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FSAs & Why We Love Strategics; Impromptu Drinks In London; Attention Critical For Ad Tech
Before we crack on with this week’s edition, it is important to clear up a few things from last week’s newsletter. Firstly, we are huge believers in the…
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FirstPartyCapital
May 2023
Privacy Is THE Existential Crisis For Ad Tech, TV Messiness; Cannes Is Calling You
We are trying something new with the FPC newsletter from this week onwards. Instead of using stock images (or no image at all), FPC is attempting to…
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FirstPartyCapital
The DIE (Demand Is Everything) Doctrine; 3PC Are Nearly Dead; Come Meet Us In Cannes
The DIE (Demand Is Everything) Doctrine It is a matter of fact to say that publishers (specifically news publishers) are the “poor relation” in the…
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FirstPartyCapital
Demo Your Startup Product At ATS London; The Memes & Themes Venture Nonsense; Sustainability, A Buyer Requisite
Come Demo Your Startup Product At ATS London FPC is teaming up with ATS London this year to host its Innovation Alley segment on June 13 and 14 at…
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FirstPartyCapital
Lumen Winning The Attention Arms Race; FirstPartyCapital, Pleased To Meet You; Ad Tech Short-Selling Nonsense
A quick note to our readers… With Easter and the multitude of bank holidays over the past 6 weeks, the FPC newsletter output has become a little…
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FirstPartyCapital
April 2023
Ad Tech Islands In The Stream; MadTechMoney 2023 Announced; And More DSP Sale News
Ad Tech Islands In The Stream When two mulleted Bee Gees penned the country classic “Islands In The Stream” for Dolly Parton and Kenny Rogers, who knew…
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FirstPartyCapital
Programmatic Inventory Wars, Not A Big Deal; Cannes Event; AI Cognitive Bias
The Programmatic Inventory Wars And Why It’s Not A Big Deal It has not been a good one year anniversary for OpenPath, TTD’s SPO (Supply Path…
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FirstPartyCapital
March 2023
Getting Real On Valuations; Netflix Wants To Build Ad Tech; And DSP Sale Update
Valuations Need To Be Grounded In Reality The bank run on SVB caused quite a stir in the startup world over the past two weeks. The saga marks the end…
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FirstPartyCapital
Oversubscribed Lumen Deal; Ad Tech, Fighting Fit; And An Offer For You
Lumen Deal OVERSUBSCRIBED In Just One Week… But You Can Still Get A Piece Well, that was quick. Our £400K Lumen syndicate allocation has gone. It is the…
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FirstPartyCapital
Get Lumen Before It's Gone; Fragmentation Is Inevitable; And An Up Week For Public Ad Tech
Lumen Deal Live On Platform. Allocation Nearly Gone (Only 30% Remaining) The Lumen deal has been live on the platform since Wednesday. 70% of the…
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FirstPartyCapital
February 2023
Value Beats Unicorns; The Lumen Waiting List Grows; And European Ad tech Wins Again
Seeking Value, Not Unicorns After our “triumphant” American debut on the Marketecture podcast last week, FPC has been reflecting this week on our core…
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FirstPartyCapital
Our US Podcast Debut; Lumen Deal About To Go Live; And Why We Must Keep The Internet Free
FPC Talks To Ari & Eric Ari Paparo and Eric Franchi are two legends of the ad tech space, having built, scaled and sold ad tech companies. They host the…
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FirstPartyCapital
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