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- Amazon helps deliver bad news for The Trade Desk, the LLM wars heat up, and the Murdochs bear down on a cowed Hollywood
Amazon helps deliver bad news for The Trade Desk, the LLM wars heat up, and the Murdochs bear down on a cowed Hollywood
Also in our weekly newsletter covering all things technology, media and telecom, AT&T chief John Stankey tells his workers drop in line or drop dead, and David Ellison introduces SkyPar's new plan ... which seems the same as the old plan
David Bloom & Daniel Frankel
August 11, 2025
In partnership with
A Next TMT Talks sponsored video interview with David Bloom and MyBundle CEO Jason Cohen:
Chilly Q3 guidance and fears of a shrinking open internet sink The Trade Desk 40%
The Trade Desk suffered its second major stock correction of 2025 last week, cratering nearly 40% after announcing second-quarter earnings. This haircut actually felt more ominous than the 55% hacking the top ad-tech company endured in February after missing key Q4 benchmarks.
And it’s not just about The Trade Desk — this outcome feels like internet advertising’s whole playing field is shifting.
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