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Tuesday, May 5, 2026
The State of Streaming CTV · Streaming · Advertising

Opinion

Analysis and argument from the masthead. Labeled opinion, attributed to Staff.

4 stories in this section

A dense field of small editorial-navy server racks on warm ivory, with one cluster scaled disproportionately large in warm amber, evoking the relative scale of one customer's compute commitment inside a hyperscaler's footprint.
Opinion

Meta-AWS Graviton Deal Is the Compute Moat, Disclosed

Matt Garman put a number on Meta's compute advantage — and ATT, GDPR, and TikTok already proved it only compounds.
Recent in this section
Four large enclosed platforms drawn in editorial navy and warm amber on warm ivory, the largest of them anchoring the foreground at roughly two-thirds of the frame, evoking the concentration of social-advertising revenue across a small set of platforms with Meta as the dominant share.
Opinion

Meta's 70% of Social Ad Revenue Is the Walled-Garden Math

Three resets promised to dilute social-ad concentration; Omdia's Aguete shows four platforms now capture over 90%.
Four small walled-garden enclosures rendered in editorial navy and amber against warm ivory, arranged around a single larger garden, evoking the structural mirroring of independent ad-tech stacks against the platforms they pitch against.
Opinion

'Independent' Has Stopped Meaning Anything Buyers Can Audit

Four 2026 ad-tech consolidations packaged themselves as the open-internet alternative to Amazon. By their own definitions, every one is now a smaller walled garden — and buyers should treat them that way.
Four small walled-garden enclosures rendered in editorial navy and amber against warm ivory, arranged around a single larger garden, evoking the structural mirroring of independent ad-tech stacks against the platforms they pitch against.
Opinion

'Independent' Has Stopped Meaning Anything Buyers Can Audit

Four 2026 ad-tech consolidations packaged themselves as the open-internet alternative to Amazon. By their own definitions, every one is now a smaller walled garden — and buyers should treat them that way.