I've been tracking TTD for a quite while, starting from

early this year, when Jeff Green called its flagship AI-powered programmatic ad platform, the "Kokai hiccups" .... I guess that he never had imagined the "hiccups" could cause him LOL

Tho, I agree with Bog on TTD's resilience.  TTD's 95% retention and 19% margins suggest some kind of resilience if the Kokai adoption hits 100% by year-end...