being turned into a geopolitical weapon because we’ve spent a decade building tools without brakes. Every time we prioritized optimization over verification, every time we let another junky “affiliate network” onboard with zero due diligence, we greased the rails for this exact moment.
If someone tells you this is the cost of innovation, tell them no — it’s the invoice for negligence. And we’ve been compounding interest for years.
The TL;DR (but you better read it anyway):
Russian disinformation campaigns aren’t sneaking in through the back door. They’re buying media, running smartlinks, spoofing domains, and scaling like your average DTC growth hacker. The adtech industry built the roads — and now they’re being driven by propagandists who know the map better than you do. The next time someone at a conference says “AI and media scalability will shape democracy,” ask them: who’s democracy?
Because right now? It isn’t yours.
Why Subscribe to ADOTAT+? Because the Best Stories in Adtech Don’t Come from Press Releases
Let’s cut to it: if you read our breakdown of how Publicis is not only eating everyone’s lunch but also picking the restaurant, you already know we’re not here to coddle holding companies. While WPP’s busy swapping out CEOs and Omnicom’s playing acquisition roulette, Sadoun is quietly building a tech empire wrapped in a creative agency. We broke down how they swiped Coca-Cola, Mars, Spotify, and half the menu without even flexing. That piece? It's not something you’ll find in sanitized trades.
And if you really want to see where the money’s going, our deep dive into Netflix’s ad-fueled profit machine is the blueprint. We unraveled how they’re not just streaming your nostalgia—Happy Gilmore 2, anyone?—but transforming adtech with in-house AI, programmatic pipes, and the kind of targeting that makes even Meta nervous. Both stories go beyond headlines. They’re investigative, irreverent, and exactly what this industry needs more of.
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