From my earlier article on The Trade Desk: From Unstoppable to Uncertain: “What makes this situation particularly interesting is that the problems appear to be primarily self-inflicted. There’s no evidence of market saturation, competitive displacement, or declining demand for programmatic advertising. Instead, the company struggled with the rollout of its Kokai platform...The company’s goal to transition all clients to Kokai by the end of 2025 creates a clear timeline for measuring progress. If they can successfully address the UI issues, add the missing functionality, and maintain their cust...
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