The FirstPartyCapital Newsletter

Incubations & The US Ad Market

It’s been a busy few weeks.

23 hrs ago • FirstPartyCapital

7

June 2026

Episode 34: How Publishers Are Leaving Millions On the Table With Dave Barr & Nick Fletcher, Co-Founders Of TruTxt

In an era of declining cookies, falling referral traffic, and the rise of AI-driven search, publishers are all asking the same question: how do we…

Jun 5 • FirstPartyCapital

33:59

May 2026

Introducing TruTxt: Building Utility In The Unloved Parts Of The Open Internet

As FPC pens this edition’s missive, the news has broken that Anthropic has raised a Series H (yes, the 8th letter of the alphabet) round of $65B, giving…

May 29 • FirstPartyCapital

5

Episode 33: Rob McLaughin, CEO Of AUDIENCES, Joins Us To Discuss The impact of Publicis' Acquisition Of Liveramp

This week on the FPC Podcast, Rich is joined by FirstPartyCapital co-founder Ciarán O’Kane and Rob McLaughlin, CEO and co-founder of Audiences, to…

May 28 • FirstPartyCapital

31:08

Episode 32: Bedrock, Index Cloud, & The Rise of Containerisation

Rich, Kevin and Ciarán are joined again by Shane Shevlin, CEO and co-founder of Bedrock Platform.

May 26 • FirstPartyCapital

30:17

The Cannes Social Returns On June 23 - Join Us

Attention, readers.

May 22 • FirstPartyCapital

6

Post-Ad Tech: Why We Moved On

This week, ad tech LinkStagram - taking a deserved break from selfies, self-promotion and meandering emoji-filled AI-produced posts - blew up with the…

May 21 • FirstPartyCapital

2

Episode 31: FirstPartyFinance Enters Into A Strategic Partnership With OAREX

Matt Byrne, CRO at OAREX, and Rich's old boss at FastPay, joins the FPC podcast to announce a new strategic partnership between FirstPartyFinance (FPC's…

May 15 • FirstPartyCapital

39:35

Episode 30: Andrew Casale & The Launch Of Index Cloud

In this episode, Andrew Casale, CEO of Index Exchange, discusses the groundbreaking innovations in ad tech, including the containerisation of the…

May 12 • FirstPartyCapital

2

37:48

Episode 29: Tim Rowe & The Rapid Evolution Of Ad Tech Infrastructure

In this episode, we discuss the evolving ad tech landscape, focusing on first-party data, cloud-native infrastructure, and innovations in streaming TV…

May 5 • FirstPartyCapital

1

28:28

April 2026

Containerised Bidding Arrives: How Bedrock Platform Is Redefining The $200+ Billion Programmatic Ad Business

Hello readers.

Apr 24 • FirstPartyCapital

9

March 2026

The Rise Of Ad Tech’s “Middle Powers”; Sign Up For The Vendi Tech Webinar

A couple of weeks ago, Mark Carney delivered a seminal speech on the “middle powers” absolute necessity to take greater agency over their geopolitical…

Mar 13 • FirstPartyCapital

7