In the inaugural episode of The FPC Podcast, Rich, Ciarán, and Alex Powel (Pixels CEO) discuss recent M&A activity, the emergence of super signal aggregators (SSAs), and the potential impact of the US election on the M&A landscape. They highlight the success of companies like AppLovin and The Trade Desk and delve into the growing retail media sector. The pod also discusses Alex’s company (and FPC portfolio starlet), Pixels, a solution focused on transforming vertical video for the open web. The conversation emphasizes the evolving nature of ad tech and the opportunities for investment and growth in the sector.
The FPC Podcast will be weekly, dropping every Wednesday morning GMT. If you love high-octane ad tech and financial hot takes in 30 minutes flat (this initial episode ran over a bit), then all your dreams have come true. Subscribe now on your preferred podcast platform.
Key Takeaways
FPC is focused on early-stage investments in ad tech.
M&A activity is increasing in the ad tech space.
The ad tech industry is bifurcating into signal and media execution.
Super signal aggregators are becoming crucial in ad tech.
Political changes may influence M&A activity in the coming years.
AppLovin and Trade Desk are leading success stories in ad tech.
Retail media is a growing sector with significant potential.
Pixels aims to bring vertical video to the open web.
The market for vertical video is growing rapidly.
Generalist investors should be aware of the opportunities, but also the complexities in the ad tech space.
Chapters
00:00 Introduction to The FPC Podcast
01:49 M&A Trends in Ad Tech
06:10 The Rise of Super Signal Aggregators
09:48 Political Impacts on the M&A Landscape
14:10 Success Stories: AppLovin and The Trade Desk
17:56 Retail Media and Non-Traditional Ad Businesses
21:48 Pixels: The Future of Vertical Video
29:55 Market Potential and Future Plans for Pixels
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