00:00 Introduction and Background of Vibe

02:57 Recent Developments in AdTech

06:06 Arthur's Entrepreneurial Journey

09:02 Vibe's Growth Strategy and Funding

12:03 Fixing AdTech: A New Approach

14:57 Targeting the Long Tail of Advertisers

18:02 Growth Metrics and Strategies

21:04 Future Trajectory and Investor Expectations

24:12 Hiring and Company Culture

27:06 Parting Thoughts and Key Takeaways

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00:00 Introduction and Overview of Recent M&A Activity

02:49 Deep Intent's Acquisition and the Healthcare Ad Tech Landscape

09:15 Bending Spoons Acquires Vimeo: A Strategic Move

17:48 Digiseq's Acquisition by Hawk Infinity: A New Player in Ad Tech

24:22 Streamr's Acquisition by Magnite: Expanding Creative Solutions

26:50 Spaceback and Rembrandt Merger: Ambitious Plans Ahead

28:44 Captify's Acquisition by Verve: Analyzing the Deal

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00:00 Welcome Back and Upcoming Events

02:28 M&A Activity in European Ad Tech

05:31 Trends in European Ad Tech Acquisitions

09:01 Diversity of Acquirers in Ad Tech

11:50 The Importance of Financial Conversations

14:55 Merging MadTech Money with ATS London

18:10 Panel Discussions and Key Topics

21:06 Challenges in Ad Tech Financing

23:53 Insights from Industry Leaders

27:05 Future of Ad Tech and Investment Opportunities

30:09 Closing Thoughts and Next Steps

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Chapters

00:00 Introduction to Audiences and Its Mission

02:48 The Importance of First-Party Data

06:08 How Audiences Differentiates Itself

08:57 Real-Time Data Access and Its Impact

12:03 Competitive Landscape and Market Positioning

14:49 Revenue Growth and Future Plans

17:52 Strategic Partnerships and Opportunities

21:12 Vision for the Future and Closing Thoughts

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00:00 Introduction to Index Exchange and FPC Fund 2

05:11 Andrew Casale's Early Journey in Ad Tech

09:54 The Evolution of Index Exchange

14:59 Business Model and Market Strategy

19:52 Trends in Ad Tech: AI and Sell-Side Curation

25:03 Index's Corporate Dev Strategy and Potential IPO Plans

29:52 Index's Strategic Investment into FirstPartyCapital

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00:00 Introduction to Brian Wieser and His Background

03:02 Impact of Tariffs on Digital Advertising

05:45 De-globalization and Its Effects on Advertising

09:13 Emerging Opportunities in European Markets

12:05 Perception Issues in Advertising

15:00 The Role of Advertising in Business

17:54 The Future of Agencies and Services

20:54 Under-appreciated Trends in Media and Advertising

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00:00 Introduction to Financial News and Guests

01:26 M&A Activity in Ad Tech / Insights on Greenbids Acquisition

10:02 Founder's Perspective on M&A

14:09 Picnic's Fundraising Journey

22:02 Shift to Media Quality at Picnic

29:55 Ad Tech Partnerships and Curation

36:05 Future of Picnic and Industry Trends

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00:00 Introduction to FirstPartyStudio

05:26 The Role of a Venture Studio

12:35 Incubation and Innovation Strategies

19:30 Building an Expert Network

25:48 Investor Perspectives and SEIS Opportunities

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00:00 Introduction to Mark Zagorski and DoubleVerify

04:59 Mark's Journey in Ad Tech

10:08 The Evolution of Ad Tech and DoubleVerify's Role

15:10 M&A Strategy and Investment Insights

19:56 DoubleVerify's Investment in FPC and Future Collaborations

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00:00 Navigating the Current Economic Landscape

02:59 Shane Shevlin's Journey in Ad Tech

05:53 The Impact of Recent M&A Activity

08:58 Insights on WPP's Acquisition of Infosum

11:48 The Future of M&A in Ad Tech

15:08 The Rise of Curation in Ad Tech

17:54 Bedrock Platform: A New Player in Ad Tech

20:56 The Role of Bedrock in the Ad Tech Ecosystem

24:05 The Future of Media Buying and Curation

26:59 Investment Opportunities in Bedrock

30:07 Conclusion and Future Outlook

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00:00 Introduction and Industry News

10:00 Mathieu Roche and ID5 Overview

20:01 Funding Journey and Challenges

24:04 Acquisitions and Market Trends

31:56 Agency Success in Acquisitions

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00:00 Introduction to Scope3 and Anne Coghlan

02:30 Anne's Journey in Ad Tech

04:02 Scope3's Mission and Sustainability Focus

06:42 Fundraising Experience in Ad Tech

09:06 Latest Product Launches and Innovations

13:22 The Role of Super Signal Aggregators

18:31 Partnerships and Collaborations

23:38 Future Vision and Market Positioning

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00:00 Introduction and Overview of Recent Acquisitions

01:25 T-Mobile's Acquisition of Bliss: A Strategic Move

05:59 The Implications of T-Mobile's Strategy in Ad Tech

11:50 Publicis Acquires Lotome: Industry Reactions

14:12 Curation and the Evolution of Ad Tech

19:00 The Rise of Sell-Side Curation

26:26 Future Innovations in Ad Tech and Data Privacy

32:21 AI in Ad Tech: Opportunities and Challenges

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Chapters

00:00 Introduction

03:00 IPO Trends in Ad Tech

06:09 Mountain's IPO Plans and Market Dynamics

08:59 DoubleVerify's Acquisition of Rockerbox

11:56 The Evolution of Ad Tech and Signal Aggregation

14:50 Keith's Journey with Lockr

17:59 Navigating Privacy Regulations in Ad Tech

20:56 The Role of Investors and The Importance of Good Communication

23:50 Lockr's Product Evolution

27:01 Closing Thoughts and Future Outlook

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Four years ago, we launched FirstPartyCapital with a simple but bold thesis: adtech and martech are massive, underserved markets going through fundamental change. Since then, we’ve backed 17 companies, built a community of 200+ industry insider investors, and proved that an operator-led, community-driven VC model can move the needle in early-stage investing.

Chapters

00:00 Introduction to FirstPartyCapital

01:27 Origin Stories

07:20 The Evolution of Ad Tech and Funding Challenges

15:10 The Unique Approach of FirstPartyCapital

30:29 Looking Ahead: Fund 2 and Future Plans

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Chapters

00:00 Intro

01:20 StackAdapt's $235M Funding Round

04:38 Insights on StackAdapt's Business Model

07:08 Serving the SMB & indie agency segment

12:47 Kevel's Acquisition of Nexta

15:29 The Evolution of Retail Media and Commerce Media

18:52 MIQ's Involvement in Retail Media

24:25 MIQ's Corporate Development Strategy

26:30 The Impact of AI on Advertising

33:43 What's next for MIQ?

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Chapters

00:00 Introduction and FPC Updates

06:00 tvScientific's $25M Series B Funding Round

12:01 Teads and Outbrain Acquisition merger

17:03 Horizon's Strategic Expansion Plans

25:07 Coinbase Acquires Spindl: A New Era in Web3 Advertising

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00:00 Introduction to Evorra and Aaron Ritoper

02:49 The Evolution of Data Privacy in Ad Tech

06:11 Optimal's Series A Acceleration and Market Implications

08:52 Evorra's Unique Selling Proposition in Data Collaboration

11:56 Data Partnerships and Audience Activation

14:49 AI's Role in Data Management and Optimisation

20:54 The Impact of AI on Ad Tech and Market Dynamics

27:02 Evorra's Growth Strategy and Future Outlook

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00:00 2025 Financial Landscape: M&A and Funding Trends

06:56 Trade Desk's Acquisition of Sincera: Implications and Insights

14:08 Out of Home Advertising: T-Mobile acquires Vistar Media and Bauer acquires ClearChannel's Northern European business

20:58 Emerging Trends in Ad Tech: Casino Vertical Ad Networks and Beyond

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Chapters

00:00 Introduction and Industry Overview

02:57 Paul Kang's Background and Role at Dentsu

05:49 Recent M&A Activity in ad tech

11:57 Impact of the Omnicom and IPG Merger

18:01 Dentsu's Corporate VC Strategy

30:14 The Algorithmic Era in Advertising

As Kevin Flood says, “the sun never sets on the ad tech horizon!"

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