DSP

hankster221

im convinced im the DSP of day traders

Intelligent_Dress347

I have yet to see anyone put together a coherent argument on how Uber doesn't continue to win the ride-sharing world, primarily for your 4th reason. They own the consumers in the ride-sharing space right now outside of very specific markets. Is the natural progression for ride-sharing that it will be supported AVs \*owned and operated\* by the platform (Waymo/Tesla) or will it just be people using their AVs in the same role that a current Uber driver does? I lean aggressively to the latter. I think the future of ride-sharing (5-10+ years down the line) takes one of two forms: 1. People who own AVs host their vehicles for use on ride-sharing apps. 2. and/or 3. It looks a bit more like Amazon's delivery service partner (DSP) program. Localized independent operators (branded & supported) manage fleets of AVs that service that area. Waymo has shown no ability to scale - and the only way Tesla wins in this space is if Tesla vehicles come to overwhelmingly dominate the market, which isn't realistic. Every major car company has the ability to produce AVs at this moment, but they have no need to.

Totallycomputername

To me shipping is in a tough spot. Sure a lot of the consumer market is focusing on online presence but like Amazon after they get so big, doing their own shipping or contracting to DSP's. 

ponziacs

I was a long time bagholder of UPS but sold at a big loss earlier this year. The biggest issue I see with the company is trying to compete with Amazon shipping as their DSP model can easily undercut more highly compensated UPS drivers.

Valkyrie_Skuld

Roku reported Q1 2026 results today after the close. Stock up ~11% after-hours. Headline numbers: ∙ Revenue: $1.25B, up 22% YoY (beat consensus) ∙ EPS: $0.57 vs. $0.35 expected ∙ Platform revenue: $1.13B, up 28%, gross margin 51.6% ∙ Ad revenue: $612.7M, up 27% ∙ Streaming hours: 38.7B, up 8% YoY ∙ Record free cash flow for the quarter ∙ Raised full-year profit guidance What’s notable: ∙ Third-party programmatic ad spend up more than 40% YoY , deeper DSP integrations driving the upside ∙ First time breaking out advertising and subscriptions as separate operating units within Platform — gives investors cleaner visibility ∙ Highest quarter ever for premium subscription net adds ∙ Devices segment gross margin: -16.3% (loss leader, as usual) Q2 guide: ∙ Total revenue ~$1.3B (up ~17%), Platform revenue +20%, Devices revenue down high-single digits ∙ Gross profit $580M, Adjusted EBITDA $170M Context — Q4 2025 (reported Feb): revenue $1.395B (+16%), EPS $0.53 vs $0.29 expected, first full-year profit. The Q1 print continues that trajectory and accelerates platform growth meaningfully (28% vs 18% in Q4).​​​​​​​​​​​​​​​​

Valkyrie_Skuld

Roku reported Q1 2026 results today after the close. Stock up ~11% after-hours. Headline numbers: ∙ Revenue: $1.25B, up 22% YoY (beat consensus) ∙ EPS: $0.57 vs. $0.35 expected ∙ Platform revenue: $1.13B, up 28%, gross margin 51.6% ∙ Ad revenue: $612.7M, up 27% ∙ Streaming hours: 38.7B, up 8% YoY ∙ Record free cash flow for the quarter ∙ Raised full-year profit guidance What’s notable: ∙ Third-party programmatic ad spend up more than 40% YoY , deeper DSP integrations driving the upside ∙ First time breaking out advertising and subscriptions as separate operating units within Platform — gives investors cleaner visibility ∙ Highest quarter ever for premium subscription net adds ∙ Devices segment gross margin: -16.3% (loss leader, as usual) Q2 guide: ∙ Total revenue ~$1.3B (up ~17%), Platform revenue +20%, Devices revenue down high-single digits ∙ Gross profit $580M, Adjusted EBITDA $170M Context — Q4 2025 (reported Feb): revenue $1.395B (+16%), EPS $0.53 vs $0.29 expected, first full-year profit. The Q1 print continues that trajectory and accelerates platform growth meaningfully (28% vs 18% in Q4).​​​​​​​​​​​​​​​​

MightBeJerryWest

I remember how many people on Reddit were clowning in the DSP, saying it was a huge desperate move to get people to buy lol. Desperate or not, it was a solid buy at $35.

Pete26l96

Dear diary, Real talk, you got to respect anyone who plays this game regardless of whether they win or lose. I never really had any money until last year, so I've only been investing/trading for a year, but the amount I've learned about random industries and individual businesses is amazing. For example, I have some family from overseas who came to visit, and it was cool being able to speak to my cousin who works for some biotech company about GLP-1s, or with my uncle about programmatic advertising and how Amazon's using prime to bolster their DSP. Even more than that, it's about how a person sees money. You ask me a year ago how I'd feel gaining $20K and I'd say I would be over the moon, have a celebration, etc. Now the last couple weeks I hit my original goal of making $50K (50% return of my life savings) on the market and I feel nothing, just thinking about what I'm going to do next. All this is to say, it's crazy how 95% of people will never experience such things.

16_USQW

Ceva DSP provides specialized IP cores to MediaTek. Qualcomm Inc. shares jumped in premarket trading on Monday after a closely watched tech industry analyst suggested the chipmaker is working with artificial intelligence giant OpenAI on a smartphone. Shares of the San Diego-based company gained 14% in early trading following a post on X by TF International Securities analyst Ming-Chi Kuo, which said his latest industry checks had revealed that OpenAI was working with MediaTek Inc. and Qualcomm to develop smartphone processors. Kuo added that Luxshare Precision Industry Co. is working as the “exclusive system co-design and manufacturing partner.” Luxshare shares jumped as much as 10% in Shenzhen trading. Meanwhile shares of iPhone maker Apple Inc. fell as much as 1.9% in New York. The report says mass production is expected in 2028, although “specifications and suppliers are expected to be finalized by late 2026” or the first quarter of 2027, Kuo said. Representatives from Qualcomm, OpenAI, MediaTek and Luxshare did not immediately respond to Bloomberg News requests. for comment. Kuo’s report comes at a time of uncertain prospects for Qualcomm, which has seen its shares struggle this year. While the stock had jumped about 20% off a recent low through Friday’s close, it remains down 13% in 2026, making it by far the the worst performer in the Philadelphia semiconductor index, which has gained for a record 18 straight days and is up nearly 50% this year. Qualcomm’s weakness has come in the face of soaring demand for memory from the build out of AI data centers, which has left makers of consumer electronics devices with limited supply and higher prices. The company is scheduled to report its second quarter results after the market close on Wednesday.

zdenvausal

**Thanks for sharing. I'm very interested in your assessment of the “next direction of expansion” WSS or coherent DSP?**

SitshaIom

“Cited in 3GPP” ≠ “future cash flows”. Also, being mentioned in a moderator summary ≠ owning anything in the standard. Most of that stuff dies before it ever becomes mandatory behavior, which is where SEP money actually comes from. On the architecture: you don’t “avoid” the problem by distributing it. You just move it. Bandwidth -> coherence Central DSP -> distributed calibration + sync Fewer buses -> tighter phase/gain control in a hot, moving UE Same physics. Still no proof it closes in a real phone. Patents: 40 families means nothing if they’re not unavoidable. If the standard allows alternative implementations (it almost always does), big players just route around you. That’s how this industry works. And Qualcomm didn’t get there by being early in a study item, they got there by shipping silicon and winning court battles for 20 years. As an “option” you’re stacking unproven tech + uncertain standard + unclear SEP + no customers + dilution.

Galifix

You clearly know the space. Let me try to respond as best as I can... **On "everyone is in 3GPP"** \- yes but not everyone gets cited by name in the moderator summary for specific technical input on evaluation methodology. There's a difference between submitting contributions and having the moderator adopt your framework. That's not nothing. **On the power/thermal point** \- this is the strongest point you've made, and I wont pretend it's solved. But Beammwave's distributed architecture is specifically designed to avoid centralizing the DSP load that kills traditional digital beamforming. The whole point is distributing complexity across the array rather than routing hundreds of Gbit/s to a central processor. Whether that actually closes the budget in a shipping UE is unproven - but it's not the same problem you're describing for conventional digital beamforming. **SEP** \- you're right that contribution, SEP is a long road and most companies don't make it. But Beammwave has 40+ patent families specifically covering distributed digital beamforming at mmWave. If the 6G standard moves toward digital beamforming, which the evaluation methodology they're helping write suggests it might, those patents become relevant regardless of who manufactures the chips. **On OEM in-house development** \- Apple and Qualcomm both build modems in-house and still pay SEP royalties. Building your own silicon doesn't let you escape essential IP, it just means you implement it yourself and license the patents The four-step path you outlined is real and most companies fail it. The bet is that Beammwave is specifically positioned to thread that needle - the right architecture, the right patents, at the right standardization moment. At $8M market cap, you're not paying for a sure thing. You're paying for the option :)

SitshaIom

Lol, is this scam still going on You’re massively overestimating what “being in a 3GPP document” actually means. Everyone serious in wireless is in 3GPP. Apple, Qualcomm, Ericsson, etc. submit hundreds of contributions every cycle. Getting a “per Beammwave input” mention just means they said something relevant in a discussion, not that their IP becomes standard-essential or monetizable. There’s a huge gap between: \* contributing to a study item \* having your idea survive standardization \* owning SEP (standard-essential patents) \* actually collecting royalties at scale Most companies never make it past step 1–2. Now to the part nobody in these posts ever addresses: the actual implementation. Their whole pitch is distributed digital beamforming at mmWave in a UE. That sounds great until you try to close the power + thermal + complexity budget in a real device: \* multiple RF chains per element \* high-speed ADC/DAC (or equivalent constraints centrally) \* hundreds of Gbit/s internal data movement \* continuous beam tracking, calibration, coherence management All of that has to live inside a phone that’s already thermally constrained by the modem + application SoC. You don’t get to handwave that away with “digital solves analog problems”, you just move the cost into DSP, memory bandwidth, pilots, and power. And no, “duty cycle” doesn’t magically fix it. RF systems are dimensioned for worst-case combined scenarios (bad coverage, UL bursts, heat, blockage), not a friendly average case. If your architecture only works after smoothing everything out, it doesn’t work. On top of that: \* 6G timeline is \~2030+ -> years of burn before revenue \* $8M microcap -> dilution risk is basically guaranteed. It has happened, it will happen again. \* OEMs are building in-house -> you only win if your IP is unavoidable There’s zero evidence of that so far. No real UE design wins, no independent validation at scale, just demos and slides. So what’s the actual bet here? That a tiny Swedish company not only participates in 3GPP, but: 1. gets its approach into the standard 2. owns essential IP around it 3. survives long enough to monetize 4. beats incumbents who’ve dominated RF patents for decades That’s not a “catalyst play”. That’s a long-duration, low-probability lottery ticket dressed up with buzzwords like “6G” and “at the table”. Yeah… “the market hasn’t noticed” 🤣

snesk0008

So clearly you don't know much about how the advertising industry works, which is fine because it's unnecessarily complicated, but there are some falsehoods in here that should be addressed. The Publicis & Omnicom audits will reduce revenues but are not a significant problem. TTD doesn't charge 'per seat' that's how agencies charge. TTD takes a % of ad spend as do all DSPs. AI will not negatively impact this.  OpenAI can not make it's own TTD with AI. TTD is not just a console it's a RTB DSP. 1000 companies have spun up DSPs and most failed because they underestimate the complexity. AI can make building a DSP faster, but DSPs succeed because of scale and trust. Advertising agencies use DSPs to purchase inventory which warrants the building of a large complexity and expensive system.  Building one just for OpenAI would be time consuming and wasteful and would lead to LOWER adoption from advertising agencies who control all the revenue. It would give other AI tools more ad revenue. Also if OPENAI was going to do that, they would have built it off Xandr. Microsofts recently shutdown DSP. Now why is TTD down so much?  1. Amazon. Amazon is pushing hard to knock TTD out of the second place spot and winning. Amazon is competing by offering a competitive product with extremely low margins. 2. Design. TTD released a extremely poor UI overhaul and forced customers onto it. 3. Inventory. TTD has always been about open internet since they have no walled gardens. That was fine when only Google, Amazon and Mets were walled but with massive consolidation around supply, TTD is on the outside looking in.  Their margins, competitive advantage and supply offerings are all getting squeezed and they don't have a good way out. TTD is the last major standalone DSP (rip Media Math) and they will end the chapter of stand alone DSPs in the ad space. 

CollegeStudentTrades

Amazon is going to shit from a customer and quality perspective. Their bottom lines might be good now but the whole DSP thing and how they handle customer service is going to drive them into the ground over the next 10 years. MSFT is the better play.

No-Significance-844

I am 36 yrs old corporate employee I have like $26 k CAD sitting in my DSP and RRSP together with my previous employer, where should I divert this money which mutual funds for long term growth should invest in. Please advice

sooooted

Amazon's DSP has been killing them with brand advertisers, their hand has been forced to move to mid-market. As Bezos said "your margin is my opportunity"

I_heart_snacks

I can actually help with this one - it's marketing technology known as a demand side platform (DSP). They connect to advertising inventory for advertisers to buy programmatically. At least that's their main thing.

Stocks_N_Bondage

Analog Devices makes digital fast Fourier transform chips among other things, and they're state of the art. Fast Fourier transforms are useful for analyzing analog signals. So, they are not at all just analog, importantly, they specialize in mixed signal and DSP (digital signal processing).

MightBeJerryWest

The DSP was clowned on Reddit but if you got in at IPO, you’ve literally never lost (unrealized) money.

Pete26l96

Everyone saying GOOGL will save the market, I think it's going to be AMZN. Jassy has been sandbagging guidance for years but for the first time in ages he said he was confident AWS would see 20%+ growth Q4 and that supply constraints have finally been lifted. That coupled with their DSP Ad platform, prime video / sports, and cost cutting, might just make AMZN one of the biggest movers given they earn more revenue than even Walmart now.

skrabytomo

I know this was a joke, but this already happened.**Several AI-designed molecules were actually synthesized and validated**: * **DSP-1181 (Exscientia, 2020)** AI-designed drug for OCD → **synthesized**, passed preclinical, entered **Phase I trials**. * **Halicin (MIT, 2020)** AI discovered a novel antibiotic structure → **synthesized**, showed strong activity (incl. drug-resistant bacteria). * **New battery materials (Toyota / MIT / DeepMind)** AI-predicted solid-state electrolytes → **synthesized**, confirmed improved ion conductivity. * **MOFs & catalysts (multiple groups)** AI-designed porous materials → **synthesized**, properties matched predictions. * **Protein & enzyme design (DeepMind AlphaFold + generative models)** AI-designed proteins → **expressed and functional** in labs. These are **real, lab-confirmed**, not simulations only.

MashMeister

Ad exchanges have been around since 2005. Also TTD is primarily a DSP. Google, Amazon, Yahoo, are the biggest DSPs but there are a tons of smaller ones. Amazon was later to the game and they keep getting bigger. TTD has been losing their way a bit recently with their Kokai launch (AI driven buying), and trying to extract more from publishers and buyers by tacking on more and more fees for certain features. Also UI is shittier now. Lastly, ad spend is not increasing much especially in this economy and they primarily make their money on charging advertisers a platform fee such as 10% of advertiser’s media spend. I’d say it’s still a good discount but I don’t see it rebounding to its high ever again. Source: I work in the space and have used TTD for a decade

Fu2-10

I am a manager for an Amazon DSP and I used to deliver, still do fairly often. Every single day my routes always consisted of the exact same houses every time, because those people are addicted to it.

mclardass

DSP baby.. Now who's a lame mod? Oh, right.. me.

Party_Service_2830

This analysis focuses on four companies—AmpliTech Group (AMPG), Gilat Satellite Networks (GILT), RADCOM Ltd. (RDCM), and CEVA Inc. (CEVA)—that operate in critical layers supporting satellite communications and 5G infrastructure, complementing AST SpaceMobile’s satellite layer business. AmpliTech (AMPG) specializes in ultra-low-noise RF amplifiers and ORAN 5G radios, critical for satellite ground systems. It showed remarkable growth with FY2025 revenues up 163%, guided for $50 million revenues in FY2026 (about 100% growth), and achieved positive EBITDA in Q3 2025 after strategic margin compression investments to secure Tier 1 customers. AmpliTech has no debt and modest cash reserves ($8.4M), with concentrated customer exposure posing execution risk. Gilat Satellite Networks (GILT) delivers satellite gateways, terminals, and network management across commercial, defense, and international markets. It grew revenues 58% YoY in Q3 2025 to $158 million, raised 2025 revenue guidance to $435-$455 million, and improved operating income with strong cash generation. Gilat benefits from secular growth in in-flight connectivity and multi-orbit satellite markets, maintaining a strong balance sheet with low leverage. RADCOM (RDCM) provides AI-driven network analytics and telecom traffic monitoring software. It reported 16-19% YoY revenue growth in 2025, achieving positive GAAP and non-GAAP operating incomes, with the highest margins (20.9% non-GAAP operating margin). RADCOM has a strong cash position, zero debt, and solid recurring revenue from cloud-native 5G network assurance, positioned well for telecom digital transformation. CEVA (CEVA) licenses DSP and AI processor IP targeting wireless connectivity and AI acceleration. While revenue growth is modest (\~4% YoY) and GAAP losses persist due to heavy R&D investment, CEVA shows very high gross margins (\~88%) and positive trends in AI-related licenses, including partnerships with major semiconductor manufacturers. The balance sheet is strong with $162M cash and no debt. In comparison to AST SpaceMobile (ASTS), which is a high-risk, early-stage satellite network provider with large market cap but little current revenue, these four companies offer more immediate cash flows, profitability, and critical complementary infrastructure exposure at significantly lower valuations. Risks across the group include customer concentration (especially AmpliTech), geopolitical tensions (impacting Gilat’s defense contracts and market environment), competitive pressures from larger integrated operators, and the challenge of keeping pace with rapid technological standards and AI commoditization (notably for CEVA). Given their differentiated roles in the 5G-satellite ecosystem, substantial recent growth, improving profitability, and strong balance sheets (except for CEVA’s net loss but offset by robust cash and R&D investment), these companies present compelling opportunities for investors seeking exposure to the evolving satellite and telecommunications infrastructure market beyond the speculative AST SpaceMobile stock. Recommendation: BUY with 80% confidence based on strong growth rates, increasing margins, visible revenue pipelines, and strategic positioning as foundational providers in ground and signal-processing layers critical for global satellite and 5G network scale-up.

miniaznray

think it's going to 28. ad tech unfortunately is flat growth now. no longer the golden new thing. Only way to revise growth is if TTD can enter new line of business which it tried with the CTV UX DirecTV partnership but didn't really take off. In terms of line of business, TTD gonna have a hard time branching out to inventory, 1st party data or any content related business cause their whole value prop was independent DSP. To me, that is what is restricting growth.

ZilliqaValley

I think they are doing the right thing. According to Gemini they have amazing tech. 1. The "15 Million QPS" Challenge ​TTD processes roughly 15 million queries per second (QPS). To put that in perspective, Google Search handles roughly 100,000 per second. ​Latency: Every single bid request must be ingested, analyzed, and responded to in under 100 milliseconds. ​Edge Computing: They use a hybrid model of AWS (for global acceleration) and their own colocation data centers. By using AWS Global Accelerator, they route traffic over the AWS private network to keep latency low across different geographic regions. ​The Database: They rely heavily on Aerospike, a NoSQL database designed for petabyte-scale data with sub-millisecond lookups. It’s what allows them to remember a user’s frequency (how many times they've seen an ad) across millions of simultaneous auctions. ​2. Kokai: The AI Upgrade ​While their older AI engine (Koa) was great for basic automation, the new Kokai platform is a "deep learning" upgrade. ​Audience Scoring: Instead of just bidding on a "car buyer," Kokai assigns a unique relevance score to every single impression opportunity based on "Seeds" (first-party data provided by the advertiser). ​Distributed AI: They don't just run one big model; they distribute "intelligence" to the edge. This means the bidding server at the data center can make a "smart" decision based on local patterns without waiting for a central brain to chime in. ​3. UID2 (Unified ID 2.0) Architecture ​This is their technical answer to the death of the cookie. It’s an open-source framework, not just a product. ​Hashing & Salting: It takes a user's PII (like an email) and puts it through a double-blind encryption process. ​The Token Flow: 1. A user logs into a site. 2. The email is sent to a UID2 Operator. 3. An encrypted UID2 Token is generated. 4. This token is passed into the "bid stream." Only authorized DSPs (like The Trade Desk) have the decryption keys to see the underlying ID and match it to an audience segment. ​Rotating Keys: To keep it secure, the encryption keys rotate frequently, making the tokens useless to anyone who tries to intercept them without permission. ​4. OpenPath: Cutting out the Middleman ​Technically, TTD is a Demand-Side Platform (DSP), which usually buys from a Supply-Side Platform (SSP). However, with OpenPath, they’ve built direct API integrations into publisher ad servers (like those of The Washington Post or Reuters). ​Efficiency: By removing the SSP "hop," they reduce the physical distance data has to travel, which lowers latency and eliminates the "tech tax" (fees) that SSPs usually take. ​Protocol: They use OpenRTB (Real-Time Bidding) standards but implement it via direct pipes, essentially making the supply chain "flatter." ​5. Data Analytics at Scale ​For long-term storage and reporting, they use Vertica (on Amazon S3). This allows them to store petabytes of "cold" data but still perform massive SQL-like queries for advertisers who want to see a report on exactly where every cent of their $10M budget went.

RogerRockmore

I appreciate your thoughtfulness in response even though I disagree. For context, I work in the digital advertising world, and I have yet to meet anyone who's bullish on Reddit ads. That's not to say my word is fact or that success stories don't exist, but fact is the vast majority of ad money goes to Meta, Google, Amazon, Applovin, and DSP platforms for a reason. If companies were seeing ROI from Reddit, word would spread. As far as being an awareness play, that could make sense to some companies, but even then, it wouldn't be a top priority for most companies so it would hold back Reddit's advertising growth.

moorhound

I don't think most people understand that the US does have a kernel-lrvel backdoor into almost every commercial PC (Intel ME/AMD PSP) and most phones (DSP/Pluton security modules). Unless you're a full luddite or living in a faraday cage, the US can spy the fuck out of anyone they want.

rbwlines

If ( a big IF) competition fears are overblown which I believe are to some extent, TTD has a long runway as an independent DSP. Open internet is growing, and Ad dollar pie will continue to grow. If you are a big brand you would be hesitant to hand over your data to the walled gardens like Amazon so I believe TTD will remain a key player. The market is pricing in low double digit growth but if the company reaccelerates its growth, then the stock will rebound. If it doesn’t then I’m out. The management says they have made some massive investments in their ad tech this year so hopefully that will improve return on the ad dollar for brands.

Downtown_Eye_572

Credo makes optical DSP ASICs, too.

Downtown_Eye_572

I see Credo DSP in their pluggable.

-brokenbones-

This guy knows nothing about amazon's business model. Also, amazon doesn't hire non-legal employees. If someone illegal is driving a delivery van, they are working for a DSP which IS NOT amazon, thats a 3rd party. My man, this isn't even like secret knowledge, its on their corporate site.

Weldobud

This post by another Redditor does a good job of that. Updated Thesis on The Trade Desk (TTD) Hello, Since my last post a month or so ago, TTD has continued to fall. As such, I have increased my position size to over 1,000 shares at a low 40s average and will continue to accumulate as long as we remain at this price level. I wanted to give a more nuanced update based on my thesis based on what I read from the previous post. # Valuation: This is where people remain the most critical of TTD, valuation. The stock now currently trades at a PE of \~42 on a GAAP basis. I hear, why not buy Amazon instead? Why not buy Google? Why not buy Meta? They also have advertising businesses and their stocks are trading at a cheaper PE! Let's look into the future, pulling data from the Nasdaq. ([https://www.nasdaq.com/market-activity/stocks/ttd/price-earnings-peg-ratios](https://www.nasdaq.com/market-activity/stocks/ttd/price-earnings-peg-ratios)). These are future estimated PE on a GAAP basis. Current estimated PE for 2026: 29.32 Current estimated PE for 2027: 22.62 Let's compare Amazon, Meta, and Google: **Amazon:** Current estimated PE for 2026: 28.85 Current estimated PE for 2027: 23.73 **Google:** Current estimated PE for 2026: 28.25 Current estimated PE for 2027: 24.33 **Meta:** Current estimated PE for 2026: 21.26 Current estimated PE for 2027: 18.98 As you can see, only Meta trades at a cheaper forward PE for 2027. However, the growth rate for TTD in terms of EPS is much more rapid, and in the next 5 years will be substantially cheaper (if you extrapolate the data). However, with all this being said, this is valuing TTD as a "value stock" and not as the growth compounder it is. Its expected revenue growth rate is being expected to be roughly 16% YOY for the next 5 years. It is difficult to value growth stocks as value stocks, as their focus is on top line expansion. Using P/S, TTD is trading at a multiple of 6.5. That is very low for a growth stock. # Future Growth & Competition: One of the biggest concerns is that TTD's growth story is over, and that Amazon will simply overtake. Why? Simply because Amazon's DSP is "cheaper". However, head over to "[r/programmatic](https://www.reddit.com/r/programmatic/)" and see what people there think of Amazon's DSP. **Here are some comments:** "Dumpster fire of a DSP. My team works in it daily and they loathe it. The only thing it’s good for is their walled garden supply and data" ([https://www.reddit.com/r/programmatic/comments/1m1cz55/looking\_for\_feedback\_on\_amazon\_dsp\_compared\_to/](https://www.reddit.com/r/programmatic/comments/1m1cz55/looking_for_feedback_on_amazon_dsp_compared_to/)) "Amazon can take jabs at the other two all they want. Nobody in the press will talk about how crap their platform is, because they're not the ones in it. It constantly crashes every browser. It is not flexible with complex audiences or geotargets which you have to recreate every single time. It's invoicing systems are broken. It's reporting interface and features are one of the worst I've ever seen." "Free head to head tests are fine, but wait till the activation teams have to run reports on that dogshit platform. TTD premium is worth it for their far far far superior reporting options." ([https://www.reddit.com/r/programmatic/comments/1ojc8qz/amazons\_punching\_google\_with\_one\_hand\_and\_the/](https://www.reddit.com/r/programmatic/comments/1ojc8qz/amazons_punching_google_with_one_hand_and_the/)) With respect to their Amazon ads business, Amazon focuses on their sponsored listenings and their Prime Video supply (which competes with Google, Netflix, Disney etc). Their DSP is not a priority, and its goal is to funnel advertising budgets into their own inventory, which then they charge a hefty premium on. Their partnerships with Netflix for instance, don't roll out until this quarter. We have to see what happens, but it is obviously against Amazon's interest if adspend is going to Netflix over Prime Video. **To be transparent, there are some posts critical of TTD, but it is mostly due to their price.** People, and ad-agencies, see that TTD's cost is much higher than Amazon's. So what has TTD done? Well, for the first time ever, they're willing to negotiate. As in, if you commit to a higher budget, they are willing to reduce take rates. ([https://digiday.com/media-buying/the-trade-desk-loosens-its-grip-on-pricing-amid-buyer-pressure/](https://digiday.com/media-buying/the-trade-desk-loosens-its-grip-on-pricing-amid-buyer-pressure/)) Within their recent conference call, they mentioned specifically that they are investing resources to grow their connections with their partners. This has been a point of criticism for many years with respect to the TTD, that they were arrogant. That they refused to negotiate, because they didn't have to. Now they are investing resources to grow their connections. Similarly, they are focusing on expanding their joint business plans, and have mentioned in the conference call that this is a HUGE area of focus. **Jeff Green specifically said they have BILLIONS of dollars of JBPs in the backlog.** Meaning that they simply do not have the capacity to execute on all these plans, and are expanding their resources to do so. # Tailwinds I believe that the 16% growth rate figure is a bit underrepresented, especially for the next year. Political year, world cup, lowered interest rates, etc. I will not dive too much here, as it is pretty much the same as my previous post. **JUST MY OPINION, DO WHAT YOU WOULD LIKE!**

TryCatchRelease

Everyone mentioning Amazon DSP but Google’s DV360 has mostly caught up to them as well in terms of technology and DV doesn’t nickel and dime you for every add on you want to use. They have no moat and I expect will continue to hemorrhage customers. No one likes Kokai and that was a huge mistake. The CEO doesn’t seem to understand their customers. Wouldn’t short it but definitely not going long on it either.

PinPsychological82

This market makes no sense. First of all, why was TTD ever valued that fucking highly? Second of all, why is TTD falling this much despite quality earnings? I have a fair value estimate around $60. But I haven’t entered a position because I don’t want to fight the market here. They are pricing in an Amazon DSP takeover and LLMs diverting traffic and killing the open internet. Revenue beat on earnings pretty significantly and Adjusted EBITDA looked great. I am waiting to see how their supply chain initiatives work out and whether or not they can offer additional services to further reinforce their value proposition and prove to the market that they aren’t losing out to Amazon.

boredsoftwareguy

They may have been 3 separate providers. They’re referred to as DSPs, you can start one for $10K-30K if you pass the interview process. Look up the Amazon DSP programs.

ecnecn

At the Amazon program: Amazon Delivery Service Partner Programm (Amazon DSP): Amazon Delivery Service Partners is a program to help entrepreneurs start local delivery businesses. They literally "help" firms that use Amazon service in setting up that services. L6 is actually your rank at Amazon after certain YOE, highest Level is L10 ... global decission making is around L8. L6 Amazon DSP is not a manager position in terms of business decissions but more technical and related to your profession. Some people making things up in order to push MSAI stock

Fritzkreig

The RDDT DSP thing was pretty cool, even though people made fun of it on here.

butterfly_labs

This. And by the way, Wero's original scope was much bigger, with projects for a complete payment network. Its was drastically scaled down due to lack of capital and political will. Right now, it's not much more than a C2C money transfer service, one of many. I used work on payment systems. Changing *anything* is incredibly slow and complicated. The whole EU banking sector relies on decades-old systems and is very reluctant to change. It took years to roll out instant payment, 2FA, the DSP2, and none of these things are very pleasant to use compared to more modern designs. Hopefully we can get rid of Visa & MC eventually. Relying on a foreign actor for critical infrastructure is never a great idea.

shugo7

Balls long or balls deep, Long Ceva DSP?

mattenxx

Buy undervalued stocks. There are always new opportunities. I have a big contrarian bet on TTD. the narrative got away from them a little, and they are so discounted now -de facto DSP -war time ceo -dominant (actually) market position -solid business model -secular headwinds Cons will say Amazon is eating their lunch. Fact is Ttd and Amazon and the like are eating at an invite budget. BMNR is interesting. AI stocks are Amazon and Netflix in 2010.

Adtechvet

They have two major problems. 1. Their competitors are multi-trillion dollar companies who can and do subsidize their DSP business to bolster their owned cash cows (e.g YouTube). Their competitors also bring unique data to the table and don’t charge to use it or basic backend solutions that support it (bid shading, cross device audience mapping, etc) Advertisers are becoming increasingly skeptical of ad dollars not going to ‘working media’. These nickel and dime fees are their only option for margin. Not a problem for their massive walled garden competition. Basically they have no media or data assets that are exclusive to them and/or so incredibly powerful that they are what we call in advertising ‘a must buy’. They had the easiest platform to use until they launched their new UI, that power users with big budgets and evolved programmatic practices haven’t received well. Minor improvements by Google and Amazon could crush them, especially as more and more programmatic grunt work gets automated by ad agency applications of AI and automation. 2. They picked up a lot of momentum in 2020 and with that came speculation and a market cap they just can’t live up to. They are not a pandemic stock in the purest sense but there just isn’t enough money for open web intermediaries to live up to it without a serious pivot towards higher margin sides of the business. I would probably not jump in with a significant buy unless it went sub $30. Even then I’d probably pull out most of that after the next good seasonal wave. Another thing is they have a lot of finance expats that know how to butter IR. So anything they say is incredibly deliberate and more savvy than just about any other pure ad tech co.

16_USQW

Ceva DSP. Under the radar AI stock. Incredible IP portfolio in AI and DSP.

capetienne

DSP Viant technology . When I first bought it last year, I was 300% and keep buying until it went now to $8. No money to invest and now I am down 50%. I have put all my retirement ( I am 36 ) in it

Primary_Actuator6608

Pretty sure TTD isn't the market leader.. Google is through their DSP platforms

squintamongdablind

TTD’s squeezed from both sides: clients (like Walmart) are bargaining harder, competition is tightening, and the macro ad slump isn’t helping. Yeah, Kokai’s AI is slick; but when your revenue growth is slowing, your valuation is still premium (8x P/S), and the stock’s down 40% in a month, “slick” doesn’t cut it. Meanwhile, Amazon’s own DSP is eating TTD’s lunch with 22% growth last quarter and Prime Video ads scaling like crazy. TTD maybe a long-term bet. But short term, it’s looking like a bloodbath. Good luck to OP.

StrawberryFit2208

Most are unaware of how ads work across linear, A/S/T-VOD, digital (desktop, mobile, tablet, apps) between DSP and SSP on traditional C3/C7, targeting/re-targeting, and programmatic… solid DD. Prev mentioned PE (against your DD by another regard) was TTM instead of FTM. The only threat to $TTD is $AMZN Ads, but one can have conviction that $AMZN could face similar scrutiny as $GOOG… I’m just another regard, except may or may not have decades of media ads exp.

W1llsterl1

I‘d consider SSP over DSP that feed into the walled gardens. $MGNI is on a tear and solidifyping relationships with Netflix and amazon to feed into them

Abdulahkabeer

TTD is interesting because they carved out a niche as a demand-side platform that’s independent of the big walled gardens (Google, Amazon, and Meta). Their whole pitch is being the “neutral” option for advertisers who don’t want to be locked into one ecosystem. The cookie-less future angle with UID2 is smart, but you’re right. Google dragging its feet on Privacy Sandbox slows down adoption. That said, the shift toward more privacy-friendly IDs is still coming; it’s just a question of timeline. Amazon’s DSP is definitely a threat because it has the first-party retail data that’s gold for advertisers. But Amazon isn’t “neutral”; they use their DSP to funnel ad dollars into Amazon properties. TTD’s advantage is that they can aggregate inventory across publishers, CTV, streaming, etc. If they execute well, they can still carve out growth even with Amazon breathing down their neck. Long term, it really comes down to whether brands value neutrality and cross-channel reach enough to keep spending outside of the walled gardens.

I-IV-I64-V-I

doubly same. I had hopes and dreams of becoming an arts&music therapist; got burnt out doing basic DSP work. and now i make good money making drugs that are recession and 🦌flation proof. purchased land, currently building a cabin in the woods fuck it we ball.

fireandbass

Close. DSP program was $34 and I bought 333 shares for 11k https://preview.redd.it/qxm0lkzwfajf1.jpeg?width=1044&format=pjpg&auto=webp&s=fa186d5253627e9f7a00248b2b3742eb94a3a5fc

PatientBaker7172

Switch to Applovin, its printing money. Now, it can use its cash to grow even more. Already bought back $300 million shares past quarter. Heres a dd that compares ad space companies $APP $TTD $ZETA $DSP https://youtu.be/JOCXWBXDqA8?si=R6OHCbJ7PCSa0_b-

fireandbass

https://preview.redd.it/2osmptyi30jf1.jpeg?width=2009&format=pjpg&auto=webp&s=5d8862f53b4e5cd7eecbce3721a58b5f3764062a 600% gain for me. Drained my savings and took out a loan last March for as much as I could (since repaid). Bought 333 @$34 via the DSP program. I've held for over a year, so it's long-term cap gains now. I told myself I would hold for 5 years and see what happens.

gatovision

Why go so big on one stock? I own some Unity but i feel another saas growth crash is brewing under the covers. A lot of names getting wacked lately (TTD, MNDY, HUBS, DSP, PUBM, CRWD, NOW) and they start to all trade together. If big money starts to get margin called theyll sell all of em. In 2022 they all got demolished. Same in April 2025

Ok_Cycle4393

Media agency’s can take % fee on any of the major DSP’s…

skwirly715

The trade desk doesn’t bring anything proprietary to the table and has higher fees than Amazon and Google. I’m not sure what their future is. I can’t think of a brand that would be better served by running on TTD than Amazon DSP or DV360.

playlikechampions

They’re using tariffs as an excuse. The reality is they’re facing more competition from Amazon’s DSP and their moat is shrinking.

fireandbass

https://preview.redd.it/nf9uyvhix7hf1.jpeg?width=8256&format=pjpg&auto=webp&s=4cdb9519c6de7733c75277f6716bbb446a56734f RDDT has been my one big winner. I'm not a trader, Im a regular guy shitposter who got a message to buy into the DSP pre-IPO program and emptied my savings and and bought as much as I could. I made the mistake of selling all my ETH, BTC, NVDA in 2018 so I'm gonna ride out these RDDT waves and told myself I would hold for at least 5 years. Lets hope Huffman doesnt do anything too stupid and does something about the moderator problems here.

ganeshh12

I’ve made a Google Sheet called Stock Investment Study Material to track my mutual fund SIPs. It auto-fetches live NAVs, calculates returns, and shows when to consider exiting based on performance. To use it: 1. Enter your SIP amount next to Enter your budget here 2. Put your SIP start date in the Started on row 3. In the Mutual Fund Units Tracker, manually log the units received for each SIP date I’ve added a few funds I personally track like DSP Credit Risk, Navi Nifty Next 50, SBI Healthcare, Axis Midcap, etc., along with short notes on why I picked them. It’s a basic version for now but helps me stay consistent and clear. You can make a copy, edit it, or improve it your way. I’m open to suggestions if you feel something can be better. Let’s build something that helps more people stay on top of their investments. link to sheet: [**Stock Investment Study Material**](https://docs.google.com/spreadsheets/d/1SVsRJPO9vhFL0YILNFfma8nCaa0aI96z_HOa_4nhnjg/edit?usp=sharing)

ChornWork2

never traded anything based on reddit other than buying gamestop and then quickly saying wtf am i doing. made a little in that. but, reddit DSP for their IPO was a nice touch.

schplat

The FAE.. Field Application Engineer. Basically, let's take a salesperson. Teach them just enough to deploy and use the product at a customer's site, and let them go work with customers. Then when a customer inevitably asks for something outside of the normal usage or deployment, the FAE gathers up the requirements and submits that back to the actual engineers. Of course things go wrong when the FAE is telling the customer "Yeah, I don't think it should be a problem to implement that." Meanwhile, the actual engineers are like "No way that's happening." Then it's back to a sales vs. engineering fight. Saw this happen multiple times in the DSP space (before Broadcom bought everything anyways).

RiseUpAndGetOut

They've been working and introducing a DSP2 program in Europe for a while. Not a major concern to the immediate stock price. If anything it reduces their liability in the long term.

Economy_Ratio2001

DSP?

GiraffeBaron

I'm in the industry and only Amazon DSP has access to Amazon's ad inventory

Huge_Revenue69

Pricing is irrelevant, TTD is its own tech stack - they control everything. MNTN being built on top of another DSP is a huge risk, if BW goes down, fails, raises prices, etc MNTN does not control that. From a valuation perspective, that is significant. Also, BW is hamstrung and drowning in Comcast bureaucracy. If Comcast decides to raise prices, MNTN (who is still burning cash) goes down in flames.

imgoodluv_enjoy

They actually aren’t a CTV DSP, they’re built on top of beeswax lol

bradass42

If I’m reading this right, it’s a just CTV DSP? With all the same buzzwords as every other generic martech offering? Why not just buy the inventory from Google/ Disney/ other streaming networks direct? All of these claims of “advanced targeting” or some other schtick-of-the-year rarely, if ever, end up justifying the cost of buying through a middleman. In fact, every time I’ve compared buying direct vs. a 3rd party, cost-pers were always higher. Also, it’s kind of annoying how “performance” has become an ambiguous term now in marketing. What makes this a “performance” platform and not just another run-of-the-mill middleman DSP with a shellac of shiny BS on top? Just buy the inventory direct.

Plastic_Cranberry711

It’s all ubiquitous. It’s all the same inventory being bought through RTB. ‘They are in CTV’ literally means nothing. They don’t even own the tech. They white label Beeswax’s tech. Their algorithms and performance is at best marginally better than any other DSP connected to Google’s Exchange. I’ve never been more confident this stock is garbage and will be in the shitter immediately. If I could short this POS I would.

Ok-Big-4585

homie, learn a set a tools. EWT for forecasting or DSP for reactionary. Pick what works for you.

rriggsco

I see DSP with a P/E of 103. First stock i checked. So this list is utter bullshit.

Sharp-Direction-6894

Top 10 companies with highest PE Ratio, per Chat GPT: 1. LiveRamp Holdings, Inc. (RAMP) – 27,249.59 2. HubSpot, Inc. (HUBS) – 8,687.86 3. Clearwater Analytics Holdings, Inc. (CWAN) – 7,378.98 4. Stagwell Inc. (STGW) – 5,272.45 5. Carvana Co. (CVNA) – 1,938.71 6. TPG Inc. (TPG) – 1,495.35 7. Viant Technology Inc. (DSP) – 1,150.26 8. CSP Inc. (CSPI) – 963.47 9. AerSale Corporation (ASLE) – 891.95 10. Penumbra, Inc. (PEN) – 774.11

JohnOakman6969

Since i'm in France, we have a special account called a PEA that isn't taxed after 5 years. But you only get access to european based indexes. So I put my money in "DSP5" which is reverse -1x of MSCI USA.

gotdome

This is completely backwards, some parts are right but mostly wrong. UMG, WMG, & S have had SPOT in a chokehold since inception as they are the rightsholders to nearly all the music in the world that is with anything. By worth anything, I mean the majority of music being consumed as this is a consumption streaming economy and the royalty pools are divided up pro-rata not user centric. The music groups have essentially controlled SPOT decision making directly & indirectly, via the fact that at any given time they could pull the music THEY license to SPOT and go to any one of the other DSPs. The other DSPs, which are essentially loss leaders for MAG7s that don’t need their music service to turn a profit (Apple Music, YouTube Music, Amazon Music etc). These other DSPs are under the same scrutiny in the sense that the music groups hold the licenses and can choose where the music lives, they are no different than SPOT other than the fact that they have way bigger balance sheets behind them. SPOT, and all other DSPs for that matter, are under a 70/30 (rightsholder/DSP) rev-share agreement which applies to all the royalty pools (sound recording versus publishing, country by country, subscription by subscription, DSP by DSP). With only a 30% cut, it’s not a shocker that they finally just went green as they’ve achieved this by: mass layoffs, product diversification (podcasts/audiobooks, territory expansion, ad revenue (3rd party and charging labels/artists for promotion via Marquee/Showcase), MINUSCULE price increases (twice since inception to be specific, $2 in the US premium tier market), royalty stipulations (as of 2023/2024), GHOST ARTISTS commissioned by SPOT subsidiaries eating stream share, and my favorite: Discovery Mode, a 30% commission on royalties for “exposure” which is essentially—kickback & payola targeted at obviously, the independent sector (for a long time, this was a hush hush program, eventually became public, and has now widened the bottom with no end in sight). Enter artists & creatives alike being rip shit about royalties. The music groups are also M&A’ing the largest “independent” distributors that were previously negotiating with SPOT directly or through organizations like Merlin, and understood that this game they set up hasn’t changed, it’s always been market share, even in the DIY era—and to keep SPOT in line they need to own or license those catalogs on those companies behalf. My point, UMG/WMG/S could essentially pull all their catalogs at any point, and be done with their tech boy Daniel Ek—who has played ball to keep his legacy (& company which was red for how long again?) alive. Are they going to do that? Probably not, as it would create chaos and be incredible difficult to shift consumers from SPOT to *insert MAG7 loss leader of your choice*, but could it happen? Certainly, if they wished. They own the music, SPOT is the vessel. And for the whole notion of promotion & marketing, please—anyone who’s in the business understands that the days of editorial playlists have been over since 2019 when TikTok came about. SPOT isn’t breaking artists, and either are labels—well, maybe some—but most are happening on socials, in the live space if that’s their world, or through sync in television/film/commercial etc. Legacy acts are a different story and the labels primarily own those. I don’t think SPOT is worth what it’s valued at today. The only reason profitability is occurring is because they are using every [in my opinion and the opinion of those who this business is built on] tool in their closer EXCEPT raising the price of music to an amount reflective of the COL in 2025. I think it’s in a euphoric stage where shareholders are pleased because they think this thing is finally working, until it isn’t. Until the artists & teams who are being ripped off, of the very music the general population consumes, start to wake up. Can’t speak for legacy, again, that’s a different story. But independents—most are starting to understand how FU’d this really is. Source: I’ve worked in the music business since 2018 and worked with & across nearly all of these companies mentioned, working with artists & teams from 100s to 10s of millions of monthly listeners on SPOT.

MightBeJerryWest

Lotta clowns on Reddit thinking it’d crash below its IPO price right after. People saying the DSP was an indicator that no one was interested. Those who got in on that DSP at $35 are having a good time.

MitchCurry

Lots of caveats here on PubMatic's (PUBM) Q1 outlook. "**Financial Outlook** Q1 outlook includes the continued headwind from one of our top DSP buyers that revised its auction approach in late May 2024. Adjusted EBITDA expectation assumes a negative FX impact predominately from Euro and Pound Sterling expenses. It also assumes that general market conditions do not significantly deteriorate as it relates to current macroeconomic and geopolitical conditions."

Dbleck23

Walmart DSP is built on the back of the trade desk tech

titsngiggles69

My 3 DSP shares are doing just fine

Successful_Olive9127

Hey guys, early riggiti investor here. Does anyone have any thoughts on wimi? The Quantom theme has changed my life, wimi seems overlooked at $1. "WiMi" or the "Company"), a leading global Hologram Augmented Reality ("AR") Technology provider, today announced that their R&D team has developed a revolutionary technology — FPGA-based digital quantum computer verification technology. This technology offers a completely new approach to quantum computing by using digital quantum bits, or discrete finite state machines. Not only does this mark a new milestone in the field of quantum computing, but it also lays a solid foundation for the future realization and application of quantum computers. Digital quantum bits differ from traditional simulated quantum bits in that they use digital signal processing (DSP) technology to simulate quantum states. This approach allows for more precise control of quantum bits, enabling the digital signal processing technology to fine-tune their states, thus enhancing the stability and controllability of the system. Digital quantum bits are realized through precise wave function amplitudes, with each quantum bit representing a specific quantum state, providing a solid foundation for the implementation of quantum gates.

1_ofthesedays

AVGO makes DSP chips that go into optics. Optics run the AI machinery.

MightBeJerryWest

Inverse Reddit on Reddit’s own IPO! I remember following some megathreads posted on the day of the IPO, there were so many people clowning those who bought through the DSP. so many more were saying how a DSP was a clear sign that the stock would crash and burn. I sold a chunk when it was in the $60s to take some profit and held on to the rest. I couldn’t believe it when it crossed $100 lol

gatovision

plenty of small cap software still getting punished, these ad tech companies especially. Anyone looking at these? PERI, DSP, PUBM, MGNI, APP

Burney1

Props to the regard that randomly dropped a random comment about DSP.

toasted_t_rav

DSP, you’re welcome

Great-Anywhere7377

I currently work as a Amazon DSP driver and they never taught me how to back up the vehicle properly for long driveways. Amazon sends you to the warehouse to be taught by an Amazon employee whose sole job is to train delivery drivers. The guy I had was nice but did not prepare me for the job in the least. Backing out or backing into driveways is like 50% of the job. No wonder the turnover rate is so high, because people aren't trained right and there is no raises/promotions. I have only worked there for less than 2 weeks and heard an employee saying "don't get that vest dirty", because he knew that the new employee would quit soon. Like a sitcom there will be new employees there every other day at any DSP (Delivery Service Partner). These DSPs are basically like the new fast food workers of the 21st century.

bighand1

If reddit wasn't so overwhelmingly negative about rddt, I wouldn't have bother to do DD when I got offered DSP (allocated for full 1000 shares). So I got redditors to thank for that.

bighand1

I reserved all 1000 allocated to me on DSP when I saw all the memes about how rddt is worth $2 many months ago and added after IPO as it dips. Frankly, without all those hate threads I probably wouldn't have look into it much.

Ryanz_ok

I got 500 DSP shares and sold 100 to convert to calls which expired OTM. Am I doing it right? 

Zachincool

I got in on the DSP and sold at like $60. I’m mad

bighand1

> Up nearly 70% since IPO Those of us that got in on the IPO @ 34/share is up even more than that. I remember this sub was overwhelmingly shitting on people signing up for the DSP

MojaMonkey

I have 2 SGI machines in my office. Silicon Graphics was absolutely not calling the collection of DSP chips in their graphics sub system a GPU.

chad_the_bu11

they don't, but yes its a desirable courier position thanks to unions. UPS drivers work a lot of hours, and you need to work your way up from a part time warehouse loader until a driver spot opens up and youre next on seniority list. then your starting average pay is $21/hr average across the nation. but you get raises consistently over the first years. usually by your 4th years as a driver youll start making around $85k-$100k. keep in mind that delivery drivers have high turnover, the job can be incredibly stressful on the mind and brutal on the body. I'm a delivery driver for an Amazon DSP in california.

heyboman

Yeah, this is very likely associated with some third party DSP and not one of Amazon's main systems.

MainLongjumping7402

Delivery Associate from Amazon DSP here. Prime day is no joke July 16-17 do not stress we are expecting record breaking volume for the coming weeks

ElectricalGene6146

Uh Amazon DSP drivers give them amazing reviews

suckmyglock762

>The Delivery Service Partner (DSP) program is designed to empower leaders who want to launch and operate their own delivery business. https://logistics.amazon.com/ They call them Delivery Service Partners, and it's the way millions of packages are delivered. They launched the program in 2018 and have been growing it like crazy. They're bringing on more contractors, not less.

wyhauyeung1

There are several successful stories where AI has significantly contributed to drug discovery: 1. **Insilico Medicine**: Insilico Medicine has used its AI platform to identify and develop a drug candidate for idiopathic pulmonary fibrosis (IPF), a rare lung disease. The drug, INS018_055, was discovered and designed using Insilico's AI tools, PandaOmics and Chemistry42. The development process, from target discovery to preclinical drug candidate, was completed in just 18 months, and the drug has shown promising results in Phase I and Phase II clinical trials [oai_citation:1,First Generative AI Drug Begins Phase II Trials with Patients | Insilico Medicine](https://insilico.com/blog/first_phase2) [oai_citation:2,From Start to Phase 1 in 30 Months | Insilico Medicine](https://insilico.com/phase1) [oai_citation:3,Insilico's AI Candidate for IPF Doses First Patient in Phase II](https://www.genengnews.com/topics/artificial-intelligence/insilicos-ai-candidate-for-ipf-doses-first-patient-in-phase-ii/). 2. **BenevolentAI**: This company used AI to repurpose baricitinib, an existing drug, for treating COVID-19. The AI system identified baricitinib's potential by analyzing large datasets of drug properties and clinical data. Baricitinib was later included in clinical trials and demonstrated effectiveness in treating COVID-19 patients [oai_citation:4,Insilico Medicine Uses Generative AI to Accelerate Drug Discovery | NVIDIA Blog](https://blogs.nvidia.com/blog/insilico-medicine-uses-generative-ai-to-accelerate-drug-discovery/). 3. **Atomwise**: Atomwise utilized its AI platform, AtomNet, to discover potential treatments for Ebola and multiple sclerosis. AtomNet uses deep learning to predict the binding of small molecules to proteins, helping to identify promising drug candidates more efficiently than traditional methods [oai_citation:5,Insilico Medicine Uses Generative AI to Accelerate Drug Discovery | NVIDIA Blog](https://blogs.nvidia.com/blog/insilico-medicine-uses-generative-ai-to-accelerate-drug-discovery/). 4. **Exscientia**: In 2020, Exscientia announced that its AI-designed drug for obsessive-compulsive disorder, DSP-1181, entered human clinical trials. This drug was one of the first to be designed using AI and reached clinical trials, showcasing the potential of AI in accelerating drug development [oai_citation:6,Insilico Medicine Uses Generative AI to Accelerate Drug Discovery | NVIDIA Blog](https://blogs.nvidia.com/blog/insilico-medicine-uses-generative-ai-to-accelerate-drug-discovery/). These examples demonstrate AI's potential to transform drug discovery by making the process faster, cheaper, and more efficient. The success stories of Insilico Medicine and others highlight the growing role of AI in developing new treatments for various diseases.

md28usmc

True, Excluding those of us that were offered shares beforehand in the DSP program there was no lockout period

waitinonit

Here's one thing I don't understand. Why isn't TI a player in the GPU market. They had pretty good DSP capability as well as the TI OMAP which had a GPU. It would seem they could have implemented functions like tensor products and the like. An then? They're not mentioned at all insofar as AI is concerned. Is there IP the NVIDIA has locked up? Did TI decide no to focus on this market segment?