Eric Brondolo

Eric Brondolo asked about press reports indicating discomfort among publishers with OpenPath due to transparency or perceived conflicts of interest, and whether The Trade Desk believes it has the right product-market fit or is open to making changes.

Answer

CEO Jeff Green dismissed the press reports as 'ridiculous,' stating that OpenPath was designed to be the most efficient supply chain, acting as a 'canary in the coal mine' to expose inefficiencies and a 'stalking horse' to drive competition. He explained that OpenPath directly connects to publishers, charging a near break-even 4.5% fee, and that criticism comes from players who benefit from less efficient supply chains.