Archive - Quo Vadis

#158: 2Q26 Portfolio Update — AdTech, MarTech, BigTech and Agencies

The Great Consolidation, Criteo/Vista, DV/Nielsen, and Ranking Who’s Next to Private

Aug 11

#157: Where Media Money Wants to Go (The Market)

Essay #1 in our Quo Vadis series, Mental Models for Modern Advertising. A first-principles exploration of how markets, founders and products shape the…

Aug 6

July 2026

#156: Bending Spoons IPO

Modeling the Path to $10 Billion Revenue, 40% ROIC, and a $21 Billion Valuation

Jul 17

June 2026

#155: Quo Vadis Green Shoot AdTech Interviews

Part 2 with Chris Petitt, CEO and Co-founder of Revving

Jun 18

#154: Pre-Cannes Education Session on the Identity Trade-Off Frontier

With Mathieu Roche, CEO/co-founder of ID5

Jun 12

51:25

#153 Quo Vadis Green Shoot AdTech Interviews

With Arthur Larrey, CEO/co-founder of Audion, the performance audio platform.

Jun 9

Webinar June 10, 12:00 PM: Pre-Cannes Education Session on the Identity Trade-Off Frontier

What Publicis, LiveRamp, and the Future of Identity Really Mean with special guest Mathieu Roche from ID5.

Jun 8

#152: Quo Vadis Green Shoot AdTech Interviews

With Joe Martin, CEO/Co-founder of Tickle, lightweight plumbing that makes any ad unit, on any channel, saveable to a consumer's Apple or Google Wallet.

Jun 5

#151: 1Q26 Portfolio Update — AdTech, MarTech, BigTech and Agencies

Cannes Lions, Employee Productivity, LiftOff, Publicis/LiveRamp

Jun 4

May 2026

#150: Publicis bought LiveRamp for a seat at the Identity Trade-Off Frontier.

Why the future value of advertising may belong to whoever pushes the Scale–Accuracy frontier outward the furthest and fastest

May 26

#149: The Two Landowners of Adwell Hollow

Publicis + Liveramp; Landowners and Farmers; And how Ricardian Theory is in play

May 18

#147: The End of Headcount as We Knew It

Meta and Google reach headcount maturity; S&P500 companies AI laggards; Trade Desk revenue per employee is the Google/Meta club

May 6

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