Brillant breakdown on how Kokai basically turns programmatic buying into a continuous learning system. The fact that proprietary bidding data compounds over time is undersold here because most platforms still treat each auction independently. Once that feedback loop tightens, the moat gets deeper not just from switching costs but from prediction accuracy that new entrants simply can't match. Working with a midsize adtech stack last year, we saw how hard it is to replicate tthat kind of infrastructure without years of transaction history.
Brillant breakdown on how Kokai basically turns programmatic buying into a continuous learning system. The fact that proprietary bidding data compounds over time is undersold here because most platforms still treat each auction independently. Once that feedback loop tightens, the moat gets deeper not just from switching costs but from prediction accuracy that new entrants simply can't match. Working with a midsize adtech stack last year, we saw how hard it is to replicate tthat kind of infrastructure without years of transaction history.
Thanks for the deep analysis!
Thanks, Dan, for the deep analysis!