The Leadership Letter

Real correspondence from the people running real companies — and what it reveals about leadership.

Control the Decision Layer, Win the Market

Whoever owns the decision-maker in a stack owns the economics — everything else is just inventory.

I think we need to be crisp about our position around DRX, i.e. the combination of AdServer (DFP) and GoogleDemand (GDN+DBM). Clearly it's strategic for us to have the AdServer being the decision-maker to ensure GDN and DBM has first look access but in cases where someone clearly prefers another product we need to decide what to do. It would be ideal to have a clear playbook to the pub sales team. We have 4 distinct sources of demand AKA 'networks': 1) DBM - needs to be supply source agnostic, platform play for buyers; 2) GDN - retain status quo, we only buy inventory we fully understand, i.e. AdX; 3) AwBid - continue to be limited to RMKT to be expanded for AppInstall; 4) RMKT tag on the page - a way to retain the need for first look access to all inventory but avoid going through a different Exchange.

For the team: we had some punch/counter-punch with AppNexus over a few large publishers right before the holidays. Loss: Axel Springer (DE) — their board decided to go with AppNexus as a counter-weight to Google. Win: Orange (FR) — long-time DFP publisher agreed to move over to AdX. Loss?: Fairfax (AU) — AppNexus did not take no for an answer and convinced them to switch after all.

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Court Exhibit
United States v. Google LLC (Ad Tech)
1:23-cv-00108 (VAED), Trial Ex. PTX0443 — DOJ public archive
January 4, 2017
Public domain
View the primary source →