Rich explores why this trillion-dollar industry has remained overlooked by mainstream VC, what it takes to be a successful investor in the complex ad ecosystem, and why FirstPartyCapital's massive LP network and deep expertise are enabling them to lead the charge.
Here’s what’s covered:
- 04:07 Why AdTech is the Trillion Dollar Niche
- 11:51 The Facebook & Google Dominance Myth
- 12:22 Case Studies: Trade Desk, AppLovin, Lumen
- 14:17 Why Most Funds Miss the AdTech Opportunity
- 15:38 DOJ vs Google, and the Breakup Implications
- 17:20 AI & the Future of Attention
- 24:37 Why First Party Capital is Uniquely Positioned
- 26:27 From Fund to Syndicate, Studio, and Lending
- 28:54 Portfolio Highlights: Lumen, Bedrock, Pixels
- 31:22 Fund II: Now Raising, Backed by Strategic LPs
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