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Subject:  Re: Magnite Making Its Move Date:  11/27/2020  6:42 PM
Author:  Vivibright Number:  73805 of 77930

Thanks all for the great discussion.
I just want to follow up on BC's question. I also read Tom G's post, regarding MGNI is more likely to be a 5 baggers in 10 years. He thinks that since MGNI is only advocating for publishers, it will likely not be a fast grower like TTD, because the sell side market is smaller than the buy side market that TTD is serving.

I was wondering if anyone has different opinions on Tom G's analysis? In my view, the sell side market size should match with the buy side market size, otherwise there won't be a market.
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