Archive - Quo Vadis

#128: Genesis Motor America Case Study

Play it out with our Last Media Dollar experimental game

Sep 19

#127: What would you do with your Last Media Dollar?

Play the game to find out

Sep 15

#126: Transaction ID debacle reveals preferences

Game setup; The player situation; Nasty Nash Equilibrium; Path forward

Sep 8

August 2025

#125: Quo Vadis Green Shoot AdTech Interviews

With Andrey Kiska, co-founder/CEO of Kontext

Aug 25

#124: 2Q25 AdTech, MarTech, Agency Update

Equal-dollar portfolio update; Revealed preferences; Media money flows

Aug 21

#123: Trade Desk 2Q Earnings

Valuation reset; Implied math behind investor mindset; Sigmoid opportunity

Aug 13

July 2025

#122: Google 2Q25 = not surprising

Surface-level performance; Deeper metrics; Updated valuation

Jul 31

June 2025

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