Fascinating question. The current infrastructure landscape looks remarkably similar to search infrastructure circa 1999-2002. Working on a detailed analysis of the capability matrix across these four components - the patterns are striking, especially regarding consolidation pressure at scale.
Would be curious to hear your thoughts on where the technical bottlenecks emerge first.
Interesting article. I am intrigued about which companies are curently well-positioned in each of these areas?
- Distribution infrastructure
- Monetization pipes
- Attribution systems
- Real-time deployment
And then which amongst those have a solid lead in atleast 3 or more of these areas?
Fascinating question. The current infrastructure landscape looks remarkably similar to search infrastructure circa 1999-2002. Working on a detailed analysis of the capability matrix across these four components - the patterns are striking, especially regarding consolidation pressure at scale.
Would be curious to hear your thoughts on where the technical bottlenecks emerge first.